Investment Portfolio Strategist
This is a high-impact opportunity for a seasoned professional to lead the drafting, negotiation, and execution of complex investment platform agreements. As an Investment Portfolio Strategist, you will play a key role in ensuring commercial alignment with strategic business objectives and regulatory requirements.
The ideal candidate will have deep experience in wealth management or the platform industry, with demonstrated expertise in legal drafting and execution of platform and investment-related contracts. They will also possess a deep understanding of investment product structures, fee frameworks, and regulatory landscape.
Key Responsibilities:
* Lead the drafting, negotiation, and end-to-end execution of investment platform agreements.
* Oversee rollout strategies to ensure timely and effective implementation of contractual agreements.
* Support regulatory change initiatives and ensure all documentation meets compliance standards.
* Manage rebate structures and fee agreements with a focus on operational effectiveness.
* Review and uplift fee structures to support commercial growth.
* Drive implementation of cost recovery enhancements and process efficiencies.
* Collaborate with the Disclosure Team to develop and maintain accurate product disclosure documents.
* Assist in executing product strategies aligned with market trends and client needs.
* Produce SOPs and lifecycle documents to support product clarity and operational consistency.
* Champion a collaborative team culture that values professional development and operational excellence.
Ideal Qualifications:
* Wealth management or platform industry experience.
* Demonstrated expertise in legal drafting and execution of platform and investment-related contracts.
* Deep understanding of investment product structures, fee frameworks, and regulatory landscape.
* Proven ability to drive operational execution and strategic oversight.
* Strong stakeholder engagement and communication skills.
* Tertiary qualifications in Business, Finance, Commerce, or similar; post-graduate qualifications (CFA, RG146, CFP) highly regarded.
About This Opportunity:
* Work with a leading financial services brand during a significant period of change.
* Lead high-impact strategic initiatives across investments and platforms.
* Be part of a purpose-driven team focused on creating long-term value for clients.
* Enjoy flexible working arrangements and a supportive, growth-oriented culture.
* Access industry-leading employee benefits including salary packaging, discounted health and wellbeing initiatives, and professional development programs.