Senior Manager, Client Operations

1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. GXE is the all-in-one platform for Investment Funds, Family Offices and Investment Managers. GXE’s mission is to provide digital infrastructure and services for investing in private and unlisted assets such as property, venture capital, and debt. We provide investment managers and investors with the tools they need to succeed and enable them to focus on their portfolios and investors whilst GXE takes care of everything else. Our platform is an end-to-end SaaS solution that combines registry, investor onboarding, fund administration, tax, compliance, communication, escrow, FX, and more. This empowers users with real-time visibility, efficient workflows, licensing, information security, and more. A licensed financial services company, GXE holds Australian Financial Services Licence issued by ASIC. GXE supports clients across sectors, including corporate, credit, family offices, pension and superannuation, private equity, property, and venture capital. We are a high growth startup, and we offer an opportunity to join the team to help shape GXE’s future. Who we are looking for We are seeking a Client Operations Senior Manager to join our team. The Client Operations Senior Manager is a hands‑on leader who ensures seamless, efficient interactions between GXE, its clients, and their service partners to deliver an exceptional experience at every stage of the client lifecycle. This role is about building and executing first, then scaling and growing the team over time. You will take ownership of operational delivery, client onboarding, and continuous improvement. Success in this role means rolling up your sleeves to design processes, implement solutions, and directly manage complex fund and investor operations – all while driving operational excellence. You’ll bring a structured, process‑driven mindset combined with a strong client‑first orientation. Expect to work closely with product, software engineering, and business development teams to align operations with platform evolution and client growth. This is a fast‑paced environment where you’ll work at the speed of the client, building trusted relationships with fund managers, trustees, accountants, and the GXE team. Above all, you’ll own the outcome by ensuring every client interaction reflects GXE’s commitment to accuracy, transparency, and exceptional service. Qualifications 6–10+ years’ experience in fund administration or investment operations, with strong understanding of Australian fund structures (unit trusts, feeders, ESVCLPs, etc). Proven ability to lead client relationships, onboarding, and operational delivery. Exceptional documentation, process design, and communication skills; highly detail‑oriented yet commercially pragmatic. Skilled in executive engagement with the ability to influence, communicate, and build credibility with senior client stakeholders. Experience preparing for or achieving GS007/ISAE 3402 assurance. Strong business acumen and analytical capability, with an entrepreneurial, improvement‑driven mindset. Proficient in core fund administration and related software tools (eg Xero, BGL, Titanium); experience working alongside technology teams advantageous. Bachelor’s degree in Commerce, Accounting, Finance, Economics, or Business Administration. Postgraduate qualification in Financial Services, Applied Finance, or Business Leadership (e.g. MBA) highly regarded. Broad domain knowledge spanning across key verticals such as family offices, private equity, property development, and venture capital is beneficial. Key Responsibilities Deliver Client Success Through Operational Execution – You will manage the full client journey, supporting daily operations, executing key processes, coordinating clear responsibilities across other team members, resolving issues quickly, and building strong relationships through consistent, proactive delivery. Lead Client Adoption, Expansion, and Renewal Adoption (Client Onboarding & Implementation) – You will manage the full transition from contract to live operation, aligning workflows, migrating clients from legacy systems, establishing governance and routines, coordinating all service partners, and ensuring a seamless, fully reconciled operational launch. Expansion (Growth & Deepening Engagement) – You will uncover and deliver growth opportunities while driving process and platform improvements, working with BD, Product, and Engineering to align commercial goals, operational efficiency, and client experience. Renewal (Retention & Continuous Value) – You will uphold high delivery standards through regular client reviews, clear health reporting, and proactive issue management, ensuring strong retention and ongoing confidence in your service. Process Design & GS007 Assurance – You will help support the GS007 assurance framework by analysing gaps, documenting and maintaining controls and procedures, contributing to preparation and testing, and driving platform improvements that automate processes, streamline data flows, and strengthen audit traceability. Governance, Risk & Compliance – You will help ensure regulatory compliance, maintain disciplined approval controls, support risk and incident management, and promote strong operational standards and continuous improvement across all client workflows. Success Metrics Within your first three months you will have built strong relationships across the business and client base, gained a clear understanding of GXE’s strategy, platform and priorities, and taken full operational ownership of multiple key areas in the Client Operations function. You will have reviewed the current landscape, mapped core workflows, and assessed active client structures and requirements. You will meet clients, understand their challenges, and ensure delivery aligns with contractual expectations. You will lead onboarding for at least three new clients and manage a full migration from a legacy administrator with complete data integrity. You will help introduce a standardised, scalable approach to onboarding, migration, service cadences, and reporting, contribute to a Client Operations Blueprint with clear responsibility structures, and improve the metrics needed to track performance across the function. By twelve months you will have embedded a disciplined operating rhythm across your client portfolio, running regular business reviews and producing a monthly Client Health Dashboard that gives clear visibility on performance, risks, satisfaction and delivery metrics. You will lead monthly internal reviews with leadership, drive measurable gains in onboarding speed and reconciliation accuracy, and be fully across the sales pipeline so upcoming client work is well planned and executed. You will have helped scale Client Operations through better design, automation and role clarity, and become a key voice in quarterly planning to ensure operational needs shape the product roadmap. You will also identify opportunities to deepen client relationships and expand revenue in partnership with the Business Development team. The team You will be reporting to our COO, Stuart Fox and you will partner with Michael in running client operations, bringing in engineering, C‑Suite and future Sales and BD teams to ensure smooth workflows and a strong client experience. The benefits At GXE, we are proud to provide an environment that encourages and celebrates innovation, collaboration and success. We are dedicated to creating an inclusive workplace that values and respects each employee’s unique talents and perspectives. We are committed to providing our employees with the necessary resources to excel. We offer competitive salaries, comprehensive benefit packages, and opportunities for professional development and career growth. At GXE, each employee is an integral part of our success. We strive to create a work environment that promotes respect, trust and collaboration. We recognise that each employee has unique talents, experiences and perspectives that contribute to the success of our company. We will not discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. Key Information Seniority level: Mid‑Senior level Employment type: Full‑time Job function: Management and Manufacturing #J-18808-Ljbffr