21 private client relationship manager jobs found

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! 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. #LI-ML1 Job Description Summary At Nationwide, Corporate Development partners with enterprise and business leaders to identify, evaluate and execute opportunities that strengthen long-term growth, capabilities and value creation. As AVP, Corporate Development, you’ll lead Corporate Development teams responsible for mergers and acquisitions, strategic investments, business integrations and opportunity assessment across Nationwide. You’ll serve as a trusted advisor to senior leaders, bringing together market insight, strategic judgment, financial analysis and execution discipline to evaluate...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! 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. #LI-ML1 Job Description Summary At Nationwide, Corporate Development partners with enterprise and business leaders to identify, evaluate and execute opportunities that strengthen long-term growth, capabilities and value creation. As AVP, Corporate Development, you’ll lead Corporate Development teams responsible for mergers and acquisitions, strategic investments, business integrations and opportunity assessment across Nationwide. You’ll serve as a trusted advisor to senior leaders, bringing together market insight, strategic judgment, financial analysis and execution discipline to evaluate...

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...

Description Summary: The Wealth Advisor III 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 as assigned....

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

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

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

Description This position will be at the Huntington Bank Office located at 41 S High St, Columbus, OH 43215. Summary: The Executive Protection Specialist (EPS) acts as primary protection agent to CEO, President, or VIP designee(s). Conducts advance-work and creates comprehensive security plans for all local, domestic, and international travel, events, and off-site meetings. Coordinates with other EPS, law enforcement, executive drivers, and administrative staff to support all movement(s) logistical needs. Demonstrates an ability to work independently and to adapt to various work-paces while always maintaining a high level of attentiveness and energy. Exercises sound operational judgment, as well as flexibility to shifting time, priorities, and problem solving. Works closely with HNB executive administrative assistants and flight department colleagues to ensure schedule alignment with security plans. Conducts...

Description Job Summary: As a Treasury Management Advisor III - International, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations. Duties & Responsibilities...

Description Summary: The Private Bank Analyst II - Portfolio Mgr is an entry level position and involves learning all aspects of successfully managing a portfolio of client household relationships and the associated delivery of high quality services with the intention of moving into the next level position within 24 months and being responsible for the sales goals of that Level I position.  Duties and Responsibilities: The Analyst will be trained in an investment and Portfolio Manager role, along with a broad knowledge of sales and service capabilities.  Excellent networking and new client acquisition skills need to be developed in anticipation of moving into a sales role.  Engages the appropriate practice specialty professionals to provide the fully integrated delivery of comprehensive Private Bank services.  Responsible for supporting high client service levels, strong retention and suitable contribution...

As a team member in Internal Audit at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! 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. Position Overview This position is part of Internal Audit’s Nationwide Technology (NT) team, providing risk-based assurance and advisory services over technology-enabled processes, systems, and controls across the enterprise. This is a people-leader role focused on IT general controls (ITGCs), IT application controls (ITACs), and technology risks affecting operations, financial reporting, cybersecurity, resilience, data, and customer outcomes. The role also provides flexibility to address the organization’s most significant emerging technology risks as strategies, platforms, delivery models,...

Description Job Description Summary The Senior Trust Real Estate Asset Manager is responsible for managing a complex portfolio of real estate assets held in fiduciary accounts, including commercial, residential, agricultural and others. The role is an integral member of Huntington’s Private Bank which at its cornerstone is a client advisor culture within a team-oriented environment.  The role provides leadership and guidance on the prudency of maintaining real estate within a portfolio based on the account investment objectives, and preemptively identify potential issues, such as low account liquidity that might necessitate selling real estate or environmental hazards. Candidates must exhibit strong fiduciary judgment, strategic decision-making abilities, sophisticated negotiation skills, expertise in identifying and managing risk, and a client-centric approach to service delivery. Duties and Responsibilities:...

If you’re passionate about being part of a dynamic organization that enables a Fortune 100 company with nearly $70 billion in annual sales to drive innovation and adopt new technologies that deliver business results, then Nationwide’s Technology 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 Consultant role will support Nationwide’s casualty claims organizations across Personal Lines, Commercial Lines, Workers’ Compensation, and Excess & Surplus. This is an indirect procurement role focused on the third-party services, supplier relationships, and contracts that enable claims operations. The consultant will partner with claims stakeholders, Finance, Legal, Risk, and Procurement colleagues to shape sourcing strategies, evaluate options, negotiate agreements, manage supplier performance, and...

Description Summary: The Trust Advisor III (TA III) is a member of the Huntington Private Bank client relationship team responsible for administration of accounts where the bank serves in a fiduciary capacity. The TA III manages a book of trust relationships and serves as the primary point of contact for co-fiduciaries, beneficiaries and advisors. The TA III partners with other Private Bank team members to provide our full array of services to Private Bank clients.   Duties and Responsibilities: Responsible for the complete administration of assigned Wealth & Investment trust and estate accounts of moderate to high complexity.  Provides operating instructions and procedures to Trust support staff to ensure appropriate handling of account relationships. Coordinates administrative functions with internal and external parties with a defined interest in any aspect of the trust relationship.  Responsible...

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 champion the defense for both the insured and Company. As a Senior Trial Attorney, you'll handle bodily injury and property damage lawsuits, including mediations, arbitrations, and trials. Beyond the courtroom, you'll provide vital counsel to business clients and coordinate between legal teams. Stay ahead of the game by monitoring new laws and regulations, ensuring our strategies remain sharp. Key Responsibilities Represents insured individuals and the Company in the defense of bodily injury and...

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking an Account Executive to join our growing team. Our Account Executives are pivotal in delivering exceptional service and innovative insurance solutions to our clients. In this role, you will be responsible for managing and growing a portfolio of...

Job Description Duties  ● Drive client engagement by being the single point of contact for the client from post sale through initial payroll processing period before the turnover to the Client Services Team.  ● Develop strong client relationships through care, focus and quality in every step of the client experience.  ● Become an expert in the Auris Payroll System and support new basic clients with varying levels of sophistication.  ● Compare and contrast the previous payroll system to the Auris Payroll System to ensure accurate account build and accurate payroll processing.  ● Assist clients to navigate and learn technical aspects and self-service options.  ● Ability to self-direct as circumstances change and priorities shift without micromanagement to support an entrepreneur-spirited work environment.  ● Maintain working knowledge of all compliance and regulatory procedures to ensure new clients conform with operational goals and procedures. ● Build strong...

Responsibilities Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plan to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management   Monitor key metrics to formulate corrective action impacting new business hit, renewal retention, premium growth, and loss ratio Lead, train, and develop Assistant and Associate Underwriters Qualifications Bachelor’s degree or equivalent combination of education and experience   Minimum 3 years of commercial lines underwriting or brokerage experience required, excess & surplus experience preferred Demonstrated proficiency in sales and marketing...

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 direct sell of Auris’s...

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 Field Sales Representative you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other...