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
An exciting full time permanent position has become available within our Product Management team based in Sydney.
This key position will lead a team of one direct report and be responsible for the ongoing management of the HUB24 Managed Portfolio Service and HUB24 Managed Discretionary Account (MDA) facilitation service. The successful candidate will play a crucial role in managing the external 'Responsible Entity' relationship and overseeing the disclosure documents to support portfolio changes and updates.
Key responsibilities
- Lead development and continuous updates of disclosure documents, ensuring alignment with portfolio changes, new features, regulations, and legislation.
- Manage cross-functional relationships for timely and accurate document production.
- Ensure business readiness to support product and disclosure changes.
- Collaborate with Product Development, Investments, Distribution, the Responsible Entity, and Project teams on key initiatives and product design.
- Identify, prioritize, and manage initiatives for continuous product and process improvement.
- Champion business readiness by ensuring the team has necessary knowledge and training.
- Support successful delivery of new portfolios, MDA arrangements, and related offer documents.
- Provide ongoing sales support, addressing product-related queries and contributing to RFI/RFP submissions.
- Implement new MDA facilitation arrangements.
- Foster collaborative relationships with the Responsible Entity, focusing on product simplification and operational efficiencies.
Key requirements
- A minimum of 5 years' experience in financial services.
- Product management experience in platforms, managed accounts or registered managed investment schemes.
- In-depth knowledge of MISs and investment products.
- Exceptional verbal and written communication skills, with the ability to convey complex information clearly and effectively to diverse audiences.
- Proven expertise in stakeholder engagement and relationship management, with the ability to foster collaboration across multiple teams and external partners.
- Strong organisational skills, with the capacity to manage competing priorities and deliver results within deadlines.
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.
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.
Seek Star Awards 2024 - Nominated as a finalist for the Best Employer Brand Initiative
HUB24 Limited Sydney, New South Wales, AUS Office
Level 2, 7 Macquarie Place, Sydney, NSW, Australia, 2000