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Training & Onboarding Specialist

2 weeks ago

Hawthorn, Victoria, Australia HUB24 Full time $90,000 - $120,000 per year

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:

- 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 contact *********** and one of our team will be in touch.

- 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.