9 private client account manager jobs found in Austin

Job Title: Client Success Manager Location: Remote Classification:   Full Time Reports To : VP of Financial Wellness Compensation : $75,000-$80,000 plus 10% yearly discretionary bonus Scheduled Hours: Monday-Friday: 8:00am-5:00pm About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. 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. In addition to winning the Gold Stevie Award for Employer of the Year in 2023, HUB is honored to be recognized by Forbes as one of America’s Best Large...

Job Title: Product Manager Location: Hybrid-Austin, TX (900 S Capital of Texas Highway) Reports To: Vice President of Financial Wellness Compensation: $78,000-$82,000 salary plus 10% yearly discretionary bonus Scheduled Hours: Monday-Friday: 8:00am-5:00pm About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. About HUB Retirement & Private Wealth (RPW):  We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. About FinPath: FinPath by HUB is a comprehensive financial wellness program offering certified financial coaching, financial education courses, and digital money tools. Our...

Job Title: Tax Services Manager Compensation: $130,000-$150,000 plus 10% yearly discretionary bonus Location: Austin, TX or Richmond, VA Workplace Type: Hybrid Supervisor: Director of Tax Services Employment Type: Full-Time | Hybrid About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB Tax Advisory provides tax planning and preparation services for wealth clients on behalf of HUB Investment Partners, a registered investment advisory firm dedicated to providing comprehensive wealth management services to high-net-worth individuals and families. We deliver personalized investment strategies, financial planning, and exceptional client service. About HUB Retirement & Private Wealth (RPW):  We lead our communities with integrity, driven to make things better, both now and in the...

Job Title: Tax Services Manager Compensation: $130,000-$150,000 plus 10% yearly discretionary bonus Location: Austin, TX or Richmond, VA Workplace Type: Hybrid Supervisor: Director of Tax Services Employment Type: Full-Time | Hybrid About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB Tax Advisory provides tax planning and preparation services for wealth clients on behalf of HUB Investment Partners, a registered investment advisory firm dedicated to providing comprehensive wealth management services to high-net-worth individuals and families. We deliver personalized investment strategies, financial planning, and exceptional client service. About HUB Retirement & Private Wealth (RPW):  We lead our communities with integrity, driven to make things better, both now and in the...

About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. Job Purpose: The Client Onboarding Specialist leads new retirement plan onboarding and supports compliance tasks, serving as a primary client-facing contact. The ideal candidate is highly analytical, personable, and entrepreneurial —capable of building and maintaining their own processes and tools. This role requires deep expertise in retirement plan compliance and legal requirements, strong communication and organizational skills, and the...

Job Title:  Wealth Advisor Services Associate Seniority Level:  Associate Comp:  $26.00-$30.00 per hour + 6% yearly discretionary bonus Location :  900 S Capital of TX Hwy, Austin, TX Workplace Type: Hybrid Employment Type:  Full Time About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. About HUB Retirement & Private Wealth (RPW):  We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. Job purpose: The Wealth Advisor Services Associate is an integral part of the HUB Investment Partners (HIP) team, responsible for delivering a seamless client and advisor experience across...

Strategic Data Analyst, Growth & Placement Austin, TX | Grand Rapids, MI (Onsite 4 days per week) Note: This is a full-time role. We do not offer C2C or C2H employment and are not able to sponsor visas for this position. About Acrisure Acrisure is a global fintech leader empowering millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human expertise together, we connect clients with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. The Role Acrisure's Growth & Placement Analytics team supporting the executive leadership of our North America Insurance business operates at the intersection of data and business strategy, translating complex data...

Software Engineer, Data (L1) Austin, TX (Onsite 4 days per week) Note: This is a full-time role and we do not offer C2C or C2H employment and are not able to sponsor visas for this position. About Acrisure Acrisure Enterprise Technology Group is where human expertise meets advanced technology. A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest...

Data Analyst, Data Intelligence     Austin, TX (Onsite 4 days per week)     Note: This is a full-time  role  and we do not offer C2C or C2H employment and are not able to sponsor visas for this position.     About Acrisure        Acrisure Enterprise Technology Group is where human  expertise  meets advanced technology .      A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing  cutting-edge  technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more .         In the last twelve years, Acrisure has grown in revenue from $38 million to almost  $5 billion  and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit....