Posted: 18 June
The role
In-Office: Melbourne or Sydney - 3 days/week
Package: Up to $155k base + Super + 5% Bonus
The Opportunity
This FinTech builds the software that powers financial advice delivery across Australia.
Its flagship wealth management platform holds around 65% of the market share and sits at the centre of how advice businesses operate, used by everyone from major licensees through to independent practices.
This is a $100m+ business unit with strong board funding, a new Group Executive with a product‐led mandate, and a clear investment thesis around modernisation and AI‐native capability.
The scale and market position are there. The work now is evolving a deeply embedded platform for the next phase of growth.
The Role
- Domain ownership, not feature delivery. You will own how financial advice is constructed, delivered, and experienced within a market‐leading platform.
- The problems are known. The backlog exists. The harder part is bringing clarity, prioritisation, and pace to an area of the product that matters enormously to customers.
- You will work across Design, Engineering, Compliance, and Customer Success and be expected to drive outcomes, not just manage delivery.
What you'll be doing
- Shape the advice capability product space within a dominant, deeply embedded wealth platform.
- Lead discovery to identify, validate, and frame high‐value advice problems and opportunities.
- Translate financial advice and regulatory requirements into structured product artefacts and clear implementation guidance.
- Partner with Engineering and Design to ensure accurate delivery of advice, logic and workflows.
- Align delivery to OKRs and measurable outcomes, not just feature throughput.
- Support go‐to‐market readiness and monitor post‐launch performance to inform iteration.
What we're looking for
- You have lived inside the advice ecosystem as a paraplanner, an adviser, or someone who has spent serious time understanding how advice businesses actually operate.
- You understand how Australian financial advice works in practice, where the friction is, what slows advisers down, and why it is hard to fix.
- You can take a messy regulatory requirement and turn it into a clean product decision.
- Strong collaborator across Engineering, Design, and Compliance without needing perfect conditions to make progress.
- You have shipped in agile environments and know how to keep moving without cutting corners in regulated products.
- You are thinking seriously about where AI fits in advice workflows and what it takes to build for it responsibly.
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