Head of Portfolio Implementation

1 week ago

Sydney, Australia Lonsec Full time

**Head of Portfolio Implementation (IPL)**

We’re seeking an experienced and strategic Head of Portfolio Implementation to lead the effective and compliant implementation of investor portfolios across Evidentia’s entire suite of Managed Discretionary Account (MDA) and Wholesale Discretionary Account (WDA) services. This senior role requires a deep understanding of portfolio implementation, platform operations, and investment management, with a focus on driving operational excellence, system enhancements, and team leadership.

**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, combining institutional expertise with adviser-led insights.

**About the Role**

This role is critical in ensuring our services operate efficiently, compliantly, and in line with the expectations of advisers, model managers, and investors.

**Responsibilities**
- Lead and oversee all functions involved in portfolio implementation and execution across MDA and WDA services, ensuring compliance with risk parameters, model instructions, and individual investor requirements.
- Build and maintain strong relationships with internal and external model managers, key stakeholders, service providers, and technology partners.
- Drive strategic projects to support business goals and represent the portfolio management function across the organisation.
- Provide functional leadership of the portfolio implementation team, including staff management, cross-role coverage, and process documentation and improvement.
- Support technical sales and provide expert guidance on IMA capabilities across our public model offerings and prospective external managers.

**About You**
- 8-10+ years’ experience in financial services, ideally within investment management.
- Strong investment product knowledge across the full trade lifecycle for listed and unlisted assets, including liquid and illiquid portfolio implementation.
- Deep understanding of buy-side and sell-side execution processes and systems (e.g., SS&C GWP, IRESS, OMS/EMS platforms).
- Proven ability to lead projects, engage stakeholders, and drive change within advice businesses.
- Excellent interpersonal, facilitation, and communication skills.
- Experience in licensee, wealth management consultancy, or platform provider environments.
- Familiarity with managed account structures, platform operations, and compliance frameworks, including MDA and WDA regulation.Ability to work autonomously while leading a high-performing team and driving continuous improvement.

**Working Rights**- You must hold current permanent and full-time working rights in Australia (e.g., Citizen or Permanent Resident).

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