Wealth Product Specialist – Analytics, Compliance & Reporting

Craigs Investment Partners Limited; Auckland; Hybrid; NZD 70,000 - 110,000; Full time

Benefits offered by this job

Comprehensive health insurance

Annual Craigs Community Day

Additional week of leave

Other leave from day one

Parental leave - 26 weeks’ pay top up

Long service leave

Annual health check and flu vaccines

Flexible work options

Savings benefits and preferential rate

Job summary

Craigs Investment Partners is seeking a Wealth Product Specialist to support regulated MIS and DIMS products, ensuring compliance with FMCA, and enhancing reporting with Power BI and automation. Auckland-based, full-time role within the Product Team.

The role requires 1–2 years in financial services, strong analytical skills, and a collaborative mindset to work with advisers and stakeholders. Central Auckland office with permanent, full-time employment.

Qualifications

• Relevant tertiary qualification in finance, business/commerce or science (desirable).
• General financial services and wealth management knowledge.
• Financial services experience (1–2 years).
• Proficient in technology and systems, including Microsoft 365, Excel, PowerBI, SharePoint Copilot and automation tools.
• Excellent planning, project management and time management skills.
• Excellent written and verbal communication skills, with ability to use clear and concise language.
• High level of accuracy and attention to detail.

Responsibilities

• Assist with the ongoing requirements of the regulated MIS and DIMS products under FMCA licences.
• Undertake analysis of client, fee and product data to support reporting and decision making.
• Use Power BI, AI, automation and other tools to improve product processes.
• Assist with due diligence, verification, and change coordination for offer documents and collateral.
• Ensure offer documents inputs are verified and not misleading or deceptive.
• Ensure all offer documents and collateral are accurate for each product offering.

Skills

Microsoft 365

Excel

Power BI

SharePoint Copilot

Automation tools

Education

Finance/Commerce/Science degree

Tools

Power BI

SharePoint Copilot

Job description

Craigs Investment Partners is seeking a Wealth Product Specialist to support regulated MIS and DIMS products, ensuring compliance with FMCA, and enhancing reporting with Power BI and automation. Auckland-based, full-time role within the Product Team.

The role requires 1–2 years in financial services, strong analytical skills, and a collaborative mindset to work with advisers and stakeholders. Central Auckland office with permanent, full-time employment.