Netwealth - See Wealth Differently (ASX:NWL)

Product Manager

• 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

Manager

• Serve as trusted adviser to the Trustee Board on governance, fiduciary obligations and members' best financial interests
• Represent the voice of the member in strategic, commercial and operational decisions
• Provide independent 'check and challenge' to executive leaders, balancing regulatory requirements with practical, member-focused outcomes
• Lead the fund's strategic business planning and member outcomes frameworks
• Influence senior stakeholders through credibility, insight and strong relationships, rather than formal authority
• Lead, mentor and further develop a capable Office of the Trustee team, ensuring the function remains fit-for-purpose, effective and appropriately scaled

General Manager

Financial Planning and Analysis

• Onboard new accounts for MAPS and manage non-custodial investments
• Verify, reconcile, and import historical asset data into client portfolios
• Review applications, LPOA, redemptions, and fund manager instructions
• Process income tax component adjustments and update asset unit prices
• Participate in user acceptance testing for system upgrades
• Contribute to process improvements for systems and procedures

Analyst – Non-Custodial Investments

• Interpret regulatory and industry guidance (ASIC, APRA, Fair Entitlements and others), assess relevance to Netwealth, identify gaps and recommend required changes.
• Deliver clear, high-level impact assessments shortly after guidance is released, enabling proactive and informed decision-making.
• Lead end-to-end change execution, partnering with teams across the business to implement process, system and operational changes, while tracking delivery and holding stakeholders accountable.
• Drive change adoption, developing and overseeing communication plans, training approaches, stakeholder engagement and adoption metrics.
• Ensure change outcomes deliver strong customer and adviser experience, recognising that compliant processes should also be intuitive, efficient and well adopted.

Product Manager

General Manager

Analyst – Non-Custodial Investments

Change Manager