• Lead national sales and client strategy for a key growth area in Perpetual Corporate Trust

• Shape senior client relationships across the managed funds market

• Partner closely with senior leaders to drive strategy and growth

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

About the Role

Perpetual Corporate Trust (PCT), a specialist business within the Perpetual Group, is a leading fiduciary, custody and digital business in Australia, with operations in Singapore. We provide a unique range of products to help clients, and the industry, be more effective, efficient and economical while managing ever-increasing cyber security risks and maintaining compliance. Domestic and global financial institutions leverage our corporate strength, commercial approach, risk and compliance practices, expertise and service excellence in debt markets, managed funds and digital solutions to enable our clients success.

Working closely with the General Manager, Sales & Marketing, this is an exciting opportunity to take on a highly visible leadership role within a specialist and trusted business, with direct influence over the growth and direction of the Managed Funds Services (MFS) portfolio.  MFS supports responsible entities, fund managers and other financial services clients through fiduciary, custody and governance related solutions.  You will work closely with senior leaders, shape commercial strategy, lead an established team and play an active role in strengthening PCT’s market presence and long term client partnerships.

Key responsibilities

• Lead sales and relationship management across MFS to deliver revenue growth and retention outcomes

• Develop and execute sales and marketing plans aligned to business priorities

• Build and deepen relationships with key clients and industry stakeholders

• Drive business development activity and track performance against sales targets

• Oversee client activity through Salesforce and report on sales performance

• Negotiate commercial terms and support high-quality client proposals and pitches

• Lead, coach and develop the sales team while maintaining strong risk and governance practices

About you

We’re interested in hearing from people who have:

• 10+ years’ experience in financial services, ideally across fiduciary services, funds or related markets

• Proven experience leading senior sales teams across diverse markets  including securitisation, real assets, equities, fixed income, and alternative assets

• Strong client relationship, negotiation and influencing skills

• Commercially minded with the ability to develop and execute strategy

• Confident working with senior stakeholders and across complex environments

• Strong problem-solving capability and ability to operate under pressure

• Tertiary qualifications in Commerce, Strategy or similar

If you are a commercially minded sales leader who enjoys building trusted client partnerships and shaping growth strategy, we would welcome your application.

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. 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.

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

• Study support and commitment to supporting professional development