Relationship Manager, Retirement & Private Wealth

HUB International•Cincinnati, OH

About The Position

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 Paid Parental Leave Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off Great work/life balance, because that’s important for all of us! Growth potential - HUB is constantly growing and so can your career! Strong community support and involvement through HUB Gives Role Summary The Client Services Manager owns the day-to-day client relationship for an assigned book of retirement plan clients, serving as the primary point of contact and trusted advisor. This role requires deep technical expertise, the ability to lead client meetings independently, and growing leadership capabilities including mentoring junior team members. The Client Services Manager operates with significant autonomy while collaborating with advisors on strategic matters.

Requirements

Bachelor's degree required in business, finance, or related field
NAPA Certified Plan Fiduciary Advisor (CPFA) required
Series 65 required if providing investment guidance; if broker-dealer affiliated: Series 6 or 7 and 63/65 (or 66)
5-7 years of experience in retirement plan services with demonstrated client relationship management
Deep technical knowledge of qualified retirement plans, ERISA regulations, and fiduciary standards
Proven ability to lead client meetings and deliver compelling presentations
Strong consultative skills with ability to advise clients on complex plan design and compliance issues
Experience mentoring or supervising junior staff members
Track record of building and maintaining strong client relationships resulting in high retention
Excellent written and verbal communication skills with ability to explain complex concepts clearly
Strong organizational and project management capabilities
Proficiency with financial planning software, CRM systems, and Microsoft Office Suite

Nice To Haves

Project Management Professional (PMP) certification preferred
Active pursuit of advanced ERISA credentials

Responsibilities

Own and manage all aspects of client relationships for assigned book of business with minimal supervision
Lead client review meetings, presenting plan performance, fiduciary updates, and strategic recommendations
Proactively identify and address client needs, concerns, and opportunities for plan improvement
Advise clients on retirement plan design, compliance requirements, and fiduciary best practices
Develop and maintain strong relationships with plan sponsors, committee members, and key decision-makers
Independently resolve complex client issues, escalating only when necessary
Prepare comprehensive meeting materials, presentations, and follow-up documentation
Coordinate with internal teams to ensure seamless service delivery and timely completion of deliverables
Monitor plan metrics and proactively communicate insights and recommendations to clients
Supervise and mentor Client Services Associates, providing guidance and professional development
Contribute to process improvements and best practice development within the team
Support business development activities through referrals, client references, and cross-selling initiatives
Ensure all client interactions comply with regulatory requirements and firm policies