Vice President, Client Strategy

Hub International View all jobs

  • Toronto, ON
  • Permanent
  • Full-time
  • 1 month ago
HUB International’s National Employee Benefits and Retirement Team is dedicated to driving growth and excellence across Canada by supporting our regional teams. As strategic partners, this team collaborates with local offices to expand and enhance our Employee Benefits and Retirement divisions, ensuring we deliver best-in-class solutions for clients nationwide. Through innovative strategies, expert guidance, and a shared commitment to success, the National Team empowers our regions to meet evolving market demands, strengthen client relationships, and achieve sustainable growth in the benefits and retirement space.About The RoleThe Vice President, Consulting is a newly created role responsible for leading national programs that drive advisor success and client retention across HUB International Canada's Employee Benefits and Retirement Savings practices.Reporting directly to the CSO/CIO, this role leads a team of direct reports and partners closely with regional sales leaders to ensure national programs deliver results.This role facilitates the critical conversations that drive HUB Canada's success: sales roundtables with advisors to win new business, stewardship calls to retain top accounts, learning sessions to improve from experience, and advisor development programs to build capability. Additionally, this role takes ownership of HUB's advisor training program and coordinates ongoing development initiatives including Sales Education Series (partnering with carrier partners), Tools and Trends, and Level Up Programs.This is a high-impact role for someone who thrives on facilitating strategic conversations, coaching advisors, managing high-performing teams, and building programs that drive measurable business results.What’s in it for you?Your well-being is our priority, and we back this up with a wealth of benefits:Competitive Compensation: Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.Work-Life Balance: Enjoy flexible work arrangements and generous time off to support your personal and professional life.Tailored Benefits: Access a personalized benefits package, including company-matched RRSPs, designed to meet your unique needs.Career Growth and Support: Invest in your future with HUB! Take advantage of our sponsored training and development programs, tuition reimbursement opportunities, and coverage for professional license fees and membership dues—everything you need to support your growth and excel in your career.Exclusive Perks: Take advantage of discounts on events, travel, accommodations, and personal home & auto insurance.At HUB, we believe that diversity drives innovation, equity fosters opportunity, and inclusion creates a culture where everyone thrives. We are committed to building a workplace that reflects the communities we serve and where every employee feels valued, respected, and empowered to bring their whole self to work. By embracing diverse perspectives and fostering an inclusive environment, we cultivate a collaborative and dynamic team that delivers exceptional results for our clients and communities.The expected salary range for this position is $180,000 to $225,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.What You’ll DoSales Roundtables & New Business Strategy (30% of role)Facilitate strategic roundtables with advisors to maximize success on complex opportunities:Roundtable Facilitation: Lead 2-3 strategic roundtable sessions per week with regional advisors, consulting team, and practice leaders to discuss competitive opportunities, develop winning strategies, and share best practicesNew Business Strategy: Guide discussions on complex client opportunities, competitive situations, proposal strategies, and finalist presentationsResource Coordination: Ensure appropriate expertise, analytics, and support resources are available to advisors for priority opportunitiesStrategic Guidance: Facilitate discussions on competitive positioning, pricing approaches, presentation strategies, and how to leverage HUB's full value propositionAccountability & Results: Track commitments from roundtable sessions, ensure follow-through, and measure impact on business resultsContinuous Improvement: Refine roundtable process based on advisor feedback and outcomesClient Stewardship Program & Retention (30% of role)Lead stewardship program for top accounts nationally to ensure consistent client experience and retention:Stewardship Call Facilitation: Facilitate or coordinate stewardship calls for top accounts with clients, regional advisors, and practice leadersProgram Design: Build stewardship framework including call cadence, account planning, cross-practice coordination, and issue escalationAccount Planning: Work with regional advisors and consulting team to develop account strategies, identify growth opportunities, proactively address risks and drive accountability for follow-ups.Retention Focus: Monitor account health, identify early warning signs, and coordinate resources to maintain strong retention ratesClient Feedback: Gather and synthesize client insights to inform service improvementsLearning Sessions & Continuous