9 director client relationship jobs found in Austin, TX

Job Title: Director of Operations – Retirement Plan Services Compensation: $95,000-$100,000 salary plus 15-20% yearly discretionary bonus Location: Austin, TX (Hybrid) Department: Operations Reports To: Senior Vice President 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: The Director of Operations is responsible for leading and optimizing core operational functions...

Job Title: Associate Advisor Compensation: $75,000 salary plus commission once Series 65 is obtained Location: Austin, TX (Hybrid) Department: Sales Reports To: Vice President of Private Wealth 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. Job purpose: As an Associate Wealth Advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s...

Description Summary: Responsible for generating and expanding client relationships by providing expert payment solutions and recommendations in the small business space from $0-$3 million.  You will also partner with branches to identify new sales opportunities for merchant services while also coaching branch staff, calling on prospects/clients, managing leads, making presentations, closing sales, managing appointments and schedules, attending leadership meetings and keeping your partners engaged in your referrals and calling efforts. Candidate must reside in Austin or Waco, TX. Duties and Responsibilities: Actively prospect and build relationships with new clients, converting leads into valuable partnerships.  Sell a range of solutions (Visa, Mastercard, Amex, Discover, check processing, gift cards, ACH) and navigate complex hardware and software needs. Build pipeline, convert leads, navigate...

Position Summary: The Senior Account Manager position maintains a professional relationship with our clients through exceptional customer service. Senior Account Managers are assigned a book of business comprised of mainly level-funded and self-funded accounts. They are responsible for obtaining clients’ trust by meeting their needs and expectations. They are also responsible for supporting our sales Agent(s) in producing new business and renewing existing business. Senior Account Managers serve as advocates to our clients and their employees through positive relationships with the various carriers and continuous education. Essential Tasks: Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances Comprehensive knowledge and execution of self-funded accounts Handles or refers all service requests by our clients Initiates and handles marketing of accounts...

Description Summary: The Treasury Management Area Sales Manager is responsible for managing a team of Sales Advisors and Sales Specialists within a defined region.  Duties and Responsibilities: Work with the Sales Director and/or Sales Manager in the development of a sales strategy for the respective area of responsibility while ensuring the execution of the strategy.  Provide leadership; mentorship; and communicating direction and group strategy to the Sales Advisors and Sales Specialists in order to meet established Treasury Management goals.  Responsible for sales prospecting, product pricing and structuring, and customer proposals.  Develop and maintain profitable and quality cash management relationships with the largest and most complex customers.  Maintain and manage to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy Execute a partnership...

Who We Are.   At We Insure Group, we are passionate, driven, and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each client’s unique needs, ensuring they feel confident and supported in every decision.     As both a franchise platform and direct insurance provider, We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results.     What sets us apart? We’re data-driven for better value and people led for better service. Our purpose is rooted in clarity, guidance, and long-term trust helping individuals and business owners make informed choices about their insurance coverage. We're building something meaningful and looking for...

Job Description Accountant Build the future with us! Are you driven by purpose and eager to contribute to a company that helps clients feel confident and secure about their future? The Accountant role is responsible to support the execution of general accounting processes.  This includes month-end close processes and account reconciliations as well as cash funding analysis and forecasting. This position provides team support, assistance in resolving banking and accounting issues, compliance with internal controls and accounting principles, participation in process improvements, and support of internal and external client relationships.  This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation. What you’ll accomplish with us: Prepare bank,...

Who We Are.   At We Insure Group, we are passionate, driven, and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each client’s unique needs, ensuring they feel confident and supported in every decision.     As both a franchise platform and direct insurance provider, We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results.     What sets us apart? We’re data-driven for better value and people led for better service. Our purpose is rooted in clarity, guidance, and long-term trust helping individuals and business owners make informed choices about their insurance coverage. We're building something meaningful and looking for...

Job Description Build the future with us Are you driven by excellence in executive support and eager to contribute to the success of a company that helps its clients feel confident and secure about their future? As an Executive Assistant , you will play a key role in enabling our C-Suite leaders to focus on strategic priorities by ensuring seamless communication, efficient operations, and trusted coordination. This position is a great opportunity to showcase your organizational and communication skills while realizing your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation. What you’ll accomplish with us As an Executive Assistant , you’ll be at the core of our mission. Here are the main responsibilities: Act as the primary liaison between the C-Suite, internal teams, and external stakeholders. Manage complex...