Financial Operations Team Lead
2 days ago
Stake is looking for a
Financial Operations Team Lead
to join our Customer Success and Operations team, at our Sydney CBD HQ, with a flexible hybrid working model (3 days in the office, 2 WFH).
We're an Australian investing platform that helps ambitious people confidently grow their wealth. By offering seamless, immersive access to the share markets, we've empowered a new wave of investors. Stake has grown fast from a fintech startup into a robust financial services company.
Today we have 700,000+ customers and more than A$5 billion under administration.
At Stake, we break barriers in everything we do. Just like our customers, we're driven by ambition. Our desire for continuous growth is what creates the collaborative and high-performance environment we work in. Though we're spread around the world, we're a unified team moving towards a shared vision: to unleash the investor in everyone.
Join us as we continue to reshape the financial industry, inspiring investor confidence and celebrating our wins along the way.
About this role
As the Financial Operations Team Lead, you will be responsible for optimising our end-to-end transaction processing workflows, driving efficiency through automation, and rapidly growing and mentoring a high-performing team to manage escalating volumes of financial movements. This role requires a leader who is both strategic and hands-on, capable of evolving our operational infrastructure while maintaining impeccable standards of accuracy, speed, and regulatory compliance.
Our Operations team at Stake spans Cash Operations, Trading Operations, KYC/AML and Stake Super across Australia and Brazil and you will be a key member of one of our main operations' pillars. Stake is going through an exciting growth phase and this role will be instrumental in how we continue to uplift and refine our processes.
Further responsibilities include:
- Drive and oversee the complete lifecycle of all financial transactions
, including client fundings (deposits), withdrawals, and settlements across various payment rails and product lines. - Proactively identify and resolve
transaction failures, discrepancies, and reconciliation breaks, ensuring data integrity and financial accuracy. - Effectively manage
workload allocation and resource planning to meet operational demands during periods of high growth. - Collaborate effectively
with Customer Success, Finance, Compliance, Product and Engineering teams to ensure seamless financial flow and a cohesive client experience. - Drive continuous improvement of our financial infrastructure
by working hand-in-hand with Product and Technology teams, offering operational insights that directly shape enhancements to banking platforms, payment gateways, reconciliation tools, and core transaction processing systems - Lead, coach, and empower
a growing team of Operations Analysts, fostering a culture of precision, accountability, and continuous improvement. 
A bit about you
- 5+ years experience in Operations within a fintech payments/cash environment
 - Highly adaptable, proactive and resilient, thriving in a fast-paced, evolving scale-up environment
 - Strong analytical skills (SQL experience preferred), comfortable working with data to drive operational decisions, efficiencies, best practices and new ways of working
 - Demonstrable experience and skills to break down complex issues into actionable roadmap items
 - A solid track record of taking ownership and leading complex projects end-to-end
 - Detail-oriented with strong verbal and written communication skills
 - Previous leadership experience with ability to engage with a variety of stakeholders across the business
 
At Stake, we're more interested in your attitude than your resume. If you believe this is a role you want to jump into head first and be part of our mission, please apply and let us know why in your cover letter
Benefits of working at Stake
You'll have the opportunity to work with autonomy while learning from some of the best talent in the industry, playing a meaningful role in building a company that has loads of positive momentum and excitement around it.
But we also have perks. Not long ago, we proudly introduced new benefits under the
Grow with Stake
program. Please see the whole list on
our Careers website
, including:
- Professional development allowance
 - Wellbeing allowance
 - Up to 16 weeks of paid parental leave
 - Childcare allowance
 - Extra paid leave during tough times
 - Discretionary performance bonus and talent referral bonus
 - Employee Share Options scheme
 
Stake is an equal opportunity employer that values diversity. We're proactive about providing an inclusive work environment and do not discriminate based on race, religion, nationality, gender, sexual orientation, age or disability status. We're also endorsed by WORK180 as a great employer for women.
So what happens next?
Once we've received your application, we'll give it the attention it deserves and you'll hear from us either way. We're a 2024 Circle Back Initiative Employer –which means we're committed to responding to every applicant. If we think you'd be a good addition to our team, we'll give you a call and from there, you'll cruise through our recruitment process.
To all recruitment agencies: Stake does not accept agency resumes. Please do not forward resumes to our jobs alias or directly to Stake employees. Stake is not responsible for any fees related to unsolicited resumes.
- 
					
Financial Operations Team Lead
4 days ago
Sydney, New South Wales, Australia Stake Full time $104,000 - $130,878 per yearStake is looking for a Financial Operations Team Lead to join our Customer Success and Operations team, at our Sydney CBD HQ, with a flexible hybrid working model (3 days in the office, 2 WFH). We're an Australian investing platform that helps ambitious people confidently grow their wealth. By offering seamless, immersive access to the share markets, we've...
 - 
					
						IT Operations Team Lead
2 weeks ago
Sydney, New South Wales, Australia xceltium Full time $120,000 - $180,000 per yearWhy you'd want to joinThis organisation has been operating for more than 70 years in the financial services sector, earning a reputation for stability, innovation, and member focus.With a team of over 250 employees supporting a large member base across Australia, it continues to invest heavily in digital transformation, infrastructure modernisation, and new...
 - 
					
						Accountant - Financial Control
2 weeks ago
Sydney, New South Wales, Australia Insignia Financial Full timeJoin a high-performing finance team driving accurate, innovative solutions for clients.Play a key role in shaping trusted financial insights across our Wrap and Super entities12-month Max-Term role, location agnostic The opportunity to join our teamWe have an exciting opportunity for an Accountant, Financial Control to join our Finance team on a max-term...
 - 
					
						Delivery Lead
2 days ago
Sydney, New South Wales, Australia Insignia Financial Full time $120,000 - $180,000 per yearDrive AI and automation delivery across high-impact advice processesLead a team of 5 and shape how we use data and AI in practiceSydney or Melbourne – permanent, full-timeThe opportunity to join our teamWe're at the start of a major transformation in our Advice business — rethinking platforms, people, and processes to build a more cost-efficient,...
 - 
					
						Delivery Lead CRM
3 days ago
Sydney, New South Wales, Australia Insignia Financial Full time $120,000 - $150,000 per yearLead CRM delivery across a greenfield enterprise implementationManage and grow a team of 5+ while shaping how we use data to drive CRM successSydney or Melbourne – permanent, full-timeThe opportunity to join our teamWe're starting a major transformation of our Enterprise CRM capability — consolidating 20+ legacy CRMs into a single enterprise platform....
 - 
					
						Team Leader, Client Service
3 days ago
Sydney, New South Wales, Australia Focus Financial Partners Full time $80,000 - $120,000 per yearPosition SummaryThe purpose of the Team Lead, Client Services is to oversee the day-to-day running of the client services team. You will manage a team of Client Service Managers (CSM), Client Services Officers (CSOs) and Client Service Associates (CSAs), ensuring high standards of service delivery and operational efficiency. Working closely with the...
 - 
					
						Portfolio Delivery Lead
6 days ago
Sydney, New South Wales, Australia Insignia Financial Full time $80,000 - $120,000 per yearLead the change. Shape the futureLeave your mark on something bigCreate impact. Create legacyThe opportunity to join our teamWe're building something big. Our Customer Technology stack sits at the heart of a major transformation, and we need a Portfolio Delivery Lead who can turn vision into outcomes. With a clean slate in front of you, you'll set the pace,...
 - 
					
						Team Leader, Paraplanning
13 hours ago
Sydney, New South Wales, Australia Focus Financial Partners Full time $80,000 - $120,000 per yearPosition Summary The purpose of the Paraplanning Team Lead is to manage a centralised team of paraplanners that support Focus Partners Australia Wealth with advice production, including Statement of Advice (SoAs), Records of Advice (RoAs), strategy modelling, product research (risk and wealth product comparisons) and advice template maintenance. This role...
 - 
					
						Senior Financial Assistance Officer
2 weeks ago
Sydney, New South Wales, Australia Volkswagen Financial Services Australia Pty Limited Full time $80,000 - $120,000 per yearVolkswagen Financial Services Australia is a leading provider of competitive finance and insurance products to over 1200 retailers across Australia representing automotive brands within the Volkswagen Group including: Audi, ŠKODA, Bentley, Porsche, Ducati and Lamborghini and outside the Volkswagen Group - Jaguar and Land Rover. Nobody does finance better...
 - 
					
						Team Leader, Paraplanning
3 days ago
Sydney, New South Wales, Australia Focus Financial Partners Full time $80,000 - $120,000 per yearPosition SummaryThe purpose of the Paraplanning Team Lead is to manage a centralised team of paraplanners that support Focus Partners Australia Wealth with advice production, including Statement of Advice (SoAs), Records of Advice (RoAs), strategy modelling, product research (risk and wealth product comparisons) and advice template maintenance.This role is...