Own the execution of initiatives that drive adviser productivity
moving more advisers from the mid band into the productive band, and keeping productive advisers there.
Work with your Group Product Manager to translate product strategy and experiment priorities into well-scoped tickets, timelines, and delivered features.
Develop and maintain a deep understanding of the adviser productivity funnel
know how many advisers are in each band, what is moving them up, and where they are getting stuck.
Develop and maintain a view of your key metrics and build instrumentation into the products you manage so you have an ongoing view of performance; know when a number looks wrong before it is flagged to you.
Gather ongoing feedback from advisers and managers directly; build the observational habits to understand where the pipeline is failing and bring findings to the Group PM with a point of view, not just a summary.
Own the alert and nudge pipeline end to end
template creation, regulatory approval submissions, staging tests, production deployment, and delivery quality
ensuring advisers receive the right recommendations reliably.
Manage rollout logistics for new features: determine sequencing, verify adviser access across branches and regions, and troubleshoot activation issues.
Set up experiment infrastructure as directed by the Group PM
cohort assignment, data feeds, template creation, tracking configuration
and take responsibility for data quality and delivery reliability throughout the experiment window.
Compile clean experiment data packages for the Group PM to analyse and interpret; manage the operational handoff when successful experiments move to production.
Work with lead engineers to coordinate delivery sequencing, dependencies, and deployment schedules; maintain a well-groomed backlog with clear acceptance criteria and flag risks early with a proposed solution attached.
Take responsibility for the business outcomes of the initiatives you run: if adviser productivity is not moving, understand why and bring a plan to address it.
Ensure automated reports are accurate and distributed reliably; maintain product analytics dashboards and coordinate data logistics with external partners.
Requirements
You have a four-year degree or equivalent
You are an analytical, data-driven, critical thinker who can unpack a problem clearly, develop and communicate a hypotheses, frame experiments and test them rigorously
You have had some exposure to a commercial or customer facing role; you are very open to interacting with customers and financial advisers regularly, and are passionate about using technology to solve problems
You can communicate well with team members and stakeholders on deliverables and approach, demonstrating the ability to communicate and listen appropriately depending on the audience. We expect a good grounding in effective written communication in a technical context
You strive for success, are keen to learn and develop, are collaborative with a can-do attitude, and can build positive relationships
You have business acumen and have a grasp of the key concepts of how a business makes money, and you enjoy seeing your work make a tangible business impact
You are experienced with and are comfortable engaging with senior executives at large and small companies
you’d be quite okay being asked to give a presentation to execs at a listed company in your first three months of work.
Benefits
A market-competitive salary
A collaborative, mission-driven environment with exposure to cutting-edge fintech initiatives
Opportunities to work on impactful projects with leading partners and stakeholders
Career growth within a rapidly scaling organisation
The chance to help shape the future of financial services delivery