Wealth Platform Product Manager, Retirement & Private Wealth

ABOUT HUB :

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions that put our clients in control.

Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

About HUB Retirement & Private Wealth (RPW) : We lead our communities with integrity, driven to make things better, both now and in the future.

We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

We are looking for a dynamic and experienced wealth management industry product manager to join our team. The ideal candidate will have a strong background in the Orion Connect and other wealth management focused platforms, excellent training skills, and a deep understanding of data management as it relates to custodial platforms.

As the Product Lead, you will be responsible for driving the business process, adoption and optimization of our Wealth Management tools while supporting the implementation to enhance business and user engagement, retention, and satisfaction.

Key Responsibilities :

• Lead the configuration, & Rollout of the Wealth platform across HUB RPW
• Develop & Implement training programs, documentation & support resources to ease user adoption of Orion Connect, Orion Planning, Hidden Levers functionality.
• Establish and oversee end user support model, providing admin services, troubleshooting assistance, and guidance on best practices.
• Drive user adoption and engagement of Wealth Management tools through effective communication, training programs, and change management initiatives.
• Lead the training of additional wealth management tools that are used throughout the enterprise.
• Assist with the data integration of Orion and the HUB CRM Tool as a subject matter expert.
• Assist with on-going setup of custodial and third-party data feeds.
• Assist offices with householding and building portfolio groups.
• Manage user log-ins.
• Demonstrate a clear understanding of Investment Trading functionality, process, technology & specifically the Eclipse application.
• Collaborate with cross-functional teams including Business Development, Relationship Management, Operations, Sales Enablement, IT, Corporate Strategy, Marketing, and End Users and Leadership, to gather requirements, prioritize initiatives, and drive alignment on CRM initiatives.
• Provide regular reporting and insights to stakeholders.
• Stay abreast of industry trends and best practice.
• Serve as the primary point of contact for internal stakeholders and the external vendors, providing guidance, support, and training as needed.
• Assist with transition of offices to the Orion Connect, including new acquisitions.

Required Skills

• Proficiency in wealth reporting & trading tools including Orion, Black Diamond & Tamarac
• Strong Data Management Skills
• Strong written and verbal communication skills
• Financial Service Knowledge, Wealth Management specifically
• Ability to work well with others; proactively anticipate and develop solutions, and work collaboratively with multiple teams
• A mindset that includes strong self-awareness, emotional intelligence and the ability to provide and receive empathetic feedback.
• Self-motivated, able to organize and prioritize tasks in a largely unsupervised setting
• High level of comfort using Microsoft Office, specifically Excel
• Proven experience working in a fast paced and quickly evolving work environment specifically as it relates to changing technology
• Detail Oriented, Quick Learner, Problem Solver

Preferred Qualifications

• Understand regulatory compliance framework for FINRA and SEC regulated businesses
• Some knowledge of Insurance and / or Employee Benefits
• Bachelor's degree in Business Administration, Marketing, Information Technology, or related field. Advanced degree preferred.
• Proven track record of successfully leading the configuration of wealth management technology from conception to delivery, with a focus on driving business results and user engagement & satisfaction.
• Strong analytical skills with the ability to interpret data, generate insights, and make data-driven decisions.
• Excellent communication, presentation, and stakeholder management skills.
• Ability to effectively manage vendors by supporting a good working relationship while simultaneously managing accountability.
• Ability to present to executive leadership effectively.
• Team leadership experience preferred.
• Project management certification (e.g., PMP) is desirable.
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.

The expected pay range for this position is $125,000 to $150,000 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.

WHY CHOOSE HUB? :

Throughout our network of more than 530 HUB offices in North America, we offer a competitive exciting and friendly work environment that strategically positions our employees for longevity and success.

At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development.

Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients.

We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time.

Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We are the perfect fit if you :

• Are seeking a progressive work environment at a rapidly growing organization
• Have a desire to help others protect their future
• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• Are focused on learning and development to enhance your industry knowledge and expertise
• 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

Department Information TechnologyRequired Experience : 5-7 years of relevant experienceRequired Travel : NegligibleRequired 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.

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