Business Development Manager, Private Wealth & Broking

Hub24 Management Services Pty Ltd; Melbourne; Hybrid; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Flexible hybrid working

Employee share scheme

Additional leave

Enhanced parental leave

Discounts & wellbeing

Job summary

HUB24 is seeking a strategic Business Development professional to drive territory growth and expand adviser panels across the Australian market. The role focuses on building trusted relationships with advisers, practice leaders and dealer groups while coordinating transitions and ongoing client support.

You will deliver platform demonstrations, trainings and field support, representing HUB24 at industry events. Apply to join a fast-moving, innovative team driving value for advisers and clients.

Qualifications

• Business development experience in financial services with territory, adviser panel, pipeline and sales targets.
• Knowledge of investment products, advice platforms and the financial planning industry.
• Understanding of financial advice businesses, adviser needs and regulatory environment.
• Strong communication, presentation, negotiation and influencing skills.
• Client-focused, organised and solutions-oriented with good judgement and attention to detail.
• Proficiency using Microsoft applications, CRM systems, reporting tools and structured sales processes.

Responsibilities

• 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.

Skills

Business development

Investor products knowledge

Financial planning industry knowledge

Communication skills

Presentation skills

Negotiation skills

CRM usage

Microsoft Office

Tools

CRM systems

Microsoft Office

Reporting tools

Job description

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 is an 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 be heard, tested and actioned. Grow your career your way, with support to learn, stretch and explore new opportunities.

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

• Genuinely flexible and hybrid ways 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 commitment

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

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.