Senior Client Success

7 days ago

Sydney, New South Wales, Australia Stropro Full time

Overview
Stropro is an investment platform that launched in December 2019. The business has recently experienced extraordinary client and revenue growth and is looking for the right individual to assist our growth and enhance our operational processes. With global access and a leading investment desk, Stropro empowers 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. As our client base continues to scale, we're seeking additional support in our operations team to maintain oversight, efficiency, and risk controls in a dynamic environment.
Position Summary
This is a dynamic role that blends investment operations, client services, and sales enablement. You'll play a critical part in both supporting and improving core operational processes and enhancing the adviser and client experience.
Responsibilities
Coordinate and execute daily investment operations tasks ensuring all settlements (experience with Clearstream advantageous but not essential) and cash flows are processed in a timely manner
Escalate 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
Proactively 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 (experience with Power BI advantageous but not essential)
Qualifications & Skills
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
Hands-on familiarity with operational processes, onboarding workflows, and AML/KYC compliance
Highly organised and able to manage competing tasks across multiple workflows
Analytical mindset — proactive in identifying gaps, following up, and maintaining systems data integrity
A "doer" who thrives in fast-moving environments and enjoys wearing multiple hats
Full-time role with broad exposure across investment operations and commercial support
Be 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
Genuine opportunity to add value and grow with the business
Engagement & Role Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Management and Manufacturing
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