Private Client Institutional Director

HUB International•New York, NY

5d•$200,000 - $250,000

About The Position

The Private Client Institutional Director is accountable for overseeing the development and implementation of a strategic plan to onboard new institutional partners while driving incremental growth with existing relationships. These relationships include retirement partners, banking entities, accounting firms, and financial advisory firms. The Private Client Institutional Director will also be responsible for managing relationships with producers across HUB offices that generate cross-selling opportunities. This role requires deep knowledge of the private client business, the ability to articulate the value proposition seamlessly to all levels of an organization, and the ability to work across different disciplines with ease.

Requirements

Bachelor's degree in Business, Marketing, or related field, or equivalent experience.
Property & Casualty license required; CIC, CISR, or other relevant designations preferred.
5+ years of experience in a service, sales, or relationship management role within the Private Client, Retail, or Financial Services space.
Robust understanding of the financial underpinnings of the insurance industry and its impact on HUB clients.
Proven success as a client-centric, detail-oriented, self-starter who follows through and follows up with clients and partners.
Strong general insurance knowledge as well as specialized knowledge in key Private Client areas and associated products.
Excellent communication, presentation, and interpersonal skills with the ability to influence all organizational levels.
Ability to travel as needed to support partnerships and regional initiatives.

Responsibilities

Develop and implement cross-sell initiatives and establish appropriate metrics to measure the success of strategies and programs.
Create and execute a strategic plan to grow institutional relationships across a broad range of HUB business lines.
Serve as the primary relationship development resource, championing the value proposition for Commercial Lines, Employee Benefits, Personal Lines, Life, and Retirement & Private Wealth.
Bridge the gap to appropriate regional resources to build and close new relationships.
Proactively mine internal lead sources and agency management systems to identify cross-sell opportunities.
Provide coaching and best practices to sales teams and oversee tracking and analytics related to cross-sell pipeline development.
Program-manage large institutional relationships and cross-sell campaigns, including establishing project plans with clearly articulated goals, timetables, and deliverables.
Produce reporting and metrics to assess efficacy of partnership efforts and cross-sell programs.
Provide ongoing support to partners and regional staff through calls, meetings, and in-person discussions to ensure partnership success.
Collaborate with Marketing to develop partner-facing materials and co-branded communications as needed.