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:
As a Training and Relationship Manager, you’ll be responsible for servicing existing and newly onboarded clients, addressing their training and development needs, and providing support across all levels of their business.While the primary relationship sits with the HUB24 Business Development Manager, you’ll work collaboratively to strengthen partnerships with principals, advisers, and support staff, ensuring they have the tools and knowledge to succeed.
Responsibilities:
Be responsible for 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 to the broadest range of advisers who work with HUB24
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