Wealth Platform Growth & Partnerships Manager

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

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.