55 private client relationship manager jobs found in New York

Position Title Associate Group Director - First Vice President   Location New York, NY 10018   Job Summary The Associate Group Director will be responsible for building and maintaining strong client relationships for the Private Bank by providing personalized banking products and services.   Job Responsibilities: JOB RESPONSIBILITIES New Client Acquisition Assists Group Director in developing opportunities with bank targeted Commercial and High Net Worth prospects through customer referrals, COI referrals, Networking, and other sources. Maintains regular contact with an active list of prospective clients. Responsible for ensuring new clients in their respective region fall within the bank’s risk protocol and framework Client Management Regularly meets with top clients to ensure customer satisfaction & understand/assess for incremental needs. Determines customers’ financial needs and presents needs-based solutions. Uses independent judgement and...

Position Title Relationship Manager   Location New York, NY 10018   Job Summary The Relationship Manager will be responsible for prospecting, building, on-boarding and maintaining banking relationships with bank clients. This role is key to driving business growth for the Private Banking Group by providing personalized banking services to financial institution customers.   Job Responsibilities: JOB RESPONSIBILITIES Develops and expands existing relationships including sales efforts; engages key Product Partners as appropriate in delivering the full breadth of the bank to satisfy clients needs. Oversees all aspects of account management, including new account opening, follow-up, communications, maintenance. Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business; Handles sensitive client relationships and larger client needs. Analyzes problems; answers inquires for a client; researches and responds...

Position Title Head of Solutions Delivery   Location New York, NY 10018   Job Summary The Head of Solutions Delivery is a key member of the IT Leadership Team. This position primarily focuses on ensuring the delivery of IT solutions by defining customer centric solutions, building testing and implementing all aspects of information security to achieve committed business outcomes. Accountable for the operational stability and quality metrics as well as the health of applications and disaster recovery readiness. The Head of Solutions Delivery manages a team of senior level directors responsible for influencing business strategies and enabling technology and data roadmaps. Lines of business to include: Retail/Small Business/Mortgage Community Banking Private Bank Corporate Banking Shared Services Testing Center of Excellence The Head of Solutions Delivery will own the software development lifecycle methodologies and provide technical leadership to engineering and...

Position Title Segment Marketing Manager Sr   Location New York, NY 10018   Job Summary The Segment Marketing Manager Sr is an expert level individual contributor responsible for developing and executing the marketing strategy that supports assigned business(es). This role owns the vertical marketing strategy, content, and banker enablement for the assigned business(es), ensuring that every banker goes to market with a consistent, credible, and compelling Flagstar story that builds trust and advances client relationships before a conversation ever begins. This is a high-ownership, high-craft role. The Segment Marketing Manager operates at the intersection of strategy and execution, developing the programs, content, and materials that make marketing a genuine growth partner to the business. The right candidate brings deep experience in B2B (or B2C) or financial services marketing, exceptional content and storytelling instincts, and the ability to build industry-best...

Position Title Segment Marketing Manager Location New York, NY 10018 Job Summary The Segment Marketing Manager is a senior individual contributor responsible for developing and executing the marketing strategy that supports assigned business(es). This role owns the vertical marketing strategy, content, and banker enablement for the assigned business(es), ensuring that every banker goes to market with a consistent, credible, and compelling Flagstar story that builds trust and advances client relationships before a conversation ever begins. This is a high-ownership, high-craft role. The Segment Marketing Manager operates at the intersection of strategy and execution, developing the programs, content, and materials that make marketing a genuine growth partner to the business. The right candidate brings deep experience in B2B (or B2C) or financial services marketing, exceptional content and storytelling instincts, and the ability to build industry-best pitchbooks and...

Position Title Associate Relationship Manager   Location New York, NY 10018   Job Summary The Associate Relationship Manager is responsible for building and maintaining client relationships ensuring the highest level of customer service and support. This is a business development role providing client support and responsible for business development activities that supports the Private Client Group. Partners with teammates and key product partners to ensure to ensure the highest level of service to clients.   Job Responsibilities: JOB RESPONSIBILITIES Responds to client inquiries and requests regarding accounts. Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed. Acts as liaison to Private Client Services (PCS) group for transaction requests. Assists with the development of client relationships: supports business development efforts for new PCG business. This role includes identifying client needs,...

Position Title Associate Relationship Manager   Location New York, NY 10018   Job Summary The Associate Relationship Manager is responsible for building and maintaining client relationships ensuring the highest level of customer service and support. This is a business development role providing client support and responsible for business development activities that supports the Private Client Group. Partners with teammates and key product partners to ensure to ensure the highest level of service to clients.   Job Responsibilities: JOB RESPONSIBILITIES Responds to client inquiries and requests regarding accounts. Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed. Acts as liaison to Private Client Services (PCS) group for transaction requests. Assists with the development of client relationships: supports business development efforts for new PCG business. This role includes identifying client needs,...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Position Title Associate Group Director   Location New York, NY 10018   Job Summary The Associate Group Director will be responsible for building and maintaining strong client relationships for the Private Bank by providing personalized banking products and services.   Job Responsibilities: JOB RESPONSIBILITIES New Client Acquisition Assists Group Director in developing opportunities with bank targeted Commercial and High Net Worth prospects through customer referrals, COI referrals, Networking, and other sources. Maintains regular contact with an active list of prospective clients. Responsible for ensuring new clients in their respective region fall within the bank’s risk protocol and framework Client Management Regularly meets with top clients to ensure customer satisfaction & understand/assess for incremental needs. Determines customers’ financial needs and presents needs-based solutions. Uses independent judgement and discretion to make...

