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SalaryAre you interested in inspiring philanthropists from diverse backgrounds to become more effective givers? If so, we have an exciting opportunity for you to join our team at Equity Trustees. As a Relationship Manager in the Active Philanthropy team, you will play a crucial role in overseeing the distribution of approximately $120 million per year to support positive social change in Australia.
About the role:
Your main responsibility will be to work with "active" givers who use ancillary funds and structured giving vehicles to power their philanthropy. You will be working with a diverse range of stakeholders, including individual philanthropists and their families, next-generation givers, trusted advisors, and CEOs who want to make a difference in the social sector. Your role will involve onboarding new clients, designing effective giving strategies, leveraging connections in the for-purpose sector, and exploring opportunities to connect philanthropists with for-purpose partners.
What you'll need to succeed:
You will need to have an adaptive mindset, be able to think laterally and pay attention to detail. You will work with other subject-matter experts to provide strategic granting advice to clients and ensure that we fulfill our fiduciary duties as Trustee. Strong financial literacy skills and an understanding of corporate giving and the nuances of the corporate mindset in a philanthropy setting will be strongly regarded.
What we can offer you:
- A warm, open and supportive culture
- Hybrid and flexible working model
- An attractive remuneration package, including reward and recognition programs
- An employee wellness program, including discounted health insurance and an employee assistance program
- We are proud to be part of the Top 30 Best Workplaces to Giveback 2022
- A workplace volunteering and giving program to enable you to help others in the community
- Discounted tax and estate planning services
- Hybrid work environment
- Great central CBD location, new office fit-out and end-of-trip facilities.
Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for generations to come. As a trustee company, it is our responsibility to always act in our clients' best interests, ensuring they feel safe, valued, and cared for.
We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.
Equity Trustees is 130 years strong - and growing. Apply now to be part of a successful contemporary trustee company!
Agencies please note that this vacancy is being managed directly by the Equity Trustees' HR team. We will contact our preferred agency partners should we require additional support. Thank you.
