Senior Investment Operations Manager

1 week ago

Sydney, New South Wales, Australia beBeeOperations Full time $120,000 - $160,000
About the Role

This is a senior-level position that blends investment operations, client services, and sales enablement.

The ideal candidate will play a critical part in both supporting and improving core operational processes and enhancing the adviser and client experience.

Key Responsibilities
  • Coordinate and execute daily investment operations tasks ensuring all settlements and cash flows are processed in a timely manner
  • Evaluate and manage operational exceptions or risk events
  • Maintain oversight of task pipelines, ensure data integrity and timely execution, and ensure reconciliations are completed, reviewed, and properly documented
  • Liaise with banks, custodians, wealth platform partners and other service providers as required
  • Own the client servicing process end-to-end, supporting advisers and their clients
  • Support adviser and client onboarding with operational execution and clear communication
  • Collaborate with the Sales team to prepare, track, and manage client deliverables
  • Monitor client and adviser data to identify expired certifications, incomplete onboarding, or documentation gaps, and collaborate with internal teams to resolve them promptly
  • Maintain and improve internal reporting on operational activity, client actions, and maturity events
  • Support ad hoc data reporting needs
Requirements
  • 5–10 years' experience in financial services, ideally across operations, adviser servicing, or client management
  • Strong interpersonal skills and confidence communicating with advisers, clients, and stakeholders
  • Familiarity with operational processes, onboarding workflows, and AML/KYC compliance
  • Highly organized and able to manage competing tasks across multiple workflows
  • Analytical mindset – proactive in identifying gaps, following up, and maintaining systems data integrity
  • Able to thrive in fast-moving environments and wear multiple hats
  • Part of a collaborative, high-performing team with strong leadership
  • Shape key processes that scale with the business
  • Hybrid work model with flexibility and autonomy
About Us

We're a dynamic organization empowering financial advisers with institutional-grade structured investment solutions & tools.

Our team brings deep experience in issuing, distributing, and investing in structured and institutional-grade financial products.

We're seeking additional support in our operations team to maintain oversight, efficiency, and risk controls in a dynamic environment.

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