About Specialty Program Group: Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.  About Encore Fiduciary: At Encore Fiduciary, we strive to be best-in-class underwriters in professional and management liability insurance niches in which we have demonstrated expertise and expertise.  We earn our business by providing value to broker partners and policyholders with management liability expertise, thought leadership and risk management for our client.  As an Underwriter, you will play a...

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. Title: Marketing Associate Location: Hybrid in New York City About Howden Private Capital Howden Private Capital (HPC) is a specialty broking group built around the needs of sophisticated investors and dealmakers. We work across the full transaction lifecycle, from pre-deal...

The Senior Safety Loss Control Consultant position is responsible for the provision of risk management, loss prevention, and safety related services to assist our clients in the identification and mitigation of safety related hazards with an emphasis on workers’ compensation, general liability, and automobile losses. Your Impact Conduct safety assessments at client facilities including manufacturing, non-manufacturing occupancies such as hospitals, universities, real estate, retail, and process industries, etc. Assist clients in reducing actual and potential losses by recommending, implementing, and improving safety and loss control programs based on loss history, regulations, organizational needs, and industry “best practices” Work closely with the claims team and analytics group to review large losses, analyze loss trends and develop service plan for clients to mitigate future losses Manage relationship between insurance company loss control and clients by...

LOCATION: We are open to hiring candidates located in the Boca Raton, FL or the NY Metro area as occasional travel in the office may be required. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset,...

Burns & Wilcox is seeking a dynamic, forward-thinking leader to drive sustained growth across our Northeast region. The Regional Vice President will lead, develop, and oversee the performance of our offices in New York, New Jersey, Boston, Baltimore, and Pittsburgh. This role is responsible for setting and executing strategies that drive profitability, growth, and retention throughout the region. The successful candidate will bring a proven track record as a transformational leader within the insurance industry, with the ability to inspire teams and deliver results. Responsibilities Identify opportunities for strategic growth of a Burns & Wilcox region; develop and executive coordinating business plans to ensure the profitability, growth objectives and operational efficiencies of the region Continuously analyze the regional territory to assess market trends, changes or relationship needs, and revise business plan...

Be Apart Of Something Groundbreaking     AIG is seeking a detail oriented and proactive Data Privacy professional to support the organization's commitment to protecting personal information. This role is responsible ensuring compliance with global data protection regulations, managing privacy risk and promoting best practices across the business. The successful candidate will collaborate with cross function teams to strengthen privacy governance, support regulatory requirements and help maintain customer and stakeholder trust through effective data protection practices.    How you will create an impact Providing advice and guidance to business units and corporate functions on Privacy program risks. Maintaining current knowledge of Americas laws and regulations relating to Privacy governance, operational and compliance risks, and implementing appropriate changes to existing policies, standards and compliance programs. Participating as a key resource in AIG’s...

Company Argo Group Argo Group is an underwriter of specialty insurance products in the property and casualty market. Argo offers a full line of products and services designed to meet the unique coverage and claims-handling needs of businesses. The Argo entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s):   Senior Environmental Claims Adjuster Employment Type:  Full-Time  FLSA Status : Exempt  Location:  Field   Summary:   We are looking for a highly capable Senior Environmental Claims Adjuster to join our team and work from our office in New York City.  We can also consider candidates in our Albany, Chicago, Houston, Los Angeles, Omaha, or Richmond (VA) offices. Alternatively, we can fill this role fully remote except in the states of AK, DE, HI, KY, MI, MS, MT, ND, SD, or VT. This individual will report to a manager who works in New York City and is focused on adjudicating first and third party commercial...

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. Associate, Tax (Tax Insurance) Location: New York, NY About Howden Private Capital Howden Private Capital (formerly Atlantic Global Risk) is the transactional risk arm of Howden, one of the world’s leading independent insurance brokers. We advise private equity sponsors,...

We are seeking an experienced and entrepreneurial Vice President – Tax Insurance Broker to join our growing tax insurance practice. This role will focus on advising clients and placing tax liability insurance solutions related to mergers and acquisitions, corporate restructurings, private equity transactions, complex tax positions, and tax credits. The successful candidate will serve as a trusted advisor to private equity firms, corporate clients, law firms, accounting firms, and other transaction stakeholders, helping identify, structure, and transfer tax-related risks through insurance solutions. This position offers significant client-facing responsibility and the opportunity to contribute to business development, market expansion, and strategic growth initiatives. Key Responsibilities Client Advisory & Placement Advise clients on the use of tax insurance as a risk-transfer tool for identified and contingent tax exposures. Analyze tax opinions, transaction...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description Join the legal frontline and champion the defense for both the insured and the Company! As an Early Career Trial Attorney, you'll handle bodily injury, property damage lawsuits, and more with arbitrations, mediations, and occasional trials. Beyond the courtroom, you'll provide vital counsel to business clients and coordinate between legal teams. Stay ahead of the game by monitoring new laws and regulations, ensuring our strategies remain sharp. Embrace the excitement of constant challenges and victories in this dynamic role! Key...

Company Argo Group Argo Group is an underwriter of specialty insurance products in the property and casualty market. Argo offers a full line of products and services designed to meet the unique coverage and claims-handling needs of businesses. The Argo entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s):   Senior Technical New York Labor Law Claims Specialist   Employment Type:   Full-Time   FLSA Status:   Exempt   Location:   In-Office     Summary:    Due to continued growth, we are looking for a highly capable Senior Technical New York Labor Law Claims Specialist to join our team and work from our New York City or Albany office. We work together in the office five days a week   in order to   strengthen our culture, build team connections, and drive profitability. This role will be   adjudicating   claims of general liability, third party property...