Senior Consultant, Platform – Perpetual Digital

• Lead complex client onboarding across Perpetual Digital’s platform solutions
• Work closely with clients across securitisation, trust management and financial services
• Combine client consulting, data analysis and product expertise to improve platform experience

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.

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.

About the Role

Join Perpetual Corporate Trust and play a key role in onboarding clients onto Perpetual Digital’s platform product suite, bringing together client engagement, systems integration, data analysis and testing to deliver a strong client experience. As Senior Consultant, Platform, you’ll manage client onboarding engagements from planning through to handover, building strong client relationships while keeping delivery on track. You’ll work across Digital Engineering, Product, Sales and PCT Trust Management, as well as directly with Perpetual Digital clients.

You’ll also bring the client perspective into product development, using feedback, testing and data analysis to identify issues and help improve Perpetual Digital’s products, processes and overall client experience.

Key Responsibilities

• Lead client onboarding activities, managing delivery against agreed timeframes and budgets
• Build effective client relationships and gather requirements, feedback and enhancement priorities
• Coordinate UAT and client testing, including verification of new functionality and application releases
• Analyse client and platform data to identify gaps, root causes, validation requirements and opportunities to improve data integrity
• Contribute to product design, requirements gathering, backlog reviews and continuous improvement initiatives
• Develop clear process documentation, user guides and client facing materials, and provide regular onboarding status reporting
• Manage the transition of completed onboarding engagements into BAU, escalating issues and identifying practical solutions where required

About you

We’re interested in hearing from people who have:

• At least five years’ experience across securitisation, trust management or treasury
• A tertiary qualification in Statistics, Mathematics, Economics, Finance or another relevant numerate discipline
• Strong client relationship management experience, ideally with established relationships across securitisation, banking or financial services
• Strong analytical and problem solving skills, with the ability to investigate complex data or system issues and clearly communicate findings
• Strong communication and stakeholder management skills, including confidence working with senior internal and external stakeholders
• Experience working within an agile product environment and managing multiple competing priorities
• Intermediate Excel skills, with the ability to analyse data efficiently and draw meaningful conclusions
• Working knowledge of SQL and statistical tools such as R.

We love hearing from people who are inspired to shape the future with us. If you're excited about this opportunity or about joining Perpetual Corporate Trust, we encourage you to apply.

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

• We’re committed to supporting hybrid working with our philosophy balancing business client and individual needs​ with 2 – 3 + days in modern recently renovated office​
• 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.

About Us

Perpetual is an ASX-listed, diversified financial services company which has been serving clients since 1886.

Across our four business divisions - Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Private and Perpetual Corporate Trust - we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives.

Trust is earned, every day.

We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships - some of which span five generations.

Our People

Each and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact. The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients. We value integrity, skill and teamwork and seek to find the best in each individual. Our reward is personal and professional development and the pride that comes from doing the best for our clients.

Our History

In 1885, a committee of business and professional people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company. Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth.

Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change. Our core values and financial principles have endured through time and will continue to endure.