About Mason Stevens

Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes. More than just an administration platform, the cutting-edge technology, paired with experienced investment specialist support, empowers advisers to deliver on their clients’ investment objectives via an unconstrained investment universe, and backed by exceptional client service.

Established in 2010, Mason Stevens is privately owned with over $10 billion of funds under administration and management. Led by some of Australia’s most experienced finance, technology, and investment professionals, with over 80 staff nationally.

About the Role

We’re looking for a Project Manager to support the delivery of Mason Stevens’ enterprise Operating Plan. In this role, you will coordinate key initiatives, track progress against strategic priorities, identify and help remove delivery obstacles, and work closely with stakeholders across the business to ensure successful execution. The role also provides support to the Product and Marketing teams across a range of initiatives.

Key Responsibilities:

- Support Operating Plan delivery: Manage the Master Calendar and stream trackers as the central source of delivery status. Track progress against agreed milestones and dates, and keep plans, actions and dependencies current.
- Coordinate assigned working groups: Coordinate working groups to progress specific initiatives, preparing the agenda and materials and following up open items through to a decision.
- Manage risks, issues and dependencies: Identify and record delivery risks,



issues and cross-stream dependencies, including contention for the same individuals, and escalate to the Steering Committee with a recommended course of action where they cannot be resolved.
- Support senior stakeholder reporting: Prepare Steering Committee papers, contribute to quarterly Board reporting, and track progress against the FY2027 OKRs.
- Support product and marketing initiatives: Work alongside the Product and Marketing teams to help plan and deliver product initiatives, campaigns, go-to-market activity and related communications.

Required Qualifications/Experience/Knowledge:

- Bachelor’s degree in business, finance, marketing, communications or a related field.
- A project management certification (e.g. PRINCE2, PMP or Agile/Scrum) is a plus.
- Three to five years managing projects or work streams, with delivery experience in a financial services environment.
- Working knowledge of wealth management, investment platforms and superannuation.
- Strong written and verbal communication skills, with experience preparing materials for an executive audience.
- Familiarity with project management methodologies (Agile, Waterfall or hybrid) and tools such as Asana and Jira.




- Robust proficiency in PowerPoint, Word, Excel and usage of AI applications such as Claude and Co-Pilot.
- Experience in product management or marketing – requirements, business cases, product lifecycle, B2B content or go-to-market execution – is highly desirable.

Required General Skills / Attributes:

- A good communicator who builds credibility quickly across functions and at senior levels.
- Well organised, with strong attention to detail and follow-through.
- Able to hold competing priorities and adapt as circumstances change.
- Proactive, reliable and happy to roll up their sleeves.
- A collaborative team player.

Life at Mason Stevens

At Mason Stevens, relationships matter to us, and by fostering a culture of humility and collaboration, we achieve remarkable outcomes while supporting each individual to realise their potential.

We are committed to building and maintaining a diverse and talented team, backed by the belief that it is only by working together, that we will achieve our purpose; helping our Clients to realise better tomorrows.

We believe in keeping our ‘minds wide open’ and empowering people with the resources and trust needed to make a meaningful difference. We know an idea can only change lives if it happens, and value the kind of people who believe in being the change they seek and see opportunity in challenge.

Above all, we know you will be a great fit for us if you value people, show kindness and play fair.

Kindly note that Australian full work rights are required for this application.

📌 Project Manager (Sydney)
🏢 Mason Stevens
📍 Sydney