663 private client relationship manager jobs found

LOCATION: Boca Raton, FL, Hybrid.  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 San Francisco 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 and growth align with what you're looking for in...

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...

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...

- Multi-state commercial auto insurance carrier is seeking a Regional Manager to work within the Loss Control department. The Regional Manager is responsible for conducting Loss Control Surveys for all client accounts within their assigned territory that will include Midwest & Eastern states. This position requires 75-80 % travel primarily within OH, PA, DE, DC, MD, VA, W VA. Prefer someone who resides in this area. The majority of travel is scheduled in advance, however there may be occasional travel required on demand or short notice. Key Accountabilities/Deliverables: Conducts an extensive survey evaluation/audit of all commercial auto product line accounts including passenger transportation, trucking (common carrier, contract carrier, and/or private carrier accounts whose transportation may be incidental to their primary type of business), and car rental operations. (May also cover specialized products such as blasting or other designated specialties)....

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...

Position Title Documentation & Funding Manager - Equipment Finance, Capital Markets Location Nationwide, MI 48098 Job Summary The Documentation & Funding Manager is responsible for managing operations of the Regional indirect business channel as it relates to documentation preparation, review and funding coordination. Job Responsibilities: Provides oversight of the day –to-day operation and administration of Regional Direct business channel functions which include documentation preparation, documentation review, funding and general ledger reconciliation. Provide subject matter expertise, guidance and direction to SF employees within the department and outside of the department as it relates to other SF business channels including Vehicle Finance, Indirect Finance, Direct Finance, and Capital Markets. Works with other departments, team members and clients to assure a timely and efficient funding process. Ensure team workload is completed daily and clients...

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;...

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. The Client Relationship Manager (CRM), Employee Benefits, is the primary relationship manager for a portfolio of mid to high complexity clients, overseeing employee benefit programs, renewals, retention, strategic partnership and advanced service needs. This role applies...

The Relationship Manager (RM) serves as the primary point of contact for high-net-worth (HNW) and ultra-high-net-worth (UHNW) private risk management clients. The RM is responsible for delivering elite, personalized client service, providing technical expertise in personal lines insurance, and proactively managing complex risk exposures across a sophisticated book of business. This role operates at the intersection of client advocacy, carrier relationship management, and strategic risk consulting — and is critical to driving retention, satisfaction, and growth within the Private Risk Management (PRM) practice. PRIMARY RESPONSIBILITIES Client Service & Relationship Management Serve as the primary relationship owner for an assigned book of HNW/UHNW clients, delivering proactive, white-glove service across all touchpoints — phone, email, and in-person. Anticipate client needs and surface coverage recommendations, risk alerts, and market changes before clients ask. Conduct...

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description The Territory Sales Manager is responsible for consistently exceeding agreed upon new business production, direct written premium, and loss ratio goals, and other KPIs on an annual basis by effectively managing the agents of an assigned market to increase company market share by driving profitable growth. Key Responsibilities • Position is responsible for product/user integration with industry technology and comparative rating platforms within market and assigned agencies • Positions and promotes full suite of National General Insurance products into Independent Agency Partners to include,...

Description Job Description Summary: The Sr. Executive Relationship Manager prospects and develops upper middle market banking relationships targeting companies with revenues $50M and above within assigned geographic territory. They draw upon established network to drive bank / customer profitability via loans, deposits, Treasury Management, fees, and capital markets. They provide customers valuable insights and introduce product and service partners to meet customer needs. They work in concert with portfolio management partners, to structure loans, manage underwriting and credit approval process, ensure appropriate documentation, and manage closing of complex commercial loans. Duties and Responsibilities: Develops and deepens relationships with clients and prospective clients through consultative selling and introductions to appropriate bank partners in treasury management, capital markets,...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Private Banking Relationship Manager will be responsible for supporting our Private Wealth Management division. The incumbent will primarily manage Private Banking relationships for high-net-worth individuals and have overall responsibility for the development of new relationships which involve the sale and servicing of credit, deposit...

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...

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. The preferred candidate will have Insurance defense experience. He or she will be asked to work on cases involving commercial auto, commercial premises, commercial properly, complex commercial, complex personal lines liability, homeowners liability, dog bite, slip and fall/trip and fall, trucking, liquor liability, wrongful death, liquor liability, personal lines auto, personal lines property damage, premises liability, products liability, trucking defense, and uninsured/underinsured motorist. This position can be hybrid (office or...

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...

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...

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. Would you thrive in an environment where you can deliver top-quality legal services to support the mission of a Fortune 100 insurance company to protect people, businesses, and futures with extraordinary care? If you enjoy having a diverse workload, are adaptable, technologically skilled, possess strong collaboration skills and bring a team-oriented approach needed for success in a civil litigation environment, our team may be the place for you!  Key Responsibilities:   Provides direct pre-trial and trial support generally for...

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 RVP role will cover the territory of Northern California to include Fresno and all of Nevada for our Corporate/Private Sector clients. Living within the NorCal territory is strongly preferred. This is an H.99 band role. #LI-COLE Job Description Summary Do you enjoy connecting with people to promote products that can improve the financial wellbeing of customers? If you can form lasting relationships, solve challenges with outstanding service and develop and share expertise about...