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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. Job Purpose: The Tax Associate is an entry- to early-mid-level tax professional who supports the tax services team in preparing returns, organizing client data, and maintaining accurate records. This role is an excellent opportunity for a motivated accounting professional to develop technical tax skills within a collaborative wealth management environment under the guidance of experienced tax leaders. Key Responsibilities: Prepare individual (1040) and straightforward business tax returns under the supervision of a Tax Specialist or Tax Services Manager Gather, organize, and verify client tax documents and information in preparation for return filing Input client data accurately into tax software and maintain organized electronic and physical client files Track and monitor filing deadlines and communicate status updates to supervising staff Respond to routine client inquiries under the direction of senior team members Assist with administrative tasks during peak filing seasons including extensions, estimated payments, and document requests Participate in team meetings and professional development activities Support process improvement initiatives by documenting workflows and identifying inefficiencies Qualifications Bachelor's degree in Accounting, Finance, or related field required 0–3 years of tax or accounting experience; internship experience in a tax or public accounting setting is a plus Familiarity with tax concepts and basic return preparation preferred Proficiency in Microsoft Office, particularly Excel; experience with tax software a plus Strong attention to detail and commitment to accuracy Ability to manage time effectively in a deadline-driven environment Collaborative team player with a willingness to learn and grow • CPA, EA and\u002For JD candidacy or intent to pursue licensure strongly encouraged Featured Benefits: Medical, Vision, Dental, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave Hybrid schedule • Monday–Friday (8am–5pm) • 2 weeks vacation, sick leave, personal days, and floating holidays Travel: No travel required Department Account Management & Service Required Experience: 1-2 years of relevant experience Required Travel: Negligible Required Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race\u002Fethnicity, 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. 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 recruiting team HUBRecruiting@hubinternational.com. 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. 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We are the perfect fit if you: Enjoy team collaboration Thrive in a healthy company culture that recognizes success Want to learn and grow your current skill set 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 Job purpose: As a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients with a focus on developing client leads through HUB Investment Partners (HIP) participation in referral partner programs. Successful senior wealth advisors will create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The Senior Wealth Advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Come learn and grow with a team that has a consistent year over year growth of 30-40%. Duties and responsibilities: Communicate the firm’s resources, value proposition, solutions and services to representatives from our participating referral programs Generate new business opportunities through prospecting, lead generation and closed sales in the custodial referral programs. Conduct regular presentations of HUB Investment Partners services to referral partner associates in those associates’ offices and at various regional events. Engage and communicate prospective client needs to the firm’s wealth advisory and partner firms Represent and communicate various investment strategies and solutions to prospective clients and referral partner representatives Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals Commitment to advanced continuing education and team development at all levels Train and mentor associates across the wealth advisory team Leverage community relations and development centers of influence to generate leads and facilitate introductions Work experience: 7+ years’ experience in the financial services industry Education\u002FLicensing: Bachelor’s degree in business or other related field from an accredited college or university. Series 65, or CFP required Knowledge and Skills: Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning Depth of experience working with high net worth or ultra-high net worth clients Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro etc) Highly effective interpersonal, relationship management, and communication skills Proven success selling business to new and existing clients Demonstrated knowledge and facilitation of sales cycle\u002Fprocess Problem-solving, negotiation and persuasive skills Effective written communication skills with ability to adapt to different audiences Effective presentation communication skills with ability to address individuals and groups in formal and informal settings Ability to build and maintain professional relationships with clients, prospective clients and internal and community contacts Featured Benefits: $240,000 per year (1-year draw) Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave Unlimited PTO Hybrid schedule Travel: Local travel to clients Department Sales Required Experience: 7-10 years of relevant experience Required Travel: Up to 50% Required Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race\u002Fethnicity, 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. 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 recruiting team HUBRecruiting@hubinternational.com. 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 hubinternational.com.",{"id":306,"slug":307,"title":308,"location":193,"raw_job_location_address_addressLocality":453,"raw_hiringOrganization_logo_url":193,"raw_description":454},"Washington-DC - 888 17th Street Suite 850","Job Title: FinPath Financial Coach Location: Remote Reports To: Financial Coach Coordinator Compensation: $65,000-$68,000 salary plus 10-15% yearly discretionary bonus Scheduled Hours: Monday-Friday: 8:00am-5:00pm 3 days per week and 10:00am-7:00pm 2 days per week About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. 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. About FinPath: FinPath by HUB is a comprehensive financial wellness program offering certified financial coaching, financial education courses, and digital money tools. Our coaches empower participants across the country to move from financial stress to financial confidence through human-centered, unbiased guidance. Why Join FinPath? You will make a measurable difference in participants' financial lives, backed by a team that values coaching quality, continuous learning, and participant impact. FinPath coaches are not just educators; they are trusted partners in their participants' financial journeys. Job Purpose: As a FinPath Financial Coach, you will work one-on-one with participants to help them build healthy financial habits, overcome financial challenges, and create actionable plans aligned with their short and long-term goals. You will serve as a trusted accountability partner, helping participants gain real confidence through education, behavior change, and personalized guidance. If you are compassionate, approachable, and passionate about simplifying financial topics for real people, this role is for you. Key Responsibilities Conduct confidential one-on-one financial coaching sessions via phone, video, and in person as applicable. Travel occasionally to support in-person financial wellness events, employee benefits fairs, and on-site coaching engagements at employer client locations. Guide participants in building action plans across budgeting, debt management, emergency savings, credit improvement, homeownership, student loans, retirement readiness, and other financial wellness topics. Facilitate engaging financial wellness webinars, workshops, and group presentations for employer clients. Apply a coaching approach (including motivational interviewing techniques) that drives lasting behavior change. Document sessions accurately and consistently within HubSpot CRM. Maintain professionalism, confidentiality, and strong participant relationships throughout the coaching relationship. Collaborate with internal teams to support program engagement, quality, and continuous improvement. Stay current on personal finance topics, financial wellness trends, and coaching best practices. Required Qualifications Bachelor's degree or equivalent professional experience. Experience in financial coaching, financial education, credit counseling, banking, or related fields. Strong working knowledge of personal finance: budgeting, debt, credit, savings, and retirement planning. Excellent communication, active listening, and presentation skills. Comfortable facilitating both individual sessions and group workshops. Ability to travel occasionally for in-person events and employer site visits. Proficiency with virtual meeting platforms and standard productivity tools. Preferred Qualifications Professional certification: CPFC, AFC, ChFC, or equivalent (or active pursuit of one). Bilingual in English and Spanish. (is a plus) Motivational interviewing or structured coaching methodology training. HubSpot CRM experience. Strong organizational and time management skills in a remote or hybrid environment. Featured Benefits: $65,000-$68,000 per year 10-15% yearly discretionary bonus Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave Monday-Friday (8am-5pm) 2 weeks of vacation, sick leave, personal days, and floating holiday’s Remote schedule Travel: Up to 25% Department Business Operations Required Experience: 2-5 years of relevant experience Required Travel: Up to 25% Required Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race\u002Fethnicity, 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. 