Team Leader, Operations at LGT Crestone Wealth Management Limited

Melbourne, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

23 Apr, 26

Salary

0.0

Posted On

23 Jan, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Leadership, Team Management, Cash Management, Payments, Reconciliations, Process Improvement, Compliance, Risk Management, Stakeholder Management, Analytical Skills, Detail Orientation, Communication, Financial Services, Operational Excellence, Change Management, Strategic Planning

Industry

Financial Services

Description

LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients. With a shared passion for building an uncompromised business – we created something new from the ground up. A chance to leave behind the things that weren’t working, while enhancing the things that were. Our authentic and personalised client-first commitment. Our entrepreneurial spirit. Our focus in best-in-class advice. And our intimate understanding of the Australian private wealth landscape. In 2022 we became a part of the LGT Group, who shared our entrepreneurial spirit, long-term approach and private-ownership model. Today, with the global expertise, stability, and capability of LGT behind us, we can work without being reliant on markets or margins, with a singular focus on giving our clients the advice and deep expertise they need for generations to come. About the Opportunity Lead a high‑performing team at the centre of our operations, driving excellence across cash management, payments, fees, and reconciliations. If you excel in fast‑paced environments, enjoy improving processes, and know how to lift capability, this role offers the opportunity to make a meaningful impact. Your Responsibilities Lead & Develop Manage, coach, and develop a team of eight analysts. Foster a culture of accountability, quality, and continuous improvement. Run the Daily Operation Oversee daily workflow, approvals, reconciliations, and reporting activities. Support Advisers with cash transactions, payments, and AUM fee processing. Own Cash & Reconciliations Manage operational cash accounts, liquidity, and interest rates. Lead all cash and asset reconciliations, ensuring strong controls and timely resolution. Drive Improvement & Compliance Identify and implement process efficiencies and scalable solutions. Ensure compliance with IDPS, GS007, SOPs, and all regulatory requirements. Act as a key escalation point and champion for risk management. Collaborate & Influence Work closely with Risk, Compliance, IT, Finance, HR, custodians, and Operations leadership. Support strategic planning, resource allocation, and broader operational uplift. About You Degree in Finance, Business, Commerce, or a related discipline. 10+ years’ experience in Financial Services Operations, including at least 5 years in a leadership role. Strong technical knowledge of reconciliations, cash operations, and lending products. Confident communicator with strong influencing and stakeholder‑management skills. Analytical, detail‑focused, and comfortable operating at pace. A natural change agent who thrives in high‑growth, evolving environments. Why You’ll Love This Role Lead a critical operational function with genuine influence and visibility. Work with a high‑performing team in a rapidly growing organisation. Shape processes, uplift capability, and make an immediate, lasting impact. LGT Wealth Management is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path. LGT Wealth Management is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.

Responsibilities

Lead and develop a team of analysts while overseeing daily operations related to cash management and reconciliations. Drive process improvements and ensure compliance with regulatory requirements.