Private Markets and Wealth Management Specialist

3 days ago

Sydney, New South Wales, Australia beBeeProductivity Full time $100,000 - $140,000
Job Title

Product Manager - Private Markets and Separately Managed Accounts (SMA)


We're seeking a highly skilled Product Manager to lead the development and management of our Private Markets product offering.

About the Role

This is a pivotal position 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 other team members contributing to due diligence, disclosure obligations, and stakeholder engagement.

Responsibilities

  • 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 us 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

Requirements

  • 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 leadership team
  • Ongoing training and professional development
  • Social events

We 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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