73 private client relationship manager jobs found

LOCATION: Melville, NY, Bridgehampton, NY, Jersey city, NJ, Summit, NJ  Hybrid position 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, Inspire trust, Think big, and Drive results. If these values...

LOCATION: Melville, NY, Bridgehampton, NY, Jersey city, NJ, Summit, NJ  Hybrid position 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, Inspire trust, Think big, and Drive results. If these values...

Position Title Relationship Manager - Private/Business Banking   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;...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown   is seeking   a   Senior Account Manager, Private Equity   to join our growing team !             The Senior Account Manager serves as a strategic advisor to key client groups, delivering consultative guidance on collaborative initiatives, risk profile evaluations, policy audits, proposals, and renewals. This individual will   leverage   strong relationship management and industry   expertise   to drive client success while effectively prioritizing and managing workflows to ensure the   timely ,   accurate , and seamless execution of critical   objectives .   This role   operates   within Brown & Brown’s Private Equity practice, Krauter & Company. Krauter & Company is a full-service international insurance and benefits brokerage that has...

Position Title Relationship Manager - Private/Business Banking   Location Rockville Centre, NY 11570   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: 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...

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 Senior Financial Center Associate - Floater   Location Rockville Centre, NY 11570   Job Summary Assists Financial Center Manager in maintaining bank operations and supporting Private Client Groups and clients in accordance with all applicable Bank policies and procedures. Extensive traveling to various Financial Centers to assist with staffing.   Job Responsibilities: JOB   RESPONSIBILITIES     Back-up to Financial Center Manager.   Assists   with opening and closing Financial Center; facilities issues, POD scanning, review of teller work, invoice   payment   FC proof, daily/monthly FC reports,   monthly   audits,   etc.         Provides ongoing servicing   relationship   with clients and responds to inquiries and requests   regarding   accounts. Assists Private Client Groups with client relationships including wire transfers, new account paperwork, foreign wires, collections etc.    Assists...

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: 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...

Position Title Relationship Manager - Private Banking   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...

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...

The Senior Associate Broker is responsible for supporting the placement and broking activities for North American Environmental and Casualty accounts, including both new and renewal business. The role applies environmental insurance expertise, market knowledge, and analytical skills to help deliver effective risk transfer solutions while supporting producers, brokers, underwriters, and clients. Working within the AAIS team, the Senior Associate Broker independently manages assigned activities, develops strong relationships with carriers and internal stakeholders, contributes to placement strategy discussions, and provides guidance to junior colleagues. The role utilizes technology and AI-enabled tools responsibly to enhance efficiency, improve analysis, and support business outcomes while adhering to WTW responsible AI and data governance standards. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.  The...

Job Description Job Summary: Advantage Title is seeking an experienced and detail-oriented Escrow Officer to support the closing and settlement process for real estate transactions. This role is primarily responsible for preparing accurate settlement statements, verifying payment and wiring information, and coordinating closely with internal teams to ensure funds are properly disbursed.   The ideal candidate has strong experience preparing and reviewing settlement statements and understands the financial components of real estate closings. Experience supporting closings across multiple states or working in a National Closing Coordinator capacity is preferred.   Responsibilities: Prepare accurate and timely settlement statements for real estate transactions, ensuring all fees, credits, payoffs, taxes, and other transaction-related amounts are properly reflected. Review and verify payment amounts, wiring instructions, and other financial information associated...

Job Description Job Summary: Advantage Title is seeking a detail-oriented and highly organized Closing Desk Coordinator to support the coordination and preparation of residential and commercial real estate closings. This role serves as an important point of coordination throughout the closing process, working closely with internal teams, closers, and other transaction parties to ensure closings are properly scheduled, required documentation is prepared, and closing packages are received and tracked in a timely manner.   The ideal candidate has experience within the title insurance or real estate industry, strong attention to detail, and the ability to effectively manage multiple transactions and deadlines in a fast-paced environment.   Responsibilities: Coordinate and schedule real estate closings with in-house closers and independent closing professionals based on transaction needs and availability. Prepare Good Faith Estimates (GFEs), title bills, and other...

