Operations Analyst - SMSF

We’re an Australian investing platform that helps ambitious people confidently grow their wealth. By offering seamless, immersive access to ASX and Wall St, we’ve empowered a new wave of investors. Today, we have 750,000+ customers and more than A$8B under administration. Join us as we continue to reshape the financial industry, inspire investor confidence and unleash the investor in everyone.

We are looking for an Operations Analyst to join our Operations team in Sydney.

Our Operations team sits at the heart of Stake Super, ensuring every customer experience is accurate, seamless and built on trust. From onboarding new SMSFs to managing complex operational workflows, the team makes investing through super feel effortless while maintaining the highest standards of quality and compliance. They also play a critical role in shaping how Stake scales, constantly finding smarter ways to work through technology, automation and AI.

This is a role for someone who enjoys solving operational problems, improving systems and taking ownership of outcomes. You'll work across Customer Success, Finance, Product and Compliance, using data and customer insight to continuously improve how we operate. As Stake Super grows, you'll help build the operational foundations that allow us to move faster without compromising quality or customer experience.

We work hybrid spending 3 days in our beautiful, dog-friendly Sydney office.

Within your first two years, you'll have helped shape an operations function that's faster, smarter and increasingly automated. You'll own meaningful improvements that make life easier for both customers and internal teams while helping Stake Super scale with confidence.

• Deliver operational processes with exceptional accuracy across onboarding, rollovers, account maintenance and ongoing administration.
• Improve the customer experience by resolving operational issues quickly and partnering closely with Customer Success to remove friction.
• Identify opportunities to automate repetitive work through AI, agentic workflows and smarter operational tooling.
• Use SQL and BigQuery to uncover insights, monitor performance and support better operational decision-making.
• Strengthen operational controls by proactively identifying risks, improving processes and maintaining high compliance standards.
• Create clear documentation, playbooks and reporting that enable the team to operate consistently as we scale.
• Build trusted relationships across Product, Finance, Compliance and Customer Success to deliver better outcomes together.
• Contribute to a culture of continuous improvement where operational excellence becomes a competitive advantage for Stake Super.

• You're deeply organised and genuinely enjoy creating order from complexity.
• You take ownership from problem to outcome and look for opportunities to improve every process you touch.
• You're comfortable working with data and use evidence to inform decisions, whether that's through SQL, reporting or customer insights.
• You embrace new technology and are excited by how AI can unlock better operational experiences and greater efficiency.
• You communicate clearly, collaborate naturally across teams and build trust through reliability.
• You enjoy working in a fast-moving environment where priorities evolve and every improvement creates meaningful customer impact.

• Worked in superannuation, SMSF administration or financial services.
• Built operational automations using AI tools, LLMs or agentic workflows.
• Used BigQuery or SQL to analyse operational data and generate actionable insights.
• Helped design scalable operational processes in a growing fintech or technology business.

You’ll have the opportunity to work with autonomy while learning from some of the best talent in the industry, playing a meaningful role in building a company that has loads of positive momentum and excitement around it. Having said that, we also have perks. Please see on our Careers website the list of benefits under our Grow with Stake program.

• Professional development allowance
• Up to 16 weeks of paid parental leave
• Childcare allowance
• Wellbeing support
• Annual leave swap days
• Discretionary performance bonus
• Stake products: SMSF 30% discount on yearly membership fee, $295 AUD annual trading credit and Stake Black account

Once we've received your application, we'll give it the attention it deserves and if we think you’d be a good addition to our team, we’ll give you a call and from there, you'll cruise through our recruitment process.

To all recruitment agencies: Stake does not accept agency resumes. Please do not forward resumes to our jobs alias or directly to Stake employees. Stake is not responsible for any fees related to unsolicited resumes.