Financial Transition Manager, Global Custody Solutions

3 weeks ago


Sydney, New South Wales, Australia IOOF Holdings Limited Full time

At IOOF Holdings Limited, we're committed to helping Australians achieve financial wellbeing. As a Senior Custody Transitions Manager, Unit Pricing, you'll play a critical role in delivering this mission.

Your primary responsibility will be the successful migration and integration of complex custody transitions for our Unit Pricing business unit. This includes managing risks, requirements, planning, testing, and implementation activities.

You'll be client-centric, aiming to deliver and integrate complex transitions/operating models changes to accommodate clients' financial transactions. To achieve this, you'll manage the integration of a new global custodian, liaising with external service providers as needed.

You'll also oversee end-to-end testing and execution of system and process changes, ensuring appropriate governance is applied to all Unit Pricing implementation activities. Additionally, you'll provide solution design to accommodate operational changes, manage dependencies and constraints, and ensure mitigations for execution and delivered risks are appropriate.

The role requires approximately 10+ years of experience in Financial Services, with specific technical knowledge of Fund Accounting and Unit Pricing, Investment Administration & Custody Operations. A proven track record in Implementation/Transition Management or similar roles is preferred.

You should have a detailed understanding of asset instruments, including investment vehicles such as superannuation funds and managed investment schemes. Experience working within an APRA/ASIC regulated environment is essential. Strong communication skills, both written and verbal, are necessary, as well as the ability to remain confident and calm under pressure.

We offer a competitive salary of $140,000 - $170,000 per annum, based on location and experience. You'll be part of a dynamic team that's passionate about making a positive impact in people's lives. We believe in celebrating individuality and promoting work-life balance.



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