6 private client account manager jobs found in Omaha

HUB Retirement & Private Wealth (RPW) is seeking a Manager of Investment Services to lead the trading, portfolio implementation, and investment operations function for our private wealth management client accounts.  This role includes the day-to-day execution of trades, the implementation of model portfolios and rebalances, and the oversight of investment monitoring and reporting workflows in close partnership with the firm's advisors. This is a senior, hands-on role for an experienced investment professional who can move fluently between portfolio execution, performance reporting, and client-facing investment discussions. Your job responsibilities as a Manager of Investment Services: Trading & Portfolio Implementation Lead daily trading activity across equities, ETFs, mutual funds, and fixed income on behalf of private wealth client accounts. Implement model portfolio updates, rebalances, cash raises, and tax-aware adjustments using iRebal, Orion, or equivalent...

Company Shared Services Argo and Farm Family are specialty property and casualty insurance brands whose underwriting companies are wholly-owned subsidaries of Clearbrook Holdings Inc. Argo and Farm Family partner with agents and brokers to provide insurance solutions that enable businesses to manage risks with confidence. Job Description The IT Service Desk Supervisor is responsible for the overall operational health, performance, and maturity of the Service Desk function. This role provides direct people leadership, oversees 24x7 support operations (including overnight coverage), serves as an escalation point for complex and critical incidents, and drives continuous improvement initiatives such as shift‑left adoption, knowledge maturity, and access management process adherence. The Supervisor ensures consistent service delivery aligned to SLA, ITIL, security, and audit requirements, while fostering a high‑performing, customer‑focused support team. 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 A Brief Overview Argo Group currently has a challenging opportunity for an Account Manager in their Environmental line of business.  This position will provide support and assistance to the overall underwriting function through customer service, processing of various underwriting transactions, data research and analysis.  The Account Manager plays a pivotal role in delivering customer service excellence to our internal and external partners. This role will work onsite 5x per week at any of our Omaha (NE), Chicago, or New York City office locations. The primary duties and responsibilities of the role are: Analyze and...

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 Senior Account Manager, Inland Marine Argo Group currently has a challenging opportunity for a Senior Account Manager supporting our Inland Marine line of business. The Senior Account Manager plays a pivotal role in delivering customer service excellence to our internal and external partners. Job Purpose: This position will provide support and assistance to the overall underwriting function through customer service, processing of various underwriting transactions, data research, and analysis.  This position will also partner with their assigned underwriters to help develop and service a profitable portfolio of new and...

Great opportunity to join our Retirement and Private Wealth Team! Are you a bright, outgoing, people-oriented person? If so, this is the career for you. As an Education Consultant and Wealth Advisor , you will engage retirement plan participants and their families in holistic financial well-being by providing recommendations that will help them drive positive financial outcomes while growing and maintaining your book of personal wealth clients. You will have continuous learning  and development opportunities to work towards your career goals . Your job responsibilities as the Education Consultant and Wealth Advisor: Manage a strong Client relationship and provide exceptional service Provide financial education and advice to help employees make informed decisions about retirement savings and other aspects of their financial wellbeing Educate the employee on their retirement picture, including social security, pension plans, state governmental plans, employer...

Company Shared Services Argo and Farm Family are specialty property and casualty insurance brands whose underwriting companies are wholly-owned subsidaries of Clearbrook Holdings Inc. Argo and Farm Family partner with agents and brokers to provide insurance solutions that enable businesses to manage risks with confidence. Job Description Catastrophe & Exposure Manager, Argo Group At Argo Group, we invite you to elevate your career as a CAT & Exposure Manager, joining a brilliant team with a bold vision for growth and innovation based out of one of our offices. Make Your Mark at Argo Group The Catastrophe & Exposure Manager leads catastrophe modeling and exposure management across Property lines, delivering high‑quality analytics that inform underwriting, portfolio optimization, regulatory reporting, and reinsurance strategy. This role owns modeling accuracy, data standards, and platform effectiveness, while driving automation and continuous...