Senior Retirement Account Manager
About The Position
HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits brokers, 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. 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
- Series 65/66 preferred (or ability to obtain)
Nice To Haves
- Previous experience in the independent financial services culture preferred
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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
