Training & Relationship Manager

A BIT ABOUT US

Class is a subsidiary of HUB24 Limited (ASX:HUB), a leading provider of integrated platforms, technology and data solutions for financial advisers, accountants, private banks, licensees, stockbrokers and their clients. HUB24 delivers innovative product and technology solutions to empower better financial futures, together.

But it’s not just about what we do. It’s about empowering the wealth industry to change peoples’ lives for the better. We believe that nothing happens in isolation, so we work together and collaborate with our customers and the industry, building confidence.

The role

Due to an internal promotion we have an exciting position that has opened up in our Sales and Distribution team.

The role of the HUB24 Training and Relationship Manager (TRM) is responsible for servicing existing and newly won client’s training development needs on a day to day basis and providing a support function to adviser practices through all levels of their business.

Although the primary relationship rests with the HUB24 Business Development Manager (BDM) the (TRM) works collaboratively to support the principals, advisers and support staff of HUB24 clients.

Ongoing administrative and service queries will be addressed by the HUB24 Client Service Team.

This role is located in Brisbane.

Key responsibilities:

• 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 and its distribution support base
• 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
• Provide input to BDM’s on new business development opportunities that are identified within adviser practices

Key requirements:

• 3-5 years of experience in a Training role within Wealth Management (Advice, Insurance, Superannuation, Investments)
• Excellent face-to-face and phone customer service skills.
• Professional presentation abilities and strong verbal/written communication.
• Self-motivated with strong time management and organisational skills.
• Capable of working autonomously while enjoying team collaboration.
• Innovative problem-solver with strong business acumen.
• High technology competency, including financial planning software and CRM systems.

At HUB we pride ourselves on creating possibilities for our clients, but also for ourselves. We operate on a succeed as one mentality and fully support flexibility across our business. Join us on our growing journey where we always deliver with integrity and enable our clients to come on the journey with us.

If you feel this is the right opportunity for you then please apply today.

THE CLASS STORY

At Class, our vision is to reimagine a simpler, more automated world for our customers through innovation and technology leadership. We reimagine solutions through the smart application of technology to make processing and data connection painless and by simplifying complex customer problems.

Check out why our people love working at HUB24! 

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 realise we needed!

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 contact [email protected] and one of our team will be in touch. 

- 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.