Senior Manager Investment Governance - Ott, Office of Trustee

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.

Reporting to the Head of Trustee Investments, you will support oversight of the investment governance arrangements and investment options of the Netwealth Superannuation Master Fund. You will provide independent review and challenge across investment governance, due diligence, investment risk, member outcomes and service-provider performance.

What you’ll do

• Oversee the ongoing review and operation of investment governance frameworks, policies, procedures and delegations.

• Review investment proposals and investment-manager due diligence, including recommendations to add, retain, restrict, close or remove investment options.

• Assess whether investment decisions appropriately consider and evidence members’ best financial interests.

• Support oversight of investment performance, risk, liquidity, costs, valuation and other material governance matters.

• Prepare clear, decision-ready papers, dashboards and recommendations for the NSS Investment Committee, NSS Board and other governance forums.

• Provide constructive challenge over the investment menu, Member Outcomes Assessment and related business-planning activities.

• Monitor investment service providers and related parties against governing agreements, policies and regulatory requirements.

• Identify emerging risks, control weaknesses, incidents and conflicts, escalating material concerns promptly.

• Partner with Investment, Legal, Risk, Compliance and Product teams to strengthen governance, reporting, controls and documentation.

What you’ll bring

• Significant experience in investment governance, investment risk, superannuation, institutional investment oversight or an Office of the Trustee environment.

• Strong knowledge of Australian superannuation legislation, APRA prudential standards and trustee obligations.

• Practical understanding of investment performance, risk, portfolio construction, liquidity, costs and valuation.

• Experience preparing papers and presenting recommendations to boards, investment committees, senior executives or comparable governance forums.

• Experience overseeing outsourced or related-party service providers.

• Strong analytical judgement, written communication and stakeholder-management skills.

• A relevant tertiary qualification in finance, investments, commerce, economics, law, business or a related discipline.

Postgraduate or relevant professional qualifications are welcomed but are not essential.

You do not need to have followed one particular career path. If you bring strong trustee, investment-governance or institutional oversight experience and can provide independent, evidence-based challenge, we encourage you to apply.

At Netwealth, how you work matters. You will be expected to be curious in challenging assumptions, collaborative across organisational boundaries, agile when priorities change, courageous when raising material concerns, optimistic in pursuing solutions and genuine in acting with integrity and professionalism.

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 [email protected]

Apply now and help us shape a brighter financial future!