We currently have an opportunity for a Senior Account Manager to join our RPW team in our Wilmington, MA office on a Hybrid work schedule.

Overview:

Responsible for servicing retirement plans including ensuring IRS and ERISA compliance, preparation and delivery of all required government reporting, periodic plan reporting to Plan Sponsors as well as plan participants, conducting plan reviews with the trustees/plan sponsors, building and maintaining positive client relationships in accordance with the practices, policies and procedures of the Company.

Responsibilities:

Account Manager - Retirement Plan and Private Wealth:

• Build and foster relationships with clients.
• Effectively communicate in a professional manner with clients, participants, auditors, vendors, and other professionals.
• Research and answer questions regarding business transactions that could impact Plan setup and compliance (i.e., controlled groups, mergers, acquisitions, etc.)
• Manage assigned own case load with minimal supervision, including:
  • Plan design and Document review
  • Data collection and analysis
  • Completion of all compliance testing (i.e., top heavy, 410(b), 402(g), ADP/ACP, 401(a)(4), 415)
  • Calculation of Employer contributions (i.e., match, profit sharing, new comparability)
  • Reconciliation of plan assets.
  • Preparation of Form 5500 and other filing requirements
  • Assist clients with Plan audits.
  • Support clients with day-to-day plan transactions (i.e., loans, distributions, QDRO's, contribution submissions, vesting calculations, corrections).
  • Prepare and provide to clients any notices or employee communication.
  • Annual or periodic due diligence reporting and review with clients.
  • Frequent client visitation.
  • Must attain and maintain an ASPPA CPC designation.

Qualifications:
• Bachelor's Degree or equivalent experience.
• Five years of relevant work experience.
• ASPPA credentials QKA, QPA or similar professional designation.
• Ability to multitask, prioritize and adhere to deadlines.
• Must be self-motivated, detail oriented, well organized and able to work in a team environment.
• Proficiency with Microsoft Office products.
• Working knowledge of ASC pension software, preferred.
• Excellent organizational, interpersonal, verbal, and written communication skills, and ability to work in a team environment.

What We Offer You

At HUB International, we are invested in your success - both inside and outside of work. Our benefits are designed to support your well-being, fuel your growth, and help you build a secure future. We believe that when our people thrive, our clients and communities do too.

We are committed to continuous learning and career momentum. Whether you are just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you move forward with confidence.

Benefits you may enjoy as part of the HUB International team:
• Medical, Dental, Vision, and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
• 401(k) Savings Plan
• Life and Disability Plans
• Long-Term Care
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
• Low-Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Flexible Work Arrangements
• Dress for Your Day Policy
• Comprehensive Onboarding and Continuing Education

The expected salary range for this position is $100,000 annually- $125,000 annually and will be impacted by factors such as the successful candidate's skills, experience and working 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: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent