Senior Retirement Plan Strategist — Hybrid Role

HUB International; Boston (MA); Hybride; USD 150 000 - 200 000; Plein temps

Avantages offerts par ce poste

Medical, Dental, Vision, and Life

401(k) Savings Plan

Flexible Work Arrangements

Résumé du poste

HUB International in Boston, MA is seeking a Senior Retirement Advisor Consultant to join our RPW team on a hybrid schedule. You will lead a book of retirement plan business, overseeing implementation and advisory services with fiduciary governance.

The role requires expert knowledge, strong business development capabilities, and executive communication skills. You will develop relationships with HR executives and CFOs, driving complex fiduciary discussions and plan design.

Qualifications

• Bachelor’s degree required.
• FINRA Series 6, 63, and 65 licenses required.
• AIF credential preferred.
• Additional credentials highly valued: CPFA, QPA, CFA, or CFP.

Responsabilités

• Serve as lead advisor for an assigned book of retirement plan business.
• Drive implementation and execution of the firm’s retirement plan consulting service model.
• Build relationships with HR executives, CFOs, and board-level decision-makers at plan sponsor organizations.
• Lead complex fiduciary discussions including investment policy development, fee benchmarking, and governance structures.
• Advise on sophisticated plan design including cash balance plans, nonqualified deferred compensation, and executive benefits.
• Use experienced-based judgment to resolve service and policy issues requiring nuanced analysis.
• Drive business development through strategic COI relationships, thought leadership, and targeted prospecting.
• Lead finalist presentations and RFP responses for prospective clients.
• Collaborate with client service teams, education specialists, and investment analysts to deliver integrated solutions.
• Represent the firm in industry forums, conferences, and professional associations.
• Ensure all advice meets the highest fiduciary and regulatory standards.

Connaissances

Relationship management

Fiduciary advisory

Business development

Executive communication

Negotiation skills

Investment due diligence

Formation

Bachelor’s degree in a related field

FINRA Series 6, 63, and 65 licenses

AIF credential preferred

CPFA, QPA, CFA, or CFP

Outils

Microsoft Office Suite

Description du poste

HUB International in Boston, MA is seeking a Senior Retirement Advisor Consultant to join our RPW team on a hybrid schedule. You will lead a book of retirement plan business, overseeing implementation and advisory services with fiduciary governance.

The role requires expert knowledge, strong business development capabilities, and executive communication skills. You will develop relationships with HR executives and CFOs, driving complex fiduciary discussions and plan design.