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 recruiting team HUBRecruiting@hubinternational.com. 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 hubinternational.com.",{"id":230,"slug":231,"title":232,"location":193,"raw_job_location_address_addressLocality":447,"raw_hiringOrganization_logo_url":193,"raw_description":456},"Job Description About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team. Position Summary This is an entry-level student position providing administrative support to the billing department within Hub. While development associates are expected to perform daily administrative tasks, there are opportunities to work on long term projects depending on the changing needs of Hub. Development Associates have the opportunity to develop their written and oral communication skills and their knowledge of general office procedures. We offer a flexible work schedule in a fun and welcoming environment. Students must be able to work a minimum of 15 hours a week though there are opportunities to work additional hours. We pride ourselves on having opportunities for training, development, and promotion. Applicants must have reliable transportation to our office: 900 S. Capital of Texas Highway, Ste 350, Austin, TX 78746. This position is temporary and typically lasts 3-4 months. Skills\u002FExperience Required Ability to multi-task Ability to maintain confidential information Ability to work independently and under pressure Excellent interpersonal and communication skills Great attention to detail Agility to shift direction in response to changing work situations High school diploma Must be enrolled and currently taking college courses Responsibilities Data-entry of confidential documents Scanning and copying documents Answering phones at front desk Processing daily mail (incoming and outgoing) Maintaining inventory and stocking office and breakroom supplies Miscellaneous projects from all departments Compensation: $15.00 per hour Department Account Management & Service Required Experience: 1-2 years of relevant experience Required Travel: No Travel Required Required Education: Some college (no degree) HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race\u002Fethnicity, 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. 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 recruiting team HUBRecruiting@hubinternational.com. 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 hubinternational.com.",{"id":246,"slug":247,"title":232,"location":193,"raw_job_location_address_addressLocality":447,"raw_hiringOrganization_logo_url":193,"raw_description":458},"Discover a Career That Empowers You - Join HUB International At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it. In 2026, Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies. We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance. These are not just awards. They are a reflection of the daily choices our people make to show up for each other and for the clients we serve. We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages, with over 540 locations and more than 20,000 professionals across North America. We bring together the resources of a global firm and the agility of a regional team, giving you the tools, support, and community you need to grow throughout your career. Whether you are supporting a local business, helping a national client navigate complex risk, or building your expertise in a specialized practice area, you will find that your voice matters here. Your work has purpose. And your potential has no ceiling. We would love for you to explore what is possible at HUB International. 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. Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team. Position Summary: This is an entry-level student position providing administrative support to multiple departments within Hub. While development associates are expected to perform daily administrative tasks, there are opportunities to work on long term projects depending on the changing needs of Hub. Development Associates have the opportunity to develop their written and oral communication skills and their knowledge of general office procedures. We offer a flexible work schedule in a fun and welcoming environment. Students must be able to work a minimum of 15 hours a week though there are opportunities to work additional hours. We pride ourselves on having opportunities for training, development, and promotion. Applicants must have reliable transportation to our office: 900 S. Capital of Texas Highway, Ste 350, Austin, TX 78746. This position is temporary and is from August-December 2026 Skills\u002FExperience Required: Ability to multi-task Ability to maintain confidential information Ability to work independently and under pressure Excellent interpersonal and communication skills Great attention to detail Agility to shift direction in response to changing work situations High school diploma Must be enrolled and currently taking college courses Responsibilities Data-entry of confidential documents Scanning and copying documents Answering phones at front desk Processing daily mail (incoming and outgoing) Maintaining inventory and stocking office and breakroom supplies Miscellaneous projects from all departments Department Account Management & Service Required Experience: 1-2 years of relevant experience Required Travel: No Travel Required Required Education: Some college (no degree) HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race\u002Fethnicity, 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. 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 recruiting team HUBRecruiting@hubinternational.com. 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 hubinternational.com.",{"id":190,"slug":191,"title":192,"location":193,"raw_job_location_address_addressLocality":447,"raw_hiringOrganization_logo_url":193,"raw_description":460},"About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. 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. Job purpose: We are seeking a creative, organized, and highly collaborative Marketing Coordinator to support a wide variety of marketing initiatives that strengthen our brand, support business development, and enhance client engagement. This role is responsible for coordinating and executing marketing projects across multiple channels, including digital marketing, events, webinars, video production, sales enablement, and marketing communications. The ideal candidate is a strong project manager who enjoys bringing ideas to life through exceptional execution while managing multiple priorities in a fast-paced environment. Job duties include: Coordinate and execute marketing projects from concept through completion while managing timelines, deliverables, and stakeholder communication. Create and edit marketing collateral including brochures, flyers, presentation decks, one-pagers, retirement education materials, newsletters, landing pages, emails, and other client-facing resources. Develop marketing communications that support retirement plan participants, financial advisors, clients, prospects, and internal stakeholders. Support internal sales and advisor teams by managing marketing requests and producing customized marketing materials that support business development efforts. Coordinate marketing initiatives with internal business partners, advisors, sales professionals, and cross-functional teams. Plan and independently manage webinars from initial planning through post-event follow-up, including registration, invitations, attendee communications, presenter coordination, video publishing, reporting, and replay experiences. Coordinate in-person client events, conferences, educational seminars, and meetings by managing logistics, registrations, event communications, promotional materials, vendor coordination, and on-site support as needed. Produce and edit marketing videos including educational content, explainer videos, internal training videos, promotional videos, and brand storytelling content. Utilize AI-powered creative tools and emerging technologies to improve marketing content development and production efficiency. Coordinate website updates and publish content across digital marketing channels. Manage and publish content across company social media platforms while ensuring brand consistency. Ensure brand standards and messaging remain consistent across all marketing channels, communications, and creative assets. Coordinate with external vendors, printers, promotional merchandise suppliers, strategic partners, and marketing agencies to deliver projects on time and within quality standards. Order and manage promotional merchandise, branded materials, and event collateral for client meetings and conferences. Maintain organized marketing asset libraries, creative files, templates, and collateral to ensure teams have access to current materials. Support marketing operations by identifying opportunities to improve processes, workflows, and project coordination. Requirements: Bachelor's degree in Marketing, Communications, Business, Graphic Design, or a related field. 