Business Enablement & Transition Consultant

at  HUB24 Group

A BIT ABOUT US

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.
HUB24 Limited is a company listed on the Australian Securities Exchange (ASX: HUB)

KEY REQUIREMENTS:

• Minimum two years of relevant industry experience
• Relevant industry roles may include but not be limited to –Platform Training and Relationship Managers, Business Development Associates, Account Managers, Platform Operations, Account Onboarding and Asset Transfers, Financial Advisory, Paraplanning, and Client Service.
• Experience working with advisers and counterparties is critical to the role.
• Platform, Managed Accounts, and/or related Wealth Management experience is essential.
• Proficiency with Microsoft Excel, leveraging tools such as formulas, charts and pivot tables.
• Collaborative team member with strong attention to detail and excellent communication skills (written and verbal)
• Ability to use your own initiative and a fast learner.
  This role will require you to build strong working relationships with internal and external stakeholders. You will collaborate across functional teams and will be the key to problem solving and identifying options and solutions for project delivery.
  You will utilise and develop your breadth of knowledge across wealth to provide guidance, experience, and solutions to support Transition Implementation success. Ideally you will be tech savvy and continuously review our processes and resources to innovate and improve quality and efficiency.
  This is an exciting role for someone who has worked across the wealth industry and loves to project manage day to day tasks and has the ability to work with stakeholders and create strong collaboration with everyone.

THE ROLE

HUB24 is seeking a Business Enablement & Transition Consultant to join our team.
This role focuses on driving the successful transition of advisers and clients to the HUB24 platform. You will be responsible for supporting, facilitating, and tracking the migration of adviser clients to HUB24 and its managed portfolios.
You will collaborate closely with financial planning practices that have adopted HUB24 and managed portfolios, working alongside HUB24 State and Business Development Managers. Your role will involve providing coaching, transition support, and project management to help these practices fully realize the economic benefits of transitioning their clients to HUB24.

KEY RESPONSIBILITIES:

• Build trust and engage with advisers and their staff through high-quality, timely project deliverables.
• Assist with Client Reviews/Fee Comparisons and help advisers develop business cases for HUB24 transitions.
• Contribute to planning workshops and project meetings for Transition Projects.
• Support advisers in gathering data and documentation needed for fund transitions.
• Provide comprehensive consulting and support throughout the entire onboarding process.
• Ensure advisers are supported with client application preparation, submission, and implementation tracking.
• Troubleshoot and resolve issues, and assist with escalating support problems during transitions.
• Deliver targeted onboarding and implementation training, including on-site sessions as needed.
• Collaborate with the Business Enablement team, lead and support projects, and contribute to knowledge sharing and workflow improvements.
• Proactively establish and maintain effective working relationships across the HUB24 Group teams including Sales, Product Management and other areas of the business.