561 private client relationship manager jobs found

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description The Business Development Manager is responsible for building relationships with clients and prospective clients in the development of new business and existing client retention through RFPs RFIs, and due diligence. This role provides comprehensive technical expertise, critical analysis and execution of client relationship and development activities and projects. Additionally, this role supports key strategies, communication, resources and deliverables throughout the client relationship and business development lifecycles, contributing to the achievement of acquisition and retention goals. Key...

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 The Product Manager Senior Consultant II is responsible for contributing towards defining, delivering, and managing the lifecycle of one or more products in Allstate's growing product portfolio. The Product Manager Senior Consultant II assists with establishing strategic product vision, product discovery, roadmaps, and backlog to maximize the customer and enterprise value provided by their product. Successful Product Managers help to identify assumptions and validate those assumptions using product discovery techniques. The Product Manager...

Job Title: Tax Services Manager Compensation: $130,000-$150,000 plus 10% yearly discretionary bonus Location: Austin, TX or Richmond, VA Workplace Type: Hybrid Supervisor: Director of Tax Services Employment Type: Full-Time | Hybrid About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB Tax Advisory provides tax planning and preparation services for wealth clients on behalf of HUB Investment Partners, a registered investment advisory firm dedicated to providing comprehensive wealth management services to high-net-worth individuals and families. We deliver personalized investment strategies, financial planning, and exceptional client service. About HUB Retirement & Private Wealth (RPW):  We lead our communities with integrity, driven to make things better, both now and in the...

Job Title: Tax Services Manager Compensation: $130,000-$150,000 plus 10% yearly discretionary bonus Location: Austin, TX or Richmond, VA Workplace Type: Hybrid Supervisor: Director of Tax Services Employment Type: Full-Time | Hybrid About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB Tax Advisory provides tax planning and preparation services for wealth clients on behalf of HUB Investment Partners, a registered investment advisory firm dedicated to providing comprehensive wealth management services to high-net-worth individuals and families. We deliver personalized investment strategies, financial planning, and exceptional client service. About HUB Retirement & Private Wealth (RPW):  We lead our communities with integrity, driven to make things better, both now and in the...

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...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. We intend for this position to be primarily work from the NTD Richfield, OH office, subject to Nationwide SuccessFlex options.   Ideal candidate to have an insurance defense background in Ohio counties (particularly Northern Ohio) with experience in the Cleveland and surrounding area court systems; state and federal courts experience required, along with prior managing/leadership experience strongly preferred.  Proven trial advocacy skills are required. The qualified candidate for this position will handle aspects of office...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Experienced paralegal with responsibilities to mentor other office paralegals. No Billable Hours Candidate will have responsibilities to support only one attorney. This will be a hybrid opportunity but we will consider a 100 % remote depending on location. Job Description Summary Would you thrive in an environment where you can deliver top-quality legal services to support the mission of a Fortune 100 insurance company to protect people, businesses, and futures with extraordinary care? If you enjoy having a diverse workload,...

Position Title Senior Financial Center Associate   Location Hauppauge, NY 11788   Job Summary The Senior Financial Center Associate assists Financial Center Manager in maintaining bank operations and supporting Private Client Groups and clients in accordance with all applicable Bank policy and procedures.   Job Responsibilities: JOB RESPONSIBILITIES Assists in Financial Center operations tasks: POD scanning, review teller work, invoice payment, financial center proof, daily/monthly financial center reports, monthly audits, etc. Supports tellers, provides feedback. Back-up to Financial Center Manager. Assists with opening and closing Financial Center; assists with facilities issues, and training of new hires. May open as a Head Teller/Teller and perform all teller functions as needed. See "Head Teller" and "Teller" job descriptions. Provides ongoing servicing relationship with clients and responds to inquiries and requests regarding accounts. Assists Private...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role will cover the territory of Texas, Arkansas, Oklahoma, Missouri, Mississippi, Louisiana, and Florida for our Corporate/Private sector clients. This role will require some travel, and living within the state of Texas is preferred. This position will require the FINRA Series 6, 63, 65 (or 7 & 66) and life insurance licenses. Bilingual (Spanish) capabilities is strongly preferred. This is an F.SD85 band role. #LI-COLE Job Description Summary At the heart of...

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 a 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 almost 20,000 employees in 700 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. Position Summary The Senior Manager, Financial Systems...

Position Title Sr. Relationship Manager, Commercial Real Estate   Location Work From Home IL, IL 62629   Job Summary Come join the expanding CRE team at Flagstar! We are looking for a key player to lead new business development in the Chicago market. The Senior Relationship Manager-Commercial Real Estate manages commercial real estate loan relationships of all levels of complexity. Generates new business and relationships that will produce revenue from companies, sponsors, developers and businesses. Generates deal flow directly from these clients/prospects and orchestrating a team approach to the relationship. The position is supported by product specialists, portfolio managers (credit, underwriting, transaction approvals/processing) and operational support specialists but remains accountable for all aspects of the relationship. Responsible for the origination, negotiation, structuring, pricing, underwriting, and closing of loans. Manages a complex commercial loan...

