Senior Product Manager

About Mason Stevens

Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes. More than just an administration platform, the innovative technology, paired with experienced investment specialist support, empowers advisers to deliver on their clients' investment objectives via an unconstrained investment universe, and backed by exceptional client service.

Established in 2010, Mason Stevens is privately owned with over $10 billion of funds under administration and management. Led by some of Australia's most experienced finance, technology, and investment professionals, with over 80 staff nationally.

About the Role

As the Senior Product Manager, you'll drive the strategic direction, development, and commercial success of our private wealth platform. Your focus will be on delivering innovative, differentiated solutions for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, whilst driving innovation in the superannuation product.

You'll lead cross-functional initiatives to expand the investment universe and elevate the digital client experience. Ensuring product compliance across complex structures will be a key responsibility. This is a high-impact opportunity to shape the future of wealth management through innovation and client-centric design.

Key Responsibilities:

Strategic Leadership

• Strategic leadership: Execute and evolve strategic roadmap according to operating plan and responding to regulatory changes with respect to the MDA landscape and superannuation.
• External representation: Represent the business with key clients, industry forums, and regulators as a subject matter expert and advocate for the platform's value proposition.
• Mentorship and team development: Provide guidance and mentorship to junior product managers and analysts, building a high-performing, collaborative team culture.

Product Management

• Product ownership: Oversee the end-to-end product lifecycle across all platform offerings, ensuring seamless integration and scalability and monitoring of product performance and client engagement.
• Continuous improvement: Lead cross-functional teams (Product, Technology, Compliance, Distribution, Operations, Marketing) to deliver high-impact releases and enhancements.
• Investment solutions: Expanding the investment universe by launching sophisticated investment capabilities on the platform APL with a focus on delivering sophisticated products for the UHNW client segment.

Market & Commercial

• Market and client focus: Conduct market and competitor analysis to anticipate trends, client expectations, and competitive threats in the segment.
• Commercial outcomes: Drive growth in FUA and client retention through innovative product development and client experience. Monitor and report on key commercial metrics, proactively addressing risks and opportunities.

Risk & Compliance

• Compliance and risk: Ensure all products and features meet regulatory and compliance requirements, including the SIS Act and SPS 515, liaising with the super fund trustee and managing reporting obligations.

Required Skills and Knowledge:

• Demonstrated experience delivering complex investment products and digital solutions for HNW/UHNW clients.
• Strong understanding of regulatory frameworks, especially MDA and superannuation structures.
• Strategic and commercial mindset, with a track record of driving FUA growth and client retention.
• Strong leadership, stakeholder management, and cross-functional collaboration skills.
• Advanced analytical, problem-solving, and project management abilities.
• Excellent communication and presentation skills.
• Strong project management skills.
• Excellent analytical, organisational, and communication skills.
• Ability to lead and influence cross-functional teams.

Experience and Qualifications:

• 8+ years' experience in product management, with at least 3 years in a senior or platform-wide role within wealth management, private wealth, or financial services (required).
• Bachelor's degree in Business, Finance, Law, or related field (required).
• Postgraduate qualifications (desirable).

Life at Mason Stevens

At Mason Stevens, relationships matter to us, and by fostering a culture of humility and collaboration, we achieve remarkable outcomes while supporting each individual to realise their potential.

We are committed to building and maintaining a diverse and talented team, backed by the belief that it is only by working together, that we will achieve our purpose; helping our Clients to realise better tomorrows.

We believe in keeping our 'minds wide open' and empowering people with the resources and trust needed to make a meaningful difference. We know an idea can only change lives if it happens, and value the kind of people who believe in being the change they seek and see opportunity in challenge.

Above all, we know you will be a great fit for us if you value people, show kindness and play fair.

Kindly note that Australian full work rights are required for this application.