Hub International Chief Investment Officer, Retirement & Private Wealth (RPW) Investment Team in Chicago, Illinois
As a member of the HUB International’s senior leadership team, the Chief Investment Officer (CIO) will be integral in establishing the firm’s long-term investment vision, philosophy, and strategies. The CIO plans and directs the firm’s investment programs; oversees research, evaluation, and selection of asset classes and investment vehicles; makes decisions which align investment selections with firm goals; represents HUB International in public forums; works closely with Investment Committees to recommend and implement firm-wide investment guidelines; provides education to Partner teams and their clients. This position may be located anywhere in the US. Ideally, Chicago, San Diego or Boston and/or in close proximity to a RPW office.
Lead HUB International’s Retirement & Private Wealth (RPW) Investment Team
Member of HUB RPW Leadership Team, assisting in the growth of the Retirement and Private Wealth vertical through organic development, M&A, creation of new products and services, and continued development of a national/centralized operations
Oversee all investment research, manager due diligence, asset allocation, and discretionary investment management for HUB RPW institutional retirement plan and private wealth businesses
Chair HUB International Investment Committee
Responsible for investment sub-committees supporting HUB RPW (ex. Equity Research Committee, Asset-Allocation Committee, 3(38) Committee, etc.)
Oversee creation of macroeconomic and market commentary utilized internally and externally
Provide training to HUB RPW Advisors and staff on HUB RPW investment related products and services
Represent HUB RPW (writing, public speaking, webcasts, etc.) in the highest professional manner in various forms of marketing, public relations, social media, and events
Present directly to plan sponsor clients and prospects as needed
Will serve as an investment consultant for a select number of institutional clients
B.S. Accounting, Economics, Engineering, Finance, or Math; Master’s degree preferred
CHARTERED FINANCIAL ANALYST® or progress toward designation preferred
Advanced working knowledge of the institutional retirement and private wealth industries
Strong capabilities to lead and manage team of highly motivated, investment professionals
Substantial knowledge of Microsoft products and experience working with Morningstar Direct (or similar platforms) and other applications
Ability and willingness to proactively coach and mentor other Associates
Interest and ability to work collaboratively with internal teams such as legal, compliance, HR and finance to mitigate risk and maximize effectiveness in product development, internal and external communication, client interactions, etc.
Excellent organizational and time management skills to prioritize multiple priorities to meet time sensitive, and often market-driven deadlines
Engage external business and industry experts to learn and influence business strategies, remaining alert and forward-thinking about opportunities and risks in the industry
Demonstrated professional writing and public speaking skills
Frequent travel to HUB RPW offices, industry events, and client/prospect meetings
Required Experience: 10-15 years of relevant experience
Required Travel: Up to 25%
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
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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.