Join us as a Senior Underwriter to grow your career at the forefront of Political Violence insurance. Who we are Talbot is an international insurer and reinsurer operating within the Lloyd’s market through Syndicates 1183 and 2019. We have been part of AIG since 2018 and our ambition is to be AIG’s Centre of Excellence at Lloyd’s.  Headquartered in London, Talbot has offices in New York and Singapore and over 300 people working across these three locations. Get to know the business Syndicate 1183 underwrites multiple classes of business including Political Violence/Terrorism, Marine, Energy (off-shore and on-shore), Marine and Energy Liability, Hull, Cargo and Specie, Political Risk, Property, Accident and Health, Financial Lines, Cyber, Alternative Risks, Non-Physical Cyber and Treaty Reinsurance. Syndicate 2019 reinsures premium written by AIG’s Private Client Group, covering Homeowners, Auto, General Specie and other products.  Make your mark in Underwriting...

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 our legal team and play a key role in defending both the insured and the Company in Personal Injury Protection (PIP), No-Fault, and SIU (Special Investigations Unit) matters. In this role, you will manage a caseload involving PIP litigation, Examinations Under Oath (EUOs), and no-fault arbitrations while partnering with claims professionals to develop case strategies and resolve complex matters. This is an excellent opportunity for an attorney who enjoys both litigation and investigative work in a fast-paced, collaborative...

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 put your litigation and investigative skills to work protecting The Allstate Company against insurance fraud. The ideal candidate for this role will have a passion for combatting fraud against the insurance industry. In this role, you will utilize your litigation and investigative experience to help defend the company against medical and other types of fraud. The successful candidate will be responsible for bringing affirmative actions, including RICO-based litigation, on behalf of the Company. You will apply...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. Job Description: Chief Data Officer (Enterprise Data Platform) Location:  New York, New York Reports to:  Global CIO Department:  Starr Technology Group Overview: The Head of Chief Data Officer (CDO) is a transformative senior leadership role tasked with architecting, building, and scaling Starr’s global enterprise data platform, data organization, and strategy. This executive is responsible for delivering sophisticated data integration, master data...

Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. We will only consider candidates who are currently authorized to work in the United States and who will not require sponsorship now or in the future. Please note: student visas, CPT, OPT, H-1B, TN, and other temporary work authorizations are considered restricted forms of employment eligibility. Once these expire, the candidate must be able to present another valid form of work authorization.     Start Date: August 2 nd , 2027     Location: New York   Graduate Program Overview The CRB Graduate Development Program (GDP) is a non-rotational 17-month program  that provides the opportunity to develop a broad knowledge base, varied skills, and diverse network. This program is designed to set you up with a holistic view of CRB with hands-on experience, insight, and opportunities to make an impact and shape your own career.    GDP...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a S enior Account Executive, Employee Benefits to join our growing team .       Our Employee Benefits Practice within PEPG is seeking a collaborative, driven, and resilient Senior Account Manager for our team .  The Senior Account Manager will fulfill an integral role in developing cohesive relationships with client groups by designing cost-effective benefits programs, streamlining enrollment initiatives, and serving as a strategic advisor to the portfolio companies in which we serve. The ideal candidate will be an interpersonal and proactive problem solver with demonstrated success in servicing a book of Employee Benefits accounts within a fast-paced environment .         How You Will Contribute:       Proactively manage a full book of...

Description This position is available to be filled at any Huntington Bank Corporate office location.  Job Summary Huntington National Bank is seeking Associate Director (Vice President level) to support originating and executing transactions within the project finance and infrastructure segment. The team provides a broad range of debt structuring and arrangement for large-scale, capital-intensive projects across the full infrastructure spectrum: power, renewable energy, energy related assets, midstream and infrastructure including Public Private Partnership (“PPP” or “P3”). Strategic objective of the division Huntington National Bank (“HNB”) is expanding its team of specialized project finance bankers. The Project Finance and Infrastructure (“PFI”) line of business is a crucial new growth strategy for Huntington Bank’s Structure Finance group and will offer the Banker the opportunity to play a critical role...