Training & Relationship Manager
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Job Location:
Monthly Salary:
Posted on:
19 hours ago
Vacancies:
1 Vacancy
Job Summary
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 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 were not constrained by traditional thinking or barriers to success. Were 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 youll 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 youll 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 TRMs 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 BDMs and State Manager to grow new sales and strengthen relationships with clients
Proactively monitor and accelerate business through the sales pipeline
Provide input to BDMs on new business development opportunities that are identified within adviser practices
Requirements:
Strong understanding of platform functionality and the financial services industry
Knowledge of financial planning strategy (desirable)
Proven ability to deliver effective training guiding advisers and support staff to become proficient in HUB24 technology
Experience maintaining and growing relationships with financial advisory firms across SA/NT
Ability to expand HUB24s footprint by onboarding new clients and managing a panel of direct advice firms to drive growth and development
Strong time management and organisational skills
Ability to work autonomously while enjoying collaboration with others
High level of technology competency
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 youre 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 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 noticecan be found here.
2024 CircleBackInitiative 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 theBOSS Best Places to work list.
Seek Star Awards 2024 - Nominated as a finalist for theBest 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 were here to support you
Required Experience:
Manager
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
