Senior Retirement Advisor Consultant

HUB International•Boston, MA

1d•$150,000 - $200,000•Hybrid

About The Position

The Retirement Plan Senior Advisor Consultant serves as lead advisor for a book of retirement plan business, with full accountability for implementation and execution of the consulting service model. This role requires expert-level knowledge, proven business development capabilities, and strong leadership skills. The Senior Advisor acts autonomously on most decisions, provides guidance on complex fiduciary matters, and applies experienced-based judgment to resolve sophisticated plan design and governance issues.

Requirements

10 years of progressive experience in retirement plan consulting and fiduciary advisory
In-depth knowledge of the retirement plan industry, products and services, and competitive landscape
Proven track record managing complex, high-value plan relationships
Demonstrated business development success with consistent new client acquisition
Expert in fiduciary best practices, investment due diligence, and plan governance
Excellent executive presence with strong communication, presentation, and negotiation skills
Proficient in Microsoft Office Suite
Bachelor's degree required
FINRA Series 6, 63, and 65 licenses required
10+ years of relationship management or client service experience, preferably within the retirement/401(k) industry

Nice To Haves

AIF (Accredited Investment Fiduciary) credential preferred
Additional credentials highly valued: CPFA, QPA, CFA, or CFP

Responsibilities

Serve as lead advisor for an assigned book of retirement plan business
Drive implementation and execution of the firm’s retirement plan consulting service model
Build relationships with HR executives, CFOs, and board-level decision-makers at plan sponsor organizations
Lead complex fiduciary discussions including investment policy development, fee benchmarking, and governance structures
Advise on sophisticated plan design including cash balance plans, nonqualified deferred compensation, and executive benefits
Use experienced-based judgment to resolve service and policy issues requiring nuanced analysis
Drive business development through strategic COI relationships, thought leadership, and targeted prospecting
Lead finalist presentations and RFP responses for prospective clients
Collaborate with client service teams, education specialists, and investment analysts to deliver integrated solutions
Represent the firm in industry forums, conferences, and professional associations
Ensure all advice meets the highest fiduciary and regulatory standards

Benefits

Medical, Dental, Vision, and Prescription Drug Coverage
Health Plan Reimbursement Program
Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
401(k) Savings Plan
Life and Disability Plans
Long-Term Care
Employee Assistance Program (EAP)
Comprehensive Wellness Program
Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
Low-Cost Loan Program and Student Loan Resources
Vacation, Holiday, Sick, and Personal Time Off
Flexible Work Arrangements
Dress for Your Day Policy
Comprehensive Onboarding and Continuing Education