Director, Business Consulting - Retirement & Private Wealth

February 1

🌽 Illinois – Remote

Although this job is listed in Illinois, this company may be open to hiring remote in other states.

🌾 Iowa – Remote

Although this job is listed in Iowa, this company may be open to hiring remote in other states.

+3 more states

🌽 Illinois – Remote 🌾 Iowa – Remote 🏈 Ohio – Remote 🚗 Michigan – Remote 🧀 Wisconsin – Remote

💵 $100k - $160k / year

⏰ Full Time

🔴 Lead

👔 Director

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HUB International

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HUB International is a leading insurance brokerage and consulting firm providing a range of insurance solutions, including business insurance, employee benefits, retirement services, and personal insurance. They focus on multiple industries such as construction, education, healthcare, real estate, and transportation, offering customized risk management and insurance products to clients worldwide. HUB International also specializes in employee engagement strategies, HR management, and financial wellness solutions, helping clients manage risk and maximize growth opportunities.

Insurance and risk management solutions for businesses and consumers

10,000+ employees

Founded 1998

💸 Finance

📋 Description

• Serve as primary point person for assigned RPW acquisitions to aid in connectivity to resources, information, and success within HUB ecosystem. • Develop a fluent understanding of HUB RPW technology platforms and program resources as they exist today and their road map for future development. • Document and gain a thorough understanding of RPW business processes as they currently exist with each practice within a designated coverage area/region. • Identify existing processes and technology and how they would best map to existing RPW technologies. • Document any missing capabilities on the RPW platform to support existing processes. • Create and document a multi-staged transition/change management plan that focuses on efficiency gains through adopting RPW platforms, programs, and process improvement. • Partner closely with RPW Business Development teams to identify organic growth/cross sales opportunities throughout a designated/assigned region and implement actionable processes to maximize the results/success metrics with those opportunities. • Partner with the various RPW departments to complete the transitions of existing practices and to ensure a smooth transition of new acquisitions after the first 100 days of integration are complete. • In partnership with RPW operations team, leverage existing training materials and processes to work with practices within a designated geographic region to onboard acquisition to RPW platforms. • Liaison with the HUB regions and super regions on communicating, understanding, and documentation of their existing processes and resources - and how they can be utilized by each practice. • Document and present detailed practice management consulting analysis/assessments for individual practices and across sub regions/regions/super-regions. • Create repeatable process and documentation to provide consulting services to all new and existing acquisitions where required/needed. • Understand RPW product offerings, roadmap and how those products should be/can be adopted by RPW offices in a thoughtful and efficient manner. • This position will have three key success factors: (1) Maximizing client/revenue retention and achieving cost-savings through operational efficiencies (2) Achieving complete and successful integration into the greater RPW ecosystem, and (3) Implementing best practices to drive growth/business development while minimizing business disruption, especially during the seller’s earn out period.

🎯 Requirements

• Demonstrable competency in creating and managing consulting framework that leads to process improvement and efficiency gains (Required) • Proficiency in leading change management efforts across small to medium size businesses (Required) • Securities licenses, industry designations and certifications (Preferred) • Working knowledge of retirement and private wealth technology platforms (Required) • Expertise with Microsoft Office and other industry-related technology applications (Required) • 10+ years or more years of proven experience in a similar role in the securities industry, preferably in the retirement plan and/or wealth management space (Preferred) • At least 10+ years of work experience assisting teams in building and solving operational processes and related issues. (Preferred) • Ability to work well with others, leverage effective emotional intelligence, proactively anticipate, and develop solutions, and work collaboratively with multiple teams (Required) • Aptitude for proactive and reactive (fixing existing problems) problem solving (Required) • Ability to work strategically and be comfortable rolling up-your-sleeves and working with team members to solve day to day problems (Required)

🏖️ Benefits

• health/dental/vision/life/disability insurance • FSA • HSA • 401(k) accounts • paid-time-off benefits • eligible bonuses • commissions for some positions