Senior Consultant

50191 Hub International Insurance Services Inc.; Pasadena (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

Retirement savings matching

Life and disability plans

Paid time off

Parental leave

Wellbeing program

Job summary

HUB International in Pasadena, CA is seeking a Senior Consultant to advise on retirement plan strategy, design, and compliance. You will conduct audits, review plan documents, and support plan conversions and communications.

You will manage client relationships, prepare for meetings with sponsors and city councils, and guide team members on deliverables. Travel may be required to serve clients.

Qualifications

• Bachelor's degree or ten (10) years of relevant experience.
• Highly proficient in Excel, Word, and PowerPoint.
• Demonstrated oral and written communication skills and the ability to interact with individuals at all levels inside and outside of the organization.
• Working knowledge of ERISA and public sector plan law.
• Demonstrated experience with RFPs, plan conversions and audits.
• Demonstrated experience describing plan types and provisions in detail to plan sponsors
• Demonstrated experience supporting plan participants with questions and resolving plan issues.
• Series 65 (or Series 7 and 66 together) for investment adviser representative (IAR) qualification preferred.
• Ability to travel via car, plane and/or train on occasion
• Experience with a CRM platform preferred.

Responsibilities

• Consult on plan strategy and design.
• Conducts audits of plan documents, provisions, fees, and investment menus.
• Reviews and comments on plan documents and service agreements.
• Researches and consults on fixed accounts, stable value funds, and similar plan options.
• Participates in plan conversions, including periodic meetings, custom communications, and participant education.
• Conducts recordkeeper RFPs on behalf of clients.
• Conducts plan reviews, as needed.
• Supports the plan review, fund change, and mapping processes, as needed.
• Consults with clients about the legal and regulatory environment and how it impacts their plan(s) or benefits.
• Resolves escalated plan and participant service requests.
• Present plan analyses, recommendations, and updates to plan sponsors, committees, and City Councils as needed.
• Serves as a primary point of contact for assigned plan sponsors, building and maintaining long-term client relationships.
• Prepares for and leads client meetings, and follows up on action items in a timely manner.
• Anticipates client needs and proactively communicates plan, legislative, and regulatory updates.
• Supports the sales team by preparing proposals, presentations, and responses to prospect inquiries.
• Participates in prospect meetings and finalist presentations as needed.
• Provides guidance and review for team members on client deliverables and plan conversions.
• Coordinates participant education, enrollment, and conversion tasks.
• Operates within the RIA's compliance program and follows its policies and procedures.
• Provides general regulatory and plan-design guidance and refers legal questions to qualified legal counsel.
• Maintains accurate documentation of client communications, recommendations, and meeting notes.
• Protects confidential client and participant information at all times.

Job description

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We're creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you're starting out or leveling up, you'll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here.

Senior Consultant Responsibilities

• Consults on plan strategy and design.
• Conducts audits of plan documents, provisions, fees, and investment menus.
• Reviews and comments on plan documents and service agreements.
• Researches and consults on fixed accounts, stable value funds, and similar plan options.
• Participates in plan conversions, including periodic meetings, custom communications, and participant education.
• Conducts recordkeeper RFPs on behalf of clients.
• Conducts plan reviews, as needed.
• Supports the plan review, fund change, and mapping processes, as needed.
• Consults with clients about the legal and regulatory environment and how it impacts their plan(s) or benefits.
• Resolves escalated plan and participant service requests.
• Present plan analyses, recommendations, and updates to plan sponsors, committees, and City Councils as needed.

Client Relationship Management

• Serves as a primary point of contact for assigned plan sponsors, building and maintaining long-term client relationships.
• Prepares for and leads client meetings, and follows up on action items in a timely manner.
• Anticipates client needs and proactively communicates plan, legislative, and regulatory updates.

Business Development Support

• Supports the sales team by preparing proposals, presentations, and responses to prospect inquiries.
• Participates in prospect meetings and finalist presentations as needed.

Team Collaboration

• Provides guidance and review for team members on client deliverables and plan conversions.
• Coordinates participant education, enrollment, and conversion tasks.

Compliance Support

• Operates within the RIA's compliance program and follows its policies and procedures.
• Provides general regulatory and plan-design guidance and refers legal questions to qualified legal counsel.
• Maintains accurate documentation of client communications, recommendations, and meeting notes.
• Protects confidential client and participant information at all times.

Senior Consultant Requirements

• Bachelor's degree or ten (10) years of relevant experience.
• Highly proficient in Excel, Word, and PowerPoint.
• Demonstrated oral and written communication skills and the ability to interact with individuals of all levels inside and outside of the organization.
• Working knowledge of ERISA and public sector plan law.
• Demonstrated experience with RFPs, plan conversions and audits
• Demonstrated experience describing plan types and provisions in detail to plan sponsors
• Demonstrated experience supporting plan participants with questions and resolving plan issues.
• Series 65 (or Series 7 and 66 together) for investment adviser representative (IAR) qualification preferred.
• Ability to work collaboratively in a team environment.
• Experience with a CRM platform preferred.
• Ability to travel via car, plane and/or train on occasion

What we offer you

We invest in your growth. HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.

• Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

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.

Equal Employment Opportunity

HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations

HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [e-mail]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify

HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.

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.