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Product Manager - Wealth Management Platform

HUB24 Limited - Melbourne, VIC

Banking & Finance
Source: uWorkin

Source: uWorkin


This important role is responsible for the product management of our Xplore Wealth platform in financial markets.

The Product Manager role sits within the Product Management team, reporting to the Head of Product – together the team deliver on the product strategy and manage existing client offers. Product ownership extends to Super, Pension and Investment Wrap as well as our extensive range of Managed Account solutions.

This is a commercial role and needs an individual with particular experience in maintaining financial product disclosure statements.

This role can be based in either Melbourne or Sydney.

What will I be doing?

  • Preparation, review and finalisation of disclosure documentation (Offer Documents, Investment Option Documents etc) as part of a new build, or when a review/update is due
  • Liaison with various external parties including, IFA’s, investment managers, trustees, external Administrators, designers and other counterparties to ensure successful implementation of the MDA, Superannuation and Wrap products
  • Working with all relevant internal/external stakeholders to ensure all elements of the product offer are operational
  • Project management of changes to product as a result of enhancements, response to legislation or otherwise – work closely with IT teams, Risk, Legal and Operations
  • Become the SME on each product offer – be the go-to person for all functions within the business
  • Work with clients to ensure appropriate legal agreements are in place
  • Develop product specifications for new client builds – work closely with distribution team
  • Build product requirements for enhancements and upgrades and new products
  • Support the due diligence process for Investment Manager (IM) approval processes when considering sub IM appointments
  • Preparing reports for relevant boards, committees and management forums
  • Project managing additions and removals of investments from the relevant APL/menus

About us and our team

HUB24 was established in 2007 by a team with a very strong track record of delivering market-leading solutions in the financial services industry. HUB24’s award-winning platform solution continues to be recognised across the industry for value for money and customer experience, providing advisers with the technology to efficiently manage and add value to our clients.

Xplore Wealth is a wholly-owned subsidiary of HUB24.

What you’ll need to be successful

  • Relevant tertiary and financial services qualifications
  • 5 years Financial Services Experience in the wealth/investment management space
  • Understanding of the wealth/asset management industry and products
  • 2-5 years product management experience
  • Experience with disclosure document development and maintenance
  • Knowledge and understanding of Superannuation, MDA’s, Platforms and Wrap products.
  • Experience managing internal and external stakeholders.
  • Strong relationship development experience
  • Strong communication, negotiation and problem-solving skills


We can offer considerable flexibility in this position: Let us know what you need to be successful.

Please apply through LinkedIn now - we’d love to hear from you!

This role is being sourced directly. Agency applications will not be accepted. Thank you.