Manager, New Business

6 hours ago

Melbourne, Victoria, Australia Equity Trustees Full time $80,000 - $120,000 per year

We are currently seeking an
Associate, New Business
to join our Corporate Trustee Services (CSTS) team. This full-time role supports the onboarding of new fund clients, helping domestic and international asset managers establish retail and wholesale funds in Australia.

Reporting to the Senior Manager, New Business, you'll play a key role in managing onboarding transactions, preparing documentation, and maintaining internal systems and trackers. You'll work closely with clients, lawyers, investment managers, and internal stakeholders to deliver a seamless and compliant onboarding experience.

This is a great opportunity for someone who is client-focused, organised, and eager to grow their career in funds management.

Key responsibilities:

  • Support the end-to-end onboarding of new funds, ensuring processes align with Equity Trustees frameworks and service standards
  • Prepare documentation for internal committees and assist with legal and operational materials
  • Maintain onboarding trackers, Salesforce records and internal workflow systems
  • Coordinate weekly onboarding calls with clients and stakeholders
  • Assist with pitch decks and business development projects
  • Build strong relationships with internal and external stakeholders
  • Contribute to a high-performing team culture and support senior management

What you'll need to succeed:

  • Experience in financial services, ideally within funds management or trustee services
  • Strong stakeholder engagement and relationship-building skills
  • Excellent organisational and time management abilities
  • A proactive, client-focused mindset with a desire to learn and contribute
  • Familiarity with Microsoft Office and Salesforce
  • Tertiary qualifications in Business, Accounting, Finance, Economics or Law

What we offer:

  • A warm, open, and supportive culture.
  • An attractive remuneration package, including reward and recognition programs.
  • An employee wellness program, including discounted health insurance and an employee assistance program.
  • A workplace volunteering and giving program to enable you to help others in the community.
  • We are proud to be part of the Top 30 Best Workplaces to Giveback.
  • Discounted tax and estate planning services.
  • 16 weeks paid parental leave for the primary career.
  • Great central CBD location, Modern office fit-out and end-of-trip facilities.
  • Flexible/Hybrid working environment.

About us - Trusted since 1888

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

Equity Trustees is over 145 years strong - and growing. Apply now to be part of a successful contemporary trustee company

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