Relationship Manager

Job Title: Relationship Manager

Location: Austin, TX (Hybrid)

Compensation:  $72,000-$76,000

Incentive Compensation:  7.5% of servicing client revenue

Reports to: VP of Institutional Advisory & ERISA Governance

Schedule:  8:00am-5:00pm (M-F)

Job Type: Full-Time

About Us:

HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

Mission Statement:

We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team.

About HUB Retirement & Private Wealth (RPW): 

We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

Job purpose:

As a Retirement Plan Consultant, you will work with the clients, Investment team, and plan administrators to provide investment and capital markets research, analysis, and advice to our clients. Responsibilities include analyzing investment managers’ portfolios; reviewing investment reports; preparing exhibits and other presentation documentation; and answering client questions and requests. This requires someone with attention to detail, an interest in investment markets, and willingness to contribute with high standards and professionalism within a small team.

We are the perfect fit if you:

• Enjoy team collaboration
• Thrive in a healthy company culture that recognizes success
• Want to learn and grow your current skill set
• 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

Duties and responsibilities:

• Client retention, building relationships with key client personnel.  Acquire a thorough understanding of client’s business and intentions for offering a retirement plan to employees.
• Leveraging technology and automation to develop and implement an efficient small-plan service model.
• Utilizing this service model to manage 100-150 small plans by integrating automation, CRM systems, AI, and other advanced technologies.
• Discovering opportunities to cross sell deferred compensations plans, FinPath, or other HUB service that might be beneficial to the clients business.
• Working with the client to determine a service model that matches the plan revenue and the clients expectations.
• Present retirement plan reviews that cover:
  • Updates on plan administration & compliance.
  • Updates on regulation, litigation, and legislation that might affect retirement plans.
  • Updates on retirement plan education activities.
  • Recaps on capital markets
  • Retirement plan investment monitoring
• Finalizes financial information from multiple sources in order to prepare quarterly investment performance reports.
• Proactive communication and engagement with the clients.  Making yourself a trusted resource for all matters related to retirement plan development.
• Use technical, analytical, and communication skills to support the client, RIA operations staff, and recordkeepers in all aspects of data-related work.
• Active in the promotion and activities of increased plan participation and participant contribution rates.
• Basic knowledge of capital markets and investments and/or keen interest in developing knowledge of capital markets and investments.
• Other responsibilities / duties as assigned or requested by management

Work experience:

• 3+ years of experience in a similar role

Qualifications:

• Bachelor's degree
• Strong technical and analytical skills
• Required Licenses & Credentials: Must have 65 or Series 7 and 66
• Preferred:
  • Proficiency in spreadsheets and large data management
  • Proficiency in fi360, Relius Administration, and PensionPal
  • Advanced investment designations such as CFP, or CPFA, etc.
  • ASPPA Credentials Preferred

Featured benefits:

• Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & Parental leave
• 2 weeks of vacation, sick leave, floating holiday’s
• Hybrid schedule

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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