Private Client Institutional Director

HUB International

New York, NY, United States
Base: $200,000-$250,000; bonus/equity: eligible bo...
On-site
Develop cross-sell initiatives
Grow institutional relationships
Champion value proposition
The Private Client Institutional Director is accountable for overseeing the development and implementation of a strategic plan to onboard new institutional partners while driving incremental growth with existing relationships

Job Summary

  • The Private Client Institutional Director is accountable for overseeing the development and implementation of a strategic plan to onboard new institutional partners while driving incremental growth with existing relationships.
  • This role requires deep knowledge of the private client business, the ability to articulate the value proposition seamlessly to all levels of an organization, and the ability to work across different disciplines with ease.
  • HUB International is a large global insurance and employee benefits broker with over $5 billion in revenue and almost 20,000 employees.

Matching Summary

The Private Client Institutional Director is accountable for overseeing the development and implementation of a strategic plan to onboard new institutional partners while driving incremental growth with existing relationships.

Salary

Base: $200,000-$250,000; Bonus/Equity: eligible bonuses, equity; Benefits: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits

Skills & Requirements

Must-have

  • Develop cross-sell initiatives
  • Grow institutional relationships
  • Champion value proposition
  • Mine internal lead sources
  • Program-manage large relationships
  • Produce reporting and metrics

Nice-to-have

  • Client-centric approach
  • Detail-oriented self-starter
  • Ability to influence all levels

Key Requirements

  • Bachelor's degree in Business, Marketing, or related field, or equivalent experience
  • Property & Casualty license required
  • 5+ years of experience in Private Client, Retail, or Financial Services
  • Robust understanding of insurance industry financial underpinnings
  • Strong general insurance knowledge
  • Specialized knowledge in Private Client areas

Work Rights

Not specified

Tailored Resume

Cover Letter