AddressHUB24 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 have an exciting opportunity available for a Business Development Manager. The role will take ownership of the Victorian market where the primary objective will be to grow the profile and usage of the HUB24 platform within current and new licensees.
You will effectively manage key relationships, meet all sales targets, train and field support of new and current clients. You will represent HUB24 within the financial services marketplace and provide input to the development of the HUB24 platform. Partnering closely with key internal and external stakeholders, this role will see you be the face of HUB24.
This role is located within our Melbourne CBD office.
Key responsibilities:
- Identifying the current share that HUB24 receives from our panel of advisers and discover opportunities to increase.
- Creation and management of an activity plan, plus a Business Development & marketing program that can be delivered to advisers and their clients e.g., office tours, seminars, education sessions, events and meetings with senior HUB24 staff.
- Develop and maintain a pipeline of potential prospects which includes actively seeking referrals from current clients and contacts.
- Undertake structured and methodical research on the adviser's business and ensure that all HUB24 opportunities have been explored and presented.
- Identifying the non-HUB24 platform solutions that advisers are using and present compelling reasons for them to use an HUB24 Solution.
- Assist advisers to identify business opportunities and provide service and marketing solutions that will assist them.
- Achieve adviser organic growth budgets and monitor and manage performance to sales targets.
- Engage transition team where appropriate to support movement of agreed business.
- Regularly meet clients and support staff and ensure they are adequately trained on the usage of the platform and technology.
- Communicate any product/service updates to panel and assist on client issues and concerns related to usage of the platform.
- Actively seek adviser/dealer input into potential enhancements for HUB24 platform and engage with fund managers to determine suggested improvements to the HUB24 menus.
- Contribute ideas to the IT development agenda and provide feedback in all sales forums regarding growth opportunities and significant client issues or initiatives.
- Approach HUB24 supporting Dealer group heads to propose Business Development ideas and initiatives and ensure minimum production levels are maintained.
- Increase profile in local market through presentations or industry participation and attend relevant PD days / conferences to actively promote HUB24 services and functionality.
Skills & Knowledge Capabilities:
- Degree qualified with a relevant business degree.
- Relevant experience in financial instruments, products, platforms, and financial planning including a thorough understanding of the relevant legislation and regulation applying to the industry.
- Excellent relationship building skills and Business Development techniques.
- Strong sales, persuasion, negotiation and influencing skills.
- Excellent interpersonal skills - phone, face to face, presentations, and public speaking.
- A strong client focus, and experienced working with individuals at all levels
- Great coaching and training abilities.
- Demonstration of a positive can-do attitude, integrity, and honesty.
- Great problem-solving skills, excellent time management, be process driven, and have strong attention to detail.
- Ability to work in a team environment.
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.
HUB24 Employee Benefits
Employee Share Scheme: Receive tax free shares on an annual basis (permanent employees only).
Unlimited Access to LinkedIn Learning: Learn, grow, and develop with us.
Special Leave: Purchase 2 extra weeks of additional leave per year on top of your standard 4 weeks, plus an extra 5 days if you use your 20 days of leave within 12 months.
Volunteer Day: 1 day Volunteer Day to use on your charity of choice.
Enhanced Parental Leave: We offer 12 weeks of paid parental leave in addition to statutory government leave.
Flexible Working: We offer hybrid working arrangements.
HUBlife: Enjoy a huge range of discounts including health, wellness and financial with our corporate partner.
Employee Assistance Program: Well-being Service provided to you plus your family members.
Life at HUB - check it out!
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 realize we needed!
- 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.
"We are a 2024 Circle Back Initiative Employer - we commit to respond to every applicant."
