35 private client services client manager jobs found

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. The Consultant, Threat Management & Protective Intelligence plays a critical role in safeguarding associates, executives, and corporate travelers through proactive risk assessment and intelligence support. In this highly specialized role, you’ll provide real‑time threat analysis and guidance to traveling associates, including detailed intelligence briefings, risk‑focused travel training, and coordination of destination‑site security as needed. This position is based onsite i n one of our 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. Skills/Competencies: Experience : Typically, 10+ years of proven experience in testing and monitoring. Extensive knowledge of business data and in developing data analytics projects, preferably using the Microsoft power platform. Relevant background knowledge of Private Placements, SEC Rule 38a-1 and state regulations as they apply to Life and Annuities business lines. Familiarity with state and federal regulations, policy provisions, state insurance department rules, and SEC/state securities regulations. Experience with forms...

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

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. Nationwide’s Investments Legal Practice Group within The Office of the Chief Legal Officer is seeking an experienced and highly motivated attorney to join our team supporting the Department of Investments. This role is a critical partner to Nationwide’s investment professionals and provides strategic, business-oriented legal guidance on a wide range of sophisticated private investment transactions, including private placements, private credit, private funds, co-investments, secondary transactions, and related matters. The successful...

Description Summary: Exciting opportunity to become a Commercial Relationship Manager III and member of the Middle Market Banking group in Cleveland. The candidate will act as a trusted advisor and primary point of contact for existing and prospective commercial banking clients with revenues between $50 million to $1 billion plus. The candidate will have a genuine opportunity to gain valuable experience, develop skills, and position themselves for upward career mobility. Duties & Responsibilities: Disciplined and motivated self-starter who can manage business development efforts with minimal management oversight. Develops and deepens relationships with clients and prospective clients through consultative selling and introductions to appropriate bank partners in treasury management, capital markets, insurance, wealth and private banking, and retail banking. Lead team of cross-functional colleagues in...

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 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...

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. Nationwide’s Investments Legal Practice Group within the Office of the Chief Legal Officer is seeking an experienced attorney to support the Department of Investments with a primary focus on structured finance. This role provides strategic legal guidance on the structuring, negotiation, and execution of complex transactions involving asset-backed securities (ABS), collateralized loan obligations (CLOs), structured notes, securitizations, and related structured products. The successful candidate will collaborate closely with senior...

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. As part of one of Nationwide Financial’s most dynamic and sophisticated business segments, this role supports the legal team that advises the Institutional Life Insurance (“ILI”) business, a market leader in both the Corporate Owned Life Insurance (COLI) and Bank Owned Life Insurance (BOLI) space. Experience with Donnelley Financial Solutions’ suite of disclosure‑management products, particularly ArcPro, will be viewed as a meaningful differentiator. Key Responsibilities Conduct legal research and regulatory analysis to support the...

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. Job Description Summary Nationwide’s vision is to be the most trusted, most caring and most customer-focused protection company. We exist to protect people, businesses and futures with extraordinary care. The Nationwide Investments team manages approximately $130 billion and strives to combine client focus, investment discipline and teamwork to deliver superior results. The Nationwide Investments Private Placements Team is a dedicated group of experienced investment professionals focused on delivering superior investment results to our clients. This begins with our people and values which emphasize...

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...

The Account Manager's main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account. Your Impact: Client management: At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering. Manages a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding. Provide support in...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Personal Lines Account Manager to support their Insurance Office of Central Ohio team. Our Agency focus is on High Net Worth (HNW) personal lines Property & Casualty, and we are seeking a highly efficient professional to become a part of our team. The Account Manager position involves handling all aspects daily service responsibilities as well as client renewals and re-marketing within all lines of P&C personal insurance. This person must be open to working 8:30-4:00PM or 9:00AM-5:00PM (EST) hours.  Essential Functions: Day to day service such as facilitating policy change requests, issuance of binders, certificates, ID cards, etc. Address client questions regarding premiums and billing statements. Provide claims counseling and assistance during the claim settlement process. Assist client with completion of...

