Vice President, Client Strategy

HUB Internationals National Employee Benefits and Retirement Team is dedicated to driving growth and excellence across Canada by supporting our regional teams. As strategic partners this team collaborates with local offices to expand and enhance our Employee Benefits and Retirement divisions ensuring we deliver best-in-class solutions for clients nationwide. Through innovative strategies expert guidance and a shared commitment to success the National Team empowers our regions to meet evolving market demands strengthen client relationships and achieve sustainable growth in the benefits and retirement space.

About The Role

The Vice President Consulting is a newly created role responsible for leading national programs that drive advisor success and client retention across HUB International Canadas Employee Benefits and Retirement Savings practices.

Reporting directly to the CSO/CIO this role leads a team of direct reports and partners closely with regional sales leaders to ensure national programs deliver results.

This role facilitates the critical conversations that drive HUB Canadas success: sales roundtables with advisors to win new business stewardship calls to retain top accounts learning sessions to improve from experience and advisor development programs to build capability. Additionally this role takes ownership of HUBs advisor training program and coordinates ongoing development initiatives including Sales Education Series (partnering with carrier partners) Tools and Trends and Level Up Programs.

This is a high-impact role for someone who thrives on facilitating strategic conversations coaching advisors managing high-performing teams and building programs that drive measurable business results.

Whats in it for you

Your well-being is our priority and we back this up with a wealth of benefits:

• Competitive Compensation: Benefit from a pay structure that includes incentives bonuses and opportunities to increase your earnings.

• Work-Life Balance: Enjoy flexible work arrangements and generous time off to support your personal and professional life.

• Tailored Benefits: Access a personalized benefits package including company-matched RRSPs designed to meet your unique needs.

• Career Growth and Support: Invest in your future with HUB! Take advantage of our sponsored training and development programs tuition reimbursement opportunities and coverage for professional license fees and membership dueseverything you need to support your growth and excel in your career.

• Exclusive Perks: Take advantage of discounts on events travel accommodations and personal home & auto insurance.

At HUB we believe that diversity drives innovation equity fosters opportunity and inclusion creates a culture where everyone thrives. We are committed to building a workplace that reflects the communities we serve and where every employee feels valued respected and empowered to bring their whole self to work. By embracing diverse perspectives and fostering an inclusive environment we cultivate a collaborative and dynamic team that delivers exceptional results for our clients and communities.

The expected salary range for this position is $180000 to $225000 and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and level.

HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits disability insurance RRSP matching paid-time-off benefits and eligible bonuses and commissions for some positions.

What Youll Do

Sales Roundtables & New Business Strategy (30% of role)

Facilitate strategic roundtables with advisors to maximize success on complex opportunities:

• Roundtable Facilitation: Lead 2-3 strategic roundtable sessions per week with regional advisors consulting team and practice leaders to discuss competitive opportunities develop winning strategies and share best practices

• New Business Strategy: Guide discussions on complex client opportunities competitive situations proposal strategies and finalist presentations

• Resource Coordination: Ensure appropriate expertise analytics and support resources are available to advisors for priority opportunities

• Strategic Guidance: Facilitate discussions on competitive positioning pricing approaches presentation strategies and how to leverage HUBs full value proposition

• Accountability & Results: Track commitments from roundtable sessions ensure follow-through and measure impact on business results

• Continuous Improvement: Refine roundtable process based on advisor feedback and outcomes
  

Client Stewardship Program & Retention (30% of role)

Lead stewardship program for top accounts nationally to ensure consistent client experience and retention:

• Stewardship Call Facilitation: Facilitate or coordinate stewardship calls for top accounts with clients regional advisors and practice leaders

• Program Design: Build stewardship framework including call cadence account planning cross-practice coordination and issue escalation

• Account Planning: Work with regional advisors and consulting team to develop account strategies identify growth opportunities proactively address risks and drive accountability for follow-ups.

