Verified recordFinancial Services

Kate Walker

Product Manager & Client Relations Manager at Newquantum

Based in Sydney, Australia

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Seniority

Manager

Department

Sales & Business Development

Location

Sydney

Industry

Financial Services

Company size

11 to 50

Contact information

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Email

1 credit

k•••••••@newquantum.com

Phone

5 credits

+61 ••• •••• ••••

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Background

About Kate Walker

I love solving complex problems and turning them into simple, meaningful solutions that empower real people. With a background in design and a passion for seamless user experiences, I thrive at the intersection of creativity, product strategy, and execution. I’m especially skilled at working directly with customers to uncover pain points and co-create solutions that deliver real impact. My high level of user empathy drives every product decision I make — ensuring that what we build is not just functional, but truly valuable. I'm driven by a desire to improve how people interact with financial systems — making them clearer, more human, and more effective. My expertise lies in product management for SaaS platforms in FinTech, where I deliver compliant, intuitive tools that support Financial Advisers and their clients. I’ve led initiatives across superannuation, compliance, adviser workflows, and partner integrations, and helped bring new products to market in fast-paced start-up environments. In 2024, I proudly represented New Quantum at the Money20/20 Conference in Bangkok, sharing our platform vision on a global stage. I'm also a volunteer with NASCA, supporting Aboriginal youth, and a longtime carer with Urban Cat Alliance, providing foster support for animals in need. KEY ACHIEVEMENTS • Delivered a scalable Superannuation product with a small, cross-functional team, achieving feature depth comparable to $900M+ competitors. • Redesigned the Super onboarding process, integrating digital KYC/AML and onboarding new members in six months. • Co-led the strategic design and launch of a Virtual Managed Accounts (VMA) product, expanding platform capabilities. • Built a rollover tracking feature, reducing related support tickets by ~85% and improving adviser workflows. • Established and scaled the Client Relations Team, implementing KPIs and operational processes to ensure service excellence. EXPERTISE Product Management, SaaS Platforms, FinTech, Superannuation, Adviser Platforms, UX & Design Thinking, Product Strategy, Regulatory Compliance (ASIC, RG146, Superannuation, KYC/AML), Feature Prioritisation, Agile & Scrum, Customer-Centric Design, Product Roadmapping, API Integrations, Partner Management, Onboarding & Client Success, Data-Driven Decision Making, Team Leadership, Go-To-Market Strategy, Cross-Functional Collaboration, Jira, Azure DevOps, Trello, ClickUp, Notion, Smartsheet, Figma, Adobe InDesign, Adobe Illustrator, Miro, Excel, Power BI, Datadog, Swagger, Salesforce, HubSpot, ZenDesk, Basic HTML/CSS, Basic SQL

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Kate Walker Email & Phone Number @ Newquantum | Kipplo Discover