Training & Onboarding Specialist

myprosperity is a subsidiary of HUB24 Limited (ASX:HUB), a leading provider of integrated platforms, technology and data solutions for financial advisers, accountants, private banks, licensees, stockbrokers and their clients. HUB24 delivers innovative product and technology solutions to empower better financial futures, together.

Founded in 2011, myprosperity partners with accountants and financial advisers to deliver their clients a tailored solution that integrates with every aspect of their financial world. myprosperity is on a mission to help households live their best financial lives. In a world of financial complexity and friction, we have emerged as the leading client portal solution to make it easier for households to collaborate with their advisers and accountants across all aspects of their financial lives.

While we’ve been around for 12 years, we continue to retain a ‘startup’ culture of innovation. We have a team of passionate and talented individuals working together to solve a big problem. According to CPA Australia’s ‘The Value of Advice’ report, if more Australians were able to access quality and affordable professional advice, we would be saving the Australian economy over $630 billion - definitely a problem worth solving.

The role of the Training & Onboarding Specialist is to support existing and new partners with their training and development needs on a day to day basis, and provide technical support to partner practices increasing value and engagement in myprosperity.

Although the primary relationship with Partners rests with the Sales & Account Management team, the Training & Onboarding Specialist works collaboratively to support the partner firm - advisers, accountants and support staff - with ongoing training needs to improve the user experience, and promote the functionality, features and benefits to build and deepen usage and engagement of the myprosperity platform.

**Responsibilities**:

- Deliver engaging onboarding and training for myprosperity partners, both online and in person to drive early adoption, confident usage, and successful rollout to their client base
- Promote the features and benefits of the myprosperity platform to existing partners to support growth and deepen engagement
- Design, refine, and deliver training programmes via webinars, group sessions, 1:1s, and support materials (e.g., documentation and videos), ensuring best-practice implementation
- Collaborate with internal teams to maintain consistent, high-quality training content and delivery
- Own the upkeep of content across the Partner and Client Help Centres, including training videos and webinars, to support self-service and troubleshooting
- Partner with the development team to report bugs, resolve issues, and contribute to continuous improvements in user experience
- Liaise with product managers and other stakeholders to feed partner insights into product enhancements and future roadmap planning
- Build strong internal relationships with Sales, Account Management, Support, and Development teams, as well as with external partners and their key stakeholders
- Represent myprosperity at industry events, conferences, and roadshows, delivering product updates and showcasing best practices
- Positively contribute to team culture across the Training, Development, and broader myprosperity teams
- Support with additional tasks as needed, such as forms management or CRM maintenance

**Requirements**:

- 3+ years’ experience delivering technical training or education, ideally within accounting or financial planning software
- Strong troubleshooting skills with the ability to identify issues, develop solutions, and communicate clearly with stakeholders
- Collaborative team player who actively shares knowledge and supports others
- Self-motivated and intuitive problem solver with excellent time management and organisational abilities
- Comfortable working independently while also thriving in a collaborative environment
- Commercially savvy with a creative, solutions-focused mindset
- Familiarity with financial planning and accounting software, as well as CRM systems
- Confident presenter and excellent communicator, both verbal and written, with a professional approach

**Benefits and Life at HUB24**Learn more about our employee benefits HERE.

**Check out why our people love working at HUB24**

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 realise we needed

**The Recruitment Process**:

- 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.
- Interviews can happen virtually or face to face with the hiring manager, or other members of the broader