A BIT ABOUT US
Class 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.
But it’s not just about what we do. It’s about empowering the wealth industry to change peoples’ lives for the better. We believe that nothing happens in isolation, so we work together and collaborate with our customers and the industry, building confidence.
The role
We are looking to hire an experienced Senior Product Consultant within a 12-month fixed term contract. The role is responsible for leading the delivery of a strategic initiative with a focus on Managed Portfolio Service and more generally supporting the HUB24 Product Management team.
The position is located in Sydney.
Key responsibilities
- Product Management stream lead on a strategic project.
- Leading internal and external engagements.
- Defining and implementing process and procedure updates.
- Disclosure document updates.
- Leading business readiness and implementation activities, including training, take to market strategy, communications and support collateral.
- Support the Product Management Team to deliver on a variety of strategic, operational and compliance related business outcomes, as identified, from time to time.
- Sales, Technology, Product Development, Risk and Compliance, Operations, Customer Service, Marketing, Legal, Finance, Investments and Projects.
- Fund managers, advice licensees, responsible entities and trustees.
Key Stakeholders
Key requirements
- A minimum of 4 years’ experience in financial services, with a particular emphasis on Managed Accounts (SMAs) and Wrap platforms.
- It is essential that you possess demonstrated experience in: investment products (such as managed funds and managed portfolios), rebates, product disclosure writing, process improvement and redesign, board and memo writing and fee calculating
- Strong communication (verbal and written) and stakeholder management skills.
- Proactive, organised and high attention to detail.
- Is highly accountable is and commitment to delivering within agreed timelines.
- Able to manage competing priorities.
- Previous experience taking ownership of a project
- Competent in MS excel
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 CLASS STORY
At Class, our vision is to reimagine a simpler, more automated world for our customers through innovation and technology leadership. We reimagine solutions through the smart application of technology to make processing and data connection painless and by simplifying complex customer problems.
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 [email protected] 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.
What We Do
HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.
At HUB24, we believe in the value of advice and by collaborating with the industry and leveraging our technology and data expertise, we’re helping to solve key challenges to enable the delivery of accessible financial advice, and empower better financial futures for more Australians.
Our solutions include Australia’s best platform HUB24, leading SMSF software Class, and myprosperity’s innovative client portal technology.
Recognised by advisers and the industry as Australia’s best platform, HUB24 leverages data and technology to deliver choice, flexibility, efficiencies and value for advisers and their clients. We’re committed to continued investment in innovation that delivers, making the complex simple and enabling advisers to empower better financial futures for more Australians.
As a leading provider of SMSF software, Class, together with NowInfinity, delivers trust accounting, portfolio management, legal documentation and corporate compliance solutions that transform the way finance professionals do business. We champion automation, simplicity and connectively to drive business profitability and enhanced client experience.
myprosperity is a leading provider of client portals for accountants and financial advisers, enabling streamlined service delivery and increased productivity for their business and enhanced customer experience for their clients. We make it easier for Australians to share, communicate and collaborate with their financial professional across all aspects of their financial lives.