• Retention Focus: Monitor account health identify early warning signs and coordinate resources to maintain strong retention rates

• Client Feedback: Gather and synthesize client insights to inform service improvements
  

Learning Sessions & Continuous Improvement (10% of role)

Lead learning sessions to identify patterns capture insights and improve strategies:

• Learning Session Facilitation: Facilitate regular sessions with regional teams to review experiences understand outcomes and gather feedback

• Pattern Analysis: Work with advisors consulting team strategists and practice leaders to identify themes and insights

• Best Practice Development: Translate learnings into actionable strategies and best practices for regional advisors

• Cross-Regional Sharing: Share insights across regions to accelerate learning

• Continuous Improvement: Use insights to inform training content team deployment stewardship approach and roundtable discussions

Client Strategist Team Leadership (20% of role)

Lead and optimize the strategist team to maximize support for regional advisors:

• Team Management: Lead geographically distributed strategist team including performance management development and career planning

• Service Model: Define team service offerings deployment criteria and how regional advisors access support

• Increase Utilization: Drive team utilization through better deployment advisor feedback and regional leadership engagement

• Regional Partnership: Build strong relationships with regional sales leaders to understand needs and demonstrate value

• Develop Capabilities: Coach team members to improve expertise and effectiveness

Advisor Training & Development Programs (10% of role)

Lead advisor training and development initiatives to accelerate productivity and build capability:

Core Training Program

• Program Ownership: Lead HUBs advisor training program for new advisors with no prior employee benefits or retirement savings experience

• Onboarding Excellence: Deliver comprehensive curriculum reducing new advisor ramp time by 25% within 12 months

• Program Evolution: Continuously enhance content delivery and measurement based on results

• Content Coordination: Partner with practice leaders to ensure training remains current and comprehensive

• Ongoing Development Initiatives

• Sales Education Series: Coordinate quarterly sessions with carrier partners on product updates market trends and technical topics

• Tools and Trends: Lead sessions on new HUB tools technology platforms industry trends and regulatory updates

• Level Up Programs: Coordinate advanced development for experienced advisors looking to deepen specialized expertise

Regional Communication & Alignment (3% of role)

Coordinate national-to-regional communication:

• Monthly Regional Meetings: Facilitate monthly meetings with regional sales teams coordinating content from practice leaders

• Quarterly Leadership Sessions: Support CSO/CIO in quarterly sessions with regional leaders

• Feedback Loops: Create mechanisms for regional input on national programs

• Initiative Rollout: Coordinate rollout of national initiatives to regions
  

Required Experience

• 10-12 years in Canadian employee benefits and/or retirement savings with progression from advisor to leadership

• Proven track record managing geographically distributed teams

• Strong facilitation experience leading strategic business discussions with senior stakeholders

• Training program experience with measurable impact on advisor productivity

• Track record managing large client relationships ($1M premium) and driving retention

• Demonstrated success in matrix or regional organizations
  

AI Disclosure

AI and Automation Notice HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates all decisions are made through human review.

Why Choose HUB

When you choose HUB youre choosing a competitive exciting and friendly work environment that strategically positions you for longevity and offers significant advancement growth and success opportunities. To read more about HUB please visit - About Us - HUB International

About HUB International

Headquartered in Chicago Illinois Hub International Limited is a leading full-service global insurance broker and financial services firm providing risk management insurance employee benefits retirement and wealth management products and services. With more than 19000 employees in offices located throughout North America HUBs vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy so clients are ready for tomorrow.

Were not just an insurance broker were a team of passionate professionals dedicated to innovation excellence and empowering our clients and communities through personalized support and expertise.

If youre interested in learning how you can grow your career at HUB visit our Careers Page to explore our opportunities.

HUB International is committed to creating an inclusive and accessible recruitment process for all candidates. If you require accommodations at any stage of the interview process please let us know and we will work with you to ensure a fair and equitable experience.

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