3+ years of experience in marketing, communications, project coordination, or a related marketing role. Excellent written, verbal, and interpersonal communication skills. Strong project management and organizational skills with the ability to manage multiple projects simultaneously. Strong creative thinking, problem-solving, and collaboration skills. Ability to work independently while managing competing priorities and meeting deadlines. Proficiency with Adobe Creative Cloud (InDesign, Illustrator, Photoshop); video editing experience is strongly preferred. Experience with Canva and Microsoft Office (PowerPoint, Word, Excel). Experience using marketing and collaboration platforms such as HubSpot, ClickUp, Vimeo, YouTube, or similar applications. Featured Benefits: Medical, Vision, Dental, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave Hybrid schedule • Monday–Friday (8am–5pm) • 2 weeks vacation, sick leave, personal days, and floating holidays Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race\u002Fethnicity, 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. 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 recruiting team HUBRecruiting@hubinternational.com. 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 hubinternational.com.",{"id":371,"slug":372,"title":373,"location":193,"raw_job_location_address_addressLocality":462,"raw_hiringOrganization_logo_url":193,"raw_description":463},"Austin - TX - 1515 South Capital of Texas Highway Suite 200","Job Title: Plan Document Specialist Location: (Hybrid) Compensation: $75,000 plus yearly 6% discretionary bonus (non-exempt $36.06 per hour) Department: Operations Reports To: ERISA Governance Director Job Type: Full-Time Hours: 8:00am-5:00pm Monday-Friday About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. 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. Job Purpose: The Plan Document Specialist is responsible for the preparation, review, and maintenance of retirement plan documents for ERISA-covered 401(k) and 403(b) plans, non-ERISA 403(b) plans (including church plans), 457(b) plans, and governmental plans. This role ensures compliance with IRS, DOL, and ERISA regulations through timely document restatements, amendments, SPD updates, and participant notices. The position supports the compliance team during annual testing and filing seasons. We are the perfect fit if you: Enjoy team collaboration Thrive in a healthy company culture that recognizes success Want to learn and grow your current skill set 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 Duties and responsibilities: Draft, review, and maintain plan documents, adoption agreements, and amendments for 401(k), 403(b), 457(b), and governmental retirement plans Prepare and update Summary Plan Descriptions (SPDs) and Summary of Material Modifications (SMMs) in accordance with ERISA and DOL disclosure requirements Execute required plan document restatements to reflect regulatory changes, legislative updates, and IRS guidance (e.g., SECURE Act, SECURE 2.0) Prepare and distribute participant notices, including safe harbor notices, QDIA notices, automatic enrollment notices, and fee disclosures Ensure plan documents accurately reflect each plan sponsor's design elections and operational practices Review plan amendments for consistency with IRS pre-approved and individually designed plan requirements Maintain organized records of all plan documents, amendments, and restatement histories for audit and regulatory review Monitor regulatory and legislative changes affecting plan document language and compliance deadlines Support the compliance team during annual testing and Form 5500 filing seasons by providing plan document provisions and relevant plan terms Coordinate with internal teams, third-party administrators, and plan sponsors to resolve document discrepancies and answer plan provision questions Assist with IRS and DOL corrections, including drafting amendments related to the Employee Plans Compliance Resolution System (EPCRS) Manage multiple plan document projects simultaneously while meeting strict regulatory deadlines Contribute to process improvements and standardization of document templates and workflows Update internal recordkeeping systems and plan administration software to reflect current plan design provisions Generate and distribute new hire enrollment packages with updated plan notices to plan sponsors Required Qualifications Proven experience drafting and maintaining retirement plan documents for 401(k), 403(b), 457(b), and\u002For governmental plans Strong working knowledge of ERISA, IRS, and DOL regulations as they relate to plan document compliance Direct experience with plan restatements, amendments, and SPD preparation Familiarity with both ERISA-covered and non-ERISA plans, including church plans Understanding of legislative changes and their impact on plan documents (e.g., SECURE Act, SECURE 2.0, CARES Act) Experience with IRS pre-approved and individually designed plan documents High attention to detail with the ability to interpret complex regulatory language Strong organizational and time-management skills with the ability to manage multiple deadlines Proficiency with Microsoft Office (Word and Excel preferred) Clear written and verbal communication skills Preferred Qualifications 3–5 years of experience in retirement plan document drafting or retirement plan administration Experience working with a TPA, recordkeeper, benefits firm, or law firm specializing in employee benefits Familiarity with plan document software platforms (e.g., FT William, Relius, PenServ, or similar) Skills and Knowledge: Regulatory compliance Deadline-driven reporting Analytical problem-solving Clear written and verbal communication Confidentiality and professionalism Featured Benefits: $75,000 per year 6% yearly discretionary bonus Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave Monday-Friday (8am-5pm) 2 weeks of vacation, sick leave, personal days, and floating holiday’s Hybrid schedule after successful training period Travel: No travel required Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required Required Education: Associate degree (2-year degree) HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race\u002Fethnicity, 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. 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 recruiting team HUBRecruiting@hubinternational.com. 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 hubinternational.com.",{"id":465,"slug":466,"title":446,"location":193,"raw_job_location_address_addressLocality":447,"raw_hiringOrganization_logo_url":193,"raw_description":467},73049,"tax-associate-rpw-solutions-llc","HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. 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. Job Purpose: The Tax Associate is an entry- to early-mid-level tax professional who supports the tax services team in preparing returns, organizing client data, and maintaining accurate records. This role is an excellent opportunity for a motivated accounting professional to develop technical tax skills within a collaborative wealth management environment under the guidance of experienced tax leaders. Key Responsibilities: Prepare individual (1040) and straightforward business tax returns under the supervision of a Tax Specialist or Tax Services Manager Gather, organize, and verify client tax documents and information in preparation for return filing Input client data accurately into tax software and maintain organized electronic and physical client files Track and monitor filing deadlines and communicate status updates to supervising staff Respond to routine client inquiries under the direction of senior team members Assist with administrative tasks during peak filing seasons including extensions, estimated payments, and document requests Participate in team meetings and professional development activities Support process improvement initiatives by documenting workflows and identifying inefficiencies Qualifications Bachelor's degree in Accounting, Finance, or related field required 0–3 years of tax or accounting experience; internship experience in a tax or public accounting setting is a plus Familiarity with tax concepts and basic return preparation preferred Proficiency in Microsoft Office, particularly Excel; experience with tax software a plus Strong attention to detail and commitment to accuracy Ability to manage time effectively in a deadline-driven environment Collaborative team player with a willingness to learn and grow • CPA, EA and\u002For JD candidacy or intent to pursue licensure strongly encouraged Featured Benefits: Medical, Vision, Dental, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave Hybrid schedule • Monday–Friday (8am–5pm) • 2 weeks vacation, sick leave, personal days, and floating holidays Travel: No travel required Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required Required Education: Bachelor's degree (4-year degree) Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law. Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at HUBRecruiting@HUBInternational.com. This contact information is for accommodation requests only and should not be used to inquire about the status of an application. E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information. 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 hubinternational.com.",{"id":259,"slug":260,"title":261,"location":193,"raw_job_location_address_addressLocality":447,"raw_hiringOrganization_logo_url":193,"raw_description":469},"About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. 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 the perfect fit if you: Are detail-oriented and take pride in accuracy — you understand that billing errors have real client and revenue consequences Are comfortable working with data in Excel and eager to learn billing platforms like Orion Communicate clearly and professionally, whether responding to an advisor question or flagging a discrepancy to your manager Are a self-starter who follows a process carefully and asks the right questions when something doesn't look right Are excited to contribute to a team in active growth — centralization projects, new platform implementations, and process builds are part of the job Are early in your career and looking for a role where you can build a strong foundation in financial services billing and operations Job Purpose: The Billing Specialist, Wealth supports the accurate and timely processing of advisory fee billing across HUB's wealth management client base. Working within the Orion platform and coordinating with custodians including Charles Schwab, Fidelity, and TIAA-CREF, this individual will assist with the full billing cycle for wealth advisory fees — including invoice creation and distribution, fee reviews against client contracts, reconciliation, and reporting. This role will also support active centralization and platform modernization efforts as HUB scales its billing operations. This is an entry-level role well-suited for a detail-oriented candidate looking to build a career in financial services operations. Key Responsibilities: Invoice Creation & Distribution Prepare and distribute advisory fee invoices to wealth management clients on a monthly and quarterly basis Calculate fees based on established fee schedules, current AUM data, and contractual billing arrangements Ensure invoices are accurate, complete, and issued within billing cycle deadlines Maintain organized records of issued invoices and client billing history Fee Reviews & Contract Compliance Conduct periodic fee reviews to verify that billed amounts align with executed client contracts and fee schedules Identify and flag discrepancies between contracted rates and amounts billed, escalating for resolution as appropriate Support the maintenance of fee schedule documentation and ensure records reflect current contractual terms Assist in auditing billing configurations in Orion against client agreements on a recurring basis Orion Billing Operations Assist with quarterly and monthly advisory fee billing runs in Orion across wealth management client accounts Support the maintenance of household structures and billing parameters in Orion in alignment with client agreements Coordinate with custodians (Charles Schwab, Fidelity, TIAA-CREF) to obtain accurate asset data and confirm fee collection Reconciliation & Exception Management Reconcile billed advisory fees against custodian feeds and Orion records, identifying and escalating discrepancies in a timely manner Process fee adjustments, credits, and write-offs in accordance with approval workflows and company policy Monitor outstanding receivables and follow up on unpaid or disputed invoices with advisors and custodian contacts Document billing exceptions and resolutions for audit trail purposes Reporting & Month-End Close Support month-end close activities related to advisory fee revenue recognition and deferred billing Generate and distribute billing reports and aging summaries for management review Collaborate with the accounting team to ensure billing activity is accurately reflected in the general ledger Centralization & Platform Projects Assist with ongoing billing centralization initiatives, including data migration, process documentation, and workflow standardization across entities Support implementation and testing activities related to new billing platforms and system enhancements Participate in process improvement efforts and contribute to building scalable billing operations as the platform grows Qualifications No prior billing experience required; 0–1 years of experience in billing, accounts receivable, accounting, or a related field preferred Associate's or Bachelor's Degree in Accounting, Finance, or Business Administration preferred; equivalent coursework or work experience considered Exposure to wealth management, RIA, financial services, or third-party administration a plus but not required Clear written and verbal communication skills Ability to manage competing priorities and meet deadlines during peak billing periods Eagerness to learn in a fast-paced, growing environment Skills Microsoft Excel (intermediate: VLOOKUP, XLOOKUP, pivot tables, formulas) Orion (or comparable billing\u002Fportfolio management platform) — training provided Custodial platform familiarity: Charles Schwab, Fidelity, TIAA-CREF (preferred, not required) General ledger and accounting systems Attention to detail and data accuracy Time management and prioritization in a high-volume environment Featured Benefits: Compensation: $25.00-$28.85 per hour 6% yearly discretionary bonus Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave Monday-Friday (8am-5pm) 2 weeks of vacation, sick leave, personal days, and floating holiday’s Hybrid schedule Travel: No travel required Department Account Management & Service Required Experience: 1-2 years of relevant experience Required Travel: Negligible Required Education: Associate degree (2-year degree) HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race\u002Fethnicity, 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. 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 recruiting team HUBRecruiting@hubinternational.com. 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 hubinternational.com.",{"id":279,"slug":280,"title":281,"location":193,"raw_job_location_address_addressLocality":447,"raw_hiringOrganization_logo_url":193,"raw_description":471},"About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. 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. Job Purpose: The Client Onboarding Specialist leads new retirement plan onboarding and supports compliance tasks, serving as a primary client-facing contact. The ideal candidate is highly analytical, personable, and entrepreneurial —capable of building and maintaining their own processes and tools. This role requires deep expertise in retirement plan compliance and legal requirements, strong communication and organizational skills, and the ability to stay current on legislative and regulatory changes. Key Responsibilities: • Manage all aspects of the onboarding process and successful transition of new retirement plans to the platform. • Coordinate with Financial Advisors, Plan Sponsors, prior recordkeepers, and Third Party Administrators to establish conversion timelines, key action items, and delivery dates; communicate project status to internal and external stakeholders. • Collaborate cross-functionally to ensure the team delivers against Service Level Agreements. • Mentor and support junior team members. • Manage deadlines and caseload effectively to meet or exceed departmental service goals and partner-specific service levels for quality and timeliness. • Respond to internal and external customer inquiries via phone and written correspondence. • Develop familiarity with various Plan Document types; learn to amend, restate, and prepare client notices. Required Qualification • Bachelor's degree or equivalent work experience. • Proficiency in Microsoft Office applications, including Excel, PowerPoint, and Word. • Demonstrated aptitude for rapid learning, creating, and iterating. • High attention to detail, strong analytical thinking, and excellent organizational skills. • Proven track record of sound judgment and proactive problem-solving. Preferred experience: • Minimum of 2 years of experience in the retirement plan industry. • General knowledge of ERISA rules and requirements, including non-ERISA and governmental plan rules; experience with compliance\u002Frecordkeeping systems (e.g., SunGard Relius, ASC, FIS). • Qualified 401(k) Administrator (QKA) credential or higher ASPPA designation. • Subject matter knowledge of retirement plan design and conversion processes from point of sale through release of conversion data. • Experience with retirement plan documents (FIS and ASCi). • Computer literacy with recordkeeping and trust systems (FIS Relius); experience with plan reconciliations. • Working knowledge of ERISA, DOL, and IRS regulations; familiarity with individually designed and prototype plan documents. • Working knowledge of non-ERISA\u002Fgovernmental plans is a plus. Featured Benefits: Medical, Vision, Dental, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave Hybrid schedule • Monday–Friday (8am–5pm) • 2 weeks vacation, sick leave, personal days, and floating holidays Gold's Gym discount. 