9 private client relationship manager jobs found in Dallas

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...

Description This position must be located in either our Park Central Office, Dallas, TX or 5555 Cleveland, Ave, Columbus, Ohio This position is responsible for the boarding of financial data to AFS for all commercial loans.  This position requires adherence to Bank Credit, Compliance and Risk guidelines. Colleague is responsible for loan set up of the commercial loans received from Commercial and Industrial, Commercial Real Estate, Private Client Group, Private Equity Group, Auto Finance, Asset Based Lending and Special Assets. This includes boarding of loans to the AFS system through the upfront systems of Velocity and CLOS.  Additionally, the colleague must be able to read and interpret complex legal documentation.  Ability to read and understand underwriting analysis, terms and conditions is a plus.  Colleague will cross-training to perform other functions within the team. This area is an...

Description This position is responsible for the boarding of financial data to AFS for all commercial loans.  This position requires adherence to Bank Credit, Compliance and Risk guidelines. Colleague is responsible for loan set up of the commercial loans received from Commercial and Industrial, Commercial Real Estate, Private Client Group, Private Equity Group, Auto Finance, Asset Based Lending and Special Assets. This includes boarding of loans to the AFS system through the upfront systems of Velocity and CLOS.  Additionally, the colleague must be able to read and interpret complex legal documentation.  Ability to read and understand underwriting analysis, terms and conditions is a plus.  Colleague will cross-training to perform other functions within the team. This area is an Essential Partner to various business areas including the Business Loan Center, Legal, Segment Risk, and Credit Administration.  Team...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

Join us as a Senior Underwriter, Representations and Warranties - M&A Financial Lines to play a highly influential role in protecting our clients and growing our business. Make your mark in Underwritin g AIG Underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, and Multinational Clients. We are reimagining how we help customers to manage risk, transforming our operating model and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG. How you will create an impac t This key role focuses on technical underwriting of insurable risks as they relate to Representations and Warranties transactions (including analysis of deal documents and due diligence) and development of relationships with M&A source producers (brokers, lawyers,...

Job Description: We are looking to add a Sr. Pharmacy Consultant to join our EB team. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Basic Function: The Sr. Pharmacy Consultant will assist the Pharmacy Director in executing on business through consulting and analysis services. The Sr. Pharmacy Consultant will leverage expertise, strong contract negotiation skills and industry-leading analytics to consistently produce validated savings to Holmes Murphy clients. Essential Responsibilities: Trains clients and employees on pharmacy trends, cost containment and clinical strategies. Collaborates with Clinical Strategies Team in the development of client clinical analysis and tools. Monitors pharmacy and medical utilization across book of business. Presents pharmacy strategy in sales finalist meetings for new business and retention of key clients....

Summary: The Commercial Lines Insurance Advisor manages a portfolio of mid-to-large revenue tier clients while also generating new business opportunities. The ideal candidate will possess a strong background in insurance, exceptional relationship-building skills, and a proactive approach to client management and business development.  Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted advisor by investing in our people, adopting new technologies, and striving for...

Job Description: Position Summary The product director’s primary responsibility is managing profit and loss for specific states and line of business assignments.  Uses rate making tools, such as rate indications, product distribution reports, retention analysis, claims severity reports and on level rate relativity reports to increase written premium and profit margins.   Handles compliance, underwriting and forms development and maintains procedures that address compliance within the department. Essential Duties and Responsibilities include the following.  Other duties assigned as needed. Work closely with cross-functional team members to develop and execute business plans, including creation of annual growth, retention and profit forecasts. Provide senior leadership and field with regular assessment of financial results and both lag and lead indicators of future performance. Recommend and implement corrective actions to improve results. Build productive...

  When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to grow their career in the specialty insurance industry. We are looking for candidates with an entrepreneurial spirit and drive for career advancement to join our team as a Professional Liability Broker. The Professional Liability Broker will drive new business, work to meet or exceed production goals, as well as build strong, positive relationships to increase the reputation of Burns & Wilcox. Responsibilities Build agent and broker relationships, find sources, and be creative in placing risks and identifying product opportunities Handle accounts of all sizes, must be willing to work towards handling larger accounts independently Seek opportunities to access and cultivate new brokerage markets and products Travel...