Account Manager

About Us:

HUB is the 5th largest global insurance and employee benefits broker providing a broad array of property casualty risk management life and health employee benefits investment and wealth management products and services.

Throughout our network of more than 600 HUB offices in North America we offer a competitive exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients.

About HUB Retirement & Private Wealth (RPW):

We lead our communities with integrity driven to make things better both now and in the future. We serve inspire and thrive while maintaining an entrepreneurial spirit. We innovate collaborate and achieve success together focused on the tomorrows for all.

We are looking for a dynamic and experienced wealth management industry product manager to join our team. The ideal candidate will have a strong background in the Orion Connect and other wealth management focused platforms excellent training skills and a deep understanding of data management as it relates to custodial platforms. As the Product Lead you will be responsible for driving the business process adoption and optimization of our Wealth Management tools while supporting the implementation to enhance business and user engagement retention and satisfaction.

We are the perfect fit if you:

• Enjoy team collaboration
• Thrive in a healthy company culture that recognizes success
• Want to learn and grow your current skill set
• Are seeking a progressive work environment at a rapidly growing organization
• Have a desire to help others protect their future
• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• Are focused on learning and development to enhance your industry knowledge and expertise
• Are a self-starter willing to invest time and energy to learn the technical aspects of our business
• Believe in integrity and building success by developing relationships with others

Job purpose:

The purpose of the Account Manager to oversee a book of business focused on 403(b) and Individual Retirement Accounts (IRAs). This role is responsible for managing client relationships ensuring regulatory compliance and providing expert IRA guidance and support. The ideal candidate will bring experience in IRA compliance and a commitment to high-quality client service.

Duties and responsibilities:

• Manage a dedicated book of business serving as the primary point of contact for IRA account holders
• Ensure IRA compliance with IRS regulations and HUBs internal procedures
• Assist clients with IRA/403(b) account administration including distributions contributions rollovers and beneficiary updates
• Work closely with internal teams and external partners to resolve account issues and maintain client satisfaction
• Monitor regulatory changes and update internal processes accordingly
• Prepare and review account documentation and reports
• Support audits and internal reviews as needed

Work experience:

• 2 years of experience in financial services with a focus on IRAs

Preferred Qualifications:

• Advanced knowledge of IRA custodial platforms and compliance reporting
• Industry certifications related to retirement accounts (e.g. CISP CRSP)

Knowledge and Skills:

• Proven experience in account management
• Excellent organizational communication and client service skills
• Proficiency in Microsoft Office Suite and financial systems
• Positive attitude toward client relations to provide exceptional proactive client service
• Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
• Highly organized with strong analytical skills creative problem solving and strong research capabilities
• Ability to work in a team while maintaining a high level of responsibility and accountability to individual projects and tasks
• Able to manage conflicting priorities deadline-based tasks and simultaneous projects
• Clear communicator with strong interpersonal writing & presentation skills

Working Conditions:

Work is generally sedentary in nature but may require standing and walking for up to 10% of the time. The working environment is generally favorable. Lighting and temperature are adequate and there are no hazardous or unpleasant conditions caused by noise dust etc. Work is generally performed within an office environment with standard office equipment available.

Compensation:

• $75000-$80000 per year

Featured benefits:

• Medical insurance Vision insurance Dental insurance 401(k) plus match Company Paid STD Life Insurance & parental leave
• 2 weeks of vacation3 personal days sick leave floating holidays
• Hybrid schedule open to remote

Travel: Quarterly travel may be required

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.

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.

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