Head of Managed Portfolios & Investment Menus

Location: Sydney

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

This is an exciting opportunity to step into a newly created senior leadership role within the Platform Product team to shape the future of HUB24’s managed portfolios and investment menus.

As Head of Managed Portfolios & Investment Menus, you’ll set the strategic direction across our managed portfolio offering, investment menus, pricing and commercial frameworks, while remaining close to the detail and actively driving execution. You’ll build and lead a team, strengthen relationships with fund managers and model providers, and help evolve our offering to support customer needs and future growth.

We’re looking for an energetic, commercially minded leader who is still genuinely hands-on. You’ll be comfortable moving between strategy, governance and delivery, bringing proposals forward, working through complex commercial decisions and partnering across Product, Technology, Investment Governance and the broader business.

Experience working with internal trustee boards will be important, particularly as you take ownership of the Investment Governance Framework following the insourcing of the Trustee for the HUB24 Super Fund. This is a rare opportunity to establish a new capability, influence how it operates and leave a meaningful mark on the future of our product offering.