Director, Retirement Plan Services

About Hub

HUB advises businesses and individuals on preparing for the unexpected. As one of the world's largest insurance brokers, our focus is on providing peace of mind through tailored insurance solutions and unrelenting advocacy.

Position Overview

As a Retirement Plan & Wealth Management Advisor, you will focus on servicing and maintaining a block of retirement plan clients. This includes responding to emails, coordinating meetings, and supporting them. You will manage a block of clients either in a shared capacity or as their primary point of contact. Investment reviews and committee meetings will typically occur quarterly or semi-annually. You will also work with a team to develop retirement plan education strategies for plan sponsors, including webinars, 1-on-1 meetings, and newsletters.

Duties And Responsibilities

• Service and maintain a block of retirement plan clients
• Meet with retirement plan committees to review investments, fees, fiduciary responsibilities, plan design, and general compliance
• Provide employee education support for clients and with existing team members as needed
• Create retirement plan education strategies for plan sponsors which include webinars and newsletters
• Provide guidance to participants regarding their retirement plan accounts (general guidance, instructions for updating investments/contributions, discussing options for rollovers, distributions, etc.)
• Participate in day-to-day communication with clients and participants proactively
• Ensure the highest level of customer service and satisfaction
• Contribute to various team meetings
• Contribute to a positive workplace environment
• Perform other related duties as requested by clients or managers

Preferred Knowledge And Skills

• Strong understanding of financial services industry and diverse investment products
• Basic computer skills (Outlook, Word, Excel, Power Point)
• Excellent communication skills, both verbally and in writing
• Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
• Able to build relationships with clients and internal partners and influence others without direct control

Education And/or Experience

• Bachelor’s degree in finance, accounting or related field
• The ideal candidate will have 3+ years of experience in the financial services industry (specifically the retirement plan arena), allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registration

• Series 6 or 63 required
• Series 65/66 preferred (or ability to obtain)

WHY CHOOSE HUB?

• We offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success.
• We invest in the future of our employees, providing continuous opportunities for growth and development.
• We foster an entrepreneurial culture that empowers our people to make the best decisions for our customers and organization, focusing on expanding industry knowledge.
• We provide comprehensive benefit and total compensation packages, including health/dental/vision/life/disability insurance, FSA, HSA, 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity, and commissions for some positions.

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's degree (4-year degree)

EEOAA Policy

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

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