Improvement (10% of role)Lead learning sessions to identify patterns, capture insights, and improve strategies:Learning Session Facilitation: Facilitate regular sessions with regional teams to review experiences, understand outcomes, and gather feedbackPattern Analysis: Work with advisors, consulting team, strategists and practice leaders to identify themes and insightsBest Practice Development: Translate learnings into actionable strategies and best practices for regional advisorsCross-Regional Sharing: Share insights across regions to accelerate learningContinuous Improvement: Use insights to inform training content, team deployment, stewardship approach, and roundtable discussionsClient Strategist Team Leadership (20% of role)Lead and optimize the strategist team to maximize support for regional advisors:Team Management: Lead geographically distributed strategist team, including performance management, development, and career planningService Model: Define team service offerings, deployment criteria, and how regional advisors access supportIncrease Utilization: Drive team utilization through better deployment, advisor feedback and regional leadership engagementRegional Partnership: Build strong relationships with regional sales leaders to understand needs and demonstrate valueDevelop Capabilities: Coach team members to improve expertise and effectivenessAdvisor Training & Development Programs (10% of role)Lead advisor training and development initiatives to accelerate productivity and build capability:Core Training ProgramProgram Ownership: Lead HUB's advisor training program for new advisors with no prior employee benefits or retirement savings experienceOnboarding Excellence: Deliver comprehensive curriculum reducing new advisor ramp time by 25% within 12 monthsProgram Evolution: Continuously enhance content, delivery, and measurement based on resultsContent Coordination: Partner with practice leaders to ensure training remains current and comprehensiveOngoing Development InitiativesSales Education Series: Coordinate quarterly sessions with carrier partners on product updates, market trends, and technical topicsTools and Trends: Lead sessions on new HUB tools, technology platforms, industry trends, and regulatory updatesLevel Up Programs: Coordinate advanced development for experienced advisors looking to deepen specialized expertiseRegional Communication & Alignment (3% of role)Coordinate national-to-regional communication:Monthly Regional Meetings: Facilitate monthly meetings with regional sales teams, coordinating content from practice leadersQuarterly Leadership Sessions: Support CSO/CIO in quarterly sessions with regional leadersFeedback Loops: Create mechanisms for regional input on national programsInitiative Rollout: Coordinate rollout of national initiatives to regionsRequired Experience10-12+ years in Canadian employee benefits and/or retirement savings with progression from advisor to leadershipProven track record managing geographically distributed teamsStrong facilitation experience leading strategic business discussions with senior stakeholdersTraining program experience with measurable impact on advisor productivityTrack record managing large client relationships ($1M+ premium) and driving retentionDemonstrated success in matrix or regional organizationsAI DisclosureAI and Automation Notice HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates — all decisions are made through human review.Why Choose HUB?When you choose HUB, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit -About HUB InternationalHeadquartered in Chicago, Illinois, is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 19,000 employees in offices located throughout North America, HUB’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.We’re not just an insurance broker, we’re a team of passionate professionals dedicated to innovation, excellence, and empowering our clients and communities through personalized support and expertise.If you’re interested in learning how you can grow your career at HUB, visit our to explore our opportunities.HUB International is committed to creating an inclusive and accessible recruitment process for all candidates. If you require accommodations at any stage of the interview process, please let us know, and we will work with you to ensure a fair and equitable experience.#LI-hybrid#LI-atDepartment Account Management & ServiceRequired Experience: 7-10 years of relevant experienceRequired Travel: Up to 25%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 recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Hub International

Similar Jobs

  • Vice President, Software Sales

    Trader Interactive

    • Toronto, ON
    • $15,000-100,000 per year
    Are you ready to be a big part of something big? At Trader Interactive, we make buying and selling a great experience. We’re a group of go-getters who decided they didn’t want to…
    • 2 days ago
  • Vice President of Engineering

    VendorPM

    • Toronto, ON
    The Role The Vice President of Engineering will partner with the founders and product leadership to build the engineering organization that takes VendorPM to its next stage of gr…
    • 3 days ago
    • Apply easily