Description This role will be onsite at our Columbus, OH or Charlotte, NC office. Summary: The Analyst is a foundational member of the Debt Capital Markets (DCM) team, responsible for supporting the origination and execution of transactions across Investment Grade Bonds, and Private Placements. This entry-level role offers hands-on exposure to a wide range of industries and transaction types, with a focus on complex structuring and capital raising solutions.  Analysts work closely with junior and senior professionals to conduct financial analysis, develop client materials, and support all phases of transaction execution. The role requires strong analytical skills, attention to detail, and a collaborative mindset, with opportunities to contribute meaningfully to client engagements and strategic initiatives. Duties and Responsibilities: Assist in the execution of capital markets transactions from...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Telephonic Case Manager Note: Candidates must reside in Ohio to be eligible for this role. PRIMARY PURPOSE OF THE ROLE: While partnering with the injured worker, employer, and medical providers, create a case management strategy to facilitate medical recovery and a successful return to work through advocacy, communication and coordination of medical services. ARE YOU AN IDEAL CANDIDATE? We are looking for enthusiastic candidates who thrive in a...

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 role will work a hybrid schedule coming into the Columbus, Ohio office 2 days per week on Wednesdays & Thursdays. Are you passionate about turning raw data into a powerful testing asset? Join Annuity Modernization as a Test Data Coordinator , you’ll be ensuring every test environment runs on accurate, consistent, and secure data. Your work will empower testing teams to validate functionality, performance, and reliability with confidence. From crafting test data sets to safeguarding sensitive...

Description This role is remote due to travelling to different markets in the HNB footprint but must be filled in the Columbus, OH. Summary: The Regional Sales Manager (RSM) for Up Market Healthcare is responsible for leading and managing Business Development Officers (BDOs) focused on the Up Market segment, outside the bank’s footprint and dotted line responsibility for specialized RMs in Footprint. This role serves as a strategic leader, subject matter expert, and sales driver for the Up Market healthcare banking initiatives, ensuring alignment with national goals and performance metrics. Duties and Responsibilities: Lead and manage BDOs within the Up Market Healthcare vertical. Develop and execute business development and COI (Centers of Influence) strategies across markets. Own and drive the go-to-market strategy for Up Market Healthcare. Act as the subject matter expert for Specialized...

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. Addendum:   In addition to the core qualifications outlined in the job description, the ideal candidate will demonstrate deep, hands-on experience with large enterprise software suppliers and ecosystems, including: Large Enterprise Software Supplier Experience Direct responsibility for enterprise-scale software portfolios, including major platform and infrastructure providers (e.g., core business platforms, enterprise resource planning/financials, productivity suites, customer relationship management,...

Plans and delivers safety/risk management services to insured customers and internal associates. We are currently seeking a risk control professional that is technically proficient, self-motivated and results driven to fill an open position within our Northeast Shared Services division. You must be able to conduct comprehensive safety and risk management assessments, provide our Underwriting teams with a strong analytical opinion of risk to support our goal of profitable growth within variety of middle to large premium market segment for Dealerships, Construction, Manufacturing, Wholesale Trade, Retail, Commercial Real Estate and Service industries.  In addition, the successful candidate will develop close relationships with our agents and policyholders, conducting selected safety seminars and training, to build the value-added service that Sentry is known for.   The ideal candidate's preferred location would be in or around the Cleveland area. We will consider...

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 position will support our Retirement Solutions team serving our clients in the Central Region of Ohio. Living in Ohio or in the greater Chicagoland or Detroit metropolitan area is preferred. This role will require the candidate to be a Certified Financial Planner (CFP) and they must have the FINRA 6, 63 & 65 or 7 & 66 licenses. This is a G2 band role. #LI-COLE Job Description Summary Our team is a versatile group of individuals, working together to meet our...