14 director client relationship jobs found in Cincinnati

Description Summary: Manage a team of fixed income analysts and traders that provide internally vetted fixed instruments to purchase in client accounts. Manage and oversee a series of Fixed Income Strategies. Participate in the Asset Allocation process of the firm. Member of Investment Policy Committee.               Duties and Responsibilities: CFA Charter Holder preferred. Lead the development and implementation of the fixed income strategy. Oversee fixed income research and guide investment portfolio managers. Manage the fixed income buy-list and hold-list. Support risk management framework and collaborate with the investment strategy team. Represent Huntington in internal/external presentations and support sales efforts for Wealth Management. Ensure compliance with regulatory requirements and monitor market trends/conditions. Develop actionable investment insights and communicate fixed income...

Description Summary: As the Managing Director – International Banking, you will drive business growth and deepen relationships with internationally active clients, including U.S. subsidiaries of foreign-headquartered companies. This role partners across teams to support client needs, manage risk, and contribute to the success of International Banking and Corporate, Specialty & Government Banking. Duties and Responsibilities: Business Development: Identify and pursue new business opportunities with internationally active clients and deliver coordinated banking solutions that meet client needs. Client Relationship Management: Build and maintain strong relationships with international banking clients and prospects, including clients with cross-border banking needs. Financial Management: Manage revenue, pricing, profitability, and portfolio performance for assigned client relationships. Risk Management:...

Description Job Description Summary: The Insurance Sales Leader will recruit, retain, and actively coach insurance professionals in addition to direct responsibility for new business, retention and growth of their assigned team and region(s). Duties and Responsibilities: Execute Sales Strategy: Responsible for the execution of the annual sales plan; to include achievement of targeted growth and profitability for the line of business. Works collaboratively with the National Insurance Sales Leader and all other solution line sales leaders to create an executable annual business plan which increases and supports Huntington Insurance brand awareness across the footprint for their respective markets. Works collaboratively with the Sr. Managing Director, National Insurance Sales Leader, and Sales Enablement Leader to share market trends, recommend current and future growth industries, products, and...

Description Job Description Summary: The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Duties And Responsibilities Lead financial planning engagements for clients with a net worth of $1-10M. Conduct thorough discovery conversations to identify client goals, values, and financial objectives. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies. Collaborate closely with internal wealth advisors to support client relationship management and plan implementation. Provide mentorship, training, and guidance to wealth...

Position Summary:  The Commercial Lines Client Service Manager   is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities: None Essential Tasks: Prepare endorsement requests to send to insurance carriers Follow-up on receipt of endorsements to existing policies Processing endorsements, including invoicing and delivery to client Processing of audits, including verification of rates, exposures, and prior premiums Handling/processing of cancellations and billing issues Communication with staff and clients as needed to gather needed information for changes to policies Knowledge of and adherence to, agency procedures Provide technical support to Marketing Executives and Producers as needed Establish and maintain relationships with both internal and external clients Core...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. The Specialty Equipment division is building a data intelligence team to improve decisions, strengthen client value, and increase operational efficiency. The Business Intelligence Manager leads that team and implements the project work needed for data analytics initiative. This role...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. This position is not eligible for employment visa sponsorship. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Great American Financial Institution Services specializes in providing risk management and product enhancement...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. This position is not eligible for employment visa sponsorship. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Great American Risk Solutions (GARS) is a growing wholesale excess & surplus (E&S) insurance...

Position Summary: The Account Manager, Employee Benefits serves as the primary relationship manager for assigned employee benefits clients, ensuring exceptional service, client retention, and strategic benefits planning. This role partners with producers, consultants, carriers, vendors, and internal team members to develop and implement competitive benefits solutions while ensuring compliance with applicable regulations. The Account Manager acts as a trusted advisor, leading renewal strategies, client meetings, employee communications, and ongoing benefit program management to support client objectives and long-term success. Supervisory Responsibilities: Provide day-to-day leadership and guidance to Account Relationship Managers (ARMs), Senior ARMs, Benefits Specialists, and Senior Benefits Specialists, as applicable. Support employee development, training, and performance improvement initiatives. Participate in recruitment and interview processes as needed....

Description Summary: The Sr Financial Recovery Rep (SBA) develops resolution strategy on classified (special asset) loans to minimize losses on current Business Banking or commercial loan portfolio. Responsibilities include analyzing financial plans, negotiating loan collection, or restructuring, and recommending/overseeing litigation, liquidation or charge off-of loan. Works with moderately large and complex loans. May coach less experienced employees. Duties & Responsibilities: Develops resolution strategy on classified (special asset) loans to minimize losses on current loan portfolio. Analyzes financial plans, negotiates loan collection or restructuring, and recommends/oversees litigation, liquidation or charge-off of loan. Works with business line loan officers to manage non-pass rated borrowing relationship. Adheres to bank policies and procedures and complies with legal and regulatory...

Position Summary:   The Commercial Lines Account Executives have leadership/mentorship and advisement responsibilities over Account Managers and their respective books of business/client groups to include gathering information from clients, servicing clients, and setting expectations of timeline for completion of work tasks. Essential Tasks: Collectively or independently plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.), Account Managers, and Client Service Managers Investigates, initiates and prepares necessary summaries of insurance, proposals and...

Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. JOB PURPOSE Responsible to generate sales opportunities with new clients in a defined market; coordinates personal sales efforts with department team members and other internal staff.  Also collaborates with the team to cross-sell products and services; develops and implements a personal sales plan with direct accountability for annual production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Establishes a sales development plan to originate business with new clients; builds and maintains a book of business and incrementally grows the book at plan each year.  Capitalizes on opportunities to cross-sell multiple lines of coverage to existing clients; collaborates with department peers and service staff managing the company's various practices to maximize the sale of services...

Description Summary: The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...