Settlement Manager

About InvestorKit

InvestorKit is a premier buyers agency in Australia, renowned for its data-driven approach and high-performance culture. We specialise in helping clients achieve their financial goals through strategic property investments backed by research and insights. Our team is dedicated to delivering exceptional results and exceeding client expectations by leveraging cutting-edge technology, streamlined processes, and a relentless commitment to service excellence.

Role Summary

As Settlement Manager, you will lead and coach InvestorKit’s team of Settlement Support Coordinators, ensuring a seamless, efficient, and high-quality experience from Unconditional through to Settlement. Sitting between frontline execution and strategic oversight, your role is to ensure operational excellence, proactive client management, risk mitigation, and data integrity throughout the settlement journey.

This position is pivotal in protecting the business’s reputation, enhancing client satisfaction, and ensuring internal coordination with acquisitions, strategy, and research functions. You are responsible for upholding the InvestorKit standard across post-exchange milestones while growing a capable, reliable team that thrives on clarity, ownership, and continuous improvement.

Role Title: Settlements Manager

Reporting To: Head of Acquisitions

Direct Reports: Settlement Support Coordinators

Location: Remote

Key Responsibilities

The responsibilities outlined below represent the core expectations of your role. These are subject to review and may evolve over time as the needs of the business grow and change, and we expect you to adapt in step with those shifts. As a leader at InvestorKit, you’re also expected to actively uphold our values, contribute to our mission, and make decisions that support our vision of becoming Australia’s leading buyers agency.

Team Leadership & Performance Coaching

• Lead, coach, and develop the Settlement Support team to consistently deliver high-quality outcomes and exceptional client experiences.
• Conduct regular 1:1s and spot-checks to build skill, provide feedback, and ensure accountability.
• Identify performance gaps and initiate improvement plans early to ensure quality and consistency.

Workflow Oversight & Operational Management

• Maintain visibility over all active files and ensure timely, accurate execution of each milestone.
• Monitor caseloads, settlement stages, and SLA adherence; step in to resolve bottlenecks or client escalations.
• Coordinate with the Property Acquisitions and Strategy teams to ensure handover quality and post-purchase alignment.

Quality Assurance & Risk Management

• Ensure all communications, documentation, and data entry across systems (e.g. CRM & Client portals) meet company standards.
• Oversee due diligence and post-settlement campaign set-up to minimise exposure and reputational risk.
• Lead proactive issue management and provide resolution pathways for complex settlement cases.

Stakeholder Coordination & Communication

• Act as the primary escalation point for settlement-related issues across internal and external stakeholders.
• Provide regular updates to the Head of Acquisitions on team performance, risk areas, and improvement opportunities.
• Deliver clear, timely communication across functions to ensure end-to-end client experience continuity.

Process Improvement & Enablement

• Identify inefficiencies or bottlenecks in the settlement process and lead improvements.
• Own knowledge base documentation for the Settlement team and ensure processes are up-to-date and easy to follow.

Client Experience and Cross-Team Alignment

• Proactively coordinate with Strategists, Acquisitions, and leadership to support a seamless client journey.
• Ensure client confidence, risk communication, and milestone management remain proactive and transparent.

Contributing to Our Purpose

As a member of the InvestorKit team, you are expected to make decisions and take action in alignment with our Vision; ‘to become the most trusted, data-driven buyers agency for successful business owners and professionals’, and our Mission, which is; ‘To improve our clients’ lives by helping them invest with confidence, outperform the market, and build high-performing property portfolios.’

Key Performance Indicators

The following Key Performance Indicators apply to your role for the 2025 financial year. These KPIS are reviewed regularly and may be adjusted at the discretion of senior leadership to reflect changes in business needs, performance, market conditions, or divisional capacity.

Quantitative Performance Framework

These KPIs provide a clear and objective framework for operational performance. They are designed to assess purchasing output, leadership rhythm, process quality, and team contribution to the overall business.

Expectations

As a member of our team at InvestorKit we expect you to work towards our vision of becoming Australia’s leading buyers agency, making decisions and taking actions that directly align with our mission to positively impact our clients lives by providing an industry leading client experience that helps them realise their aspirations through property.

We work to outcomes at InvestorKit, focusing on achieving tasks and delivering projects that improve the way we work, the lives of our staff and the financial outcomes of business. We believe that accountability, humility, openness and honesty are fundamental values and behaviours that create success, and we expect our people to have a growth mindset and the ambition to not only be the best version of themselves, but the desire to bring that out of others.

Across your time at InvestorKit you will have moments that will test you, but if you can embrace all of the above then we can guarantee that those moments will lead you to your greatest successes.

Let’s lead the way together and build something truly special.

Stephen Bambury

Head of Acquisitions