Description The Private Bank Group Regional Manager is a senior leadership role responsible for driving strategic growth, operational excellence, and client experience across multiple regional markets within the Private Bank. This individual will lead a team of Private Bank Regional Market Managers and ensure alignment with the overall goals of the Private Bank, which includes both banking and investment product offerings. The role requires a dynamic leader with deep expertise in wealth management, banking, and investment services, as well as a proven ability to lead high-performing teams. Key Responsibilities Leadership & Strategy - Lead and manage a team of Private Bank Regional Market Managers across the division. - Develop and execute divisional strategies to grow market share, deepen client relationships, and enhance profitability. - Collaborate with the Director of the Private Bank to align...

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship. We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed , valuing each other , acting with speed and having an owner’s mindset .  As part of our team, you play a role in fulfilling our purpose and making a difference.  We offer a rewarding work environment that is filled with...

  The Opportunity Are you a dynamic risk management professional ready to make a meaningful impact for clients in the Construction and Real Estate industries? As a Risk Manager at M3, you'll be at the forefront of client safety and cost containment strategy, partnering with Client Executives in our Construction and Real Estate practice group to deliver high-quality risk management services. This role offers an exciting blend of analytical expertise, client consulting, and relationship building - making it an ideal opportunity for driven professionals looking to shape real outcomes for middle and large market clients in these dynamic industries.   How You Will Make an Impact Drive cost containment strategies for a portfolio of 25–30 clients, developing and executing customized service plans with clear objectives and industry benchmarks. Consult directly with clients on overall risk management programs, safety initiatives, and regulatory compliance specific...

Description Looking for bankers across Tennessee to work from one of our corporate offices. Summary: The Sr. Executive Relationship Manager prospects and develops upper middle market banking relationships targeting companies with revenues $50M and above within assigned geographic territory. They draw upon established network to drive bank / customer profitability via loans, deposits, Treasury Management, fees, and capital markets. They provide customers valuable insights and introduce product and service partners to meet customer needs. They work in concert with portfolio management partners, to structure loans, manage underwriting and credit approval process, ensure appropriate documentation, and manage closing of complex commercial loans. Duties and Responsibilities: Develops and deepens relationships with clients and prospective clients through consultative selling and introductions to appropriate...

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 We are seeking a Compliance Manager to support and strengthen our Registered Investment Adviser (RIA) compliance program. The team is responsible for designing, implementing, and operating a compliance program aligned with the Investment Advisers Act of 1940, with a strong emphasis on exam readiness, risk identification, and practical supervision. This role partners closely with the Investments Chief Compliance Officer and senior leaders across Legal, Risk, Operations, and the Investments business unit to help ensure the firm maintains a...

Description Looking for bankers across Tennessee to work from one of our corporate offices. Summary: The Sr. Executive Relationship Manager prospects and develops upper middle market banking relationships targeting companies with revenues $50M and above within assigned geographic territory. They draw upon established network to drive bank / customer profitability via loans, deposits, Treasury Management, fees, and capital markets. They provide customers valuable insights and introduce product and service partners to meet customer needs. They work in concert with portfolio management partners, to structure loans, manage underwriting and credit approval process, ensure appropriate documentation, and manage closing of complex commercial loans. Duties and Responsibilities: Develops and deepens relationships with clients and prospective clients through consultative selling and introductions to appropriate...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This position can be a hybrid work schedule or fully remote in Southern CA supporting our Newport Beach, CA Trial Division office.   The MTA will be responsible for managing approximately 12 direct reports, including both attorneys and paralegals and will also assist with managing the operational aspects of the Newport Beach office.    This MTA will oversee Commercial and Personal Lines files. Concentrations for the cases this MTA will manage include but may not be limited to: Bodily Injury Commercial; Commercial...

Position Title Private Bank Deposit Product Manager Sr - Treasury Management Location New York, NY 10018 Job Summary A Treasury Management-Product Manager Sr is responsible for the research, design, development, and delivery of new value-added products to augment and enhance product lines, improve competitive position, and increase revenues while ensuring compliance with industry regulations and rules. Employs an end-to-end view of payment products across the enterprise, first taking measure of the bank’s current capabilities and then layering over these products the lens of the customer. Stays informed on evolving technologies and markets to ensure the bank is consistently on the forefront of next generation products and services, and employs that knowledge in developing and delivering products that will ensure market leadership. Collaborates with a cross functional team of professionals to ensure integration with sales, marketing, operations, technology, and customer...

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 The Regional Senior Manager is responsible for profitable growth and increased market share within an assigned geographic area. This role is accountable for: execution of the market's growth plans, successful development of Territory Sales Managers; achievement of sales and production plans including deployment and effective producer counts; developing employees. This individual takes strategic direction and reports directly to the Sales Director. Key Responsibilities Position is key company liaison within assigned market to both...