Senior Wealth Product Manager — Platform & Growth

JANA Investment Advisers; City of Melbourne; On-site; AUD 150,000 - 190,000; Full time

Benefits offered by this job

Flexible work options

Extra 4 weeks annual leave

Generous leave provisions

Volunteer day

Health and wellbeing seminars

Monthly recognition program

Job summary

JANA seeks a Senior Product Manager to shape and grow its Wealth offering, working with the GM Wealth across Melbourne or Sydney. You will manage platform relationships, onboarding, and product launches, while building collateral and a strategic roadmap with input from investment, consulting, and operations teams.

You will coordinate RFPs, engage with distribution stakeholders, and drive improved platform capabilities, pricing and governance as part of a broader Wealth strategy.

Qualifications

• A tertiary qualification in commerce, business, finance, economics or a related discipline.
• Minimum of 7 years’ experience in a product or distribution role in financial services.
• Experience coordinating RFP and DDQ responses.
• Strong working knowledge of managed funds, managed accounts and major wrap/investment platforms.

Responsibilities

• Manage key platform relationships and support onboarding, APL inclusions and ongoing engagement.
• Develop and maintain product collateral, marketing materials and supporting documentation across Wealth capabilities.
• Maintain a forward-looking product roadmap informed by client, distribution, competitor and regulatory inputs.
• Lead new product launches from concept to go-to-market, coordinating investment, consulting, risk and BD input.
• Lead responses to RFPs, DDQs and platform due diligence requests.
• Monitor competitor positioning, platform availability, fees and market trends, translating findings into positioning/pricing/capability recommendations.
• Support Wealth product governance, reporting and continuous improvement across Wealth.

Skills

Platform management

RFP coordination

Onboarding management

Stakeholder collaboration

Education

Tertiary qualification in commerce/finance/economics

Job description

JANA seeks a Senior Product Manager to shape and grow its Wealth offering, working with the GM Wealth across Melbourne or Sydney. You will manage platform relationships, onboarding, and product launches, while building collateral and a strategic roadmap with input from investment, consulting, and operations teams.

You will coordinate RFPs, engage with distribution stakeholders, and drive improved platform capabilities, pricing and governance as part of a broader Wealth strategy.