Investment Product Strategist

1 week ago

Sydney, New South Wales, Australia beBeeStrategist Full time $120,000 - $180,000
Product Development Lead

This pivotal role leads the development and management of innovative product offerings.

Evidentia offers unique investment solutions tailored to financial advisers and their clients. A result of a merger between three leaders in managed accounts, we strive for excellence in our products.

About the Role

This mid-senior level Product Manager 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 will also provide hands-on support to the SMA Product Manager, contributing to due diligence, disclosure obligations, and stakeholder engagement.

Key Responsibilities:

  • Develop and manage the product roadmap and growth strategy
  • Oversee the design, onboarding, and pricing of new offerings
  • Collaborate with internal teams and external partners on fund operations and implementation
  • Lead product governance activities and ensure accurate regulatory disclosure
  • Represent the company externally and provide updates to internal committees

SMA Support:

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

What You Need:

  • Bachelor's degree in Finance, Accounting, Commerce or a related discipline
  • Strong experience in product management and/or operations
  • 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)

Benefits:

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

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

You must hold current permanent and full-time working rights in Australia.

Seniority Level: Mid-Senior level

Employment Type: Full-time

Job Function: Product Management

Industries: Professional Services

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