HUB24 Limited

Account Manager

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Melbourne, Victoria

Hybrid

Fintech • Software • Financial Services

The Role

myprosperity 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.

Founded in 2011, myprosperity partners with accountants and financial advisers to deliver their clients a tailored solution that integrates with every aspect of their financial world. myprosperity is on a mission to help households live their best financial lives. In a world of financial complexity and friction, we have emerged as the leading client portal solution to make it easier for households to collaborate with their advisers and accountants across all aspects of their financial lives.

While we’ve been around for 12 years, we continue to retain a ‘startup’ culture of innovation. We have a team of passionate and talented individuals working together to solve a big problem. According to CPA Australia’s ‘The Value of Advice’ report, if more Australians were able to access quality and affordable professional advice, we would be saving the Australian economy over $630 billion – definitely a problem worth solving.

The Account Manager (AM) is a key role in the myprosperity team as champion of the relationship with our existing partners (financial professionals). The AM works closely with the training and onboarding team for a smooth transition of our new partners and to meet ongoing needs of partners in building successful adoption of the portal.

The partner relationship will involve problem-solving, nurturing and growing the business in each relationship. Knowledge of technology in the financial advice and/or accounting practice process and the operations generally of a financial professional’s business will be critical to this role. Our partner's expectations are that the AM will be their ‘go to’ person for anything relating to the success of the myprosperity portal. As a result, portal knowledge and internal stakeholder relationships will be pivotal to the success of the AM role.

Working within the licensee framework will also be part of the AM role. This requires working closely with the Head of Sales to identify key stakeholder relationships to assist the partner relationships and business growth across the licensees.

Key responsibilities

Manage our partner relationships to drive adoption
Identify key stakeholders in partner businesses to engage with regularly
Grow the revenue footprint in our existing partner relationships through cross-referrals and upselling of features and subscription levels
Manage product enhancement requests and report progress on these to partners.
Work with the Head of Sales to nurture key stakeholders in head office relationships
Work with internal stakeholders and teams within myprosperity to find solutions and improve outcomes for our partners
Be a product champion with expertise in all areas of the myprosperity portal
Attend professional development days, conferences and events as required to support the Head of Sales and the myprosperity growth strategy
Be aware of industry trends, regulatory changes, and the competitive landscape
Leverage market insights to make recommendations for product enhancements and innovations
Contribute positively to the culture within the sales team and more broadly across myprosperity

Key skills required

Proven experience (3+years) in account management, sales or a similar role within the fintech or financial services industry
Degree in Business, Finance, Commerce, or substantial equivalent experience of specialist account management roles
Solid understanding of financial planning processes and software solutions utilised in the industry
Experience with CRM software
Excellent communication skills, both verbal and written
A solution-driven mindset with a track record of consistently achieving set KPIs
Excellent listening and analytical skills
Willingness to travel as necessary to attend partner meetings, industry conferences and events

At HUB24 Group 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.

Benefits and Life at HUB24 Learn more about our employee benefits HERE.

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.

Seek Star Awards 2024 - Nominated as a finalist for the Best 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 – we’re here to support you.

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The Company

HQ: Sydney, NSW

859 Employees

What We Do

HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.

At HUB24, we believe in the value of advice and by collaborating with the industry and leveraging our technology and data expertise, we’re helping to solve key challenges to enable the delivery of accessible financial advice, and empower better financial futures for more Australians.

Our solutions include Australia’s best platform HUB24, leading SMSF software Class, and myprosperity’s innovative client portal technology.

Recognised by advisers and the industry as Australia’s best platform, HUB24 leverages data and technology to deliver choice, flexibility, efficiencies and value for advisers and their clients. We’re committed to continued investment in innovation that delivers, making the complex simple and enabling advisers to empower better financial futures for more Australians.

As a leading provider of SMSF software, Class, together with NowInfinity, delivers trust accounting, portfolio management, legal documentation and corporate compliance solutions that transform the way finance professionals do business. We champion automation, simplicity and connectively to drive business profitability and enhanced client experience.

myprosperity is a leading provider of client portals for accountants and financial advisers, enabling streamlined service delivery and increased productivity for their business and enhanced customer experience for their clients. We make it easier for Australians to share, communicate and collaborate with their financial professional across all aspects of their financial lives.