10 private client relationship manager jobs found in Austin

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...

Job Title: Sr. Wealth Advisor Compensation: $200,000 per year (2-year forgivable draw) Location: Hybrid-Austin, Texas Department: Private Wealth Sales Reports To: Vice President Private Wealth Sales Management Job 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. We are the perfect fit if you: Enjoy team collaboration Thrive in a healthy company culture that recognizes success Want to learn and grow your current skill set Are seeking a progressive work...

Job Title: Product Specialist Compensation: $25 per hour Location: Austin, TX (Hybrid-3 days in office) Department: Operations Reports To: Director of Operations Job Type: Full-Time Working Hours: 8:00am-5:00pm CST (Monday-Friday) 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: We are looking for a versatile Product Specialist to join our financial services team in a hybrid capacity that spans both operations and product management. In this role, you will...

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...

About Acrisure 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 levels possible. Job Summary: Acrisure is seeking an Account Manager to join our growing team in small to middle market commercial lines in our Austin, TX office. Responsibilities: New Business: Assists clients with coverage changes in an automated environment supported by an imaging...

Operations Data Associate About Us: HUB International is a global insurance and employee benefits broker offering a broad range of risk management, life and health, investment, and wealth management solutions. Our Retirement & Private Wealth division serves clients across the full wealth spectrum, with assets managed across multiple registered investment advisors. About HUB Retirement & Private Wealth (RPW): We operate at the intersection of financial advisory and technology — and we take both seriously. Our platform team is responsible for the data integrity, operational infrastructure, and technology governance that make client-facing work possible. We hold ourselves to a high standard on that, and we want teammates who do the same. We are the perfect fit if you: Enjoy team collaboration and thrive in a culture that recognizes success Want to learn, grow, and take on increasing responsibility Have an entrepreneurial spirit and are energized by...

Position Summary:   The Account Production Manager position was established to aid in growing and maintaining a Managing Director’s book of business. Supervisory Responsibilities:   None Essential Tasks: Responsibilities related to Existing Accounts: Help gather exposure updates and applications for renewals. Track and ensure service timeline items are completed. Manage daily task tracker of ongoing follow up items. Verify renewals are booked and items issued (COI, auto ID cards, etc). Track claims submitted to the claims department and aid with quality control. Aid in marketing strategy for renewals. Help evaluate incumbent and alternative markets. Track account details: coverage in place, coverage opportunities, and cross-sell data. Track client retention initiatives: events (Colonial, hunting, lunch, etc), birthday email, gifts, etc. Responsibilities related to New Business: Help coordinate new business marketing efforts (documents to marketer,...

Job Title: Product Specialist Compensation: $25 per hour Location: Austin, TX (Hybrid-3 days in office) Department: Operations Reports To: Director of Operations Job Type: Full-Time Working Hours: 8:00am-5:00pm CST (Monday-Friday) 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: We are looking for a versatile Product Specialist to join our financial services team in a hybrid capacity that spans both operations and product management. In this role, you will...

Responsibilities When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. This is an outstanding opportunity for candidates with an entrepreneurial spirit, drive for career advancement and desire to develop relationships while growing a book of business. We have offices in Denver and are a hybrid work environment. Interested? Join our team!    Responsibilities: Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plan to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management   Monitor key metrics to formulate corrective action impacting new business...