Job Description

THE ROLE

We have an opportunity for someone who can anticipate where advice businesses and investment platforms are heading and help us design for that future.

While we are a technology-enabled business, this is not a traditional software product management role. Success in this position comes from understanding the needs of our clients and translating those insights into our platform and product offerings.

You will bring a deep understanding of how advisers, family offices and private wealth clients build, manage and report on wealth, including: adviser workflows, client onboarding, portfolio construction, managed accounts, superannuation, reporting obligations, family group structures and the operational challenges advisers face every day.

SUCCESS IN THIS ROLE

Within 12–18 months, you have delivered meaningful improvements to the adviser and investor experience of our platforms and products. Advisers will find our platform more intuitive and better aligned to the way they work, as measured by client surveys.

PRAEMIUM CULTURE & BENEFITS OFFERING

• Flexible and hybrid work environment – we are open to accommodating a work-life balance that works for your commitments.
• Competitive salary and annual bonus incentive opportunity.
• Permanent role.
• Comprehensive leave benefits, including paid parental leave, purchased leave options, volunteer leave and study leave.
• Professional development opportunities, stretch opportunities and annual development plans.
• Great office location on 367 Collins Street.
• Monthly social events, team lunches and annual celebrations.
• Employee recognition programs (peer awards, monthly and annual recognition).
• Bookclub, footie tipping, lots of ways to engage with the wider team.
• Access to health & wellbeing programs, flu shots and EAP.
• Access to novated leasing and financial wellness courses.

KEY RESPONSIBILITIES

• Translate adviser and business requirements into product enhancements and initiatives.
• Shape the evolution of our adviser portal, investor portal, mobile applications, reporting and hybrid solutions.
• Identify emerging industry trends and opportunities that enhance adviser and client
  outcomes.
• Partner with teams across the business to deliver adviser-focused solutions.