Associate Product Manager

Sydney or Melbourne | Hybrid working

Step into Product Management with a leading financial technology business.

Are you currently working in financial advice, paraplanning or wealth management and interested in taking your career in a new direction?

This is an opportunity to join an established financial technology business as an Associate Product Manager, working alongside experienced Product Managers to help shape and improve software products used across the financial services industry.

Bringing together your understanding of financial advice and an interest in technology, you'll help translate customer needs and complex business requirements into practical product improvements.

This is an excellent opportunity for someone looking to build a career in product management, bringing their existing financial services knowledge into a technology-driven environment.

The opportunity

Working closely with Product Managers, you'll support product discovery, documentation, delivery and go-to-market activities.

You'll play an important role in ensuring product changes are clearly understood, documented and communicated across internal teams and customers.

Your responsibilities will include:

- Supporting Product Managers in understanding customer problems, user needs and business opportunities.
- Participating in customer and stakeholder discussions to identify requirements and improvement opportunities.
- Translating complex financial services processes into explicit product documentation and user journeys.
- Preparing product documentation, FAQs,



user guides and feature explanations.
- Supporting go-to-market activities and helping internal customer-facing teams understand new product features.
- Assisting with product discovery, research, user story mapping and iterative design activities.
- Working closely with Product, Design, Engineering, Customer and Support teams.
- Helping assess product outcomes, gather feedback and identify opportunities for continuous improvement.

What we're looking for We're particularly interested in individuals who bring an understanding of financial advice, paraplanning or wealth management and are interested in developing their career within product management.

You might currently be working as a:

- Paraplanner or Senior Paraplanner.
- Financial Planning Associate or Advice Associate.
- Product Analyst within financial services.
- Business Analyst within wealth management.
- Product Operations or Implementation Specialist.
- Customer Solutions Specialist within financial technology.

You'll ideally bring:

- A background in financial advice, paraplanning or wealth management.
- Some experience in product management, business analysis, customer solution design, implementation or a related role.




- An ability to understand complex customer requirements and translate them into clear documentation or solutions.
- Strong written and verbal communication skills.
- Excellent attention to detail and structured problem-solving abilities.
- An interest in technology, software products and how they can improve customer experiences.
- A proactive attitude, willingness to learn and confidence working with different stakeholders.

Experience with Jira, agile delivery practices or financial technology products would be advantageous. Importantly, you don't need to have held an Associate Product Manager title previously. We're interested in people with the right financial services foundations, attitude and potential to grow into product management.

Why consider this opportunity?

- Join an established financial technology business with a significant presence across the financial services industry.
- Work alongside experienced Product Managers and technology teams.
- Develop your product management capabilities within a complex and interesting software environment.
- Build on your existing financial services knowledge while transitioning into technology.
- Join a growing product function with exciting initiatives planned over the coming year.

Interested? If you have a background in financial advice, paraplanning or wealth management and are curious about moving into product management, we'd be keen to hear from you.

Apply now or get in touch for a confidential discussion. Email: [email protected]

📌 Product Manager (Sydney)
🏢 Latitude IT
📍 Sydney