Senior Consultant

Hub International Insurance•Pasadena, CA

5d•$155,000 - $185,000

About The Position

The Senior Consultant advises governmental and corporate clients on employer-sponsored retirement plans, including 457(b), 401(a), 401(k), 403(b), and HRA/RMS plans. The role supports the sales team and works closely with clients to develop and implement plan strategies and designs aligned with client goals and regulatory requirements. The Senior Consultant is a primary contact for assigned plan sponsors, presents recommendations, and collaborates with colleagues to deliver a high-quality client experience. The position includes consulting on plan strategy and design; auditing plan documents, provisions, fees, and investment menus; supporting plan conversions and participant education; conducting recordkeeper RFPs; and advising clients on relevant legal and regulatory matters. It also involves relationship management, business-development support, team guidance, and compliance-related documentation and confidentiality responsibilities. The expected salary range is $155,000–$185,000, depending on geographical location and factors such as the candidate’s skills, experience, and working location, as well as the position’s business line, scope, and level. HUB describes its culture as collaborative and high-performing, with opportunities for training, licensing support, ongoing development, and career growth.

Requirements

Bachelor’s degree or ten years of relevant experience.
Highly proficient in Excel, Word, and PowerPoint.
Demonstrated oral and written communication skills and ability to interact with people at all organizational levels, inside and outside the organization.
Working knowledge of ERISA and public sector plan law.
Demonstrated experience with RFPs, plan conversions, and audits.
Demonstrated experience explaining plan types and provisions in detail to plan sponsors.
Demonstrated experience supporting plan participants with questions and resolving plan issues.
Ability to work collaboratively in a team environment.
Ability to travel occasionally by car, plane, and/or train.

Nice To Haves

Series 65, or Series 7 and Series 66 together, for investment adviser representative (IAR) qualification.
Experience with a CRM platform.

Responsibilities

Consult on employer-sponsored retirement plan strategy and design.
Audit plan documents, provisions, fees, and investment menus.
Review and comment on plan documents and service agreements.
Research and consult on fixed accounts, stable value funds, and similar plan options.
Participate in plan conversions, including periodic meetings, custom communications, and participant education.
Conduct recordkeeper RFPs on behalf of clients and plan reviews as needed.
Support plan review, fund change, and mapping processes as needed.
Advise clients on the legal and regulatory environment and its impact on their plans or benefits.
Resolve escalated plan and participant service requests.
Present plan analyses, recommendations, and updates to plan sponsors, committees, and City Councils as needed.
Serve as a primary point of contact for assigned plan sponsors and maintain long-term client relationships.
Prepare for and lead client meetings, and follow up on action items in a timely manner.
Anticipate client needs and proactively communicate plan, legislative, and regulatory updates.
Support sales by preparing proposals, presentations, and responses to prospect inquiries.
Participate in prospect meetings and finalist presentations as needed.
Guide and review team members’ client deliverables and plan conversions.
Coordinate participant education, enrollment, and conversion tasks.
Operate within the RIA’s compliance program and follow its policies and procedures.
Provide general regulatory and plan-design guidance, referring legal questions to qualified legal counsel.
Maintain accurate documentation of client communications, recommendations, and meeting notes.
Protect confidential client and participant information.