Senior Relationship Manager, Charitable Trusts & Philanthropy

About the role

We are seeking an experienced Senior Relationship Manager with a passion for Philanthropy and the For Purpose sector, to manage a dedicated portfolio of Charitable Trust accounts.

With deep stakeholder engagement experience, the Senior RM will be responsible for overseeing a diverse and sophisticated set of Charitable Trusts, delivering a high-quality standard of service to our associated Co-Trustees and Advisory Boards. The successful person in this role will achieve strong client satisfaction, solid commercial outcomes and play a critical part in delivering a positive social impact for the community.

This will be an integral role within the Charitable Trusts & Philanthropy team, which is collectively responsible for overseeing approximately $100 million per annum of funding to create positive social change for Australia. 

Your Key Responsibilities:

• Managing all external stakeholders related to your portfolio (Co-Trustees, Advisory Panel Members, Sector Partners, external Investment Managers etc).
• Working closely with our internal Social Impact team.
• Having oversight of the fiduciary obligations of your portfolio in line with the Will/Deed.
• Representing EQT at key client meetings and events.
• Where required, act as the company representative where Equity Trustees Wealth Services Limited is a Co-Trustee.
• Collaborating with internal business units to ensure that all objectives and obligations of your portfolio are met to a high standard.

What you’ll need to succeed:

• Excellent stakeholder and client management skills and experience.
• Proven experience in influencing outcomes and identifying cross-sell opportunities.
• Technical knowledge of the industry, wealth management and financial services sector.
• At least 10 years Relationship Management experience, with exposure to the Philanthropy or NFP sector.
• Demonstrated high level organisational and time management skills.
• Knowledge of the operations and governance of charitable trusts and the relevant legislation eg. Trustee Act, Charities Act, Trustee Companies Act.
• A collaborative, team player approach.
• A mindset of continuous improvement.
• Excellent analytical skills, written/verbal skills and a high attention to detail.

What we can offer you:

• A warm, open and supportive culture
• An attractive remuneration package, including reward and recognition programs
• Paid parental leave and flexibility to help you achieve balance in your life
• An employee wellness program, including discounted health insurance and an employee assistance program
• An individual learning and development budget to help you grow
• A workplace volunteering and giving program to enable you to help others in the community
• Group Salary Continuance insurance to protect you when you need it most
• Discounted tax and estate planning services
• Great central CBD location, new office fit out and end of trip facilities.

Equity Trustees is 130 years strong – and growing. Apply now to be part of a successful contemporary trustee company!