Retirement Plan Account Manager

HUB International•Omaha, NE

About The Position

Are you a dynamic, results-oriented professional seeking a challenging and rewarding career? If so, this role may be the perfect fit for you! At HUB, we value education, innovation, and continuous learning, and we’re excited to support you on your career journey. As a Retirement Plan Account Manager, you will oversee total client relationships for assigned retirement plan clients. This role requires deep technical expertise in retirement plans, proven ability to manage complex client relationships independently, and growing business development capabilities. The Account Manager demonstrates full competency in fiduciary consulting, plan design, and investment advisory while building expertise in strategic relationship management.

Requirements

Bachelor's degree required in business, finance, or related field preferred
5-7 years of experience in retirement plan advisory and fiduciary consulting or plan administration and recordkeeping preferred
An equivalent combination of education and/or relevant work experience may be substituted in lieu of minimum qualifications
Series 65, ability to obtain, required; if associated with Broker-Dealer: SIE, Series 7, and Series 66
Retirement plan industry product and services technical know-how and broad understanding of all aspects
In-depth understanding of retirement plan industry and services
Proven ability to manage complex client relationships independently with high satisfaction
Demonstrated expertise in investment due diligence, plan administration and fiduciary governance
Growing awareness of broader business, financials, products/services, and market dynamics
Strong consultative and relationship management skills
Ability to act autonomously on most decisions with guidance needed only on most complex judgments
Excellent communication and presentation abilities

Nice To Haves

AIF (Accredited Investment Fiduciary) designation preferred
Additional credentials such as CPFA, QKA, or CFA valued

Responsibilities

Oversee total client relationship for assigned retirement plan clients with full accountability
Proactively schedule and deliver comprehensive client review meetings including investment reviews, benchmarking, and strategic planning
Act as primary liaison between clients and all service providers/vendors, ensuring seamless coordination
Advise clients on plan design enhancements, fee benchmarking, investment menu optimization, and fiduciary governance
Lead discussions with plan committees on fiduciary responsibilities, regulatory compliance, and plan best practices
Conduct investment due diligence and present recommendations on fund selection, manager changes, and custom solutions
Monitor plan health metrics and proactively recommend interventions to improve participant outcomes
Collaborate with client service teams, education specialists, and investment analysts to deliver integrated solutions
Ensure all advice and recommendations comply with fiduciary standards and regulatory requirements
Support business development through COI relationships, client referrals, and finalist presentations
Stay current on industry trends, legislative changes, and emerging best practices in retirement plan consulting
Other duties may be assigned