Jobs
>
Milwaukee

    Retirement Relationship Manager - Milwaukee, United States - HUB International

    HUB International
    HUB International Milwaukee, United States

    5 days ago

    Default job background
    Description


    Retirement Relationship Manager The Relationship Manager will serve as the secondary contact for a specified block of retirement plans and is accountable for the overall deliverable to clients.

    In conjunction with the lead advisor, this role will provide service to our existing clients, resolve complex operational and compliance issues.

    Must understand all aspects of plan design, customer service and internal reporting. Relationship Manager will be responsible for coordinating quarterly reporting for all Retirement Clients, meeting minutes and ongoing client projects.

    Relationship Manager manages daily communications with internal and external parties to maintain, retain and develop strong client relationships; manages and coordinates plan administration with Service Provider; participate in client meetings and conference calls; proactively maintains plan issues and addresses these items within the required time frames.


    Responsibilities include:


    Participates in day-to-day communication with clients and/or coordinates conference calls and meetings to consult and assist client with questions or issue resolution.

    Responsible for centralizing quarterly report generation

    Coordinate and manage input or imports data into multiple reporting engines and spreadsheets.

    Completes routine monthly and quarterly deliverables, to both internal and external clients.


    Typical projects may be related to: plan set-up, plan documents, contributions, loans, distributions, enrollment, coordination of plan-level contact or plan changes, product changes, fund adds/eliminations, plan amendments, statement narratives, statement reviews, banking/division/pay center changes, forms customization or updates, pricing changes/recoveries.

    Supports product pricing, projections and annual reconciliation. Help prepare forecasts and analyze trends.

    Ensure the highest level of customer service and satisfaction

    Proactively assist the team in streamlining services, implement new application and software, product enhancements and new Fiduciary Vault.

    Coordinate production and/or roll out of custom or specialized reporting for clients as required. Assist CFO in pulling data to distribute quarterly billing

    Acts as a resource and guides and advises (trains and mentors) less experienced staff.

    Other duties as assigned Preferred qualifications include:
    Bachelor's degree required

    Requires FINRA Series 6 & 63 & applicable state licenses within the established time frame

    Minimum three (3) years relevant financial services industry experience

    Comprehensive industry knowledge essential

    Demonstrated investment product skills

    Demonstrated effective communication and presentation skills

    Basic personal computer skills including Microsoft Word, Excel, PowerPoint and Outlook

    Salesforce experience preferred

    Must have face-to-face experience preferably in a field structure environment.

    Must be a team player and willing to be flexible in a growing company


    Working Conditions/Physical Requirements:

    Position may include 20% of the time using personal vehicle to go to local meetings with clients and prospects.

    Team typically travels to Milwaukee/Northbrook office on for corporate meeting and strategic planning / training.

    Department Account Management & Service

    Required Experience: 2-5 years


    Required Travel:
    Up to 25%


    Required Education:
    Bachelor's degree (4-year degree)


    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

    EEOAA Policy

    E-Verify Program

    We endeavor to make this website accessible to any and all users.

    If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

    Hi, we're HUB.

    In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.


    When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.


    And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

    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
  • Gpac

    Relationship Manager

    2 weeks ago

    Gpac Milwaukee, United States Full time

    A Long-standing, reputable name in the banking industry, is seeking a Relationship Manager. · This bank prides itself on its strong ties in the community, top credit culture, and strategic growth, year over year This individual implements all aspects of lending services offered, ...

  • HSA Bank

    Executive Relationship Manager

    16 hours ago

    HSA Bank Milwaukee, United States

    At HSA Bank, we're working toward a world where everyone is empowered to save for a healthy future. Our offerings in the healthcare savings space drive down healthcare costs, increase access, and assist with decision-making for consumers, health plans, partners, and advisors. · ...

  • U.S. Bank National Association

    Relationship Manager

    2 weeks ago

    U.S. Bank National Association Milwaukee, United States

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...

  • Associated Banc-Corp

    Business Banking Relationship Manager

    21 hours ago

    Associated Banc-Corp Milwaukee, United States

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the ...

