Head of Investment Menu Product

About Netwealth

Netwealth isn't just a company. We're shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more, and we're proud to be recognised as one of Australia's most innovative FinTech businesses.

Since 1999, we've grown rapidly by challenging the status quo. We move fast, think big, and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.

But what truly sets us apart? Our people. We're a team of curious, optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity, and agility, and we believe in creating an environment where you can do your best work, grow your career, and feel part of something meaningful.

If you're looking for a place where your ideas matter, where innovation is celebrated, and where you can help shape a brighter financial future, join us at Netwealth.

THE OPPORTUNITY - SYDNEY OR MELBOURNE BASED

Netwealth’s Platform Product function is responsible for the strategic development, maintenance and continuous innovation of our flagship wrap platforms, Super Accelerator and Wealth Accelerator.

As Head of Investment Menu Products, you will lead the governance, commercialisation and DDO framework across our investment menus and Netwealth-issued managed investment schemes. This is a high-impact leadership role, pivotal to strengthening our investment product operating model, maintaining clear operational independence, and ensuring our platform continues to deliver industry-leading outcomes in an increasingly regulated environment.

Key responsibilities:

• Lead the end‑to‑end investment product operating model, including governance frameworks, investment onboarding, in‑life product activities, and maintaining clear operational independence while partnering with Investment Governance & Research.

• Drive execution and continuous uplift of the DDO framework across all investment menus and managed investment schemes, ensuring strong distribution oversight, monitoring, review triggers, and alignment with Legal, Risk & Compliance, the Trustee Office and Operations.

• Lead commercial negotiations with fund managers to secure sustainable, member‑benefit–aligned arrangements.

• Coordinate a complex stakeholder ecosystem across Product, Investments, Operations, Distribution, Legal, Risk & Compliance, Technology and external managers, providing accurate governance reporting and proactive risk management to senior leadership and committees.

• Support strategic growth through disciplined investment menu expansion, prioritisation and commercial execution, ensuring competitive differentiation while maintaining strong governance and member‑outcomes focus.

ABOUT YOU

You’re a strategic, outcomes-driven leader with the credibility to operate at senior levels and the discipline to build scalable governance in a regulated environment. You bring strong judgement, influence and the ability to balance compliance requirements with commercial outcomes.

• 8–12 years’ experience in investment product governance, platform product, superannuation, or related financial services.

• Strong understanding of APRA prudential standards, ASIC (DDO), and superannuation legislation.

• Demonstrated capability in process design, governance uplift, and regulatory operating model implementation.

• Experience managing complex conflicts of interest and navigating commercial arrangements.

• Strong stakeholder influence, communication and executive reporting capabilities.

• Values-led leader with experience building high-performing teams and fostering governance excellence.

Life At Netwealth

At Netwealth, we believe a fulfilling career is built on growth, balance, and belonging. Our people are our greatest strength, and we’re committed to supporting you at every stage of life because when you thrive, so do we.

We're proud to be recognised as one of Australia's top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.

Our flexible hybrid model supports balance, with just 4 days in the office each fortnight. When you’re in, you’ll enjoy working from one of our modern, thoughtfully designed spaces across Australia – including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable, and in Melbourne, you’ll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.

We offer benefits designed for your wellbeing and personal development, including;

• Family-friendly support: Paid parental leave and a fully funded school holiday program

• Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts and financial wellbeing services

• A vibrant culture: social events, trivia nights, and corporate sports

• Employee Resource Groups: LGBTQIA+, DAWN (Development and Accelerating Women at Netwealth), Culture Group and Carers Group

• Community Impact: Paid volunteering and our Netwealth Impact Group

We're proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It's one of our core values. We're committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing and cultural initiatives. And we're certified by WORK180, Family Friendly Workplaces and Great Places to Work.

If you're excited by the opportunity but don't meet every requirements, we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much.

Need adjustments during the recruitment process? Contact us at talent@netwealth.com.au

Apply now and help us shape a brighter financial future!