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 employer that does not discriminate on the basis of race\u002Fethnicity, 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. 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 recruiting team HUBRecruiting@hubinternational.com. 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 hubinternational.com.",{"id":415,"slug":416,"title":417,"location":193,"raw_job_location_address_addressLocality":447,"raw_hiringOrganization_logo_url":193,"raw_description":473},"About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. 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. Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team. We are the perfect fit if you: Enjoy team collaboration Thrive in a healthy company culture that recognizes success Want to learn and grow your current skill set Are seeking a progressive work environment at a rapidly growing organization Have a desire to help others protect their future Are focused on learning and development to enhance your industry knowledge and expertise Believe in integrity and building success by developing relationships with others Job Purpose: We are looking for a motivated bilingual (English & Spanish) individual to join our Retirement Customer Services Team! Your job would be to answer phone calls and emails from the employees of these school districts about their retirement plans. We are willing to train up the right individual. Passion for communication and customer service are a must. Eagerness to learn and attention to detail are keys in our quick paced, growing department. You will have the opportunity to help with a variety of accounts to best serve our clients. We encourage career development and opportunities are available upon satisfactory assessment. We offer a flexible work schedule in a fun and welcoming environment. We pride ourselves on having opportunities for training, development, and promotion. Duties and responsibilities: Primarily phone customer service Time management of responsibilities Data entry Review & return voice mails Monitor department emails Work experience: Proven experience in the areas of customer service, strong communication skills (verbal & written) and willingness to learn. Education\u002FLicensing: High school diploma Skills\u002FExperience Required: Fluent in English and Spanish (verbally & written) Ability to multi-task Ability to maintain confidential information Ability to work independently and under pressure Excellent interpersonal and communication skills Great attention to detail General knowledge of computer applications - Microsoft Word, Microsoft Excel, Gmail Job Classification & Additional Information: Full Time $25.00-$30.00 per hour based on experience Hybrid (3 days in office each week) 900 S. Capital of Texas Highway, Ste 350, Austin, TX 78746 Featured Benefits: Medical insurance, HSA with Match, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave. 2 weeks of PTO, Sick Time, Personal Time, Floating Holidays, and 11 paid Holidays. Working Conditions: Work is generally sedentary in nature but may require standing and walking for up to 10% of the time. The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. Work is generally performed within an office environment, with standard office equipment available. #LI-DH1 Department Office Administration & Clerical Required Experience: 1-2 years of relevant experience Required Travel: No Travel Required Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race\u002Fethnicity, 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. 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 recruiting team HUBRecruiting@hubinternational.com. 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 hubinternational.com.",{"id":333,"slug":334,"title":335,"location":193,"raw_job_location_address_addressLocality":447,"raw_hiringOrganization_logo_url":193,"raw_description":475},"Job Title: Product Manager Location: Hybrid-Austin, TX (900 S Capital of Texas Highway) Reports To: Vice President of Financial Wellness Compensation: $78,000-$82,000 salary plus 10% yearly discretionary bonus Scheduled Hours: Monday-Friday: 8:00am-5:00pm About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. 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. About FinPath: FinPath by HUB is a comprehensive financial wellness program offering certified financial coaching, financial education courses, and digital money tools. Our coaches empower participants across the country to move from financial stress to financial confidence through human-centered, unbiased guidance. Why Join FinPath? You will make a measurable difference in participants' financial lives, backed by a team that values coaching quality, continuous learning, and participant impact. FinPath coaches are not just educators; they are trusted partners in their participants' financial journeys. Job Purpose: The selected individual will serve as the strategic owner of the FinPath online experience, ensuring the platform delivers a seamless, intuitive, and impactful journey for employee participants and employer partners alike. This role is equally focused on managing our ecosystem of third-party technology and service partners, driving alignment, accountability, and continuous improvement across all external relationships. The ideal candidate brings a strong product mindset, exceptional communication skills, and the ability to influence outcomes across both internal teams and external partners. Product Manager Job Responsibilities: FinPath Online Experience Own the end-to-end FinPath digital product roadmap, translating organizational goals and client needs into a prioritized, actionable plan. Serve as a key decision-maker for all platform features, user flows, and digital content, ensuring every touchpoint reflects FinPath’s mission and brand standards. Gather insights from participants, employer partners, and internal stakeholders to define clear product requirements and user stories. Collaborate with UX, design, and engineering teams to deliver intuitive, accessible, and high-quality digital experiences. Monitor platform performance through data and analytics; identify trends, friction points, and opportunities to enhance the member experience. Lead user acceptance testing (UAT) for all releases, ensuring new features meet quality, compliance, and usability standards before launch. Maintain and prioritize the product backlog, working within agile sprint cycles to keep development aligned with strategic priorities. Third-Party Partner Management Serve as the primary relationship owner for all FinPath third-party technology, data, and service vendors. Support vendor selection processes, including RFP development, due diligence, contract negotiations, and partner onboarding. Establish and monitor SLAs, KPIs, and performance benchmarks for all external partners; proactively manage issues and escalations. As needed, coordinate with Legal, Compliance, and IT Security teams to ensure all partner agreements and integrations meet organizational standards. Oversee partner API integrations and data exchange agreements, partnering with technical teams to ensure reliability, security, and scalability. Conduct regular business reviews with partners to assess performance, explore innovation opportunities, and align on roadmap priorities. Support contract renewal negotiations, amendments, and new statements of work in collaboration with Procurement and Legal. Cross-Functional Collaboration Act as the voice of the FinPath product across the organization, keeping leadership and stakeholders informed on roadmap progress, key decisions, and outcomes. Partner with Marketing, Client Success, Coaching, and Operations to support product launches, drive feature adoption, and develop member-facing communications. Collaborate with IT Security, Compliance and Risk teams to ensure the FinPath platform meets all applicable regulatory requirements. Qualifications: Bachelor’s degree in Business, Information Technology, Digital Marketing, Finance, or a related field Minimum 4–6 years of product management experience, preferably in financial services, fintech, employee benefits, or a digital-first environment Demonstrated experience managing third-party vendor or partner relationships, including contract and SLA management Strong understanding of agile product development methodologies (Scrum, Kanban); experience as a Product Owner a plus Proficiency with product management and analytics tools (e.g., Jira, Confluence, Google Analytics, Tableau, or similar platforms) Proven ability to manage multiple priorities simultaneously while maintaining strong attention to detail Ability to work and communicate effectively with senior and executive-level partners, both internally and externally Excellent written and verbal communication skills across multiple channels Ability to travel as needed for partner meetings, client events, or industry conferences What We Offer You: At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity! Benefits