About The Role

A Consultant leads client relationships and also supports other Consultants with their client relationships. They work in a flexible, fast-paced, dynamic environment, often balancing multiple tasks and projects simultaneously. The position is expected to meet tight deadlines, deal with complex issues and assist with managing client and prospect expectations. The position can involve travel to visit client sites for meetings.

What You’ll Do

• Lead and manage client relationships by researching and developing tailored solutions.
• Support other clients by assisting the Lead Consultant
• Prepare and present clear, well-structured reports and recommendations at client meetings.
• Prepare responses to RFPs
• Peer-review the work of colleagues and add client-specific insights.
• Stay informed on industry regulations and governance impacting institutional clients.
• Lead and execute projects to improve internal systems and technology.
• Proactively identify issues and implement creative solutions.
• Independently manage projects and coordinate with team members to ensure timely delivery.
• Communicate and maintain strong relationships with Investment Managers, Custodians, and Recordkeepers.
• Mentor and guide team members to support their growth.

Qualifications and expertise that pave the way for Success

• Five or more years of experience working in investment consulting or a related field.
• Bachelor’s Degree in Finance, Economics, Business Administration, or a related field. A Master’s degree (e.g., MBA, MFin) is advantageous.
• Professional designations or certifications like CFA (Chartered Financial Analyst) or CIPM (Certificate in Investment Performance Measurement), which demonstrate commitment to professional development and expertise in investments.
• Strong knowledge of investment strategies, asset allocation, portfolio analysis, risk management, portfolio management, and financial markets.
• Advanced analytical abilities for reviewing, interpreting, and presenting complex data clearly to support clients in decision-making.
• Skills in problem-solving and solution sourcing to manage diverse client needs and provide innovative approaches to evolving challenges. Strong interpersonal skills for client management and relationship-building with stakeholders and cross-functional teams.
• Demonstrated initiative and proactive approach to identifying opportunities for operational improvements and supporting organizational goals.
• Proficiency in investment analysis software (e.g., eVestment, Morningstar Direct) and Microsoft Office Suite (Excel, PowerPoint, Word).

Elevate Your Career with HUB International

Choosing HUB International means aligning your career with a premier insurance brokerage. Our expansive network, powered by over 20,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision, we invite you to explore: https://www.hubinternational.com/en-CA/about-us/.

Culture and Belonging: Our Commitment

At HUB International, we are dedicated to fostering a culture where everyone feels a sense of belonging. We value the unique experiences and perspectives that each team member brings, creating an environment where all voices are welcomed and respected. If you require assistance or accommodation at any stage of the recruitment process, we encourage you to let us know—we’re here to support you. At HUB, building an inclusive workplace isn’t just part of what we do—it’s at the heart of who we are.

Service: Our Ethos

At HUB International, service defines who we are. This dedication extends not only to our clients but also to our employees and the communities we’re proud to support. Our regional offices are actively engaged in local initiatives, reflecting our commitment to giving back and making a meaningful difference.

When you join HUB, you’ll find more than just a career—you’ll become part of a team where your skills are valued, your growth is encouraged, and your contributions have a lasting impact.

Department SalesRequired Experience: 5-7 years of relevant experienceRequired Travel: Negligible

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