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Perpetual

Product Disclosure Manager

Posted 12 Days Ago
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In-Office
Sydney, New South Wales, AUS
Senior level
In-Office
Sydney, New South Wales, AUS
Senior level
The Product Disclosure Manager will coordinate the delivery of regulated disclosure documents, manage due diligence processes, and ensure compliance with legislation and frameworks while collaborating with stakeholders.
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  • More Time Off for What Matters: Enjoy up to 6 weeks of leave
  • Flexible Work Environment: Work where we work best – whether in the office or from home
  • Opportunity to join a High Performing team in our Sydney CBD office

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.  This role will initially sit in a shared service team but will focus on Perpetual Wealth Management documents, it is planned to move to join Perpetual Wealth Management business post Separation.

About the role

We are seeking a qualified and experienced professional for the role of Product Disclosure Manager to drive the delivery and to co-ordinate and manage the due diligence process for Perpetual’s regulated disclosure documents supporting our client product and service offerings, enabling our clients to make better investment decisions

End to end project management of our regulated disclosure documents including:

  • Responsibility for leading and coordinating the project planning sessions and the due diligence process
  • Coordinating and working collaboratively with a range of stakeholders
  • Responsible for the efficient and effective management and updates in the document management (Objective Keystone) system
  • Ensuring an excellent delivery focus and a strong customer service orientation
  • Staying on top of legislation and regulatory changes to ensure our documentation meets requirements whilst remaining clear, concise and client friendly
  • Ensure documentation is consistent with our Product Governance Framework requirements

About you

  • Minimum 5+ years’ experience across product management, project management, disclosure and legal functions
  • RG146 qualification desired but not essential
  • Previous Objective Keystone software experience desired but not essential
  • Previous financial services’ regulated disclosure document experience
  • Ability to influence other members of the business to obtain desired outcomes
  • An ability to communicate effectively verbally and in writing
  • Time management skills in an agile business
  • Excellent stakeholder management and influencing skills
  • Previous product management experience not essential but desirable

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

  • Study support and commitment to supporting professional development

Diversity and inclusion

  • 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.

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