Business Enablement Analyst

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:

The purpose of this role is to support and help drive the transition of Advisers and Clients to the HUB24 Platforms by: supporting, facilitating, and tracking the transition of Adviser Clients over to the HUB24 Platform and managed portfolios.

This will be achieved by working closely with financial planning practices that have adopted HUB24 and managed portfolios via the sales process delivered by the HUB24 State and Business Development Managers, and that are in need of coaching, transition support and project management to fully unlock the economic benefits of transitioning their clients onto HUB24 and managed portfolios.

Responsibilities:

• Help build trust, communicate effectively and drive engagement with the adviser and their staff by providing quality and timely project deliverables.

• Assist with Client Reviews/Fee Comparisons and help advisers develop a business case for Client Transitions to HUB24.

• Assist by participating and contributing to planning workshops and regular project meetings to plan, setup and implement the Transition Project

• Assist advisers and their staff with the timely collation of data and documentation required for transitioning their funds.

• Assist with consulting and support to advisers across the entire onboarding process.

• Ensure advisers are appropriately supported with preparation of client applications, application submission and implementation tracking.

• Help advisers with business related queries and the resolution of day to-day issues in adopting the HUB24 systems.

• Troubleshoot and solve problems, assist advisers with raising, tracking, and escalating support issues identified during the implementation and transition process.

• Help deliver targeted Onboarding and Implementation training support as required.

• Contribute to the creation of required documents, calculators, presentations, flowcharts and diagrams.

• Contribute to document and enhance the workflow to streamline the transition process across all departments and improve tracking and accountability.

• Ensure the CRM is updated and ensure process checkpoints and statuses are completed by the appropriate party at each stage of the on-boarding process.

Requirements:

• Minimum two years of relevant industry experience, in roles such as Business Development, Account Management, Financial Advisory, Paraplanning and Client Service.

• Experience working with advisers and counterparties.

• Platform, Managed Accounts, and/or related Wealth Management experience.

• Proficiency with Microsoft Excel, leveraging tools such as formulas, charts and pivot tables.

• Demonstrated exceptional communication skills —listening, speaking, writing, and presenting.

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 , 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 Circle Back Initiative 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 the BOSS Best Places to work list. 

Seek Star Awards Nominated as a finalist for the Best 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

---