Training & Relationship Manager at HUB24 Limited

Melbourne, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

05 May, 26

Salary

0.0

Posted On

04 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Platform Functionality, Financial Services, Communication Skills, Time Management, Organizational Skills, Autonomy, Collaboration, Business Acumen, Technology Competency, Customer Service, Sales Pipeline Management, Training Development, Relationship Building, Problem Solving, Training Programs, Adviser Support

Industry

Financial Services

Description

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 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. Job Summary: The Training and Relationship Manager (TRM) plays a key role in supporting HUB24’s adviser community by delivering high‑quality training and building strong, long‑term relationships with client practices. This role is responsible for meeting the training and development needs of both new and existing clients, while providing hands‑on support to advice practices across all levels of their business. Responsibilities: Lead the training and development of HUB24 clients Promote the products, features and benefits of the HUB24 solution to existing advisers to assist in the growth of the HUB24 business Collaborate, build and refine training programs with other TRM’s to ensure best practice behaviours and methods are delivered Work with other teams within the business to ensure consistent and high quality training material and programs are delivered Be jointly accountable for the state and regional budget and work with the BDM’s and State Manager to grow new sales and strengthen relationships with clients Proactively monitor and accelerate business through the sales pipeline Provide input to BDM’s on new business development opportunities that are identified within adviser practices Requirements: A deep understanding of platform functionality and the broader financial services industry Strong verbal and written communication skills, with the ability to translate complex information clearly Excellent time management and organisational skills, with the capacity to juggle multiple priorities The ability to work autonomously while also enjoying collaboration within a team Strong business acumen and a commercial mindset High levels of technology competency and confidence learning new systems Familiarity with industry tools such as financial planning software, accounting packages and CRM systems A commitment to providing exceptional customer service A strong desire to succeed and contribute to a high‑performing team and successful business 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 email recruitment@hub24.com.au, and one of our team will contact you. 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 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 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.

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Responsibilities

The Training and Relationship Manager is responsible for delivering high-quality training and building strong relationships with client practices. This role supports HUB24’s adviser community by meeting their training and development needs.