Philanthropy Services Manager, Perpetual Wealth Management

1 month ago

Sydney, Australia Perpetual Full time

  • More Time Off for What Matters: Enjoy up to 6 weeks of leave

  • Flexible Work Environment: Work where you work best – whether in the office or from home.

  • Attractive salary package

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.

Following the completion of a comprehensive Strategic Review in May 2024, it was announced that Perpetual Limited will become a standalone Asset Management business and has entered into an agreement with an affiliate of Kohlberg Kravis Roberts (KKR) who will acquire the Corporate Trust and Wealth Management businesses.

An exciting opportunity to be part of the wider Perpetual Wealth Management business and join as Philanthropy Services Manager.

The role of Philanthropy Services Manager is focused on delivering exceptional client service to a book of philanthropic clients and supporting strategy and identify opportunities to grow philanthropic and not-for-profit client base.

About the role

Join our dynamic team at Perpetual Wealth Management As a Philanthropy Services Manager, you will:

  • Support philanthropists in the creation and execution of their granting strategies
  • Attend nominated trust meetings to provide governance, distribution and sector expertise
  • Actively support strategies to attract and acquire clients through the delivery of philanthropic and not-for-profit products and services.
  • Ensure financial advisers and other key internal roles are trained in various philanthropic structures, and proactively assist advisers to seek business development opportunities from their existing clients and contact networks
  • Ensure compliance with internal and external regulations, relevant legislation (including relevant tax law), and general fiduciary/client duties and responsibilities

About you

We’re looking for someone with:

  • Minimum of 3 years’ experience in client facing or relationship management role
  • Experience working in and/or with not-for-profit or philanthropic organisations
  • Pitches and presentation experience
  • A proven excellence in written and verbal communications skills
  • A proven ability in relationship management
  • Attention to detail and ability to manage multiple priorities

How we work

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients; the way we approach decision-making to the questions we ask and the problems we solve.

Employee benefits

  • Work from anywhere in Australia for up to one month each year.

  • An annual allowance to empower you to prioritise your personal wellbeing.

  • Access to LinkedIn learning, study support and commitment to supporting professional development.

  • We have partnered with Jawun for over 10 years supporting regional Indigenous organisations.

Diversity and inclusion

  • WGEA Employer of Choice for gender equality since 2018.

  • Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.

  • A growing number of employee-led networks who work to raise awareness and drive continued change.

  • We support over 50 First Nations Communities, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.

We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.

*** Perpetual strongly encourages our employees to be vaccinated for COVID-19 for the safety of our team and stakeholders. Some roles may require that full vaccination is maintained for the safety and well-being of our clients. If this is applicable to the role that you have applied for, we will ask you to share your status as part of the application process. You will be provided with the relevant information during the recruitment process if you are currently not up to date with your vaccinations or are medically exempt.

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