Director Business Consulting, Retirement & Private Wealth

The HUB Retirement & Private Wealth (RPW) Business Consulting team presents a unique opportunity to develop and deploy a foundation of growth, integration, scale, and efficiency for HUB practices within the Retirement & Private Wealth (RPW) organization. The work completed will position HUB acquisitions for an effective integration into the greater HUB/RPW ecosystem and drive efficiencies within the offices, leading to excess capacity to support organic growth. This team will support the sharing and adoption of best practices across regions and business lines, help facilitate the transition to HUB RPW’s technology platform(s) for both client-facing and back-office processes, and function as an advocate for their practice within RPW and throughout HUB.

The RPW Consultant role focuses on driving the education and adoption of RPW programs and initiatives amongst retirement plan and wealth management-focused advisors within a geographic location, using a highly consultative approach that will include gaining a comprehensive understanding of their business and developing impactful strategies to facilitate growth and operational efficiencies. Additionally, the consultant will need to take a role in the development of RPW's programs through experience with and feedback from the field, including management and coordination with impacted internal partners. RPW Consultants are expected to provide timely, accurate, and actionable guidance to advisors and their teams on all areas of RPW and their HUB regions, as well as provide practice management support that arises from day-to-day issues or questions. The overall objective of the RPW Business Consulting team is to partner and consult with RPW advisors to help them grow/retain revenues, and to help make their business operate more efficiently.

This role will require a background in consulting/practice management, process development/ enhancements, facilitating technology adoption, and product distribution/sales/client services.

RESPONSIBILITIES

• 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.

QUALIFICATIONS (REQUIRED AND PREFERRED)

• 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)

The expected pay range for this position is $100,000 to $160,000 and will be impacted by factors such as the successful candidate’s skills, experience, and work location, as well as the specific position’s business line, scope, and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

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