Product Manager

About Netwealth

Netwealth isn't just a company. We're shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more, and we're proud to be recognised as one of Australia's most innovative FinTech businesses.

Since 1999, we've grown rapidly by challenging the status quo. We move fast, think big, and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.

But what truly sets us apart? Our people. We're a team of curious, optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity, and agility, and we believe in creating an environment where you can do your best work, grow your career, and feel part of something meaningful.

If you're looking for a place where your ideas matter, where innovation is celebrated, and where you can help shape a brighter financial future, join us at Netwealth.

The Opportunity

Netwealth is continuing to invest in its investment administration and reporting capabilities and is looking for a Product Manager to lead a key part of the platform.

This role sits at the centre of how we deliver accurate and transparent client outcomes across tax reporting, wrap statements, income processing, and asset administration.

You will own the product direction across this domain, focused on improving reporting workflows, strengthening data integrity, and reducing operational complexity. A key area of focus will be uplifting wrap statements and tax reporting, including contributing to the evolution of our tax registry.

Working in a product led environment, you will partner closely with engineering and stakeholders to identify the most important problems to solve, test ideas, and deliver meaningful improvements through small, frequent releases.

Key Responsibilities

• Build deep domain expertise across investment administration, tax reporting, wrap statements, and asset administration

• Define and evolve the product strategy, focusing on the most impactful problems that improve reporting accuracy, transparency, and scalability

• Lead discovery by working closely with stakeholders to understand pain points, map workflows, and uncover opportunities to improve client and operational outcomes

• Drive the uplift of wrap statements and tax reporting, including contributing to the evolution of the tax registry

• Support the development and ongoing management of new and existing asset types

• Simplify complex, process heavy workflows into scalable solutions that reduce manual handling and risk

• Partner with engineering and stakeholders to deliver iterative improvements, using data and insights to measure impact and guide decisions

About You

You’re a Product Manager who enjoys working in complex, data rich environments where the problems are not always obvious and the value comes from getting the fundamentals right.

You’re comfortable being given problems to solve rather than a list of features to deliver, and you work closely with your team to find the best path forward. You care about outcomes, use data to guide your thinking, and take a pragmatic approach to delivery.

Your experience includes:

• Proven product management experience within investment platforms, financial services, or similarly complex environments

• Strong exposure to investment administration, tax reporting, client reporting, or asset management processes

• Experience working with data heavy systems and understanding how financial data flows through platforms

• Ability to simplify complex processes and communicate clearly with both technical and non technical stakeholders

• Experience working in cross functional teams with engineering and business partners

• A structured, outcome focused approach to problem solving, with the ability to balance short term needs with longer term improvements

• Comfort working in a product led environment where teams are empowered to explore solutions and continuously improve

• A product-led mindset, with the ability to balance day-to-day operational needs with longer-term architectural improvement

Life At Netwealth

At Netwealth, we believe a fulfilling career is built on growth, balance, and belonging. Our people are our greatest strength, and we’re committed to supporting you at every stage of life because when you thrive, so do we.

We're proud to be recognised as one of Australia's top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.

Our flexible hybrid model supports balance, with just 4 days in the office each fortnight. When you’re in, you’ll enjoy working from one of our modern, thoughtfully designed spaces across Australia – including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable, and in Melbourne, you’ll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.

We offer benefits designed for your wellbeing and personal development, including;

• Family-friendly support: Paid parental leave and a fully funded school holiday program

• Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts and financial wellbeing services

• A vibrant culture: social events, trivia nights, and corporate sports

• Employee Resource Groups: LGBTQIA+, DAWN (Development and Accelerating Women at Netwealth), Culture Group and Carers Group

• Community Impact: Paid volunteering and our Netwealth Impact Group

We're proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It's one of our core values. We're committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing and cultural initiatives. And we're certified by WORK180, Family Friendly Workplaces and Great Places to Work.

If you're excited by the opportunity but don't meet every requirements, we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much.

Need adjustments during the recruitment process? Contact us at [email protected]

Apply now and help us shape a brighter financial future!