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About the Role

This role offers an exciting opportunity for an experienced financial services leader to guide a high-performing Investment Administration team and make a meaningful impact on operational and client outcomes. The Team Leader will oversee the team's day-to-day operations, ensuring investment administration activities are delivered accurately, efficiently, and within required timeframes. This position balances people leadership with operational oversight, managing workflow, performance, quality, risk, and stakeholder relationships while fostering a collaborative and service-focused team culture. The role also involves improving processes and controls, resolving complex operational matters, and supporting business change.

Responsibilities

Lead the day-to-day operations of the Investment Administration team, managing workflow, resource allocation and priorities to deliver accurate and timely outcomes.
Lead, coach and develop team members, setting clear expectations and building capability through regular feedback, training and cross-skilling.
Oversee key investment administration activities, including cash and investment reconciliations, fees, treasury processes, transactions, income and cash movements.
Monitor operational performance, quality and service standards, ensuring effective controls and compliance with relevant policies and procedures.
Act as an escalation point for complex operational matters, client service issues and complaints, working with stakeholders to drive effective resolution and service recovery.
Build and maintain strong relationships with internal teams and external partners, including custodians, banking partners, fund managers and brokers.
Partner with Client Services and broader Operations teams to resolve enquiries and transactional issues and support a seamless client experience.
Identify and drive opportunities to improve processes, controls, service outcomes and operational efficiency.
Support operational initiatives, projects and business change, ensuring the team remains informed and supported through change.
Foster a collaborative, accountable and service-focused team culture that encourages ownership, initiative and continuous improvement.

Requirements

Demonstrated financial services experience, ideally within investment administration, platform operations or a similar environment.
Strong knowledge of financial instruments, investment products, platforms and the financial planning industry.
Sound understanding of Australian taxation, securities and cash products as they relate to investment administration.
Demonstrated leadership capability, with experience coaching, developing and supporting team members to achieve strong outcomes.
Strong problem-solving and stakeholder management skills, with the ability to influence, negotiate and navigate competing priorities.
Clear and confident written and verbal communication skills, with the ability to build trusted relationships across a range of stakeholders.
A positive, solutions-focused approach with a strong commitment to service excellence, quality and continuous improvement.
Adaptability and resilience, with the ability to remain calm and considered in a fast-paced, changing environment.

Skills

Investment Administration
Platform Operations
Financial Instruments
Investment Products
Financial Planning Industry
Australian Taxation
Securities
Cash Products
Leadership
Coaching
Team Development
Problem-Solving
Stakeholder Management
Influencing
Negotiation
Communication (Written and Verbal)
Service Excellence
Quality Improvement
Continuous Improvement
Adaptability
Resilience

Location

Australia

Work Type

Flexible working
Hybrid working

Experience Level

Experienced financial services leader

Education Level

Relevant tertiary qualifications are highly regarded

Benefits

Genuinely flexible and hybrid ways of working
Employee Share Scheme
Additional leave and wellbeing support
Enhanced parental leave and support through different life stages
Everyday benefits, including discounts and financial wellbeing support

About the Company

At HUB24, we’re rethinking the way wealth management works, combining platform, technology and data to create better outcomes for financial professionals and their clients.
Our purpose is simple: Empower better financial futures, together.
What sets us apart is how we work. We back bold thinking, move with pace, and turn ideas into action. You’ll have the opportunity to make a real impact across your team, the business, and for the clients we support every day.
HUB24 Limited is an ASX-listed company (ASX: HUB) and part of the ASX100.
We have over 1,100 employees across Australia, with offices in Sydney, Melbourne, Brisbane, Perth and the Gold Coast.

Equal Opportunity

We’re committed to building an inclusive environment where everyone feels valued and supported to do their best work. We welcome applications from people of all backgrounds, identities and experiences.