Business Enablement

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.
- 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.

**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.

**_ 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.

**Purchase and Bonus 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.

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.
- “Delivering innovation that creates value for you and your clients” _

**_If you don't feel you fit