at Macquarie
Investment BankingPosted 3 days ago
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**Team Leader, Adviser and Investor Services** Lead the Macquarie Asset Management's Adviser and Investor Services team, managing client queries and complaints, driving team performance, and collaborating on client service initiatives. Key responsibilities include team oversight, complaint management, performance monitoring, project coordination, and team development. Bring prior experience in a financial services operations or investor services role, excellent communication skills, and a proven ability to coach and develop team members. Enjoy a friendly, supportive work environment and extensive employee benefits. Join a global financial services group with 56 years of unbroken profitability. Mid-level, permanent full-time opportunity.
- Compensation
- Not specified
- City
- Sydney
- Country
- Australia
Currency: Not specified
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Team Leader, Adviser and Investor Services | Macquarie Asset Management
Additional office locations
Sydney
Job ID
22387
Date
02-Jun-2026
Permanent - Full time, Mid-level
Job category
Asset Management
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Our Adviser and Investor Services team sits within Macquarie Asset Managements Enterprise division and is responsible for handling queries from investors, advisers and platforms about their investments with Macquarie. We are a client-focused team that plays an important role in delivering a high-quality experience across the business.
At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. Youll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.
What role will you play?
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In this role you will take ownership of the day-to-day oversight of the Adviser and Investor Services team, ensuring queries from investors, advisers and platforms are handled accurately and within agreed service levels. You will serve as the primary escalation point for complex or sensitive matters, managing them through to resolution with professionalism and care. Working closely with the Head of Adviser and Investor Services, you will help set the direction for the team and contribute to broader client service initiatives across the business.
You will also lead the teams approach to complaints management, ensuring all matters are acknowledged, investigated and resolved in line with regulatory requirements, and that learnings are used to drive continuous improvement. You will contribute to team reporting and use data to monitor performance and identify trends. You will oversee projects and audit requests as they arise, coordinating responses and ensuring all deliverables are completed accurately and on time.
A key part of this role is developing and supporting your team. You will coach individuals through regular feedback and structured development planning, build capability through cross-training, and foster an environment where people feel supported and empowered to do their best work. You will also lead and contribute to process improvement initiatives, helping to streamline how the team operates and supporting the adoption of new tools and technology.
What you offer
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- Prior experience in a team leader or senior specialist role within financial services operations or investor services
- Demonstrated ability to coach and develop team members in a fast-paced, client-facing environment
- Experience managing complaints in a regulated financial services context
- Self-driven and proactive, with a track record of taking initiative and seeing things through
- Strong written and verbal communication skills, with the ability to handle sensitive matters with care and professionalism
- Solid understanding of managed fund operations and the expectations of investors, advisers and platforms
- Organised and detail-oriented, with the ability to manage competing priorities effectively.
We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.
What we offer
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At Macquarie, youre empowered to shape a career thats rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on employment type, include:
- 1 wellbeing leave day per year
- Up to 5 additional service bonus leave days per year
- Up to 20 weeks paid parental leave for primary caregivers along with 12 days of transition leave upon return to work, and 6 weeks paid leave for non-primary caregivers
- 2 days of paid volunteer leave and donation matching
- Up to 12 months gender affirmation leave, including 6 weeks paid leave
- Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
- Access to a wide range of salary packaging options
- Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
- Hybrid and flexible working arrangements, dependent on role
- Reimbursement for work from home equipment
About Macquarie Asset Management
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Macquarie Asset Management is a leading global asset manager, trusted by institutions, individuals and communities to responsibly manage $A720 billion in assets. MAM provides clients with a diverse range of investment solutions that seek to deliver superior risk-adjusted returns.
All figures as at 30 September 2025, excluding assets acquired by Nomura on 1 December 2025.
Our commitment to diversity, equity and inclusion
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We are committed to fostering a diverse, equitable and inclusive workplace. We encourage people from all backgrounds to apply and welcome all identities, including race, ethnicity, cultural identity, nationality, gender (including gender identity or expression), age, sexual orientation, marital or partnership status, parental, caregiving or family status, family and domestic violence status, neurodiversity, religion or belief, disability, or socio-economic background. We welcome further discussions on how you can feel included and belong at Macquarie as you progress through our recruitment process. To learn more, contact our team by clicking here.
Our aim is to provide reasonable adjustments to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know in the application process.
