Team Leader, Scope+

About Us

Praemium was established in 2001 to simplify and streamline the complexities of wealth management. Today, we offer the only fully integrated platform that allows every part of an investor's wealth to be managed in one place. Managing over $63 billion in funds under administration (and growing) for leading institutions and private wealth firms, we deliver innovative technology and exceptional service to our clients.

We pride ourselves on empowering advisers to efficiently manage the wealth of people in Australia. Join us on our mission to redefine wealth platforms and help shape the future of financial services.

The Role

We are seeking an experienced and detail-driven Team Leader – Scope+ to join our Operations team at Praemium. This hands-on team leader role is responsible for supporting the day-to-day operations of the Scope+ service, ensuring accurate and efficient portfolio administration, reconciliations, and reporting for our clients.

You'll lead a team of six analysts, providing guidance, technical oversight, and support to ensure portfolios are managed to the highest standard. With a strong focus on process improvement, operational excellence, and quality outcomes, this role plays a critical part in ensuring client satisfaction through precision and reliability.

Key Responsibilities

• Provide expert guidance across all areas of portfolio administration, including reconciliations, settlements, income processing, pricing, corporate actions, and portfolio reporting.
• Lead by example in resolving complex exceptions, break investigations, and data discrepancies across domestic and international assets.
• Oversee daily team operations, ensuring accurate and timely processing of all portfolio activities.
• Review and refine reconciliation and reporting workflows to improve accuracy, efficiency, and scalability.
• Mentor and develop analysts by sharing deep technical knowledge and setting clear quality standards.
• Support automation and system enhancements to strengthen data integrity and operational performance.
• Ensure compliance with internal controls, audit standards, and regulatory requirements.

Desired Qualifications, Experience and Competencies

• Bachelor's degree in Finance, Business, or related field (or equivalent experience).
• 2 – 5 years' experience in a senior or leadership role within portfolio administration or investment operations.
• Advanced understanding of portfolio reconciliation, financial instruments, and investment data flows.
• Proven experience managing complex portfolios involving domestic and international assets.
• Exposure to Lean Six Sigma or continuous improvement initiatives highly regarded.
• Proficiency in Excel and familiarity with SQL or data analysis tools.

What We Offer

• Flexible hybrid work environment—split your time between home (3 days) and the office (2 days – typically Wednesday and Thursday).
• Location: Flexible – can be based in either our Sydney or Melbourne office.
• Competitive salary with annual performance incentives (bonus).
• Comprehensive leave benefits, including paid parental leave and purchased leave options.
• Access to novated leasing and financial wellness courses.
• Professional development opportunities tailored to your growth.
• End-of-trip facilities at 367 Collins Street, Melbourne and 50 Bridge Street, Sydney.

How to Apply

Please apply with your CV and cover letter detailing how your experience and career interests align with the key responsibilities and competencies of this role. We are committed to building a diverse and inclusive workforce and welcome applications from all qualified candidates. Please Note: Only applicants with full, unrestricted work rights in Australia will be considered. A police check will be required for successful candidates.