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.
Join Perpetual Corporate Trusts Innovation Company & one of Australia’s leading Institutional Fiduciary and Digital Solutions providers
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.
Following the completion of a comprehensive Strategic Review in May 2024, it was announced that Perpetual Limited will become a standalone Asset Management business and has entered into an agreement with an affiliate of Kohlberg Kravis Roberts (KKR) who will acquire the Corporate Trust and Wealth Management businesses.
Perpetual Digital, Perpetual Corporate Trust’s innovation company, was founded just six years ago, with a bold strategic vision to take forward the history of Perpetual’s 138-year-old, trusted brand into the next phase of evolution. This meant leveraging PCT’s unparalleled experience and expertise as a trustee, custodian and data services company and transforming that capability into a leading Digital SaaS platform business.
Perpetual Digital’s suite of next generation software as a service (SaaS) applications and data analytics platforms not only underpin PCT’s long-standing critical role in the industry, but also enables PCT’s banking and financial services clients to deliver their own digital transformations to automate key finance, treasury, funding, credit, risk and investment processes.
The Senior Consultant will assist with the onboarding of clients onto Perpetual Digital’s platform product suite including systems integration, overall performance, and great client experience.
About the Role
Join our dynamic team at Perpetual Digital! As a Senior Platform Consultant, you will:
Responsibility and delivery of client onboarding and continuously improving the Client Experience.
Client relationship and onboarding delivery within budget and timeframe.
Collection of client feedback and requirements.
Supporting the development and new products and continuous improvement of Perpetual Digital’s products and processes.
Deliver onboarding activities to completion within budget and timeframe.
Support UAT and client testing activities involving coordination of client feedback sessions, gathering requirements and prioritising enhancement.
Develop content for internal process and procedure documents, user guides and client facing collateral.
Prepare status reporting of onboarding engagements and work with the team in relation to resourcing requirements and client support.
Formalise the handover to BAU once onboarding phase completed (both internally and with client, as applicable).
Active contributor to product design discussions, project stand-ups and meetings, internal workshops and demonstration sessions.
Develop and demonstrate a deep understanding of complex business processes including Trust management, Funding Optimisation, PRS product sets and other initiatives as they arise.
Perform user and business verification testing of new system functionality and features, as required.
Recommend process and system improvement to increase efficiencies and system useability.
Participate in requirements gathering, backlog review sessions and prepare ad hoc analysis as and when required.
Understand current data templates and data model across all product lines. Contribute to the refinement/development of further Perpetual data templates/inputs as required for optimal client use/interaction with systems.
Analyse & interpret client data, identify gaps and issues. Recommend any validation rules to minimise data issue, eliminate gaps and improve data integrity.
Recommend and participate in the development of test cases and regression test suites.
Ensure issues are escalated appropriately to Principal Consultant.
Having an ability to identify suitable work around solutions that consider both risk, client impact and client experience if product functionality not yet developed or feature/(s) unsupported.
Being able to undertake analysis & efficiently determine root cause of data &/or system issues and communicate findings to relevant internal or external parties.
Managing assigned onboarding workload in addition to application testing and frequent application releases.
About you
A tertiary qualification in Statistics, Mathematics, Economics, Finance, or a related field.
Strong relationships within the Securitisation market, Banking, and Financial Services.
Over 5 years of experience in Securitisation, Trust Management, or Treasury.
Proficiency in SQL and statistical programs like R.
Intermediate Excel skills for quick data analysis and conclusion drawing.
Experience in customer relationship management with excellent communication skills to engage with stakeholders at all levels and the capability to influence stakeholders with diverse viewpoints.
A solid understanding of business needs, focusing on customer-centric solutions beyond technical outputs.
Strong problem-solving abilities.
Experience working in an agile product team and the ability to manage multiple priorities in a fast-paced environment.
A collaborative mindset, working effectively within a team and self-motivation and commitment, ideal for a start-up environment.
Strong organisational skills with a methodical approach to developing onboarding plans and working with clients.
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.
Access to LinkedIn learning, study support and commitment to supporting professional development.
We have partnered with Jawun for over 10 years supporting regional Indigenous organisations.
Diversity and inclusion
WGEA Employer of Choice for gender equality since 2018.
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.
