Account Manager, Financial Planning

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 planning businesses). 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 process and the operations generally of a financial planning 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 AFSL 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 HUB 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.

myprosperity is heavily focused on technology innovation, attracting the best talent and empowering you to do your best work. We are constantly growing and learning, and this opportunity will truly make an impact as we keep on evolving

myprosperity Employee Benefits:

Employee Share Scheme:
Receive tax free shares on an annual basis (permanent employees only).

Unlimited Access to internal and external Learning:
Learn, grow, and develop with us.

Purchase and Bonus Leave:
Purchase 2 extra weeks of additional leave per year on top of your standard 4 weeks, plus an extra 5 days if you use your 20 days of leave within 12 months.

Enhanced Parental Leave:
We offer 12 weeks of paid parental leave in addition to statutory government leave.

Flexible Working:
We offer hybrid working arrangements.

HUBlife:
Enjoy a huge range of discounts including health, wellness and financial with our corporate partner.

Employee Assistance Program:
Well-being Service provided to you plus your family members.

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!

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 CircleBackInitiative 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.