Private Client Institutional Director

HUB International

Base: $200,000-$250,000; bonus/equity: eligible bo...
Property & casualty license required
5+ years in private client or financial services
Deep knowledge of private client business
The role is accountable for overseeing the strategic plan to onboard new institutional partners while driving incremental growth with existing relationships

Job Summary

  • The role is accountable for overseeing the strategic plan to onboard new institutional partners while driving incremental growth with existing relationships.
  • HUB International offers a comprehensive benefit package including health/dental/vision/life/disability insurance, FSA, HSA, 401(k), and eligible bonuses.
  • This position requires bridging the gap to regional resources to build and close new relationships across Commercial Lines, Employee Benefits, and Personal Lines.

Matching Summary

The role is accountable for overseeing the strategic plan to onboard new institutional partners while driving incremental growth with existing relationships.

Salary

Base: $200,000-$250,000; Bonus/Equity: Eligible bonuses and equity for some positions; Benefits: Health/dental/vision/life/disability, FSA, HSA, 401(k), PTO

Skills & Requirements

Must-have

  • Property & Casualty license required
  • 5+ years in Private Client or Financial Services
  • Deep knowledge of private client business
  • Ability to influence all organizational levels

Nice-to-have

  • CIC or CISR designations preferred
  • Experience with mergers and acquisitions
  • Strong coaching and best practices delivery
  • Entrepreneurial mindset and teamwork values

Key Requirements

  • Bachelor's degree in Business or related field
  • Property & Casualty license (mandatory)
  • 5-7 years relevant experience in service or sales
  • Robust understanding of financial underpinnings of insurance

Work Rights

Not specified

Tailored Resume

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