Senior Retirement Account Manager

HUB International•Winter Park, FL

12d•Onsite

About The Position

The Sr. Relationship Manager reports to the Retirement Practice Leader and serves as the primary contact for 15-20 customer relationships as well as general operational oversight for all 401(k) plans. This includes responsibility for all software & systems integration with clients’ investment management decisions and changes. This position requires a strong understanding of the financial services industry and products, especially 401(k) plans and is critical in handling day-to-day client management on behalf of the Lead Advisor. This position will also assist with all wealth management relationships with the practice leader.

Requirements

Strong understanding of financial services industry and diverse investment products
Basic computer skills (Outlook, Word, Excel and 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
Bachelor’s degree in finance, accounting or related field
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 limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Series 6 or 63 required
2-5 years of relevant experience

Nice To Haves

Previous experience in the independent financial services culture preferred
Series 65/66 preferred (or ability to obtain)

Responsibilities

Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation & case design
Responsible for client meeting preparation and assisting the operations manager in all follow-up
Consult with participants on investment strategies based on individual financial and investment objectives and deliver advice
Learn the technical aspects of the advisor position and prepare to service clients independently
Deepen client relationships and establish credibility 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 priorities on a daily basis in 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; not required to 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 and is responsible for his or her duties being performed in a timely manner
Develop Centers of Influences such as community involvement, CPA’s and attorneys, etc.
Other duties as assigned
Manage and be responsible for the daily work of the Operations Manager.

Benefits

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
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