Relationship Consultant - Retirement Plans

Who We Are

At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices.

Our structure enables our teams to maintain their own unique, regional culture.

At HUB International we want you to achieve an even work‑life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career‑driven individuals to move upward in our organization. Our successes breed your opportunity!

• Medical, Dental, and Vision (PPO, HMO, and HSA)
• Comprehensive Wellness Program
• 401(k) Retirement Plan
• Life and Disability Plans
• Vacation, Holiday, Sick, and Personal Time Off
• Pet Insurance
• Comprehensive Onboarding Program
• Continuing Education / Personal Development Programs
• Flexible Work Arrangements
• Employee Engagement Events
• Dress for Your Day Dress-Code
• Service Awards

The Relationship Consultant will act as a daily point of contact for a book of institutional retirement plan clients. He/she will be responsible for coordinating between the plan sponsors, plan recordkeeper, TPA, and investment firms in matters pertaining to the daily administration and management of the plan. The role will work on business development and new client acquisition alongside the retirement plan consultant/advisor.

Running RFPs, coordinating investment changes, and assisting with education and financial wellness planning are key components to the role. The relationship consultant services as a primary advocate and support to the plan sponsor to achieve the goals of the plan and help their employees retire successfully.

Candidates must possess Microsoft Office efficiency, be securities licensed, have working knowledge of employer‑sponsored retirement plans, operate proactively, and have experience providing investment consultation and presenting to clients and committees. Candidates must be highly organized and able to adapt to a dynamic, fast‑paced environment. Travel may apply in this position and will include locations within driving distance. Additional responsibilities include assisting with client reporting materials, coordinating supplies for client visits, scheduling appointments, and assisting with marketing efforts of the firm.

Successful candidates will interact cohesively with all teams in the organization.

• Preparation for plan sponsor meetings and committees
• Strategic planning and recommendations to plan sponsors
• Investment menu design and recommendations
• Attend meetings with investment partners
• Meeting minutes
• Prepare plan design consulting change proposals
• Review Plan Documents and benchmark plan design
• Cost and vendor benchmarking and analysis; fee negotiations when necessary
• RFP – Request for Proposal with Recordkeeper & TPA
• Performance monitoring of investments
• Recommend fund changes and coordinate with team and recordkeeping partners
• Operate and understand internal tools and software
• Understand multiple recordkeeping systems and processes
• Manage and understand recordkeeping resources
• Understand plan sponsor individual needs
• Understand employee engagement and advice
• Work alongside Employee Education and Wealth Team
• Look for cross‑sale opportunities and communicate with clients all services available
• Serve as the Plan Sponsor advocate and solve for challenges that arise
• Maintain good relationships with all partners – Recordkeeper, Investment firms, TPAs, etc

• Work alongside acquisition of new qualified retirement plan opportunities; thorough partnering with Plan Advisors and networking
• Attend networking events to engage new opportunities
• Build presentation decks and present…