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More Time Off for What Matters: Enjoy up to 6 weeks of leave
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Flexible Work Environment: Work where you work best – whether in the office or from home.
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Join our Trustee Services team as Trustee Services State Manager H&PI NSW
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.
An exciting opportunity to be part of the wider Perpetual team as Trustee Services State Manager – Health and Personal Injury NSW. The role is focused on leading the delivery of high quality services to H&PI NSW, VIC and SA clients and stakeholders through active leadership of the NSW H&PI team and hands on management of client escalations. Managing a team of Trust Managers to achieve the strategic goals of the H&PI team and wider Trustee Services Team.
About the role:
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Deliver high quality service to clients and stakeholders
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Appropriately managing risk to achieve business outcomes whilst maintaining compliance with regulations and policies, including the monitoring of dashboards to ensure compliance with SLAs
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Coaching and development of staff Ensure relationships with Alliance Partners and internal stakeholders are maintained and grow
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Lead the collaboration with other business units to ensure operational excellency, including representing H&PI at various internal forums
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Ensure H&PI remains a profitable business and achieves client retention and growth
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Lead, deliver and embed strategic initiatives
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Managing the review of policies and procedures affecting the H&PI business through the Edge Group function
About you:
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Demonstrated leadership ability in a financial or professional services environment
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Strong operational and people leadership skills
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High level of initiative and motivation to drive results
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Demonstrated track record of developing and maintaining strong, trusted relationships with internal and external clients
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Strategic mindset, with the ability to consider a range of factors and provide a fresh perspective
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Strong written and verbal communication skills
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Superior coaching skills
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Minimum of 8 years of experience in client facing or operational service delivery role.
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Minimum 3 years of people and team leadership experience in a financial or professional services environment.
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
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Work from anywhere in Australia for up to one month each year.
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An annual allowance to empower you to prioritise your personal wellbeing.
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Access to LinkedIn learning, study support and commitment to supporting professional development.
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We have partnered with Jawun for over 10 years supporting regional Indigenous organisations.
Diversity and inclusion
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WGEA Employer of Choice for gender equality since 2018.
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Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.
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A growing number of employee-led networks who work to raise awareness and drive continued change.
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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.
What We Do
Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for more than 135 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services.
Headquartered in Sydney, Australia, we provide asset management, wealth management and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States
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