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MDA Product & Service Delivery ManagerÌýÌý

About EvidentiaÌý

Evidentia Group is Australia’s leading Managed Account provider, formed through the merger of Evidentia, Lonsec Investment Solutions, and Implemented Portfolios – three leaders in managed accounts. Together, we deliver a comprehensive suite of innovative investment solutions tailored to financial advisers and their clients.Ìý

The RoleÌý

We’reÌýlooking for an experiencedÌýMDA Product & Service Delivery ManagerÌýto join Evidentia Group. The role sits within the Implemented Portfolios (IPL) businessÌýandÌýis responsible forÌýthe end-to-end management, delivery, and ongoing enhancement of our Managed Discretionary Account (MDA) products and services.Ìý

This role is ideal for someone with strong experience in managed accounts, product management, or wealth management who enjoys working across multiple business functions to deliver exceptional adviser and client outcomes.ÌýYou’llÌýwork closely with Product, Investment, Adviser Services, Operations, Technology, Compliance, Marketing, and external service providers to ensure ourÌýgrowingÌýMDA offeringÌýremainsÌýefficient, scalable, compliant, and aligned with evolving business and regulatory requirements.Ìý

ResponsibilitiesÌý

• Manage the day-to-day operational delivery ofÌýEvidentia’sÌýMDA products and servicesÌý
• Coordinate product governance activities and support ongoing product oversightÌý
• Lead product enhancements from concept through to implementation across multiple stakeholdersÌý
• Maintain product documentation and manage product lifecycle events, including updates and regulatory changesÌý
• Coordinate cross-functional projects to support new initiatives, productÌýlaunchesÌýand business prioritiesÌý
• Oversee the onboarding of advisers, investment managers, platforms, and service providersÌý
• Produce management reporting, product reporting, and operational insights to support business decision-makingÌý
• Support business development initiatives by ensuring product readiness and operational excellenceÌý
• IdentifyÌýopportunities to improve processes, workflows, and technology to support business growthÌý
• Monitor operational risks relating to product delivery and recommendÌýappropriate controlsÌýand improvementsÌý
• Ensure operational readiness for legislative and regulatory changesÌýimpactingÌýMDA servicesÌý
• Build strong relationships with internal stakeholders, external advisers, platforms, custodians, and service providersÌý

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Skills & ExperienceÌý

• Minimum 5 years’ experience in managed accounts, wealth management, product management, investment operations, platforms, or a similar financial services roleÌý
• Demonstrated experience managing or supporting Managed Discretionary Account (MDA) products or similar investmentÌýand/or platformÌýsolutionsÌý
• Strong understanding of the regulatory environment, including the Corporations Act, AFSL obligations, and MDA governance requirementsÌý
• Experience working with financial advisers, investment professionals, administration platforms, and custodial modelsÌý
• Proven ability to manageÌýand deliverÌýcross-functional projects and multiple stakeholders simultaneouslyÌý
• Strong project management, organisational, and prioritisation skillsÌý
• Excellent written communication skills with experience preparing product documentation and governance materialsÌý
• Strong analytical and problem-solving skills with a focus on continuous improvementÌý
• High attention to detail and a disciplined approach to governance, risk management, and operational controlsÌý
• Advanced Microsoft Office skills, particularly Word and ExcelÌý
• Demonstrated professionalism, discretion, and the ability toÌýmaintainÌýconfidentialityÌý
• Ability to work both independently and collaboratively in a fast-paced environmentÌý

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Highly RegardedÌý

• Experience managing third-party service providers within wealth management or managed investmentsÌý
• Experience in product development or product lifecycle managementÌý
• Demonstrated experience implementing operational or technology-driven process improvementsÌý
• A postgraduate qualification in Finance, Business, Commerce, Economics, or a related disciplineÌý
• An interest inÌýleveragingÌýAI tools to improve operational efficiency and service deliveryÌý

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Why Join Us?Ìý

At Evidentia,Ìýyou’llÌýbe part of a forward-thinking team that values innovation, collaboration, and continuous learning.ÌýWe’reÌýcommitted to creating an inclusive environment and encourage applications from people of all backgrounds.Ìý

Working RightsÌý

Applicants must hold current permanent and full-time working rights in Australia (e.g., Citizen or Permanent Resident).Ìý