2 e s jobs found in Blue Bell, PA

About Legacy Planning Legacy Planning Partners, a HUB International company, is an independent financial planning services company with 3 locations in Southeastern, PA. Legacy Planning is growing and looking to hire a Client Relationship Manager to the Retirement Plans team in the Blue Bell, PA location. Our mission is to make a significant impact in the lives of our clients, their families, and their communities through comprehensive and strategic financial planning.  Position Overview The Client Relationship Manager (CRM) plays a pivotal role in delivering an exceptional retirement plan experience for our clients. This position focuses on proactive client service, strategic plan design, and expert guidance on qualified plan administration. The CRM builds and maintains trusted relationships with plan sponsors, advisors, and partners—serving as their go-to resource for compliance, operations, and plan performance. Key Responsibilities: Client Service &...

About HUB Join our Stevie Award Winning Team at HUB International! When you join the team at HUB International, you become part of the largest privately owned 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 over 20,000 professionals in 570+ offices across North America. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. We currently have an opportunity for an Employee Benefits Practice Manager – Greater Philadelphia . SUMMARY The...