Jobs at HUB International

Provide operational support for wealth advisors by managing account onboarding/offboarding, cashiering (wires/ACH/journals), custodial coordination, alternative investment operations, CRM and portfolio recordkeeping, compliance workflows, performance reporting, and technology platforms to ensure timely client and advisor service.

Serve as the front-line receptionist providing clerical and administrative support: greet guests, manage multi-line phones, process mail and shipments, perform data entry and basic office tasks, maintain reception and conference room readiness, and support departments on miscellaneous projects.

The Pharmacy Benefits Account Manager supports the HUB Pharmacy practice by managing data analysis, RFP processes, and client deliverables while engaging with pharmacy consultants and clients.

Serve as a regional pharmacy benefits subject matter expert advising brokers and clients, driving sales growth, performing pharmacy analyses using analytics and PBM tools, training/internal communications, mentoring regional consultants, and supporting national practice strategy. Role includes consultative RFP support and may require significant travel.

Manage tax services for high-net-worth individuals and related entities: oversee preparation and review of complex returns, provide proactive tax planning and client advisory, supervise and coach associates, coordinate with wealth advisors, manage deadlines and workflow, ensure quality control, and support business development and process improvements.

Lead end-to-end advisory and retirement plan billing across Orion and custodial platforms (Schwab, Fidelity, TIAA-CREF). Own billing cycles, fee file submission, custodial reconciliations, revenue recognition, controls, documentation, audit support, adjustments, and process centralization while managing stakeholder relationships and mentoring billing staff.

Serve as liaison for reseller partners, manage end-to-end data processing and fund allocation, validate subscriber and plan data, escalate and resolve complex subscriber issues, activate subscribers via Experian, and support operations with accurate, compliance-focused communication and documentation.

Manage a portfolio of high-net-worth clients and related entities; oversee preparation and review of complex individual, business, trust, and estate tax returns; coach and review Tax Associates; provide proactive tax planning integrated with wealth management; manage deadlines, workflow, and quality control; communicate tax law changes; support business development and technology/process improvements.

The Plan Document Specialist prepares, reviews, and maintains retirement plan documents, ensuring compliance with IRS, DOL, and ERISA regulations, while supporting the compliance team during testing and filing seasons.

Manage complex agency-bill invoicing for middle-market and multi-policy accounts, resolve escalated billing exceptions, coordinate with servicers and finance, mentor billing staff, ensure SOX-compliant documentation and accurate Epic transactions.