Job Information
Hub International Relationship Manager, Retirement & Private Wealth in Cincinnati, Ohio
About HUB International:
HUB International Limited (“HUB”) is one of the largest 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. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.
What We Offer You:
At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:
Competitive salaries and benefits offerings
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Paid Parental Leave
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
Great work/life balance, because that’s important for all of us!
Growth potential - HUB is constantly growing and so can your career!
Strong community support and involvement through HUB Gives
Role Summary
The Client Services Manager owns the day-to-day client relationship for an assigned book of retirement plan clients, serving as the primary point of contact and trusted advisor. This role requires deep technical expertise, the ability to lead client meetings independently, and growing leadership capabilities including mentoring junior team members. The Client Services Manager operates with significant autonomy while collaborating with advisors on strategic matters.
Key Responsibilities
Own and manage all aspects of client relationships for assigned book of business with minimal supervision
Lead client review meetings, presenting plan performance, fiduciary updates, and strategic recommendations
Proactivelyidentifyand address client needs, concerns, and opportunities forplanimprovement
Advise clients on retirement plan design, compliance requirements, and fiduciary best practices
Develop andmaintainstrong relationships with plan sponsors, committee members, and key decision-makers
Independently resolve complex client issues, escalating only when necessary
Prepare comprehensive meeting materials, presentations, and follow-up documentation
Coordinate with internal teams to ensure seamless service delivery andtimelycompletion of deliverables
Monitor plan metrics and proactively communicate insights and recommendations to clients
Supervise and mentor Client Services Associates, providing guidance and professional development
Contribute to process improvements and best practice development within the team
Support business development activities through referrals, client references, and cross-selling initiatives
Ensure all client interactionscomply withregulatory requirements and firm policies
Qualifications
Education:
- Bachelor's degreerequiredin business, finance, or related field
Industry Credentials & Licenses:
NAPA Certified Plan Fiduciary Advisor (CPFA) is preferred
Series 65requiredifprovidinginvestment guidance; if broker-dealer affiliated: Series 6 or 7 and 63/65 (or 66)
Project Management Professional (PMP) certification preferred
Active pursuit of advanced ERISA credentials
Professional Experience :
5-7 years of experience in retirement plan services withdemonstratedclient relationship management
Deep technical knowledge of qualified retirement plans, ERISA regulations, and fiduciary standards
Proven ability to lead client meetings and deliver compelling presentations
Strong consultative skills with ability to advise clients on complex plan design and compliance issues
Experience mentoring or supervising junior staff members
Track recordof building andmaintainingstrong client relationships resulting in high retention
Excellent written and verbal communication skills with ability to explain complex concepts clearly
Strong organizational and project management capabilities
Proficiencywith financial planning software, CRM systems, and Microsoft Office Suite
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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