HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast.
At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red tape, we build a culture that supports our team members to have a real impact on our business and the success of our customers.
HUB24 Limited is a company listed on the Australian Securities Exchange (ASX: HUB)
The role
HUB24 is seeking a Business Enablement & Transition Consultant to join our team.
This role focuses on driving the successful transition of advisers and clients to the HUB24 platform. You will be responsible for supporting, facilitating, and tracking the migration of adviser clients to HUB24 and its managed portfolios.
You will collaborate closely with financial planning practices that have adopted HUB24 and managed portfolios, working alongside HUB24 State and Business Development Managers. Your role will involve providing coaching, transition support, and project management to help these practices fully realise the economic benefits of transitioning their clients to HUB24.
The role can be located in Sydney, Melbourne or Brisbane Key responsibilities: Build trust and engage with advisers and their staff through high-quality, timely project deliverables. Assist with Client Reviews/Fee Comparisons and help advisers develop business cases for HUB24 transitions. Contribute to planning workshops and project meetings for Transition Projects. Support advisers in gathering data and documentation needed for fund transitions. Provide comprehensive consulting and support throughout the entire onboarding process. Ensure advisers are supported with client application preparation, submission, and implementation tracking. Troubleshoot and resolve issues, and assist with escalating support problems during transitions. Deliver targeted onboarding and implementation training, including on-site sessions as needed. Collaborate with the Business Enablement team, lead and support projects, and contribute to knowledge sharing and workflow improvements. Proactively establish and maintain effective working relationships across the HUB24 Group teams including Sales, Product Management and other areas of the business. Key requirements: At least two years of relevant industry experience, which may include, but is not limited to, roles such as Platform Training and Relationship Manager, Business Development Associate, Account Manager, Platform Operations, Account Onboarding and Asset Transfers, Financial Advisor, Paraplanner, and Client Services. Experience working with advisers and counterparties is essential for this role. A background in Platform, Managed Accounts, or related Wealth Management services is also required. Proficiency with Microsoft Excel, leveraging tools such as formulas, charts and pivot tables. Collaborative team member with strong attention to detail Strong communication skills (written and verbal) Ability to use your own initiative and a fast learner. At HUB we pride ourselves on creating possibilities for our clients, but also for ourselves. We operate on a succeed as one mentality and fully support flexibility across our business. Join us on our growing journey where we always deliver with integrity and enable our clients to come on the journey with us.
Benefits and Life at HUB24 Learn more about our employee benefits HERE.
The Recruitment Process: Acknowledgement email once your application has been submitted. Our Talent team will start reviewing your application, if unsuccessful you will be notified. If your application progresses to the next stage, our Talent team will be in touch to discuss your alignment with the role. If you're a person with an impairment or disability, this is an opportunity to share with us any accessibility requirements that you may have for the role. Should you require any accommodations to the recruitment process, please contact ****** and one of our team will be in touch. Interviews can happen virtually or face to face with the hiring manager, or other members of the broader team. Depending on the role, there may be more than two interviews. Communication of outcomes to successful and unsuccessful candidates and feedback provided.
*As part of our process, a police check will be conducted on all successful candidates*. Further details on our HUB24 Group Recruitment Privacy Collection notice can be found here.
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