Job Details

Director Business Consulting, Retirement & Private Wealth

Join to apply for the Director Business Consulting, Retirement & Private Wealth role at HUB International.

About HUB
In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with peace of mind that what matters most will be protected through advocacy and tailored insurance solutions. Our growing team across North America includes entrepreneurs and leaders recognized for excellence in the insurance community.

About HUB Retirement & Private Wealth (RPW): We lead with integrity, aiming to improve both now and in the future. We serve, inspire, and thrive with an entrepreneurial spirit, fostering innovation, collaboration, and success. Our team develops and deploys growth, integration, and efficiency strategies for HUB practices within the Retirement & Private Wealth organization, supporting effective integration of acquisitions, sharing best practices, and facilitating technology adoption.

The RPW Consultant role focuses on educating and facilitating adoption of RPW programs among retirement plan and wealth management advisors using a consultative approach. Responsibilities include understanding client businesses, developing strategies for growth and efficiency, and supporting practice management. The role requires a background in consulting, process development, technology adoption, and product distribution.

Responsibilities

• Serve as primary contact for RPW acquisitions, connecting them to resources and success within HUB.
• Understand and document HUB RPW technology platforms and business processes.
• Develop transition/change management plans to improve efficiency through platform adoption.
• Partner with business development to identify growth opportunities and implement strategies.
• Support onboarding of practices to RPW platforms and facilitate smooth transitions.
• Provide practice management consulting and develop repeatable processes for new and existing acquisitions.
• Understand and advise on RPW product offerings and their adoption.
• Achieve key success factors: client retention, successful integration, and growth initiatives.

Qualifications

• Experience in creating consulting frameworks for process improvement (Required)
• Proficiency in change management for small to medium businesses (Required)
• Securities licenses and industry certifications (Preferred)
• Knowledge of retirement and wealth technology platforms (Required)
• Proficiency in Microsoft Office and related technology (Required)
• 10+ years in a similar role in securities, retirement, or wealth management (Preferred)
• Experience in operational process development and problem-solving (Preferred)
• Strong collaboration and emotional intelligence skills (Required)

Salary range: $100,000 - $160,000, with comprehensive benefits. We offer a dynamic, growth-oriented environment that values integrity, relationship-building, and professional development.

Why choose HUB? We provide a competitive, flexible benefits package, a supportive entrepreneurial culture, and opportunities for career growth. Join us to help protect futures and grow your career.

Ideal candidate: Seeking a progressive environment, entrepreneurial spirit, commitment to learning, and relationship-building skills.

Required experience: 5-7 years; travel: up to 25%; education: Bachelor's degree.

HUB International is an equal opportunity employer. For accessibility support, contact ...@hubinternational.com.