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 This role is an important part of the Product Management Team and is responsible for supporting with the ongoing management and compliance of the HUB24 Managed Portfolio Service and the Managed Discretionary Account (MDA) offer. Key responsibilitiesProduction and ongoing maintenance of disclosure documents Assisting with disclosure content development for new product features and changes in legislation Supporting with required implementation activities including communications and collateral Responding to product administration queries Day to day management of the Managed Portfolio Service and Managed Discretionary Account Projects support and participation Supporting the business successfully transition to MDA offer to the HUB24 technology platform Areas of focus Work collaboratively within the team to deliver on business outcomesResponding to day to day queries and to ensure a high quality customer experience Develop and maintain product procedures, policies and supporting contentKey skills required At least 3 years' experience in financial services, with a particular emphasis Managed Accounts (including SMAs and MDAs) and Wrap platforms. Working knowledge of the legislative/ technical rules impacting platforms, Managed Accounts and investments.Good communications skill (verbal and written).Be able to manage competing priorities.A collaborative team player that can also work automously A high level of enthusiasm, engagement and eagerness to learn & develop THE HUB24 STORY We thinkcreativelyand we're not constrained by traditional thinking or barriers to success. We're led byexperts, realists with ideas, grounded in commercial reality who areboldenough to visualise the future a little differently and to advocate for what matters to our clients. We are here to lead change and are committed to empowering better financial futures for more Australians.
HUB24 Employee Benefits Employee Share Scheme: Receive tax free shares on an annual basis (permanent employees only).
Unlimited Access to LinkedIn Learning: Learn, grow, and develop with us.
Special Leave: Purchase 2 extra weeks of additional leave per year on top of your standard 4 weeks, plus an extra 5 days if you use your 20 days of leave within 12 months.
Volunteer Day: 1 day Volunteer Day to use on your charity of choice.
Enhanced Parental Leave: We offer 12 weeks of paid parental leave in addition to statutory government leave.
Flexible Working: We offer hybrid working arrangements.
HUBlife: Enjoy a huge range of discounts including health, wellness and financial with our corporate partner.
Employee Assistance Program: Well-being Service provided to you plus your family members.
Life at HUB - check it out! We pride ourselves on being an inclusive employer of choice where our people can bring their whole selves to work and feel 100% safe and supported to do so.
If you don't feel you fit this role 100%, we would still love to hear from you! Tell us what you're interested in - you still might have a skill we didn't realize we needed! *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.
"We are a 2024 CircleBackInitiative Employer – we commit to respond to every applicant."
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