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 we're excited to support you on your career journey.
As a Retirement 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:
Bachelor's degree required in business, finance, or related field preferred
5-7 years of experience in retirement plan advisory and fiduciary consulting or plan administration and recordkeeping preferred
An equivalent combination of education and/or relevant work experience may be substituted in lieu of minimum qualifications
Series 65, ability to obtain, required; if associated with Broker-Dealer: SIE, Series 7, and Series 66
AIF (Accredited Investment Fiduciary) designation preferred
Additional credentials such as CPFA, QKA, or CFA valued
Retirement plan industry product and services technical know-how and 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
Demonstrated expertise in investment due diligence, plan administration and 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 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. 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 20,000 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 that's 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
Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: Negligible
Required Education: Bachelor's degree (4-year degree)
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 veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
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