Retirement Plan Account Manager

Are you a dynamic results-oriented professional seeking a challenging and rewarding career If so this role may be the perfect fit for you!

At HUB we value education innovation and continuous learning and were excited to support you on your career journey.

As aRetirement Plan Account Manager you will oversee total client relationships for assigned retirement plan clients. This role requires deep technical expertise in retirement plans proven ability to manage complex client relationships independently and growing business development capabilities. The Account Manager demonstrates full competency in fiduciary consulting plan design and investment advisory while building expertise in strategic relationship management.

Your job responsibilities as a Retirement Plan Account Manager:

• Oversee total client relationship for assigned retirement plan clients with full accountability

• Proactively schedule and deliver comprehensive client review meetings including investment reviews benchmarking and strategic planning

• Act as primary liaison between clients and all service providers/vendors ensuring seamless coordination

• Advise clients on plan design enhancements fee benchmarking investment menu optimization and fiduciary governance

• Lead discussions with plan committees on fiduciary responsibilities regulatory compliance and plan best practices

• Conduct investment due diligence and present recommendations on fund selection manager changes and custom solutions

• Monitor plan health metrics and proactively recommend interventions to improve participant outcomes

• Collaborate with client service teams education specialists and investment analysts to deliver integrated solutions

• Ensure all advice and recommendations comply with fiduciary standards and regulatory requirements

• Support business development through COI relationships client referrals and finalist presentations

• Stay current on industry trends legislative changes and emerging best practices in retirement plan consulting

• Other duties may be assigned

Qualifications:

• Bachelors degreerequiredin business finance or related fieldpreferred

• 5-7 years of experience in retirement plan advisory and fiduciary consultingor plan administration and recordkeepingpreferred

• An equivalent combination of education and/or relevant work experience may be substituted in lieu of minimum qualifications

• Series 65 ability to obtainrequired; if associated with Broker-Dealer: SIE Series 7 and Series 66

• AIF (Accredited Investment Fiduciary) designationpreferred

• Additionalcredentials such as CPFA QKA or CFA valued

• Retirement plan industry product and services technicalknow-howand broad understanding of all aspects

• In-depth understanding of retirement plan industry and services

• Proven ability to manage complex client relationships independently with high satisfaction

• Demonstratedexpertisein investment due diligence planadministrationand fiduciary governance

• Growing awareness of broader business financials products/services and market dynamics

• Strong consultative and relationship management skills

• Ability to act autonomously on most decisions with guidance needed only on most complex judgments

• Excellent communication and presentation abilities

What makes us different than all the rest

Our Vision:To be everywhere risk exists today and tomorrow. Helping protect what matters most.

Our Mission:To protect and support the aspirations of individuals families and businesses. To empower our employees to learn grow and make a difference in their communities.

Our Core Values:

• Entrepreneurship:We encourage innovation and educated risk-taking.

• Integrity:We do the right thing every time.

• Teamwork:We work together to maximize results.

• Accountability:We measure and take responsibility for outcomes.

• Service:We serve customers communities and colleagues.

We are the perfect fit if you:

• Are seeking a progressive work environment at a rapidly growing organization

• 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

Why Choose HUB

At HUB we believe in investing in the future of our employees and provide continuous opportunities for growth and 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. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse challenging work environment with financial security and career satisfaction.

When you join the team at HUB International you become part of a 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 20000 professionals in 600 offices across North America Canada and Puerto Rico.

What we offer you:

• A rewarding career helping local businesses in the community

• Rewards for top performers

• Medical/dental/vision/life insurance

• Paid Parental Leave

• Health Savings Account

• 401k matching program

• Voluntary insurance options

• Life and disability Plans

• A work/life balance because thats important for all of us

• Opportunity to learn from the expertise of your coworkers

• Growth- HUB is growing and so can your career

• Ability to be part of a motivated winning team

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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