63 client relationship manager retirement jobs found

When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Performance Based Incentive Plans Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their individual Plans. And that’s just...

Description Summary: The Private Bank Market Manager - Illinois/Wisconsin is responsible for managing and directing all Private Banking sales and service activities for a large region to provide leadership and guidance to Relationship Managers to deepen relationships within the region. Duties and Responsibilities: Establishes strategic plans and marketing initiatives that support business development goals within the market to achieve success across the Private Banking team. Responsible for meeting performance expectations relative to financial objectives for the region. Actively involved in identifying and cultivating relationships with centers of influence and internal leaders across all business segments to meet OCR expectations. May personally manage selected large accounts or portfolios of a complex or sensitive nature. Performs other duties as assigned. Basic Qualifications: Bachelor's...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? This is an exciting new opportunity to make a big impact! We are looking for an experienced Employee Benefits National Accounts Sales and/or Account Management, to make a slight career shift and become our new Training & Development Specialist in our National Accounts and large case space! You must have performed in a National Accounts role w/ ancillary EB products to be...

Job Description About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Leader responsible for market penetration through targeted Payroll campaigns that deliver incremental revenue from new and/or existing clients. As a Division Manager (DM), you will report to a regional Vice President (VP). DM’s must manage and achieve their Division’s productive sales goal on a monthly basis while managing and leading a team of Territory Managers and Payroll Client Advisors, which are responsible for the...

Description Summary: The Private Bank Wealth Advisor IV 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...

Job Description About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Territory Manager (PTM), you will report to the Payroll Division Manager (PDM).  Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Auris products and...

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. Vice President, Business Development Hybrid out of Chicago, IL Who are we?        Howden is a collective – a group of talented and passionate people all around the world. Together, we have pushed the boundaries of insurance. We are united by a shared passion and...

Job Description Are you looking for your next opportunity? Sompo has a unique opportunity for an AVP, Retail Business Development . The position is in our Chicago, IL office reporting into the Central Zone Senior Vice President of Business Development. The Business Development team plays an important role with decision making responsibility and strong influence that will lead the effort to raise corporate profile, effectiveness, and reputation by deepening and extending our broker relationships and impacting strategic initiatives/business development efforts. Our business, your impact, our opportunity: What you’ll be doing : Drive business development strategies in conjunction with our retail/brokerage partners that maximize revenue opportunities within designated territory Serve as a single point of contact externally (agents/brokers in dealing with product support, quality service, opportunity assessments, and the overall fulfilment of their multiline...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Job Summary: Doubtless Pet Insurance Partnerships – North America is seeking an Insurance Agent- Sales who will report to the Sales Supervisor. Agents are responsible for educating prospective customers on our pet insurance products, identifying customer needs, recommending appropriate coverage options,...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Job Summary: Doubtless Pet Insurance Partnerships – North America is seeking an Insurance Agent- Sales who will report to the Sales Supervisor. Agents are responsible for educating prospective customers on our pet insurance products, identifying customer needs, recommending appropriate coverage options,...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   This is a relationship driven sales role with long-term income potential through commission.  We know building a client base takes time, which is why we offer ramp-up earnings support during your first months as you grow your pipeline and book of business $2,500 New Agent Ramp-up Incentive This supports your transition by providing additional income as you develop your pipeline and build a strong foundation for long-term success If you enjoy helping people, building relationships, and earning more through performance, we’ll provide the training, tools, and support to help you succeed Success in this role comes from: Consistent outreach Proactive engagement with prospective clients Strong follow-up Community networking Building trust with clients Location Details: Crystal Lake, IL Position Schedule / Shift: ·Monday - Friday 8:30 am –5:30 pm Position...

Description As a member of a dedicated client team, you will help deliver strategic advice and investment solutions to institutional investment clients (such as corporations, retirement plans, and other organizations). This client-facing role provides the opportunity to work directly with sophisticated clients and contribute to investment-decision making. Working closely with Senior Consultants, investment analysts, and colleagues across WTW, you will coordinate client activities and contribute to the delivery of thoughtful, high-quality investment solutions and an exceptional client experience. You will have the opportunity to build trusted client relationships, contribute to investment strategy discussions, and build toward taking on greater client-facing responsibility over time.  Our work helps clients make and monitor investment decisions - from setting investment objectives and strategy, to selecting and monitoring managers, reviewing performance, and  developing...

