Senior Retirement Account Manager

About HUB International

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

Summary

The Sr. Relationship Manager reports to the Retirement Practice Leader and serves as the primary contact for 15-20 customer relationships as well as general operational oversight for all 401(k) plans. This includes responsibility for all software & systems integration with clients’ investment management decisions and changes. This position requires a strong understanding of the financial services industry and products, especially 401(k) plans and is critical in handling day-to-day client management on behalf of the Lead Advisor. This position will also assist with all wealth management relationships with the practice leader.

Essential Duties And Responsibilities

• Serves as the primary contact for 15-20 customer relationships as well as general operational oversight for all 401(k) plans.
• Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation & case design.
• Responsible for client meeting preparation and assisting the operations manager in all follow-up.
• Consults with participants on investment strategies based on individual financial and investment objectives and delivers advice.
• Deepens client relationships and establishes credibility and rapport both in person and via phone.
• Oversees all data entry & plan management by the Operations Manager.
• Proactively communicates with clients and follows up on all contacts assigned.
• Able to manage and prioritize multiple and competing priorities on a daily basis in pursuit of business objectives.
• Manages all 401k) education meetings for all Hub 401(k) clients.
• Engages in marketing and sales efforts on behalf of the firm; not required to build own book of business.
• Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork.
• Co-manages the Operations Manager along with the Retirement Practice Leader and is responsible for his or her duties being performed in a timely manner.
• Develops Centers of Influences such as community involvement, CPA’s and attorneys, etc.
• Other duties as assigned.

Knowledge, Skills, And/or Abilities

• Strong understanding of financial services industry and diverse investment products.
• Basic computer skills (Outlook, Word, Excel and Power Point) are essential.
• 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.
• Ability 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).

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

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

E-Verify Program

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