Job Description
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We're hiring a project manager to join our transformation team.
you'll lead key initiatives supporting implemented portfolios - delivering new products, services, and operational improvements in a fast-growing business.
About Evidentia
Evidentia Group is the result of a merger between Evidentia, Lonsec Investment Solutions, and Implemented Portfolios – three leaders in managed accounts.
Together, we offer innovative investment solutions tailored to financial advisers and their clients.
About the Role
Implemented Portfolios is undergoing significant growth and change, creating new opportunities to enhance how we operate and deliver for clients.
This role sits within our newly established Transformation team and is focused on managing key projects that support the delivery of new products, services, and operational improvements.
You'll work across the full project lifecycle - from initiation through to implementation- collaborating with cross-functional teams across Evidentia and our sub-brands.
Your ability to balance structure with flexibility, and to drive clarity and momentum across initiatives, will be critical to success.
Responsibilities
Project Management
Develop and maintain project plans, schedules and budgets
Manage scope, risks, issues, and resource planning
Facilitate project forums such as working groups, steering committees, and stand-ups
Provide clear and consistent project reporting and stakeholder updates
Business Analysis & Documentation
Gather and document business and functional requirements
Map user and customer journeys to inform design and delivery
Create training materials and documentation to support transition and adoption
Internal Collaboration




Partner closely with the Implemented Portfolios product and operations teams
Collaborate with Evidentia Group stakeholders on technology and strategy-led initiatives
About You
Minimum 5 years' experience in Project Management and/or Business Analysis in the financial services sector
Bachelor's degree in Project Management, Business, Commerce, Economics or a related field
Experience delivering projects using both Agile and Waterfall methodologies
Strong proficiency in Microsoft Office, project planning tools and diagramming software
Excellent interpersonal, presentation and negotiation skills
Highly organised and able to manage multiple priorities autonomously
Confident facilitator and problem-solver, with a practical approach to delivery
What we offer
Ongoing flexible working arrangements
Family friendly work-life balance
Genuinely open and supportive culture with an approachable executive team
Ongoing training and professional development
Social events
Evidentia is an equal opportunity employer and are committed to creating an inclusive environment for all employees.
We encourage applications from people belonging to groups underrepresented in Financial Services.
Working rights – You must hold current permanent and full-time working rights in Australia eg.
Citizen or Permanent Resident
Seniority level
Seniority level
Associate
Employment type
Employment type
Full-time
Job function
Job function
Project Management
Industries
Professional Services




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📌 Project Manager (New South Wales)
🏢 Evidentia Group
📍 New South Wales