Custody & Settlements Team Lead

CO_MGHLTD APEX GROUP HOLDINGS AUSTRALIA PTY LIMITED; Sydney; On-site; AUD 140,000 - 180,000; Full time

Benefits offered by this job

Competitive remuneration

Training and development opportunities

Job summary

Apex Group invites a Custody Team Leader to Sydney to drive a high‑performing Settlements team, ensuring timely processing, cross-training, and continuous improvement across client services. You will collaborate with departments, manage risks, and influence product roadmaps.

The role requires strong settlements experience, stakeholder influence, and excellent communication. Competitive remuneration and development opportunities are offered.

Qualifications

• Tertiary qualification in Finance or a related specialisation (preferred).
• Several years’ experience within Settlements or a related Financial Operations role.
• Demonstrated ability to manage stakeholders and influence at a senior level.
• Ability to create an open and inclusive team culture and drive high-performance.
• Self-starter, supportive and collaborative with a team-oriented approach.
• Displays good judgement and decision-making skills.
• Excellent written and verbal communication skills.

Responsibilities

• 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 new 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

Settlements experience

Stakeholder management

Team leadership

Continuous improvement

Problem solving

Communication skills

Decision making

Education

Tertiary qualification in Finance or related

Tools

MS Excel

Job description

Apex Group invites a Custody Team Leader to Sydney to drive a high‑performing Settlements team, ensuring timely processing, cross-training, and continuous improvement across client services. You will collaborate with departments, manage risks, and influence product roadmaps.

The role requires strong settlements experience, stakeholder influence, and excellent communication. Competitive remuneration and development opportunities are offered.