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Head of Investment Menu Product
Netwealth - See Wealth Differently (ASX:NWL)Head of Investment Menu Products leading governance and commercialisation at Netwealth. Responsible for investment product operating model and strategic growth in a regulated environment.
ATS Keywords
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Hard Skills
investment product governanceprocess designregulatory operating model implementationgovernance frameworksinvestment onboardingcommercial negotiationsrisk managementdistribution oversightmonitoringreview triggers
Soft Skills
stakeholder influencecommunicationexecutive reportingleadershipteam buildinggovernance excellencestrategic growthprioritisationcommercial executionconflict management
Industry Keywords
APRA prudential standardsASIC (DDO)superannuationfinancial servicesinvestment menusmanaged investment schemeslegal compliancerisk compliancetrustee officeoperational independence
About the role
Key responsibilities & impact- Lead the end‑to‑end investment product operating model, including governance frameworks, investment onboarding, in‑life product activities, and maintaining clear operational independence while partnering with Investment Governance & Research.
- Drive execution and continuous uplift of the DDO framework across all investment menus and managed investment schemes, ensuring strong distribution oversight, monitoring, review triggers, and alignment with Legal, Risk & Compliance, the Trustee Office and Operations.
- Lead commercial negotiations with fund managers to secure sustainable, member‑benefit–aligned arrangements.
- Coordinate a complex stakeholder ecosystem across Product, Investments, Operations, Distribution, Legal, Risk & Compliance, Technology and external managers, providing accurate governance reporting and proactive risk management to senior leadership and committees.
- Support strategic growth through disciplined investment menu expansion, prioritisation and commercial execution, ensuring competitive differentiation while maintaining strong governance and member‑outcomes focus.
Requirements
What you’ll need- 8–12 years’ experience in investment product governance, platform product, superannuation, or related financial services.
- Strong understanding of APRA prudential standards, ASIC (DDO), and superannuation legislation.
- Demonstrated capability in process design, governance uplift, and regulatory operating model implementation.
- Experience managing complex conflicts of interest and navigating commercial arrangements.
- Strong stakeholder influence, communication and executive reporting capabilities.
- Values-led leader with experience building high-performing teams and fostering governance excellence.
Benefits
Comp & perks- 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