Vice President Operations Consulting, RPW

Company: HUB International
Location: San Diego
Posted on: September 24, 2022

Job Description:

Vice President Operations Consulting, RPW - HUB JobsABOUT HUB:In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.HUB International is striving to become a market leader in the Retirement & Private Wealth space by hiring people who are experts in their field and desire to build new organizational capabilities and contribute to a culture that strives for excellence in our work and what we deliver to our clients.THE OPPORTUNITY:This is a unique opportunity to come in and help lay the foundation of growth for new M&A acquisitions within the Retirement & Private Wealth (RPW) organization. The work completed will position the recent acquisition for an efficient integration into HUB RPW and drive efficiency within the office leading to excess capacity to support organic growth. This role will support the transition to HUB RPW's technology platform(s) for both client facing and back offices processes. This role will require a background in consulting, process development/enhancements and facilitating technology adoption.Develop a fluent understanding of HUB RPW technology platforms as they exist today and their road map for future development.Document and gain a thorough understanding of recently required office's RPW processes as they exist at the time of acquisition.Create and document a multi staged transition plan that focuses on efficiency gains through adopting RPW technology platforms and process improvement.Partner with the RPW OIL to ensure a smooth transition after the first 100 days of integration are complete.Liaison with the IPD on documentation of existing processes and technology and how they would best map to existing RPW technologies. Document any missing capabilities on the RPW platform to support existing processes.Partner with the IPD on business deep dive sessions and ensure the business point of view is considered in planning the integration that leads to operational efficiency.Work with VP Platform RPW to develop required enhancements to support new capabilities based on acquisitions needs.In partnership with RPW operations team leverage existing training materials and process to work with new acquisition to onboard acquisition to RPW platformsWork with RPW OIL, IPD, VP Platform RPW to plan and manage transition from existing processes and technology into HUB RPW's ecosystem.Document and present detailed integration/migration plan to RPW COO, acquisition leadership and other stake holders.Create repeatable process and documentation to provide consulting services to all new acquisitions where required/neededUnderstand RPW product offerings, roadmap and how those products should be/can be adopted by recent acquisition in a thoughtful and efficient manner.This position will have three key success factors: (1) Achieving cost-savings, (2) Achieving operational efficiencies, and (3) Implementing operational best practices all while minimizing business disruption, especially during the seller's earn out period.WHAT YOU BRING TO THE TABLE:You are perfect for this opportunity if you . .Demonstrable competency in creating an operating consulting framework that leads to process improvement and efficiency gains (Required)Proficiency in leading change management efforts across small to medium size businesses (Required)Working knowledge of retirement and private wealth technology platforms (Required)Expertise with Microsoft Excel and other data manipulations applications (Required)10+ years or more years of proven experience in a similar role in the securities industry, preferably in the retirement space (Preferred)At least 15 years of work experience assisting teams in building and solving operational processes and related issues. (Preferred)Ability to work well with others, leverage effective emotional intelligence, proactively anticipate and develop solutions, and work collaboratively with multiple teams (Required)Aptitude for proactive and reactive (fixing existing problems) Problem Solving (Required)Ability to work strategically and also be comfortable rolling up-your-sleeves and working with team members to solve day to day problems (Required)Department Account Management & ServiceRequired Experience: 10-15 years of relevant experienceRequired Travel: Up to 50%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 at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .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 US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Keywords: HUB International, San Diego , Vice President Operations Consulting, RPW, Executive , San Diego, California