Delivery Lead

Sydney. Posted a month ago

The role

You will run a cross functional fund services team in Sydney. You will act as the point of contact for clients and the project manager for the team's work.

What you will do

Be the day to day point of contact for every client your team serves.
Run the team's daily standup.
Plan and track the team's work across distributions, statements, investor communications and registry events.
Keep clients informed with clear, proactive updates.
Work with the data engineering team to diagnose and fix data issues.
Work with product engineering teams to feed back ideas for improvements to the platform and AI agent layer.
Work with the internal tooling team to build new tools.
Keep each client's business rules, processes and checklists documented and current.
Partner with each client's Customer Success Manager.
Partner with Implementation to get new clients onboarded.

Required qualifications

3+ years in a client facing delivery role such as project management, implementation, client services or consulting.
Strong organisation and follow through.
Detail driven and analytical.
Comfortable with spreadsheets and data.
Technical enough to solve problems with data or engineering teams.
Confident with clients.
Ability to keep a team motivated and focused.
Curiosity for how AI and modern tooling can improve client outcomes and ways of working.

Nice to have

Registry or fund administration background

Benefits

Genuine autonomy, impact and visibility
Premium office space with a modern fit out in Sydney's CBD
New workstation package including a dual screen set up
5 weeks annual leave after 2 years tenure, 6 weeks after 3 years
Unlimited sick leave
Extended parental leave

Before you apply

Applicants must have the legal right to work in Australia.
We are unable to provide visa sponsorship for this role.

About the company

Caruso is the AI native fund administration platform for private markets. It replaces legacy systems with modern software and integrated services.