Relationship Manager, Retirement & Private Wealth
HUB InternationalCincinnati, Ohio, United States
Posted April 6, 2026
Full Time
About the Company
Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International 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 North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.
Job Description
HUB International is seeking a Relationship Manager for their Retirement & Private Wealth department. The ideal candidate will have 5-7 years of experience in retirement plan services and a strong technical knowledge of qualified retirement plans and ERISA regulations. The role requires a deep understanding of fiduciary standards and the ability to lead client meetings and deliver compelling presentations.
Requirements
- Bachelor's degree in business, finance, or related field
- NAPA Certified Plan Fiduciary Advisor (CPFA) required
- Series 65 required if providing investment guidance
- 5-7 years of experience in retirement plan services with demonstrated client relationship management
- Deep technical knowledge of qualified retirement plans, ERISA regulations, and fiduciary standards
Benefits
- Competitive salaries and benefits offerings
- Medical/dental/vision insurance and voluntary insurance options
- Health Savings Account funding
- 401k matching program
- Company paid Life and Short-Term Disability Plans
- Supplemental Life and Long-Term Disability Options
- Comprehensive Wellness Program
- Paid Parental Leave
- Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
