MDA Product & Service Delivery Manager (IPL)

MDA Product & Service Delivery Manager
About EvidentiaEvidentia Group is Australia’s leading Managed Account provider, formed through the merger of Evidentia, Lonsec Investment Solutions, and Implemented Portfolios - three leaders in managed accounts. Together, we deliver a comprehensive suite of innovative investment solutions tailored to financial advisers and their clients.
The RoleWe're looking for an experienced MDA Product & Service Delivery Manager to join Evidentia Group. The role sits within the Implemented Portfolios (IPL) business and is responsible for the end-to-end management, delivery, and ongoing enhancement of our Managed Discretionary Account (MDA) products and services.
This role is ideal for someone with strong experience in managed accounts, product management, or wealth management who enjoys working across multiple business functions to deliver exceptional adviser and client outcomes. You'll work closely with Product, Investment, Adviser Services, Operations, Technology, Compliance, Marketing, and external service providers to ensure our growing MDA offering remains efficient, scalable, compliant, and aligned with evolving business and regulatory requirements.
ResponsibilitiesManage the day-to-day operational delivery of Evidentia's MDA products and servicesCoordinate product governance activities and support ongoing product oversightLead product enhancements from concept through to implementation across multiple stakeholdersMaintain product documentation and manage product lifecycle events, including updates and regulatory changesCoordinate cross-functional projects to support new initiatives, product launches and business prioritiesOversee the onboarding of advisers, investment managers, platforms, and service providersProduce management reporting, product reporting, and operational insights to support business decision-makingSupport business development initiatives by ensuring product readiness and operational excellenceIdentify opportunities to improve processes, workflows, and technology to support business growthMonitor operational risks relating to product delivery and recommend appropriate controls and improvementsEnsure operational readiness for legislative and regulatory changes impacting MDA servicesBuild strong relationships with internal stakeholders, external advisers, platforms, custodians, and service providers
Skills & ExperienceMinimum 5 years' experience in managed accounts, wealth management, product management, investment operations, platforms, or a similar financial services roleDemonstrated experience managing or supporting Managed Discretionary Account (MDA) products or similar investment and/or platform solutionsStrong understanding of the regulatory environment, including the Corporations Act, AFSL obligations, and MDA governance requirementsExperience working with financial advisers, investment professionals, administration platforms, and custodial modelsProven ability to manage and deliver cross-functional projects and multiple stakeholders simultaneouslyStrong project management, organisational, and prioritisation skillsExcellent written communication skills with experience preparing product documentation and governance materialsStrong analytical and problem-solving skills with a focus on continuous improvementHigh attention to detail and a disciplined approach to governance, risk management, and operational controlsAdvanced Microsoft Office skills, particularly Word and ExcelDemonstrated professionalism, discretion, and the ability to maintain confidentialityAbility to work both independently and collaboratively in a fast-paced environment
Highly RegardedExperience managing third-party service providers within wealth management or managed investmentsExperience in product development or product lifecycle managementDemonstrated experience implementing operational or technology-driven process improvementsA postgraduate qualification in Finance, Business, Commerce, Economics, or a related disciplineAn interest in leveraging AI tools to improve operational efficiency and service delivery
Why Join Us?At Evidentia, you’ll be part of a forward-thinking team that values innovation, collaboration, and continuous learning. We’re committed to creating an inclusive environment and encourage applications from people of all backgrounds.
Working RightsApplicants must hold current permanent and full-time working rights in Australia (e.g., Citizen or Permanent Resident).