Senior Account Manager - RPW

HUB International; Wilmington (MA); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Prescription drugs

Health Savings Account

401(k) Savings Plan

Life and Disability Plans

Flexible Work Arrangements

Job summary

HUB International is seeking an Account Manager – Retirement Plan and Private Wealth to build strong client relationships, ensure IRS and ERISA compliance, and deliver comprehensive plan reporting.

You will handle plan design, data collection, testing, employer contributions, Form 5500 filings, and support audits, with ASPPA CPC designation required.

Qualifications

• Bachelor’s Degree or equivalent experience.
• Five years of relevant work experience.
• Must attain and maintain an ASPPA CPC designation.

Responsibilities

• Build and foster relationships with clients and plan sponsors.
• Effectively communicate with clients, participants, auditors, vendors, and professionals.
• Plan design and document review; data collection and analysis.
• Complete compliance testing (top heavy, 410(b), 402(g), ADP/ACP, 401(a)(4), 415).
• Calculate employer contributions and reconcile plan assets.
• Prepare Form 5500 and other filings; assist plan audits.
• Support day-to-day plan transactions and employee notices.

Education

Bachelor's Degree or equivalent experience

Tools

Microsoft Office

ASC pension software

Job description

Discover a Career That Empowers You - Join HUB International At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it. In 2026, Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies. We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance. These are not just awards. They are a reflection of the daily choices our people make to show up for each other and for the clients we serve.

We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages, with over 540 locations and more than 20,000 professionals across North America. We bring together the resources of a global firm and the agility of a regional team, giving you the tools, support, and community you need to grow throughout your career. Whether you are supporting a local business, helping a national client navigate complex risk, or building your expertise in a specialized practice area, you will find that your voice matters here. Your work has purpose. And your potential has no ceiling.

Overview:

Responsible for servicing retirement plans including ensuring IRS and ERISA compliance, preparation and delivery of all required government reporting, periodic plan reporting to Plan Sponsors as well as plan participants, conducting plan reviews with the trustees/plan sponsors, building and maintaining positive client relationships in accordance with the practices, policies and procedures of the Company.

Responsibilities:

Account Manager – Retirement Plan and Private Wealth:Build and foster relationships with clients. Effectively communicate in a professional manner with clients, participants, auditors, vendors, and other professionals. Research and answer questions regarding business transactions that could impact Plan setup and compliance (i.e., controlled groups, mergers, acquisitions, etc.) Manage assigned own case load with minimal supervision, including: Plan design and Document review Data collection and analysis Completion of all compliance testing (i.e., top heavy, 410(b), 402(g), ADP/ACP, 401(a)(4), 415) Calculation of Employer contributions (i.e., match, profit sharing, new comparability) Reconciliation of plan assets. Preparation of Form 5500 and other filing requirements Assist clients with Plan audits. Support clients with day-to-day plan transactions (i.e., loans, distributions, QDRO’s, contribution submissions, vesting calculations, corrections). Prepare and provide to clients any notices or employee communication. Annual or periodic due diligence reporting and review with clients. Frequent client visitation. Must attain and maintain an ASPPA CPC designation.

Qualifications:

• Bachelor’s Degree or equivalent experience.
• Five years of relevant work experience.
• ASPPA credentials QKA, QPA or similar professional designation.
• Ability to multitask, prioritize and adhere to deadlines.
• Must be self-motivated, detail oriented, well organized and able to work in a team environment.
• Proficiency with Microsoft Office products.
• Working knowledge of ASC pension software, preferred.
• Excellent organizational, interpersonal, verbal, and written communication skills, and ability to work in a team environment.

What We Offer You:

At HUB International, we are invested in your success - both inside and outside of work. Our benefits are designed to support your well‑being, fuel your growth, and help you build a secure future. We believe that when our people thrive, our clients and communities do too. We are committed to continuous learning and career momentum. Whether you are just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you move forward with confidence.

Benefits you may enjoy as part of the HUB International team:

• Medical, Dental, Vision, and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
• 401(k) Savings Plan
• Life and Disability Plans
• Long-Term Care
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
• Low-Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Flexible Work Arrangements
• Dress for Your Day Policy
• Comprehensive Onboarding and Continuing Education

The expected salary range for this position is $100,000 annually- $125,000 annually and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid‑time‑off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

Department: Account Management & Service

Required Experience: 5-7 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent

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. E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [e-mail]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.