Custody Team Leader Location : Sydney Description
This role will lead the Settlements team to deliver a top‐class Settlements and Custody service to our clients. We are looking for someone to lead the team, building and maintaining a supportive, driven, and continuous improvement focused culture. This will require proactively managing our SLAs through a data driven approach and looking for ways we can improve the service we offer to clients including problem solving, using good judgement, and collaborating with leaders across departments.
What you will be doing
Lead the Settlements team to create and drive a culture of collaboration, high performance, and engagement
Manage the Settlements team including setting and monitoring team members KPI's and performance to KPI's through regular 1-1's and team meetings
Responsible for ensuring that there are the right skills across the team with a focus on upskilling and professional development, identifying any staff training needs and determining how to fill any gaps
Ensure the Settlements team is allocated appropriate client funds and that there is a regular rotation of funds amongst the team to support ongoing cross‐training
Identify and implement process efficiency initiatives for Settlements and continuously look for ways to improve the service we offer to clients
Provide input into product roadmaps, ensuring key requirements for Settlements get the right focus and development, supporting testing of recent developments as required
Monitor and ensure that all client investment trades are entered into the appropriate systems and actioned in accordance with the client service delivery requirements
Monitor and ensure that all client corporate actions are processed in an accurate and timely manner
Ensure that the Settlements processes and procedures in Promapp are always current
Ensure any Reconciliation breaks are investigated and cleared in a timely manner
Other ad‐hoc duties as reasonably required by the business
Skills Required
Tertiary qualification in Finance or a related specialisation (preferred)
Several years' experience within Settlements or a related Financial Operations role




Naturally inquisitive mind and use of initiative with a focus on continuous improvement with a proven experience driving new initiatives and project management
Ability to create an open and inclusive team culture and drive high‐performance
Self‐starter, supportive and collaborative with a team‐oriented approach
Demonstrated ability to manage stakeholders and influence at a senior level
Displays good judgement and decision‐making skills
Ability to solve complex problems, with strong attention to detail and critical thinking skills
Excellent written and verbal communication skills
Proficient in MS Excel at an intermediate to advanced level
Sound knowledge of the fund administration industry and Australia market
What you will get in return:
A genuinely unique opportunity to be part of an expanding large global business;
Competitive remuneration commensurate with skills and experience;
Training and development opportunities
Additional information:
We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio‐economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.
We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.
For more information on our commitment to Corporate Social Responsibility (CSR) please corporate-social-responsibility/
About Apex Group




The Apex Group was established in Bermuda in **** and is now one of the world's largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross‐jurisdictional services. With our clients at the heart of everything we do, our hard‐working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.
Your career with us should reflect your energy and passion. That's why, at Apex Group, we will do more than simply 'empower' you. We will work to supercharge your unique skills and experience. Take the lead and we'll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry‐changing realities. For our business, for clients, and for you.
We're a people‐powered business, and our people are full of ambition. Together, we're inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you'll experience more here than you would at most other companies. Prepare to accelerate. We'll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We're a people‐powered business with a vision to inspire a new era of service‐led FinTech. We're expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We'll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger.
We'll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us
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📌 Custody Team Leader (Sydney)
🏢 CO_MGHLTD APEX GROUP HOLDINGS AUSTRALIA PTY
📍 Sydney