Enterprise Portfolio Performance Manager

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
As the Enterprise Portfolio Performance Manager, you'll play a key role in enabling strategy execution across HUB24. This high-impact role is responsible for providing enterprise-wide visibility into portfolio health, delivery performance, and strategic outcomes. You'll lead the development of prioritisation, tracking, and reporting capabilities that align initiatives with strategic objectives, measure performance, and empower informed decision-making at all levels of the organisation. It's a fantastic opportunity to influence enterprise transformation through data-driven insights and portfolio leadership.

Responsibilities
Key Responsibilities

• Maintain a comprehensive view of the enterprise portfolio, ensuring visibility of all strategic, regulatory, and operational initiatives consuming group resources.
• Develop and apply an enterprise-wide prioritisation model to align initiatives with strategic objectives and optimise portfolio value.
• Establish governance and processes to track strategy execution and benefit realisation across the Group.
• Design and implement performance reporting frameworks that measure progress against strategic targets and metrics.
• Define data, KPIs, and metrics to support strategic decision-making and portfolio performance tracking.
• Lead the selection and implementation of enterprise portfolio management tools and systems.
• Collaborate with Strategy, Finance, and Delivery teams to ensure portfolio decisions are data-driven and aligned to enterprise goals.
• Produce executive-level dashboards and reports that communicate benefit realisation and strategic performance.
• Facilitate portfolio review forums and performance discussions with senior stakeholders.
• Lead organisational capacity planning to assess resource supply and demand, identify constraints, and inform strategic prioritisation.
• Forecast future business needs and plan resource deployment to support strategic delivery.
• Continuously improve portfolio management practices, tools, and reporting to enhance transparency, agility, and strategic alignment.

Requirements
Key Requirements

• Bachelor's degree in Business Management or a related field.
• Deep domain knowledge in wealth management, including wrap platforms, superannuation, investment products, and/or financial advice.
• 8+ years of experience in strategic portfolio management within complex, multi-business environments.
• Proven expertise in prioritisation models, performance reporting, and benefits realisation.
• Strong understanding of enterprise strategy, business planning, and delivery frameworks.
• Demonstrated experience designing and implementing portfolio tracking and prioritisation systems.
• Proficiency in portfolio and reporting tools such as Jira Align, Power BI, or similar platforms.
• Advanced data analysis and reporting skills, with the ability to deliver clear, actionable insights for executive decision-making.
• Experience in organisational capacity planning across teams and time horizons to support strategic delivery.
• Exceptional stakeholder engagement, facilitation, and communication skills, with the ability to present complex recommendations with clarity and impact.

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