HUB International · 5 days ago
Director, Retirement Plan Services
Newport Beach, CA
Full-time
Hybrid
Mid, Senior Level
$120K/yr - $170K/yr
5+ years expHUB International is a global insurance and employee benefits broker providing a broad array of financial products and services. The Director of Retirement Plan Services will be responsible for servicing and maintaining a block of retirement plan clients, ensuring the highest level of customer service and satisfaction while collaborating with a team to create retirement plan education strategies.
Financial ServicesInsuranceInsurTechRisk Management
Responsibilities
Service and maintain a block of retirement plan clients
Meet with retirement plan committees to review investments, fees, fiduciary responsibilities, plan design, and general compliance
Provide employee education support for clients and with existing team members as needed
Create retirement plan education strategies for plan sponsors which include webinars and newsletters
Provide guidance to participants regarding their retirement plan accounts (general guidance, instructions for updating investments/contributions, discussing options for rollovers, distributions, etc.)
Participate in day-to-day communication with clients and participants proactively
Ensure the highest level of customer service and satisfaction
Contribute to various team meetings
Contribute to a positive workplace environment
Perform other related duties as requested by clients or managers
Qualification
Required
Bachelor's degree (4-year degree)
5-7 years of relevant experience
FINRA Series 65 or 66 license
5+ years of relevant financial services industry experience and experience in retirement plan committee setting
Comprehensive retirement industry and investment knowledge
Experience working with 401(k), 403(b), defined benefit, cash balance, nonqualified plans
Experience working with various 401(k) recordkeepers and asset managers
Excellent communication skills, both oral and written
Detail oriented and superior organizational skills
Deadline driven
Team player with the ability to collaborate with others
Benefits
Health/dental/vision/life/disability insurance
FSA
HSA
401(k) accounts
Paid-time-off benefits
Eligible bonuses
Equity
Commissions for some positions
Company
HUB International
HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$8.5BKey Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B
Leadership Team
Marc Cohen
Chairman of the Board and CEO
Joseph C. Hyde
Chief Financial Officer
Recent News
Calgary Herald
2026-01-11
Company data provided by crunchbase