Evidentia - Product Manager - Private Markets & Separately Managed Accounts

4 weeks ago

Sydney, New South Wales, Australia Lonsec, Lonsec Research Pty Ltd Full time

We're seeking a highly motivated Product Manager – Private Markets & Separately Managed Accounts (SMA) to join our growing Product team. This is a pivotal role responsible for leading the development and management of Evidentia's Private Markets product offering.

About Evidentia

Evidentia Group is the result of a merger between Evidentia, Lonsec Investment Solutions, and Implemented Portfolios - three leaders in managed accounts. Together, we offer innovative investment solutions tailored to financial advisers and their clients.

About the Role

This role sits within our Product team and is responsible for leading the development and delivery of our Private Markets offering.

In addition to owning the Private Markets stream, you'll also provide hands-on support to the SMA Product Manager, contributing to due diligence, disclosure obligations, and stakeholder engagement. This is a unique opportunity to work across two key areas of Evidentia's proposition in a fast-paced, collaborative environment.

Responsibilities

Private Markets

  • Develop and manage the Private Markets product roadmap and growth strategy
  • Oversee the design, onboarding, and pricing of new Private Markets offerings
  • Collaborate with custodians, administrators, responsible entities and audit partners on fund operations
  • Liaise with platforms and internal teams to support seamless implementation
  • Lead product governance activities and ensure accurate regulatory disclosure
  • Represent Evidentia externally and provide updates to internal committees

SMA Support

  • Assist with SMA model reviews and enhancement opportunities
  • Support due diligence processes for platforms and responsible entities
  • Help ensure SMA portfolios meet disclosure and DDO requirements
  • Contribute to product reporting and marketing collateral
  • Collaborate across investment, marketing, and distribution teams

About You

  • Bachelor's degree in Finance, Accounting, Commerce or a related discipline
  • Strong experience in product management and or operations within Private Markets
  • Experience in SMAs or broader wealth management would be advantageous
  • Strong stakeholder management and project coordination skills
  • Confident communicator, analytical thinker, and team player
  • Proficient in Microsoft Office (Excel, Word, Outlook)

What we offer

  • Ongoing flexible working arrangements
  • Family friendly work-life balance
  • Genuinely open and supportive culture with an approachable executive team
  • Ongoing training and professional development
  • Social events

Evidentia is an equal opportunity employer and are committed to creating an inclusive environment for all employees. We encourage applications from people belonging to groups underrepresented in Financial Services.

Working rights - You must hold current permanent and full-time working rights in Australia eg. Citizen or Permanent Resident

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