About JANA

We are here for one reason: People. Together with our clients, we can change the lives of millions of Australians for the better.

JANA is a leading investment consulting firm with offices in Melbourne & Sydney. We provide investment advisory consulting to over 85 institutional clients, including superannuation funds, charities, insurers, foundations, and endowment funds. Our services include asset allocation, manager research and selection, and investment strategy advice.

We foster close relationships with each client to understand their needs and identify unique investment opportunities for their benefit. Building on this heritage, our growing Wealth business extends JANA’s investment expertise to the advice and platform market through managed accounts, investment trusts and platform partnerships.

About The Role

As our Wealth business continues to grow, we are investing in the people, products and partnerships needed to support the next stage of that growth. We are looking for a Senior Product Manager to take a leading role in shaping and growing our Wealth offering.

Working closely with the GM Wealth and senior stakeholders across investment, consulting, business development and operations, you will have exposure across managed accounts, investment trusts, platform partnerships and new product initiatives, with the opportunity to influence strategy and execution across the business. This role is located in our Melbourne or Sydney office and reports to the GM Wealth.

Responsibilities

You will become the central point of coordination for JANA’s Wealth product capability, ensuring products remain competitive, well positioned and supported across distribution channels.

Some of your responsibilities will include:

- Managing key platform relationships and supporting product onboarding, APL inclusions and ongoing platform engagement

- Developing and maintaining product collateral, marketing materials and supporting documentation across all Wealth capabilities

- Maintaining a forward-looking product roadmap, informed by client, distribution, competitor and regulatory inputs

- Managing new product launches from concept through to go-to-market, coordinating investment, consulting, risk and BD input

- Leading responses to RFPs, DDQs and platform due diligence requests.

- Monitoring competitor positioning, platform availability,



fees and market trends, translating findings into positioning, pricing or capability recommendations

- Supporting the Wealth product governance, reporting and continuous improvement across the Wealth business.

About you

Role

You are likely to have built your career in product, distribution, platform management or a related role within financial services. You may currently be working at an asset manager, investment platform, research house, asset consultant or advice group and are looking for an opportunity with broader scope and greater influence.

We are particularly interested in people who bring:

- A tertiary qualification in commerce, business, finance, economics or a related discipline
- A minimum of 7 years’ experience in a product or distribution role in financial services, gained at a fund manager, investment platform, research house or asset consultant

- Experience managing platform relationships and product onboarding, from either the platform or manager side

- Experience coordinating RFP and DDQ responses

- Strong working knowledge of managed funds, managed accounts and the major wrap and investment platforms

- Excellent written and verbal skills, with the ability to produce client-quality materials independently
- A commercial mindset and the ability to work effectively across multiple stakeholders and competing priorities

Product managers with relevant experience would also be considered.

Why join JANA?

This is an opportunity to join a growing Wealth business at an important stage of its development. You will work directly with senior decision-makers, contribute to strategic initiatives and help shape how JANA’s Wealth offering evolves over the coming years.

Advantages

At JANA, we offer rewarding careers for outstanding professionals where you will receive recognition based on your performance. Further to this, JANA also provides the following benefits for its people:





- 50% reimbursement on costs for further study on relevant courses and study leave provisions

- Flexible work options

- Ability to purchase an additional 4 weeks of annual leave per year

- Generous leave provisions including sick, carer’s, and parental leave options to support our people when they need it most
- An annual Volunteer Day to contribute to your favourite charity or community cause

- Regular health and wellbeing seminars and activities as part of our Health and Wellbeing program

- Monthly reward and recognition program

- Employee Assistance Program and flu vaccines

Applications will only be considered from candidates with the appropriate working rights in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check before commencement of employment. JANA kindly requests no unsolicited resumes or approaches from recruitment agencies and will not be responsible for any associated fees.

JANA collects your personal information in accordance with JANA’s Privacy Policy and Personal Information Collection Notice. By clicking 'Apply' or uploading documents, you consent to the collection, use and disclosure of your personal information by JANA in accordance with JANA’s Privacy Policy and Personal Information Collection Notice. This includes assessing your eligibility for the role you are applying for and keeping a copy of your CV for future vacancies if you are unsuccessful.

At JANA, we are committed to a diverse and inclusive workplace. JANA is an equal opportunity employer and does not discriminate based on race, national origin, gender, gender identity, sexual orientation, disability, age, or other legally protected attributes. Don’t meet every single requirement but excited about this role? Studies have shown that women and people of colour are less likely to apply for jobs unless they meet all the criteria.

Here at JANA, we’re passionate about creating a diverse and inclusive team, one where people can be their authentic selves. We believe diversity of thought, experience and background strengthens our long-term excellence, ultimately ensuring prosperity for the millions of people we represent. So we encourage you to apply even if you don’t meet all the criteria. You just might be a great fit for another role if not this one!

📌 Senior Product Manager, Wealth (Sydney)
🏢 JANA Investment Advisers
📍 Sydney