Private Client Institutional Director

About the role

At HUB International , we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is one of the largest global insurance and employee benefits broker , providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. The Private Client Institutional Director is accountable for overseeing the development and implementation of a strategic plan to onboard new institutional partners while driving incremental growth with existing relationships. These relationships include retirement partners, banking entities, accounting firms, and financial advisory firms. The Private Client Institutional Director will also be responsible for managing relationships with producers across HUB offices that generate cross-selling opportunities. This role requires deep knowledge of the private client business, the ability to articulate the value proposition seamlessly to all levels of an organization, and the ability to work across different disciplines with ease. ESSENTIAL DUTIES AND RESPONSIBILITIES: Develop and implement cross-sell initiatives and establish appropriate metrics to measure the success of strategies and programs. Create and execute a strategic plan to grow institutional relationships across a broad range of HUB business lines. Serve as the primary relationship development resource, championing the value proposition for Commercial Lines, Employee Benefits, Personal Lines, Life, and Retirement & Private Wealth. Bridge the gap to appropriate regional resources to build and close new relationships. Proactively mine internal lead sources and agency management systems to identify cross-sell opportunities. Provide coaching and best practices to sales teams and oversee tracking and analytics related to cross-sell pipeline development. Program-manage large institutional relationships and cross-sell campaigns, including establishing project plans with clearly articulated goals, timetables, and deliverables. Produce reporting and metrics to assess efficacy of partnership efforts and cross-sell programs. Provide ongoing support to partners and regional staff through calls, meetings, and in-person discussions to ensure partnership success. Collaborate with Marketing to develop partner-facing materials and co-branded communications as needed.