Retirement Account Jobs (NOW HIRING)

About HUB International:

HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, 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.

What We Offer You:

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• Competitive salaries and benefits offerings
  • Medical/dental/vision insurance and voluntary insurance options
  • Health Savings Account funding
  • 401k matching program
  • Company paid Life and Short-Term Disability Plans
  • Supplemental Life and Long-Term Disability Options
  • Comprehensive Wellness Program
  • Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance, because that's important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

Summary:

TheSr. Relationship Managerreports to the Retirement Practice Leaderand serves as the primarycontactfor15-20customer relationships as well as general operational oversight for all 401(k) plans.This includes responsibility for all software & systems integration withclients'investment management decisions and changes.This position requires a strong understanding of the financial services industry and products,especially 401(k) plansand is critical in handlingday-to-day client management on behalf of the Lead Advisor.This position will alsoassistwith all wealth management relationships with the practice leader.

Essential Duties and Responsibilities:

Supports Lead Advisor of a large book of business including managing client needsregardingservice, asset allocation & case design

Responsible for client meeting preparation andassistingthe operations manager in allfollow-up

Consult with participantson investment strategies based on individual financial and investmentobjectivesanddeliver advice

Learn the technical aspects of the advisor position and prepare to service clients independently

Deepen client relationships andestablishcredibility and rapport both in person and via phone

Oversee all data entry & plan management by the Operations Manager

Proactively communicating with clients and following up on all contacts assigned

Ability to manage and prioritize multiple and competing prioritieson a daily basisin pursuit of business objectives

Responsible for managing all 401k) education meetings for all Hub 401(k) clients

Active engagement in marketing and sales efforts on behalf of the firm; notrequiredto build own book of business

Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork

Co-manage the Operations Manager along with the Retirement Practice Leader andis responsible forhis or her duties being performedin a timely manner

Develop Centers of Influences such as community involvement,CPA'sand attorneys, etc.

Other duties as assigned

Supervisory Responsibilities:

Manage andbe responsible forthe daily work of the Operations Manager.

Knowledge, Skills, and/or Abilities:

Strong understanding of financial services industry and diverse investment products

Basic computer skills (Outlook, Word,Exceland 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,accountingor 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 limitedtoequities, bonds, options, mutual funds, annuities, insurance, and managed accounts

Previousexperience in the independent financial services culture preferred

Certificates, Licenses, Registration:

Series 6 or63required

Series 65/66 preferred (or ability to obtain)

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

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting teamHUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.