14 private client services client manager jobs found

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...

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Job Description Summary  Strategic Analytics is a dynamic and growing team at Arch that drives innovation and transforms how the business operates. We build AI/ML-first products that change how Arch underwrites, services, and learn from its book — combining frontier LLMs, multi-agent orchestrations and traditional ML. Our mission is broad: agentic automation, decision support, AI/ML-driven insights, and the engineering required to make all of it production-grade.  We have a strong track record of success. We aim to continue scaling these efforts and are seeking a VP Implementation Engineering to own the engineering vision, strategy, and production backbone for agentic and ML...

Description Summary: The Head of Leveraged Finance – Execution (“LFE”) is responsible for leading the overall strategy, deal execution & underwriting, risk management & reporting, and team management of Huntington’s LFE group.  This team is primarily responsible for the structuring, underwriting, and credit approval execution of debt financings for Huntington’s financial sponsor-backed and corporate clients across the Commercial Bank, including multiple specialty industry verticals within the Corporate, Specialty & Government (“CSG”) group and Middle Market Banking.  This team serves in a “First Line” role, partnering closely with Syndicated & Leveraged Finance, CSG Industry & Middle Market bankers, the Financial Sponsors Coverage team, and Credit to deliver comprehensive financing solutions and drive fee growth. Primary Duties and Responsibilities: Lead and manage the Leveraged Finance...

Description The Associate - Leveraged Finance Execution, is responsible for providing underwriting and execution support to senior deal team members on leveraged finance transactions pertaining to M&A, LBOs, recapitalization, etc. The Associate may also serve as a lead on select transactions under guidance from the Vice President, Associate Director, Director and/or Managing Director. Additionally, the Associate is responsible for training, managing, and monitoring work product of Analysts. This position includes all aspects of the leveraged finance execution process such as performing due diligence and preparing internal credit approval documents. Additionally, as part of the Huntington Capital Advisors (HCA) sub-team, this role will focus on executing transactions for privately held businesses, including founder-owned, family office–owned, and small-cap sponsor-backed companies. Typical client needs include...

Work with retired applications data archiving, active application data archiving, and retention policies. Capture archiving requirements and perform data discovery and analysis in source systems. Convert requirements into design and size archival data sets. Perform disaster recovery planning and work on the Enterprise infrastructure at the enterprise platform level using Jenkins, GitHub, SonarQube, PCF, HashiCorp Vault, JFrog Artifactory, and JFrog-XRay. Handle complex data models and mappings in Solix. Map, configure, and migrate retired application data into Solix. Coordinate application decommissions after data archiving. Work with data privacy laws, such as the General Data Protection Regulation (GDPR), the California Consumer Privacy Act (CCPA), and the Colorado Privacy Act (CDPA). Implement full application data archiving and active data archiving of structured data, semi-structured data, and unstructured data from applications, data, and object sources. Manage the Amazon...

The Account Manager will play a key role coordinating, collecting, and implementing group benefits with carriers and share responsible for group benefit meetings. Building relationships between brokers, carriers, vendors and HR directors. Resolving client inquiries. Consulting employers’ HR departments on insurance needs that could impact their benefits goals. Interacting with all departments within eBen and orchestrateHR. Your Impact: Assist agents, as well as clients with gathering data for quotes for new groups and renewals Prepare spreadsheets with carrier options Use India teams to collect data when needed Resolve the day-to-day service issues, including eligibility, billing, and claim issues with internal departments, clients, carriers, and Vendors. Prepare Benefit Booklets for clients Conduct enrollment meetings Successful Candidates Will Have: Bachelor’s Degree preferred or equivalent work experience in a related field of at least two years Resident...

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. Role: Cash Allocation Specialist Location: Hybrid in Charlotte, North Carolina 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 no-limits...

About Auris   Auris is   the payroll and HR partner built for small and medium-sized   b usiness   who   c an’t   afford to get it wrong. Trusted by over 50,000   b usiness   nationwide, Auris pairs easy-to-use t echnology 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.   Acquir ed   by Ac risure 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...

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Arch Capital Group have a fantastic opportunity for an experienced Enterprise Data Architect to lead the data architecture function for Data Management thereby enabling Arch with its vision of becoming a data driven and AI enabled organization.  The enterprise data architect involves ensuring architecture standards, best practices, guidance, and data management governance for end-to-end data delivery across the Group. This is a hybrid, in-office work set-up, with openness for a fully remote employee within close proximity to one of our North East offices (Raleigh, Jersey City, OR Hartford.) Duties & Responsibilities: Work with the Chief Data Architect to drive the...

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. The  Manager ,   IT   Compliance , working closely with the CI S O   and Director of IT Security ,   will provide management,   leadershi p   and delivery of the c ompliance function, liaising closely with other IT and business stakeholders.  He/she will be the main point of contact for all IT Compliance related activities including leading /coordinating   IT control assessment activities (SOX, SOC 2, etc.) and customer information security due diligence reviews.     Responsibilities     Work with IT process owners to identify/improve and document detailed controls for key application,   security,   and infrastructure components...

We’re seeking an Account Manager to provide superior service to our clients, including new business submissions, examination of policies, endorsements, and comparison to binders and expiring policies for the team. This is a hybrid opportunity and this role requires onsite in-office presence 4 days per week at our office in Raleigh, NC. Applicants must be located within a commutable distance to Raleigh. VFIS of North Carolina is the leading provider of insurance for non-profit emergency service organizations, including volunteer fire departments (firefighters), ambulance and rescue squads (paramedics & EMTs) in the state of North Carolina.  Your Impact: Marketing, servicing, renewal negotiation, problem resolution, reviewing and rating of key accounts.  Ensure integrity of policies and related documents.  Maintain productive business relations and engage in extensive contact with clients, producers and underwriters.  Produce business proposals and deliver to...

Who we are: The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Position Summary:   What is   an   Insurance   Advisor ?     Insurance   Advisor is the title we use here in our Charlotte Sales and Technology hub . We are licensed Insurance Agents .   Under close supervision,...

  The Company At Utica National Insurance Group, over 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected.  While we had humble beginnings in 1914, today the Utica National Insurance Group is an “A” rated $2B award-winning, nationally recognized organization providing personal and commercial property & casualty insurance products and services.  Our Mission  is to continually meet the needs of our policyholders, agent/customers and employees resulting in sustainable profitable growth in an increasingly competitive marketplace. We are proud to sell our products through more than 2,200 independent insurance agents around the country as we have been since 1928. These agents provide their clients with valuable insight and resources. And, as the second-largest insurer of  Agents’ Errors and Omissions  (E&O) business in the United States, we insure many of the agents who work with our...

Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Insurance is hiring a Private Client Risk Advisor to join our Charlotte team. This position requires a sales and relationship-oriented individual with advanced communication skills and knowledge of private client personal products and coverages to work within Towne Insurance Private Client Group, an independent agency. The position is responsible for providing personalized insurance solutions to high net-worth clients, ensuring their unique needs are met with the utmost care and attention. About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and...