Trading and Settlements Manager
FNZ is a global wealth management platform provider.
Projects
About FNZ
FNZ describes itself as 'wealth's growth platform', providing a global, end-to-end wealth management platform that integrates modern technology, business operations, and investment operations within a regulated financial institution connected to a universe of investment products. The company serves banks, wealth managers, insurance companies, and asset managers, with over US$2.5 trillion in assets on platform and nearly 30 million end investors served through its clients. Its offerings span wealth management platforms, advisor tools and productivity solutions, asset management distribution, and trade and post-trade securities services, along with a data platform combining an Operational Data Store, Analytical Data Warehouse, and Aggregated Data Warehouse to power analytics, machine learning, and generative AI insights. FNZ has notable clients including Santander, Colonial First State (CFS), Vanguard, Aviva, and Swedbank, and in 2025 announced a global five-year strategic partnership with Microsoft to integrate Azure AI Foundry, Microsoft Fabric, GitHub Copilot, and Microsoft 365 Copilot across its platform and operations. FNZ is backed by major institutional shareholders including Caisse de dépôt et placement du Québec (CDPQ), CPP Investments, Generation Investment Management, and Motive Partners.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will manage daily settlement operations and ensure delivery within service and performance requirements. You will oversee exception reporting escalations compliance training documentation testing projects and automation initiatives. You will develop staff plans manage controls and support business operations across the Australian market timezone.
Requirements
- Tertiary qualification
- At least five years of back office operational experience
- Experience with Australian brokers custodians platforms and regulatory bodies
- Interest in financial markets investment operations asset servicing or corporate actions
- Strong Microsoft Office skills particularly Excel
- Exceptional attention to detail
- Strong organisational and time management skills
- Excellent written and verbal communication skills
- Proactive problem-solving approach
- Ability to work independently and collaboratively
- Experience handling large volumes of data accurately
Responsibilities
- Manage daily settlement operations
- Monitor control account and client deficit reporting
- Complete daily team checklists and manage issue logs
- Manage email inboxes and escalations
- Deliver staff development plans and training
- Manage compliance and regulatory requirements
- Keep procedure documentation accurate and up to date
- Deliver team projects and testing requirements
- Manage new functionality and associated controls
- Deliver annual team scorecards
- Support system enhancements and settlement automation
- Support Australian business operations across the market timezone