you may enjoy working at HUB RPW: Medical, Dental, Vision and Prescription Drug Coverage Health Plan Reimbursement Program Health Savings Account (HSA) 401(k) Savings Plan Employee Assistance Program (EAP) Comprehensive Wellness Program Flexible Spending Accounts (FSAs) Life and Disability Plans Long-Term Care Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more! Low-Cost Loan Program and Student Loan Resources Vacation, Holiday, Sick, and Personal Time Off Comprehensive Onboarding Continuing Education Flexible Work Arrangements Dress for Your Day Dress-Code Employee Resource Groups and Voices of HUB Employee Groups: All HUB employees have an opportunity to get personally involved in our efforts to be an inclusive company where everyone is heard, valued, respected and everyone can be their authentic selves. An easy way to get involved is to join one of our Employee Resource Groups (ERGs) or one of the Voices of HUB Employee Groups. Currently we have two ERGs: HUB Women Network HUB Black Inclusion Network Our Voices of HUB Groups are: Asian Pacific Islander Voices Hispanic Voices HUB Young Professional Enrichment (HYPE) Indigenous Voices Pride Voices Military Veterans\u002FMilitary Spouses & Families Voices Employees engaged in these groups all have an interest in raising awareness at HUB supporting the three-pronged D&I Strategy: Talent: the attraction, recruitment, and hiring of the best diverse talent Culture: creating a culture of Inclusion and Belonging Community: having a diverse lens to the societal impact that we have in communities through volunteerism and philanthropy. Department Business Operations Required Experience: 5-7 years of relevant experience Required Travel: No Travel Required Required Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race\u002Fethnicity, 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. 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 recruiting team HUBRecruiting@hubinternational.com. 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 hubinternational.com.",{"id":477,"slug":478,"title":479,"location":193,"raw_job_location_address_addressLocality":447,"raw_hiringOrganization_logo_url":193,"raw_description":480},57103,"client-success-manager-50193-rpw-solutions-llc","Client Success Manager","Job Title: Client Success Manager Location: Remote Classification: Full Time Reports To: VP of Financial Wellness Compensation: $75,000-$80,000 plus 10% yearly discretionary bonus Scheduled Hours: Monday-Friday: 8:00am-5:00pm About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. In addition to winning the Gold Stevie Award for Employer of the Year in 2023, HUB is honored to be recognized by Forbes as one of America’s Best Large Employers in 2024. HUB also won the Insurance Business America’s 5-Star Diversity, Equity, and Inclusion Award for the past two years. Becoming a part of HUB means that you have the opportunity to thrive in a diverse, entrepreneurial, and fast-paced team environment supported by over 21,000 professionals in 600 offices across North America. 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. Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial peace of mind and top-of-class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team. FinPath by HUB: FinPath is HUB’s proprietary total workplace wellness solution for employers of all sizes. We are built around the mission of helping employees move from financial safety to financial freedom. By reducing financial stress in the workplace, FinPath supports both individual well-being and organizational performance. Job Summary: We are seeking a Client Success Manager (CSM) to join the FinPath Team. The selected individual plays a key role in strengthening client relationships, driving employee engagement with the FinPath program, and supporting internal operations that ensure seamless delivery and client satisfaction. This role requires a balance of strategic relationship management, proactive communication, and operational excellence. Key Responsibilities: Client Engagement Develop, nurture, and manage strong client relationships to enhance satisfaction, increase adoption and engagement, and ensure long-term retention. Lead the client onboarding process, ensuring smooth implementation and timely program launches. Maintain accurate and up-to-date client information, correspondence, and activity records within the CRM system. Generate and analyze client reports to track success metrics and identify opportunities for improvement. Serve as the liaison between clients and internal teams, effectively documenting and communicating client requests, feedback, and priorities. Own the client renewal process, including contract discussions, timeline tracking, and proactive communication to secure continued partnerships. Represent FinPath at events, conferences, and client-facing functions. Travel as needed for onsite client visits, implementation meetings, benefits fairs, and presentations. Programmatically manage account escalations, past-due invoices, contracts, and service agreements in collaboration with internal stakeholders. Employee Engagement Partner with the Marketing and Client Success Teams to develop and execute strategies that increase employee participation in the FinPath program. Coordinate webinars, virtual events, and educational sessions to boost awareness and participation among employees. Drive participant and client engagement activities through targeted campaigns, events, and communications. Track and analyze client database usage to monitor adoption and engagement trends, providing insights to guide outreach and growth initiatives. Team Operations Collaborate cross-functionally with internal departments (Marketing, Sales, Operations, etc.) to align client goals with company objectives. Support team members in addressing and resolving client issues related to administration, operational, and service delivery. Ensure efficient internal communication, documentation, and follow-through on all client and project-related activities. Qualifications: Bachelor’s degree required or Equivalent Work Experience 3–5 years of experience in client success, account management, or relationship management, preferably in financial wellness, retirement, employee benefits, or SaaS-based program environments. Proven ability to manage multiple projects at the same time while also paying close attention to details Ability to work and communicate with senior\u002Fexecutive level partners Demonstrated ability in communicating and understanding more complex technical issues Excellent written and oral communication skills across multiple channels (email, phone, etc.) Ability to travel as needed Featured Benefits: At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity! Benefits you may enjoy working at HUB RPW: Medical, Dental, Vision and Prescription Drug Coverage Health Plan Reimbursement Program Health Savings Account (HSA) 401(k) Savings Plan Employee Assistance Program (EAP) Comprehensive Wellness Program Flexible Spending Accounts (FSAs) Life and Disability Plans Long-Term Care Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more! Low-Cost Loan Program and Student Loan Resources Vacation, Holiday, Sick, and Personal Time Off Comprehensive Onboarding Continuing Education Flexible Work Arrangements Dress for Your Day Dress-Code Employee Resource Groups and Voices of HUB Employee Groups: All HUB employees have an opportunity to get personally involved in our efforts to be an inclusive company where everyone is heard, valued, respected and everyone can be their authentic selves. An easy way to get involved is to join one of our Employee Resource Groups (ERGs) or one of the Voices of HUB Employee Groups. Currently we have two ERGs: HUB Women Network HUB Black Inclusion Network Our Voices of HUB Groups are: Asian Pacific Islander Voices Hispanic Voices HUB Young Professional Enrichment (HYPE) Indigenous Voices Pride Voices Military Veterans\u002FMilitary Spouses & Families Voices Employees engaged in these groups all have an interest in raising awareness at HUB supporting the three-pronged D&I Strategy: Talent – the attraction, recruitment, and hiring of the best diverse talent; Culture – creating a culture of Inclusion and Belonging; and Community – having a diverse lens to the societal impact that we have in communities through volunteerism and philanthropy. Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: Up to 25% Required Education: Associate degree (2-year degree) HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race\u002Fethnicity, 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. 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 recruiting team HUBRecruiting@hubinternational.com. 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 hubinternational.com.",{"id":482,"slug":483,"title":430,"location":193,"raw_job_location_address_addressLocality":447,"raw_hiringOrganization_logo_url":193,"raw_description":484},57104,"retirement-service-agent-50193-rpw-solutions-llc","About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. 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. Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team. We are the perfect fit if you: Enjoy team collaboration Thrive in a healthy company culture that recognizes success Want to learn and grow your current skill set Are seeking a progressive work environment at a rapidly growing organization Have a desire to help others protect their future Are focused on learning and development to enhance your industry knowledge and expertise Believe in integrity and building success by developing relationships with others Job Purpose: We are looking for a motivated individual to join our Retirement Customer Services Team! Your job would be to answer phone calls and emails from the employees of these school districts about their retirement plans. We are willing to train up the right individual. Passion for communication and customer service are a must. Eagerness to learn and attention to detail are keys in our quick paced, growing department. You will have the opportunity to help with a variety of accounts to best serve our clients. We encourage career development and opportunities are available upon satisfactory assessment. We offer a flexible work schedule in a fun and welcoming environment. We pride ourselves on having opportunities for training, development, and promotion. Duties and responsibilities: Primarily phone customer service Time management of responsibilities Data entry Review & return voice mails Monitor department emails Work experience: Proven experience in the areas of customer service, strong communication skills (verbal & written) and willingness to learn. Education\u002FLicensing: High school diploma Skills\u002FExperience Required: Ability to multi-task Ability to maintain confidential information Ability to work independently and under pressure Excellent interpersonal and communication skills Great attention to detail General knowledge of computer applications - Microsoft Word, Microsoft Excel, Gmail Job Classification & Additional Information: Full Time $25.00-$30.00 per hour based on experience Hybrid (3 days in office each week) 900 S. Capital of Texas Highway, Ste 350, Austin, TX 78746 Featured Benefits: Medical insurance, HSA with Match, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave. 2 weeks of PTO, Sick Time, Personal Time, Floating Holidays, and 11 paid Holidays. Working Conditions: Work is generally sedentary in nature but may require standing and walking for up to 10% of the time. The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. Work is generally performed within an office environment, with standard office equipment available. #LI-DH1 Department Office Administration & Clerical Required Experience: 1-2 years of relevant experience Required Travel: No Travel Required Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race\u002Fethnicity, 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. 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 recruiting team HUBRecruiting@hubinternational.com. 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 hubinternational.com.",{"id":401,"slug":402,"title":356,"location":193,"raw_job_location_address_addressLocality":447,"raw_hiringOrganization_logo_url":193,"raw_description":486},"Job Title: Sr. Wealth Advisor Compensation: $200,000 per year (2-year forgivable draw) Location: Hybrid-Austin, Texas Department: Private Wealth Sales Reports To: Vice President Private Wealth Sales Management Job Type: Full-Time About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. 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 the perfect fit if you: Enjoy team collaboration Thrive in a healthy company culture that recognizes success Want to learn and grow your current skill set 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 Job purpose: As a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients with a focus on developing client leads through HUB Investment Partners (HIP) participation in referral partner programs. Successful senior wealth advisors will create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The Senior Wealth Advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Come learn and grow with a team that has a consistent year over year growth of 30-40%. Duties and responsibilities: Communicate the firm’s resources, value proposition, solutions and services to representatives from our participating referral programs Generate new business opportunities through prospecting, lead generation and closed sales in the custodial referral programs. Conduct regular presentations of HUB Investment Partners services to referral partner associates in those associates’ offices and at various regional events. Engage and communicate prospective client needs to the firm’s wealth advisory and partner firms Represent and communicate various investment strategies and solutions to prospective clients and referral partner representatives Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals Commitment to advanced continuing education and team development at all levels Train and mentor associates across the wealth advisory team Leverage community relations and development centers of influence to generate leads and facilitate introductions Work experience: 7+ years’ experience in the financial services industry Education\u002FLicensing: Bachelor’s degree in business or other related field from an accredited college or university. Series 65, or CFP required Knowledge and Skills: Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning Depth of experience working with high net worth or ultra-high net worth clients Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro etc) Highly effective interpersonal, relationship management, and communication skills Proven success selling business to new and existing clients Demonstrated knowledge and facilitation of sales cycle\u002Fprocess Problem-solving, negotiation and persuasive skills Effective written communication skills with ability to adapt to different audiences Effective presentation communication skills with ability to address individuals and groups in formal and informal settings Ability to build and maintain professional relationships with clients, prospective clients and internal and community contacts Featured Benefits: $200,000 per year (2-year forgivable draw) Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave Unlimited PTO Hybrid schedule Travel: Local travel to clients Department Sales Required Experience: 7-10 years of relevant experience Required Travel: Up to 50% Required Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race\u002Fethnicity, 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. 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 recruiting team HUBRecruiting@hubinternational.com. 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 hubinternational.com.",{"id":488,"slug":489,"title":490,"location":193,"raw_job_location_address_addressLocality":447,"raw_hiringOrganization_logo_url":193,"raw_description":491},57107,"wealth-advisor-services-associate-rpw-50193-rpw-solutions-llc","Wealth Advisor Services Associate - RPW","Job Title: Wealth Advisor Services Associate Seniority Level: Associate Comp: $26.00-$30.00 per hour + 6% yearly discretionary bonus Location: 900 S Capital of TX Hwy, Austin, TX Workplace Type: Hybrid Employment Type: Full Time About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. 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. Job purpose: The Wealth Advisor Services Associate is an integral part of the HUB Investment Partners (HIP) team, responsible for delivering a seamless client and advisor experience across all operational and service functions. This role requires strong attention to detail, the ability to manage multiple priorities in a fast-paced environment, and a thorough understanding of custodial and investment operations. The ideal candidate is highly organized, proactive, and committed to excellence in both client service and back-office execution. We are the perfect fit if you: Enjoy team collaboration Thrive in a healthy company culture that recognizes success Want to learn and grow your current skill set 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 Duties and responsibilities: Manage the end-to-end account onboarding and offboarding process, including preparation and submission of new account documentation, Docusign workflows, and custodial account setup. Process and coordinate cashiering requests including wire transfers, ACH, journals, and distributions across custodial platforms. Support alternative investments operations, including subscription document preparation, capital call coordination, and investor statement management. Serve as a liaison between advisors, clients, and custodians to ensure timely resolution of service requests and account-level issues. Maintain accurate and up-to-date client records across CRM and portfolio accounting systems, including account data, contact information, and relationship details. Coordinate and track client and advisor action items to ensure thorough follow-through and documentation. Support compliance workflows including documentation collection, record retention, and preparation of regulatory communications. Assist with performance reporting and client meeting preparation in coordination with advisors and the operations team. Participate in the development and maintenance of operational workflows, identifying opportunities to improve efficiency and reduce client friction. Support technology platforms used by the team including Orion, RightCapital, ClickUp, Microsoft Dynamics, and custodial portals. Attend and participate in team meetings, training, and learning opportunities to stay current on industry practices, compliance requirements, and firm procedures. Perform other duties as assigned. Preferred Qualifications: High school diploma required; bachelor's degree preferred. 