Head of Family Office Resource Group Chicago, IL

About HUB International:

HUB International Limited (“HUB”) is the world’s 5 largest brokerage and financial services firm providing a broad array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth products and services. With $3.8+ billion and revenue and 17% annual revenue growth, we make it our mission to protect and support the aspirations of individuals, families, and businesses.

About the Position:

Join one of the top insurance brokerage firms as the Head of the Family Office Resource Group in HUB Private Client, our high net worth (HNW) personal insurance division! We are seeking individuals who can lead, drive, and implement HNW Personal Lines initiatives focused on providing targeted high touch support to families. The Head of the Family Office Resource Group is a senior leader empowered to redesign and innovate the service experience to ensure families can fully leverage the range of offerings Hub can provide. This leader will design the Family Resource Group team including identifying and bringing on board specialized talent and creating team member and organizational tools to optimize service delivery and drive increased adoption and retention. This role will be instrumental in creating a comprehensive strategy focused on addressing the unique needs of ultra-high net worth clients across Hub’s regions. The role will focus on developing a strategy as well as implementing an operational framework for service that considers all geographies and segments of our HNW and UHNW (ultra-high net worth) clients. You will work with Hub’s technology, operations, and local leaders as a business builder and as an operational leader across multiple disciplines.

Reporting to the EVP of Personal Lines High Net Worth, you will work closely with our HNW National Strategic Account Executive team. As a leader in this new role, your initial responsibility will be creating a multi-year high net worth/ultra-high net worth family resource group strategy in partnership with your manager and key stakeholders.

Role Description & Responsibilities:

This role will be responsible for the following:

  • Build and launch a specialized team that understands and can offer solutions around the complex risks HNW families face.

  • Provide a framework of service that considers all geographies and segments for our HNW and UHNW clients.

  • Work closely with ultra-high net worth clients creating offerings that complement the Private Client Risk advisor and team.

  • Develop and lead enterprise level best practice standards that encompass existing processes.

  • Create and implement a scalable playbook that focuses on private client solutions in collaboration with Hub’s brokers and specialists.

  • Expand risk advisory services focused on ultra-high net worth clients

  • Manage vendor relationships for productivity results and service level agreements.

  • Network with company stakeholders in technology and operations, as well as business leaders to develop better client experience strategies.

  • Create tools including vulnerability modeling, catastrophic planning, travel assessments, and Nextgen lifestyle planning to assist in client and prospect meetings.

Basic Qualifications:

  • Bachelor’s degree is required, MBA preferred.

  • At least 15 years of experience in the insurance and/or financial services industry.

  • At least 7 years of leadership experience in the insurance/finance industry creating tools and resources that drive unmatched service to key client segments.

  • Multiple years leading customer experience, or operations & service organizations.

  • Significant experience in Family Office and/or Tax, Trust & Estate planning preferred.

  • Must be knowledgeable about and adhere to industry standards and regulations and maintain all required industry licenses.

  • Significant track record of meeting commitments within deadlines and keeping others informed of work progress, timetables, and issues.

  • Strong experience initiating and leading projects and initiatives with multiple internal and external stakeholder groups and functions.

  • Addresses problems and issues constructively to find mutually acceptable and practical business solutions.

  • Works effectively as a leader with all levels of the organization and across stakeholder groups.

  • Must be proficient in Microsoft office tools, including Excel and PowerPoint.

Join a Winning Team at HUB International

When you join the team at HUB International, you become part of the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by more than 16,000 professionals in over 500 offices across North America. You will be able to actively contribute to our track record of year over year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people. As part of our talent engine, you will exemplify our strong core values which drive our unique corporate culture. HUB’s entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent!


Department Account Management & Service

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.