Business Development Manager, Private Wealth & Broking

HUB24; Melbourne; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work model

Employee Share Scheme

Wellbeing support

Enhanced parental leave

Job summary

HUB24 is seeking a Business Development Manager for Private Wealth & Broking in Melbourne, focusing on expanding the HUB24 platform adoption among advisers and clients. You will develop territory plans, nurture adviser relationships and support transitions to maximise platform value.

You will lead demonstrations, training and field support, aligning with regulatory requirements and the company’s growth objectives, in a hybrid work setting.

Qualifications

• Proven business development experience in financial services.
• Experience managing territory, adviser panel, pipeline and sales targets.
• Strong knowledge of investment products and financial planning industry.
• Ability to build trusted adviser relationships and present effectively.

Responsibilities

• Develop and execute territory and adviser plans to drive sustainable sales growth.
• Build and manage a strong prospect pipeline, advancing opportunities to conversion.
• Develop relationships with advisers, practice leaders and dealer groups.
• Coordinate transitions, onboarding and ongoing client support with internal teams.
• Deliver platform demonstrations, training and education sessions.

Skills

Business development

Financial services

Territory management

Adviser panel

Sales targets

Communication & presentation

CRM systems

Microsoft Office

Tools

CRM systems

Microsoft Office

Job description

Business Development Manager, Private Wealth & Broking

At HUB24, we’re rethinking the way wealth management works, combining platform, technology and data to create better outcomes for financial professionals and their clients.

Our purpose is simple: Empower better financial futures,together.

What sets us apart is how we work.We back bold thinking, move with pace, and turn ideas into action. You’ll have the opportunity to make a real impact across your team, the business, and for the clients we support every day.

HUB24 Limited isan ASX-listed company (ASX: HUB) and part of the ASX100.We have over 1,100 employees across Australia, with offices in Sydney, Melbourne, Brisbane, Perth and the Gold Coast.

Why you’ll enjoy working here

We create an environment where you can do your best work and see the impact of it.

• Work with smart, collaborative people who get things done.
• Your ideas won’t sit in a backlog, they’ll beheard, tested and actioned.
• Grow your career your way, with support tolearn, stretch and explore new opportunities.

We also offer benefits to support you inside and outside of work:

• Genuinely flexibleand hybridways of working.
• Employee Share Scheme.
• Additional leave and wellbeing support.
• Enhanced parental leave and support through different life stages.
• Everyday benefits, including discounts and financial wellbeing support.

Why this is an exciting opportunity

About HUB24

At HUB24, we’re rethinking the way wealth management works, combining platform, technology and data to create better outcomes for financial professionals and their clients.

Our purpose is simple: Empower better financial futures,together.

What sets us apart is how we work.We back bold thinking, move with pace, and turn ideas into action. You’ll have the opportunity to make a real impact across your team, the business, and for the clients we support every day.

HUB24 Limited isan ASX-listed company (ASX: HUB) and part of the ASX100.We have over 1,100 employees across Australia, with offices in Sydney, Melbourne, Brisbane, Perth and the Gold Coast.

Why you’ll enjoy working here

We create an environment where you can do your best work and see the impact of it.

• Work with smart, collaborative people who get things done.
• Your ideas won’t sit in a backlog, they’ll beheard, tested and actioned.
• Grow your career your way, with support tolearn, stretch and explore new opportunities.

We also offer benefits to support you inside and outside of work:

• Genuinely flexibleand hybridways of working.
• Employee Share Scheme.
• Additional leave and wellbeing support.
• Enhanced parental leave and support through different life stages.
• Everyday benefits, including discounts and financial wellbeing support.

Why this is an exciting opportunity

Join HUB24 in a key growth role focused on increasing the adoption and use of the HUB24 platform across existing and prospective adviser clients.

You will build trusted relationships, develop new opportunities, support client transitions and help advisers get more value from the platform.

What you’ll be doing

• Develop and execute territory and adviser panel plans to deliver sustainable sales growth.
• Build and manage a strong prospect pipeline, progressing opportunities through to conversion.
• Develop trusted relationships with advisers, practice leaders, licensees and dealer groups.
• Partner with internal teams to coordinate transitions, onboarding and ongoing client support.
• Deliver platform demonstrations, training, education sessions and field support.
• Represent HUB24 at industry events and contribute adviser, client and competitor insights.

What you bring

You don’t need to tick every box, but experience in the below will set you up for success.

Experience & Skills

• Demonstrated business development experience within financial services, with responsibility for a territory, adviser panel, pipeline and sales targets.
• Strong knowledge of investment products, advice platforms and the financial planning industry.
• A sound understanding of financial advice businesses, adviser needs and the relevant regulatory environment.
• Strong communication, presentation, negotiation and influencing skills.
• A client-focused, organised and solutions-oriented approach, with sound judgement and attention to detail.
• Confidence using Microsoft applications, CRM systems, reporting tools and structured sales processes.

Our process

We aim to keep the process simple and respectful of your time:

• You’ll receive an acknowledgement after applying.
• Our Talent team will review your application and keep you updated.
• If shortlisted, we’ll connect to learn more about you.
• Interviews may be virtual or in person.
• You’ll receive an outcome and feedback.

If you need any adjustments, please let us know - we’re here to support you.

Our commitment

We’re committed to building an inclusive environment where everyone feels valued and supported to do their best work. We welcome applications from people of all backgrounds, identities and experiences.

Agencies, we work with a panel of preferred suppliers and are not accepting any unsolicited CVs.