Manager - Strategic Partnerships & Product

La Trobe Financial; Sydney; On-site; AUD 150,000 - 190,000; Full time

Benefits offered by this job

Birthday paid day off

Paid volunteer days

Additional annual leave

6 weeks superannuation or superannuaon

Taronga Zoo membership

EAP access

Training and development

Team socials

Discounts via Reward Gateway

Job summary

La Trobe Financial is seeking a Manager—Strategic Partnerships & Product to build and maintain relationships with external platforms and research houses, ensuring products are widely available and data is accurate.

You will coordinate information, support internal stakeholders, and stay current with market trends and regulatory changes while delivering high-quality product collateral.

Qualifications

• Tertiary qualification in business, commerce or finance.
• 3+ years in financial services, platform/asset management preferred.
• Strong interpersonal and relationship-building skills.
• Ability to prioritise tasks and manage time in a fast-paced environment.
• Independent worker who can operate with minimal supervision.
• Strong verbal and written communication skills.
• Attention to detail and strong analytical ability.
• Team player who can work autonomously.

Responsibilities

• Coordinate platform partner and rating agency tasks, including due diligence.
• Review, execute and monitor platform, sponsorships and rating agency agreements.
• Prioritise tasks to meet deadlines and deliver results for strategic partners.
• Communicate effectively with partners and internal teams.
• Collaborate with senior management, legal, marketing, distribution, investor centre and operations.
• Stay updated on market trends, regulatory changes, and industry developments.
• Prepare product and TMD reviews as part of the DDO program.
• Prepare documentation for fees payable to strategic partners.
• Maintain marketing material on the corporate website.

Skills

Interpersonal skills

Communication skills

Analytical skills

Attention to detail

Problem solving

Third-party management

Team player

Independence

Adaptability

Autonomy

Education

Bachelor's degree in business/commerce/finance

Job description

Manager - Strategic Partnerships & Product

About La Trobe Financial
La Trobe Financial is Australia’s Global Investment Manager, helping Australians build better futures for over 70 years. With $25 billion in assets under management and the trust of 160,000 customers, we’ve grown through a commitment to service, innovation, and putting people first.

We don’t just deliver retirement income – we shape lives, careers, and communities. Our culture is built on trust, excellence, accountability, and a shared purpose: to make a meaningful difference every day.

Build your future with us.

The Opportunity

As the Manager, Strategic Partnerships & Product, this role will develop and maintain strong relationships with external platforms and research houses to ensure La Trobe Financial products are widely available in the market.

The primary responsibility of this role will be to maintain a repository of product information, ensure the integrity of this data and assist internal stakeholders to produce associated collateral. This is an innovative role which will see you working with a broad range of internal and external stakeholders, requiring you to build and develop relationships at all levels. You will become a valued, ‘go to’ person for many of our industry counterparts. This role requires strong attention to detail and the ability to manage competing priorities within tight timeframes to ensure alignment with company objectives and customer needs. The role requires a solid understanding of financial products and associated regulatory requirements.

Key Responsibilities

Manage the day-to-day tasks with our platform partners and rating agencies, including coordinating rating reviews, completion of due diligence requests and responding to general product related questions

Manage the review, execution and monitoring of all platforms, sponsorships and rating agency agreements

Effectively prioritise tasks to meet deadlines and deliver results for our strategic partners

Provide excellent communication and service to our strategic partners, addressing queries and concerns promptly. Manage the timely communications on the business and product related matters

Work collaboratively with internal teams to deliver on meeting client requests and achieve business objectives

Stay up to date with market trends, regulatory changes, and industry developments

Prepare and initiate product and TMD reviews as part of our DDO program

Collaboratewith internal stakeholders such as senior management, legal, marketing, distribution, investor centre, investor services and operations to ensure appropriate support is provided for product initiatives

Prepare required documentation to arrange payment of relevant fees payable by our strategic partners

Assist with the maintenance of marketing material available on the corporate website for La Trobe Financial products

About You

Tertiary qualification in a relevant discipline, preferably business, commerce or finance.

Relevant experience in financial services preferably platform and asset management experience, with understanding of financial products and services and the regulatory environment. Preferably 3+ years

Excellent interpersonal and relationship-building skills

Proven ability to prioritise tasks and manage time effectively in a fast-paced environment

Ability to work independently with minimal supervision

Thrive in dynamic, fast-paced environments with changing priorities

Strong verbal and written communication skills

Ability to problem solve and manage third parties to the required outcomes.

Strong analytical skills and attention to detail

Demonstrated experience working in a team environment and autonomously

Employee Benefits

We’re all about balance – delivering great work and enjoying the journey. Alongside a competitive salary, here are some perks that make working with us even better:

Celebrate your birthday– with a paid day off, just for you!

Give back– with paid volunteer days to support causes you care about;

More time for you– purchase additional annual leave when you need it;

Support for families– 18 weeks paid primary carer parental leaveplussuperannuation contributions;

Wild perks– free annual membership to Taronga Zoo and Collingwood Football Club!

Wellbeing first– access to our Employee Assistance Program (EAP);

Keep growing– with ongoing training and development opportunities;

Unforgettable socials– from team events to celebrations you’ll actually want to attend! and

Retail therapy– enjoy discounts through Reward Gateway.

Diversity & Inclusion

We’re committed to creating a workplace where everyone feels respected, valued, and safe. We welcome applications from people of all backgrounds and proudly support an inclusive recruitment process and work environment. If you require adjustments at any stage of the process, please let us know, we’re here to help.

Please note that only shortlisted candidates will be contacted.