Experience more with a career at COUNTRY Financial! We’re excited you’re interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role We are seeking a Financial Reporting Manager to lead key accounting activities at COUNTRY Financial. This role will oversee financial reporting, accounting policies and controls, regulatory reporting, and the maintenance of accurate accounting records, including the general ledger and financial statements. The ideal candidate will also provide leadership to the finance and accounting team by developing talent, strengthening processes, and ensuring the efficient operation of the financial reporting function. How does this role make an impact? - Coordinates the preparation of...

The salary range for this job posting is $97,153.00 - $194,990.00 annually + bonus + benefits. Pay Type: Salary The above represents the full salary range for this job requisition. Ultimately, in determining your pay and job title, we'll consider your location, education, experience, and other job-related factors, and will fall within the stated range. Your recruiter can share more information about the specific salary range during the hiring process. Encova Insurance has an immediate opening for Production Underwriter, Workers' Compensation for accounts over   $75k in premium . This is a remote position that will travel the assigned territory   in Illinois t o visit agencies in order to develop new and existing relationships. A company vehicle will be provided. The salary range for candidates in Illinois is $105,080 - $210,900 annually + bonus + benefits. Pay Type: Salary We may hire a senior level depending on candidate qualifications, and the posting is...

Experience more with a career at COUNTRY Financial! We’re excited you’re interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role Leads the strategy, planning, and execution of internal communications that connect employees to COUNTRY's mission, values, and business outcomes. Serves as a trusted advisor to leaders, translating complex information into clear, compelling, and actionable communications. Drives employee engagement through strategic storytelling, change communications, executive visibility, and multi-channel communication programs. Evaluates communication effectiveness, identifies opportunities for continuous improvement, and fosters a culture of transparency and connection. Leads, develops, and...

Experience more with a career at COUNTRY Financial! We’re excited you’re interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role Protect and enhance the reputation of COUNTRY Financial through the development of a content strategy and external communication efforts. Supports corporate vision, mission and objectives through content planning, message development and delivery to ensure the right messages get to the right audiences using the appropriate medium based on best practices and which meet legal, compliance, brand and other standards. Ensures consistency of messages and alignment with corporate objectives and values. This role will also work in different media formats such as podcasts and social media...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Complex Claims Director – TPA Oversight to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Claims Our Claims teams are the proven problem solvers of choice for clients, delivering consistent technical excellence and showcasing our service differentiation to create an unparalleled global claims handling experience. Through a robust stakeholder feedback loop and supported by consistent processes and leadership, we take pride in delivering responsive, fair and professional service with empathy and efficiency. How you will create an impact As Complex Claims Director – TPA Oversight, you will analyze and process bodily injury and third-party property damage claims by investigating and gathering information to determine the exposure on the claim; ensure proactive claims handling aimed at the prompt...

Experience more with a career at COUNTRY Financial! We’re excited you’re interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role COUNTRY Financial is seeking a Sr. Quality Practice Lead in the IT Quality Assurance Consultant job profile to help strengthen, standardize, and advance testing practices across Technology. This Quality Engineering-level role provides enterprise quality assurance consulting, coaching, governance, and thought leadership to application areas, Agile Release Trains, value streams, and delivery teams. Rather than creating program-level test strategies or designing individual test cases, this role enables teams to improve how they plan, execute, measure, and continuously improve testing....

Description Position Summary The Managing Director and Team Lead of Asset-Based Lending (“ABL”) Underwriting manages and develops a team of nationally based underwriters responsible for structuring and due diligence of Sole Bank, Admin Agency, Club, and participation ABL facilities for private and sponsor owned and public companies.  delivering high‑quality credit recommendations, disciplined risk management, and timely execution aligned to credit policy, regulatory expectations, and service‑level commitments. The role partners closely with ABL Business Development and Relationship & Portfolio Management, Internal Sponsor, Industry, and Geographic Coverage Partners, Collateral/Field Exam, Credit Partners, and Internal and Third Party Legal Advisors to drive prudent growth and sound portfolio performance. Key Responsibilities Leadership & People Management Set team strategy and capacity plan;...

Experience more with a career at COUNTRY Financial! We’re excited you’re interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role This role offers the opportunity to practice across a broad range of legal disciplines while partnering with business leaders on matters that are critical to the success of Illinois Farm Bureau (IFB), COUNTRY Financial, and affiliated companies. Attorneys will counsel and advise on all matters of legal concern. They may be asked to concentrate in one or more practice areas, while gaining exposure to a variety of legal disciplines, including Agriculture, Banking and Financial Services Regulatory, Contracts, Corporate Governance, E-Commerce, E-Discovery, Employment and Employee...