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
Support the delivery of the Trustee Business Plan and SPS 515 strategy by providing effective oversight and assurance of material service providers, to support compliant operational practice and positive member outcomes.
Support in the independent oversight and assurance to the Trustee Board on governance requirements to ensure that decisions, implementation and outcomes are underpinned by robust processes, clear accountabilities, effective controls and timely escalation consistent with regulator expectations.
What you’ll be doing
- Support the development and maintenance of evidence, analysis and reporting required for SPS 515 member outcomes assessments, including coordination of inputs from service providers and internal stakeholders.
- Analyse service provider reporting, member outcome metrics and assurance results to identify emerging trends, gaps and risks impacting member outcomes.
- Prepare reports and papers that clearly articulate outcomes impacts, issues and recommended actions for management and trustee committees.
- Undertake desktop and deep-dive reviews of material service providers to assess performance, controls and compliance with the oversight framework.
- Support CPS 230 and ORFR obligations by monitoring incidents, business continuity and disaster recovery testing, control weaknesses and remediation activities.
- Review service level reporting, member outcomes assessments, incident and audit findings, complaints and other assurance outcomes, ensuring appropriate actions are in place to improve operational performance and resilience.
- Track remediation activities and follow up management actions, escalating overdue or ineffective actions where required.
- Support product governance activities by reviewing product changes, assurance outcomes and service provider impacts against DDO, RIC and Target Market Determination (TMD) obligations.
- Contribute to governance forums and reporting by providing oversight insights, assurance outcomes and findings to support trustee decision-making.
- Review controls and processes supporting member communications and disclosures, oversee issue resolution, and contribute to reporting on communication-related incidents, trends and remediation outcomes.
What you bring
You don’t need to tick every box, but experience in the below will set you up for success.
Experience & Skills
- Excellent written and verbal communication skills, with the ability to prepare high-quality papers, oversight findings and recommendations for management, trustee committees and service providers.
- Strong stakeholder management skills, with the ability to build constructive relationships, influence outcomes, provide appropriate challenge and engage confidently with senior leaders, risk and compliance teams and service providers.
- Relevant tertiary qualifications in business, commerce, law, finance, risk, governance or a related discipline.
- Demonstrated experience in superannuation, trustee office, risk, governance, oversight, audit or service provider management, ideally within an APRA-regulated environment.
- Sound knowledge of relevant prudential and regulatory obligations, including SPS 515, CPS 230, operational risk frameworks, member outcomes and product governance requirements.
- Strong analytical, reporting and issue management skills, with the ability to interpret service provider data, assess control effectiveness and support remediation and continuous improvement initiatives.
- Sound judgement, discretion and integrity, with the confidence to assess issues, challenge service providers and support trustee decision-making.
- Highly organised with strong attention to detail and the ability to manage competing priorities in a complex, regulated environment.
- Resilient, adaptable and proactive, with the ability to respond effectively to change, incidents and emerging risks while maintaining a focus on member outcomes.
- A collaborative and accountable team player with a continuous improvement mindset and commitment to delivering high-quality outcomes.
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.
Skills Required
- Excellent written and verbal communication skills, including preparation of high-quality papers and oversight findings
- Strong stakeholder management skills with ability to influence senior leaders, risk and compliance teams and service providers
- Tertiary qualification in business, commerce, law, finance, risk, governance or related discipline
- Demonstrated experience in superannuation, trustee office, risk, governance, oversight, audit or service provider management (ideally APRA-regulated)
- Sound knowledge of prudential and regulatory obligations including SPS 515, CPS 230, operational risk frameworks, member outcomes and product governance
- Strong analytical, reporting and issue management skills, with ability to interpret service provider data and assess control effectiveness
- Sound judgement, discretion and integrity with confidence to assess issues and support trustee decision-making
- Highly organised with strong attention to detail and ability to manage competing priorities in a complex regulated environment
- Resilient, adaptable and proactive with ability to respond to change, incidents and emerging risks
- Collaborative and accountable team player with continuous improvement mindset
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.
