Evidentia - Product Manager - Private Markets & Separately Managed Accounts

2 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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