Manager of Investment Operations

Great opportunity to join our team Retirement and Private Wealth Team!

Are you a bright, outgoing, people-oriented person? If so, this is the career for you.

As a Manager of Investment Services , you will build relationships with clients while assisting them with the administration of their investment accounts and ensuring their needs are met. You will have continuous learning and development opportunities to work towards your career goals .

Your job responsibilities as the Manager of Investment Services:

• Plan investments, tracking performance, risk, style drift, and peer benchmarking.

• Executes trades of stocks, mutual funds and other financial instruments.

• Prepare investment monitoring reports.

• Meet with clients to present and discuss investment analyses (both on a micro and macro level) at account review meetings.

• Prepare investment presentations for new sales opportunities.

• Participant advisory services; handle participant inquiries regarding their investments

• Responsible for all aspects of the administration of client investment accounts.

• Work closely with Retirement and Private Wealth team members to offer well-rounded client support for sales and service.

Qualifications:

You are perfect for this opportunity if you have

• Bachelor's degree or equivalent from a four-year college or university preferred.

• Minimum of 5 to 7 years of experience in relationship management, preferably within the retirement or wealth planning industry

• An equivalent combination of education and/or relevant work experience may be substituted for the minimum qualifications.

• Series 6, 7, 63, 65 and 66 licenses are preferred.

• Prior experience in a support role at an independent Broker/Dealer or Wire House is helpful but not required.

• Experience using Orion Systems, Charles Schwab, Morningstar Workstation, iRebal and/or eMoney portal would be a plus.

• High integrity, good judgment skills, and committed to doing the right thing for their clients.

• Excellent verbal and written communication skills

• Team player with a great attitude, self-motivation, and the ability to work in a fast-paced environment.

• Strong communication, interpersonal, multi-tasking, and organizational skills.

• Must be thorough, detail-oriented, and responsible for working with confidential information.

• Ability to accommodate immediate requests, perform under short deadlines, and coordinate multiple jobs.

We are the perfect fit if you:

• Are seeking a progressive work environment at a rapidly growing organization.

• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business.

• Are a self-starter willing to invest time and energy to learn the technical aspects of our business.

• Believe in integrity and building success by developing relationships with others.

What makes us different than all the rest?

Our Vision: To be everywhere risk exists - today and tomorrow. Helping protect what matters most.

Our Mission: To protect and support the aspirations of individuals, families, and businesses. To empower our employees to learn, grow and make a difference in their communities.

Our Core Values:

• Entrepreneurship: We encourage innovation and educated risk-taking.

• Integrity: We do the right thing every time.

• Teamwork: We work together to maximize results.

• Accountability: We measure and take responsibility for outcomes.

• Service: We serve customers, communities and colleagues.

Why Choose HUB?

When you join the team at HUB International, you become part of the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. To learn more about HUB visit our website: ~~~.

What we offer you:

• Opportunity to learn from the expertise of your coworkers

• Growth- HUB is growing, and so can your career

• A rewarding career helping local businesses in the community

• Comprehensive benefits plan

• 401(k) matching program

• Vacation, holiday, sick, and personal time off

• Paid parental leave

• A work/life balance and flexible work arrangements because that's important for all of us

• Strong community support and involvement through HUB Gives

• Focus on creating a meaningful environment through employee engagement events

#LI-JR

#INDUS

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: Negligible

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 at~~~.

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 ~~~.