Training & Relationship 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 role

We’re excited to announce an excellent opportunity for a Training and Relationship Manager (TRM) to join our Sales and Distribution team in Sydney.

In this role, the TRM will play a key part in supporting both new and existing clients by managing their day-to-day training and development needs. The TRM will also provide tailored support to adviser practices across all levels of their business.

While the primary client relationship is led by the HUB24 Business Development Manager (BDM), the TRM collaborates closely with BDMs to engage principals, advisers, and support staff, ensuring a seamless experience for HUB24 clients.

Key responsibilities:

• Drive the training and development initiatives for HUB24 clients to enhance their understanding and use of our platform.
• Promote the features, benefits, and value of the HUB24 solution to existing advisers, supporting business growth and expanding our distribution network.
• Collaborate with fellow TRMs to design, enhance, and deliver best-practice training programs that reach and resonate with a broad adviser audience.
• Partner with cross-functional teams across the business to ensure training materials and programs are consistent, high quality, and aligned with HUB24’s strategic goals.
• Share accountability for meeting state and regional targets, working alongside BDMs and the State Manager to drive new business and deepen existing client relationships.
• Actively manage and accelerate opportunities through the sales pipeline by identifying training needs that support conversion.
• Provide valuable insights to BDMs by identifying new business opportunities within adviser practices during training and relationship engagement.

Key requirements:

• 3-5 years of experience in a similar role within the Financial Services Platforms industry.
• A strong understanding of platform functionality and the requirements of end customers within the Financial Planning, Financial Advice, and Licensee sectors.
• Exceptional customer service skills, both face-to-face and over the phone.
• Professional presentation skills with excellent verbal and written communication abilities.
• Self-driven, with excellent time management and organisational skills.
• Able to work independently while thriving in a collaborative team environment.
• A creative problem-solver with strong business acumen.
• High proficiency with technology, including financial planning software and CRM systems.

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.

If you feel this is the right opportunity for you then please apply today.

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