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Enterprise Portfolio Planning Manager

Apply locations Sydney time type Full time posted on Posted 2 Days Ago job requisition id JR100073

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 HUB24 STORY

We think creatively and we’re not constrained by traditional thinking or barriers to success. We’re led by experts, realists with ideas, grounded in commercial reality who are bold enough 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.

Benefits and Life at HUB24

Learn more about our employee benefits HERE.

Job Summary:

We're hiring an Enterprise Portfolio Planning Manager to join us at HUB24. This is a unique opportunity to play a key role in driving strategic execution and delivering impactful change across HUB24. You’ll help translate enterprise strategy into a dynamic portfolio of initiatives, shaping strategic roadmaps and enabling informed decision-making across the business. In addition, you’ll lead the delivery of high-value projects across our shared services functions -including People & Culture, Finance, Legal, and Risk - supporting operational transformation, enhancing business efficiency, and mitigating risk.

Responsibilities:

Key Responsibilities:

- Strategic Portfolio Management: Lead the planning and execution of enterprise-wide initiatives by facilitating cross-functional engagement, shaping strategic roadmaps, and aligning priorities with business goals and resource capacity.
- Portfolio Governance & Insights: Manage the intake and assessment of new work, monitor portfolio health, and provide data-driven recommendations to support informed decision-making and strategic alignment.
- Executive Reporting: Deliver clear, high-impact reporting and visualisations that track progress against strategic roadmaps and highlight portfolio performance.
- Project Leadership: Oversee end-to-end delivery of key projects across shared services functions (People & Culture, Finance, Legal, Risk), ensuring alignment to scope, schedule, budget, and quality standards.
- Stakeholder Engagement: Drive proactive communication and collaboration across teams to ensure transparency, support, and successful change adoption.
- Risk & Benefit Management: Identify and manage project risks and issues, monitor financials, and ensure delivery of targeted benefits through structured governance and reporting.
- Continuous Improvement: Champion best practices in portfolio and project management, contributing to the evolution of tools, frameworks, and stakeholder engagement approaches.

Requirements:

Requirements:

- Bachelor’s degree in Business or a related discipline.
- Extensive experience (8+ years) in Strategy Execution and Enterprise Project Portfolio Management, with a strong understanding of the full EPPM lifecycle.
- Proven success in translating strategy into executable programs and maintaining enterprise portfolio roadmaps.
- Demonstrated track record in end-to-end project management, delivering projects on time, within budget, and to quality standards.
- Solid understanding of the wealth management sector, including wrap platforms, superannuation, investment products, and/or financial advice.
- Strong analytical and problem-solving skills, with the ability to manage shifting priorities and complex stakeholder needs.
- Excellent facilitation and stakeholder engagement skills, with a collaborative approach to cross-functional teamwork.
- High level of business acumen and the ability to connect strategic objectives to execution outcomes.
- Proficiency in Microsoft Office tools, including Microsoft Project.
- Ability to distill complex data into clear, actionable insights for executive-level decision-making.

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 email recruitment@hub24.com.au, and one of our team will contact you.

- 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.

2024 CircleBackInitiative Employer– we commit to respond to every applicant.

Endorsed by WORK180 , we are proud to be recognised as an employer of choice for women.

We have been nominated and placed on theBOSS Best Places to work list.

Seek Star Awards 2024 - Nominated as a finalist for theBest Employer Brand Initiative

HUB24 is an equal opportunity employer.We are committed to creating an inclusive environment where diverse perspectives are valued and every individual is treated with respect. We welcome applications from people of all backgrounds, including Aboriginal and Torres Strait Islander peoples, people with disabilities, people from culturally and linguistically diverse communities, and people of all gender identities and sexual orientations. If you require adjustments to the recruitment process or have accessibility requirements, please let us know – we’re here to support you

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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.

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