Relationship Manager Retirement and Private Wealth
Relationship Manager Retirement and Private Wealth
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Job Description
Join our Stevie Award Winning Team at HUB International!
When you join the team at HUB International you become part of the largest privately owned global insurance broker providing a broad array of property casualty risk management life and health employee benefits investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 19000 professionals in 500 offices across North America.
We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm we offer employees resources in both technology and industry expertise but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique regional culture.
We currently have an opportunity for a Relationship Manager Retirement and Private Wealth.
Overview:
Responsible for servicing retirement plans including ensuring IRS and ERISA compliance preparation and delivery of all required government reporting periodic plan reporting to Plan Sponsors as well as plan participants conducting plan reviews with the trustees/plan sponsors building and maintaining positive client relationships in accordance with the practices policies and procedures of the Company.
Responsibilities:
Relationship Manager Retirement Plan and Private Wealth:
Build and foster relationships with clients.
Effectively communicate in a professional manner with clients participants auditors vendors and other professionals.
Research and answer questions regarding business transactions that could impact Plan setup and compliance (i.e. controlled groups mergers acquisitions etc.
Manage assigned own case load with minimal supervision including:
o Plan design and Document review
o Data collection and analysis
o Completion of all compliance testing (i.e. top heavy 410(b) 402(g) ADP/ACP 401(a)4 415
o Calculation of Employer contributions (i.e. match profit sharing new comparability)
o Reconciliation of plan assets.
o Preparation of Form 5500 and other filing requirements
o Assist clients with Plan audits.
o Support clients with daytoday plan transactions (i.e. loans distributions QDROs contribution submissions vesting calculations corrections).
o Prepare and provide to clients any notices or employee communication.
o Annual or periodic due diligence reporting and review with clients.
o Frequent client visitation.
o Must attain and maintain an ASPPA CPC designation.
Qualifications:
- Bachelors Degree or equivalent experience.
- Five years of relevant work experience.
- ASPPA credentials QKA QPA or similar professional designation.
- Ability to multitask prioritize and adhere to deadlines.
- Must be selfmotivated detail oriented well organized and able to work in a team environment.
- Proficiency with Microsoft Office products.
- Working knowledge of ASC pension software preferred.
- Excellent organizational interpersonal verbal and written communication skills and ability to work in a team environment.
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the recruiting team. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Required Experience:
Manager
Employment Type
Full-Time
