Settlements and Custody Team Leader: Drive Excellence

Apex Group Ltd; Sydney; On-site; AUD 120,000 - 180,000; Full time

Job summary

Apex Group in Sydney is seeking a Custody Team Leader to oversee the Settlements team, delivering top-class settlement and custody services. You will drive a data-driven culture, manage KPIs, and collaborate across departments to improve client outcomes.

The role requires a finance background, several years in settlements, and proven leadership with strong stakeholder management. This position is based in Sydney and involves an on-site work model within the Australia market.

Qualifications

• Tertiary qualification in Finance or related field preferred.
• Several years’ experience within Settlements or a related Financial Operations role.
• Ability to drive continuous improvement and manage projects.

Responsibilities

• Lead the Settlements team to create a culture of collaboration, high performance and engagement.
• Manage team KPIs through regular 1-1s and team meetings.
• Ensure skills alignment and upskilling within the team; identify training needs.
• Allocate client funds appropriately and rotate funds for cross-training.
• Identify efficiency initiatives and continuous service improvements.
• Input into product roadmaps and support testing of new developments.
• Monitor client trades and corporate actions for accuracy and timeliness.
• Maintain current Settlements processes in Promapp and resolve reconciliation breaks.
• Support ad-hoc duties as required by the business.

Skills

Finance degree / qualifications

Settlements experience

Leadership

Stakeholder management

Problem solving

Excel

Australian market knowledge

Education

Tertiary qualification in Finance or related field

Tools

MS Excel

Job description

Apex Group in Sydney is seeking a Custody Team Leader to oversee the Settlements team, delivering top-class settlement and custody services. You will drive a data-driven culture, manage KPIs, and collaborate across departments to improve client outcomes.

The role requires a finance background, several years in settlements, and proven leadership with strong stakeholder management. This position is based in Sydney and involves an on-site work model within the Australia market.