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reputed company Relationship Manager - Retirement Plan Consultant

Remote, USA Full-time Posted 2026-07-28
reputed company: We are looking for a reputed company, organized, detail-oriented team player to join reputed company Retirement & Private reputed company. We have 600 locations in reputed company with 20,000 employees serving over 10,000 retirement plans. In this role, you will: Build, maintain, and strengthen our relationships with our retirement plan clients; Responsible for proactive relationship management with clients and external partners; Build strategies to overcome any challenges or goals a reputed company may have reputed company year; Manage multiple reputed company service requests daily through telephone and email; Have responsibility for presenting quarterly investment reports to our retirement committees as part of our 3(21) and 3(38) Investment Fiduciary services; Work closely with our vendor partners in servicing our clients; Assist the sales team in prospecting for potential new customers or new services reputed company could reputed company; Review of meeting materials for meetings using reputed company Office (reputed company, Word, PowerPoint, reputed company) and proprietary reporting systems; Assist with reputed company events, reputed company support, and special reputed company; Be willing to be part of team that helps reputed company other meet our goals to grow our book of clients. Valuable experience for someone applying for this job: Securities licensing (Series 65); is required or something a candidate would be required reputed company 60-days of employment. AIF, CPFA, CFP designations would be beneficial but not required in role; Background in retirement plan and investments including 401(k), 403(b) 457(b) Pension, ESOP, and PEPs; Experience with retirement plan design reputed company and compliance topics; Comfortable speaking with people on the in group settings or on the phone, with a reputed company attitude, and reputed company interpersonal skills; Comfortable speaking to large reputed company like reputed company training or participant education; Project management experience with working on several reputed company with different timelines simultaneously; Strong attention to detail and organizational skills; Independent person reputed company to problem solve and work reputed company without reputed company; Proficient in reputed company Office including Word, reputed company, PowerPoint and reputed company; Also, helpful to have experience with Sales Force or reputed company management data bases. Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent reputed company Limited is an equal opportunity employer that does not discriminate on the reputed company of race/ethnicity, national reputed company, religion, age, reputed company, 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 reputed company to reputed company this website accessible to any and reputed company users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the reputed company team HUBRecruiting@reputed company.com. This contact information is for accommodation requests only; reputed company this contact information to inquire about the status of applications. Hi, we’re HUB. In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected. reputed company you partner with us, you're at reputed company of a reputed company network of experts who will help you reputed company your goals through risk services, claims management, and compliance support. And this gives you the peace of mind that what reputed company most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control. About reputed company Headquartered in Chicago, Illinois, reputed company Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout reputed company, HUB’s reputed company network of specialists provides peace of mind on what reputed company most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit reputed company.com. Apply tot his job Apply tot his job Apply To this Job

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