  • Fifth Third

    Commercial Relationship Manager

    1 week ago

    Fifth Third Milwaukee, United States

    Responsible for profitable business development as well as monitoring the quality of an extensive existing portfolio of companies with annual gross sales of at least $10 million with more emphasis on customers with higher revenues least $20 m Relationship Manager, Relationship, ...

  • Fifth Third Bank, N.A.

    Commercial Relationship Manager

    1 week ago

    Fifth Third Bank, N.A. Milwaukee, United States

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Responsible for profitable business development as well as monitoring the quality of ...

  • Bank of America

    Sr. Relationship Manager

    1 month ago

    Bank of America Milwaukee, United States OTHER

    Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...

  • Associated Banc-Corp

    Business Banking Relationship Manager

    3 weeks ago

    Associated Banc-Corp Milwaukee, United States

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the ...

  • Experis

    M365 Customer Relationship Manager

    3 weeks ago

    Experis Milwaukee, United States

    FastTrack Lite Manager - Japanese & English Language · Team: FastTrack Lite (Self Service Team) · Location: REMOTE Position · (Managed Service) · Duration: · Long term contract that can be renew on a yearly basis. · Must be fluent in Japanese & English · Looking for a · technical ...

  • First American Bank

    Senior Commercial Loan Relationship Manager

    4 weeks ago

    First American Bank Milwaukee, United States

    Job Description: · First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with interna ...

  • First American Bank

    Senior Commercial Loan Relationship Manager

    1 week ago

    First American Bank Milwaukee, Wisconsin, United States Permanent

    Job Description: · First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with internat ...

  • U.S. Bank

    Global Fund Services Relationship Manager

    5 days ago

    U.S. Bank Milwaukee, United States

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...

  • U.S. Bank National Association

    Global Fund Services Relationship Manager

    1 week ago

    U.S. Bank National Association Milwaukee, United States

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...

  • Merit Financial Advisors

    Client Relationship Manager

    6 days ago

    Merit Financial Advisors West Bend, United States

    Job Description · Job DescriptionClient Relationship Manager · The Company: · Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financ ...

  • U.S. Bank National Association

    Business Banking Relationship Manager

    3 days ago

    U.S. Bank National Association Brown Deer, United States

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...

  • Johnson Controls International

    Commercial Account Executive

    1 week ago

    Johnson Controls International Milwaukee, United States Full time

    What you will do · The Commercial Sales Executive is responsible for promoting and selling Tyco Integrated Security services and technology within an assigned territory, leveraging relationships, closing new business for Tyco Integrated Security and ensuring customer retention. T ...

  • Johnson Controls International

    Category Manager

    3 weeks ago

    Johnson Controls International Milwaukee, United States

    · What you will do · As a Global Category Manager you will be working closely with cross-functional teams to develop and lead implementation of global category procurement strategies for the Indirect Procurement Facilities/MRO categories. You will also lead both traditional and ...

  • Johnson Controls International

    Category Manager, Software

    3 weeks ago

    Johnson Controls International Milwaukee, United States

    What you will do · As the Category Manager, Software you will lead contract negotiations and support for Corp IT Enterprise focused on GP, Finance, and HR categories. You will also Co-Develop and implement a Software and Technology category strategy consistent with company proces ...

  • Florentine Opera Company

    Director of Philanthropy

    3 weeks ago

    Florentine Opera Company Milwaukee, United States

    DIRECTOR OF PHILANTHROPYWisconsin's oldest fully professional performing arts organization, the Florentine Opera, has been bringing a little bit of the world to Milwaukee since 1933. We're on a journey of discovery, exploring the glory of the human voice. We're a powerhouse for a ...

  • Wide Effect Talent Solutions

    Mechanical Project Manager

    4 weeks ago

    Wide Effect Talent Solutions Milwaukee, United States

    Responsibilities: · Use relationship management skills through developing and growing a customer base focused on HVAC construction projects. · Utilize project management skills by performing estimates for preliminary designs. · Meet with customers to establish and maintain relati ...