27 relationship manager jobs found in Newport Beach, CA

Position Title Associate Relationship Manager Location Newport Beach, CA 92660 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. Pay Range: $61,073.25 - $81,431.00 - $92,072.00 Pay Range: Local Minimum Wage - $0.00 - $0.00 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...

Job Description: ***Please note that this position is within our division of Workforce Benefits and is not a technology role*** We are open to discuss the level of this role. Please apply, if interested, and we can discuss further. Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Senior Specialist, Product Development to join our Workforce Benefits Product Solutions team in Newport...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking two talented Internal Account Managers - Annuities to join our Strategic Accounts team in Newport Beach, CA or Omaha, NE. As an Internal Account Manager - Annuities, you’ll play a key role in Pacific Life’s growth and long-term success by partnering closely with one or more External Field Directors to grow and maintain relationships with...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Senior Real Estate Portfolio Associate to join our Real Estate Investments team in Newport Beach, CA. As a Senior Real Estate Portfolio Associate you will play a key role in Pacific Life’s long‑term success by monitoring the credit quality and performance of a commercial real estate loan portfolio. You will analyze property...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Studio Production Manager to join our Creative Services Department within our Consumer Markets Division in Newport Beach, CA. As a Studio Production Manager, you’ll move Pacific Life, and your career, forward by overseeing the daily operations of the creative team—balancing resources, schedules, and priorities to ensure...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Personal Lines Account Manager provides critical support to clients, manages a book of insurance business by acting with a high degree of independent discretion, autonomy, and decision-making. The Account Manager facilitates positive and effective relationships sales and/or account team colleagues.    DUTIES & RESPONSIBILITIES: Works closely with Producers...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Senior Mutual Fund/Investment Compliance Analyst II to join our Regulatory Filings and Compliance Team, supporting Pacific Life Fund Advisors LLC (PLFA) in Newport Beach, CA. As a Senior Mutual Fund/Investment Compliance Analyst II you’ll move Pacific Life, and your career, forward by providing expertise on a variety of...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking talented Actuarial professionals for our internal rotation program at Pacific Life in Newport Beach, CA, Charlotte, NC, or Omaha, NE. This opportunity follows a hybrid schedule of four days in the office (on-site). If you are not currently located near one of our offices, you will be required to relocate. We offer comprehensive relocation...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Business Analyst t o join the Marketing team in our Consumer Markets Division Team in Newport Beach, CA or Omaha, NE. How you will make an impact: Manage a Portfolio of Compliance, Contract, and Onboarding Projects: Compliance Initiative Subject Matter Expert, Regulatory Initiatives and coordinating broker dealer...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Senior Credit Analyst to join our Private ABS Team in Newport Beach, CA.  As a Senior Analyst, you’ll play a key role in Pacific Life’s growth and long-term success by helping to maintain and further develop the Private ABS effort.  Your role will be to help evaluate, underwrite and manage investment opportunities suitable for...

Job Description: We’re actively seeking a talented AVP, Enterprise Strategic and Competitor Intelligence to join our Financial Planning Analysis team in Newport Beach, CA. This role follows a hybrid schedule of four days in the office (on-site). If you are not currently located near one of our offices, we offer comprehensive relocation assistance. As an AVP, you will be responsible for supporting the development and operationalization of enterprise intelligence capabilities that inform strategy, support executive decision making, and enhance competitive advantage. This role leads a small direct team, works across the enterprise, and integrates market analysis, competitive peer research, industry foresight, and strategic insights into a unified intelligence function that directly supports enterprise planning, and executive leadership. You will partner with leaders across the organization to deliver timely, actionable, and forward-looking intelligence that shapes...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Credit Analysis Manager to join our Private Placement Investment team in Newport Beach, CA.   As a Private Placement Credit Analysis Manager, you will play a key role in Pacific Life’s growth and long-term success by supporting our team in conducting fundamental research on privately placed fixed income opportunities for...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking an Annuity Illustrations Manager to join our illustration development team. This role is hybrid working from Newport Beach, CA or Omaha, NE. We will consider relocating the right candidate. As the Annuity Illustrations Manager, you’ll move Pacific Life, and your career, forward by leading a team that drives illustration, calculator and...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Real Estate Attorney to join us. This position is based in Newport Beach, CA. and is onsite four days a week. Remote may be considered. As an Assistant Vice President and Managing Assistant General Counsel, you’ll move Pacific Life, and your career, forward by leading and supporting the negotiation, documentation, and closing...

THE OPPORTUNITY: HUB’s Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative solutions. The Employee Benefits Account Representative works collaboratively with the Producer and Account Team managing a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues. The Employee Benefits Account Representative I role is focused on the mid to large...

ABOUT US At   HUB International , we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and more than 19,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. Senior Risk Consultant General...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.   We’re actively seeking a talented Senior Actuary (FSA) - Enterprise Reinsurance to join our team in Newport Beach, CA, Omaha, NE, or Charlotte, NC. This role is hybrid with four office days per week. If you are not currently located near one of our offices, we offer comprehensive relocation assistance. As a Senior Actuary, you’ll play a key role in...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Sales Process Manager to join our Sales Process Optimization Fusion Team onsite at our Newport Beach, CA or Omaha NE office. As a Sales Process Manager you’ll move Pacific Life, and your career, forward by leading a matrixed team to drive sales process strategy and go to market efforts . You will fill an existing role that sits on...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.  We’re actively seeking a talented Assistant Vice President, Pricing for our Institutional Products team. As an AVP, you will play a critical role in Pacific Life’s growth and long-term success. You will lead a team of actuarial professionals (FSA and student actuaries) in pricing and supporting the launch of new group annuity products that deliver value for...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Enterprise Organizational Development & Change Management Consultant to join our team in Newport Beach, CA. As an Enterprise Organizational Development & Change Management Consultant, you’ll move Pacific Life, and your career, forward by using your organizational development and change management expertise to...