Vice President of Retirement Plan Services

bout HUB

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

Why choose HUB?

Throughout our network of more than 530+ HUB offices across 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. 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.

We are the perfect fit if you:

• 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 

Here’s where you come in:

This position focuses on building and managing relationships with organizations to maintain client retention and satisfaction. Contributes to the generation of growth and profitability of the department through the attainment of specific sales goals for all size plans from external resources and internal associates.

You’re great at:

• Maintaining technical expertise in the investment industry to include monitoring qualified plan investment products, mutual funds, new investment strategies and the ability to evaluate managers.
• Provides clients with ERISA 3(21)/3(38) Fiduciary investment advice.
• Proactively seeks to provide and monitor investments that best meet the client’s objectives and periodically updating and completing investment analysis.
• Conducting fiduciary review meetings with client to evaluate portfolio, comparative analysis of markets, investment history, performance and risk and provide recommendations.
• Answering client and participant specific questions and perform research as needed.
• Conducts Plan Sponsor Fiduciary Training to committee members.
• Planning communication strategy for client, directing the preparation of communication materials, reviewing, and presenting the determinations to the client.
• Conducts independent oversight of recordkeepers and providers.
• Conducting employee education and enrollment process while making sure employee retirement readiness and plan outcomes remain the ultimate goal.
• Focus on business development for the department.
• Providing ongoing support for existing business partners to retain clients and secure additional clients.

REQUIREMENTS:

• Bachelor’s degree preferred.
• 7-10 years’ experience in qualified plan retirement investment industry.
• Must have maintained a Series 6 or 7, and 63 or 65 license.
• Must be well-organized and a self-starter to handle multiple task assignments and projects with critical deadlines.
• Knowledge of basic accounting principles
• Skill in operating personal computer and various office machines.
• Strong knowledge and understanding of qualified plan and investments products.
• Knowledge of marketing and sales practices and principles.
• Good written and verbal communication skills.
• Must be thorough, detailed oriented and be responsible for working with confidential information.

Here’s what we can offer:

At HUB, we believe in giving our employees the room and space they need to do their job. We believe in paying a fair wage with bonus opportunities and offering great benefits like: