Senior Account Manager - RPW

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.

Senior Account Manager to join our RPW team in our Wilmington, MA office on a Hybrid work schedule. Responsible for servicing retirement plans including ensuring IRS and ERISA compliance, preparation and delivery of all required government reporting, periodic plan reporting to Plan Sponsors as well as plan participants, conducting plan reviews with the trustees/plan sponsors, building and maintaining positive client relationships in accordance with the practices, policies and procedures of the Company.

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

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

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