2+ years of experience in wealth management, financial services, or a related operations role preferred. Prior experience with custodial platforms in a wealth management or RIA environment a plus. Skills and Knowledge: Strong working knowledge of custodial operations and account administration processes. Proficiency with Microsoft Office Suite (Word, Excel, Outlook, Teams) and document management tools. Experience with CRM and portfolio management platforms; familiarity with Orion and Microsoft Dynamics a plus. Exceptional attention to detail and ability to manage multiple tasks simultaneously. Strong verbal and written communication skills. Ability to work independently and collaboratively in a team environment. Client-first mindset with a proactive approach to problem-solving and follow-through. Working Conditions: Work is generally sedentary in nature but may require standing and walking for up to 10% of the time. The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. Work is generally performed within an office environment, with standard office equipment available Compensation: $26.00-$30.00 per hour 6% yearly discretionary bonus Featured benefits: Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave Monday-Friday (8am-5pm) 2 weeks of vacation, sick leave, floating holiday’s Travel: No Travel required 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 employer that does not discriminate on the basis of race\u002Fethnicity, 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. 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 recruiting team HUBRecruiting@hubinternational.com. 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 hubinternational.com.",{"id":428,"slug":429,"title":430,"location":193,"raw_job_location_address_addressLocality":447,"raw_hiringOrganization_logo_url":193,"raw_description":493},"About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. 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. Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team. We are the perfect fit if you: Enjoy team collaboration Thrive in a healthy company culture that recognizes success Want to learn and grow your current skill set Are seeking a progressive work environment at a rapidly growing organization Have a desire to help others protect their future Are focused on learning and development to enhance your industry knowledge and expertise Believe in integrity and building success by developing relationships with others Job Purpose: We are looking for a motivated individual to join our Retirement Customer Services Team! Your job would be to answer phone calls and emails from the employees of these school districts about their retirement plans. We are willing to train up the right individual. Passion for communication and customer service are a must. Eagerness to learn and attention to detail are keys in our quick paced, growing department. You will have the opportunity to help with a variety of accounts to best serve our clients. We encourage career development and opportunities are available upon satisfactory assessment. We offer a flexible work schedule in a fun and welcoming environment. We pride ourselves on having opportunities for training, development, and promotion. Duties and responsibilities: Primarily phone customer service Time management of responsibilities Data entry Review & return voice mails Monitor department emails Work experience: Proven experience in the areas of customer service, strong communication skills (verbal & written) and willingness to learn. Education\u002FLicensing: High school diploma Skills\u002FExperience Required: Ability to multi-task Ability to maintain confidential information Ability to work independently and under pressure Excellent interpersonal and communication skills Great attention to detail General knowledge of computer applications - Microsoft Word, Microsoft Excel, Gmail Job Classification & Additional Information: Full Time $25.00-$30.00 per hour based on experience Hybrid (3 days in office each week) 900 S. Capital of Texas Highway, Ste 350, Austin, TX 78746 Featured Benefits: Medical insurance, HSA with Match, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave. 2 weeks of PTO, Sick Time, Personal Time, Floating Holidays, and 11 paid Holidays. Corporate Gold's Gym Discount Team Appreciation Day Company sponsored team sports Free drinks and snacks stocked in the break room Working Conditions: Work is generally sedentary in nature but may require standing and walking for up to 10% of the time. The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. Work is generally performed within an office environment, with standard office equipment available. Department Account Management & Service Required Experience: 1-2 years of relevant experience Required Travel: No Travel Required Required Education: Diploma HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race\u002Fethnicity, 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. 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 recruiting team HUBRecruiting@hubinternational.com. 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 hubinternational.com.",{"id":495,"slug":496,"title":430,"location":193,"raw_job_location_address_addressLocality":447,"raw_hiringOrganization_logo_url":193,"raw_description":484},57109,"retirement-service-agent-50193-rpw-solutions-llc-3",{"id":498,"slug":499,"title":281,"location":193,"raw_job_location_address_addressLocality":500,"raw_hiringOrganization_logo_url":193,"raw_description":501},57464,"client-onboarding-specialist-50193-rpw-solutions-llc-2","Northbrook - IL - 707 Skokie Blvd","Discover a Career That Empowers You - Join HUB International At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it. In 2026, Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies. We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance. These are not just awards. They are a reflection of the daily choices our people make to show up for each other and for the clients we serve. We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages, with over 540 locations and more than 20,000 professionals across North America. We bring together the resources of a global firm and the agility of a regional team, giving you the tools, support, and community you need to grow throughout your career. Whether you are supporting a local business, helping a national client navigate complex risk, or building your expertise in a specialized practice area, you will find that your voice matters here. Your work has purpose. And your potential has no ceiling. We would love for you to explore what is possible at HUB International. We currently have an opportunity for an Operations Associate to join our RPW team. Role Summary We are seeking a detail-oriented operations professional to manage new client account review and approval as part of our client onboarding process. This role ensures all new account documentation is complete, accurate, and meets firm and regulatory standards before accounts are activated — serving as a key quality control function within the operations team. Key Responsibilities Review new client account documentation for completeness and adherence to firm policies and regulatory requirements Serve as an authorized approver for new account onboarding Identify and resolve documentation deficiencies in coordination with advisors and client service staff Maintain accurate records in accordance with RIA recordkeeping standards Escalate issues to compliance as appropriate Support continuous improvement of onboarding workflows and documentation standards Qualifications 2+ years of experience in RIA or financial services operations Series 65 or Series 66 license strongly preferred Familiarity with investment advisory agreements, custodial account documentation, and suitability requirements High attention to detail with ability to manage volume while maintaining accuracy Strong communication skills for cross-functional coordination with advisors and compliance Preferred Experience Prior experience in a new account review or onboarding approval capacity Experience with major custodial platforms (e.g., Schwab, Fidelity, LPL Financial) Familiarity with TAMPs (e.g., Envestnet, SEI, AssetMark, Orion Portfolio Solutions) Proficiency with Orion, Dispatch, and Microsoft Dynamics CRM 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 Ready to take the next step? Apply today. The expected salary range for this position is $35.89 an hour to $41.02 an hour 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\u002Fdental\u002Fvision\u002Flife\u002Fdisability 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: 2-5 years of relevant experience Required Travel: Negligible Required Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race\u002Fethnicity, 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. 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 recruiting team HUBRecruiting@hubinternational.com. 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 hubinternational.com."]