Relationship Manager, Retirement & Private Wealth

HUB International

Cincinnati, OH, United States
On-site
Retirement plan design
Erisa regulations
Fiduciary best practices
HUB International is seeking a Relationship Manager for their Retirement & Private Wealth division in Cincinnati, OH. The ideal candidate will manage client relationships, provide retirement plan advice, and mentor junior team members while benefiting from a supportive company culture and comprehensive benefits

Job 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.
  • HUB International offers competitive salaries and benefits, a comprehensive wellness program, and growth potential within a constantly growing organization.

Matching Summary

Match Score: 85

HUB International is seeking a Relationship Manager for their Retirement & Private Wealth division in Cincinnati, OH. The ideal candidate will manage client relationships, provide retirement plan advice, and mentor junior team members while benefiting from a supportive company culture and comprehensive benefits.

Skills & Requirements

Must-have

  • Retirement plan design
  • ERISA regulations
  • Fiduciary best practices
  • Client meeting leadership
  • Client issue resolution

Nice-to-have

  • Mentoring junior team members
  • Process improvement contribution
  • Business development support

Key Requirements

  • 5-7 years of experience
  • Bachelor's degree required
  • Series 65 required
  • NAPA CPFA preferred
  • PMP certification preferred

Work Rights

Not specified

Tailored Resume

Cover Letter