Short Description:
Own and evolve bold financial products that help families plan, grow, and thrive.
3 Key Selling Points:
- Lead strategy for purpose-driven products with real impact
- Work cross-functionally with sharp, passionate teams
- Shape the future of financial solutions for Aussie families
This isn't your average financial services organisation. With a long-standing track record and a clear mission to support families through smarter, more meaningful financial solutions, this business is all about purpose, not just profits.
They're reimagining how financial products can truly serve people—from education bonds to estate planning tools—and are in a growth phase packed with opportunity, innovation, and big ideas.
Role Overview
Ready to bring great financial products to life? In this key role, you'll lead the strategy, development, and rollout of financial solutions that support long-term goals like education, legacy planning, and wealth transfer.
You'll be the go-to person for all things product—owning the roadmap, creating standout product collateral, analysing the market, and making sure everything stays sharp, compliant, and competitive. Think big-picture vision meets tactical execution.
You'll work closely with Sales, Marketing, Legal, Risk, and Executive teams to bring ideas to life and make sure members and advisers love what you're building.
Skills & Experience
Bring your A-game with:
- 7+ years in financial services (bonus if you've worked in an ASIC/APRA-regulated environment)
- Experience developing or managing investment/wealth products (ideally tax-paid structures)
- A deep understanding of the financial adviser landscape
- Know-how in estate planning, education bonds, or wealth transfer strategies
- You speak fluent "PDS", "TMD" and "compliance" but can still explain things simply
- Strong commercial acumen and customer-first thinking
- A curious, courageous mindset—you ask bold questions and solve real problems
- A degree in Business, Finance, Economics, or related field (MBA a bonus)
- The chance to shape high-impact financial products with purpose at the core
- A dynamic, inclusive culture that values curiosity, care and courage
- Flexible working options and a leadership team that actually listens
- Projects that will stretch your brain (in the best way)
- A role where you'll see the real-world impact of what you build
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
