723 private client relationship manager jobs found

The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with Producers on prospective marketing initiatives. The ideal candidate will be an interpersonal and proactive problem solver with demonstrated success in servicing a book of Private Client accounts. *PLEASE NOTE: This is a hybrid position that will require 3 days/week in our Portland office* Your Impact: Develop and maintain strong, long-term relationships with high-net-worth individuals and families. Conduct in-depth needs assessments to understand clients' unique risks and insurance requirements, including all personal lines. Proactively identify opportunities to cross-sell and up-sell additional insurance products and services to existing clients. Serve as the primary point of contact for clients, addressing inquiries, resolving...

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, 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 and growth align with what you're looking for...

Description Summary: The Private Banking Service Specialist II provides first line sales and service support for Private Banking Clients. Partners with one or more Private Bank Relationship Managers to support the sales process and deliver exceptional service model to high net worth clients. Duties & Responsibilities: Private Banking Service Specialist II is responsible for the day to day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including but not limited to: personal and business deposit accounts, consumer lending and mortgages. Works directly with the client and/or relationship manager to obtain related applicant and financial information or other documentation (i.e. trust documents, insurance policies, business documents, etc.) needed for new accounts or loans and servicing requests. May advise...

About Us: HUB is a global insurance and employee benefits broker, providing property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.  About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity, driven to make things better now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together.  Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial peace of mind and top-tier solutions, investments, administration, and service. We hold ourselves to the highest standards of ethics, competency, and customer service.  We are the perfect fit if you:   Take ownership of your career trajectory and consistently...

- 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 eastern states. This position requires 75-80 % travel primarily within NYC. This position will require frequent travel throughout Brooklyn. 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). Responds to 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 other duties...

ABOUT US At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is a global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions Technology Business Partner (Sr. Manager) Position Summary We...

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 Managing Trial Attorney will need to have case handling and trial experience, leadership and management experience, must be licensed in Florida, and have state and federal experience. Federal licensure is a plus. Candidate must have PIP experience. Additional concentrations that the candidate should be familiar with include but may not be limited to Bodily Injury Auto, Bodily Injury Commercial, Bodily Injury Homeowners, Bodily Injury Dog Bite, Complex Personal, Commercial Auto, Commercial Property, Complex Commercial, Construction...

- 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 eastern states. This position requires 75-80 % travel primarily within NY (North of Poughkeepsie), VT, NH, MA, ME, RI, CT. 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)....

Job Title: Sr. Wealth Advisor Compensation: $120,000 per year (2-year forgivable draw) Location: Hybrid- Albuquerque - NM - 6565 Americas Parkway Department: Private Wealth Sales Reports To: Vice President Private Wealth Sales Management Job Type: Full-Time About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. About HUB Retirement & Private Wealth (RPW):  We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. We are the perfect fit if you: Enjoy team collaboration Thrive in a healthy company culture that recognizes success Want to learn and grow your current skill set Are...

Position Title Senior Relationship Manager - Healthcare Location Nationwide, MI 48098 Job Summary The Senior Relationship Manager will be responsible for new business client development nationwide within our Specialized Industries - Healthcare team. This includes seeking new clients and managing relationships in many areas within the Healthcare Industry, including but not limited to: Seniors Housing & Care, Mental Health, Drug & Rehab, Hospitals, Ambulatory Surgery portfolios, Specialty Physician portfolios, Pharmaceutical, Life Science, Laboratories, Medical and Dental Services Organizations, Outpatient Care Centers portfolios, medical equipment, manufacturing, distribution companies and other services and healthcare providers. Pay Range: $140,782 - $213,903 - $239,461Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Develop close relationships with clients and cross sell the various bank capabilities Develop prospects from...

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 Market Manager - Illinois/Wisconsin is responsible for managing and directing all Private Banking sales and service activities for a large region to provide leadership and guidance to Relationship Managers to deepen relationships within the region. Duties and Responsibilities: Establishes strategic plans and marketing initiatives that support business development goals within the market to achieve success across the Private Banking team. Responsible for meeting performance expectations relative to financial objectives for the region. Actively involved in identifying and cultivating relationships with centers of influence and internal leaders across all business segments to meet OCR expectations. May personally manage selected large accounts or portfolios of a complex or sensitive nature. Performs other duties as assigned. Basic Qualifications: Bachelor's...

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 Sr Client Executive is responsible for the management and service of complex accounts and functions at a strategic level to develop and retain consultative relationships with clients. This individual must also evaluate and educate clients on missing or newly available...

About HUB International: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. What We Offer You: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability...

ABOUT US At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is a global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. ABOUT THE ROLE The Actuarial Manager,...

Position Title Senior Financial Center Associate - Floater   Location Jackson Heights, NY 11372   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. Salary Range: $18.83-30.00 hour   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,...

Description Summary: The Regional Manager – HFA & Preferred Banking is a strategic leadership role responsible for managing a team of Licensed Preferred Bankers and Financial Advisors across a Retail Banking branch network. This role oversees regional sales activities, regulatory compliance, operational execution, and client relationship management, ensuring delivery of comprehensive financial solutions including planning, advisory, brokerage, and insurance services. The manager fosters collaboration across business lines and drives performance through coaching, development, and strategic direction. Duties and Responsibilities: Lead, motivate, and develop a high-performing team of Licensed Preferred Bankers and Financial Advisors through coaching, mentoring, and goal setting. Oversee regional sales strategies and ensure alignment with corporate objectives and client needs. Ensure compliance with all...

The Senior Carrier Relationship Manager serves as a senior leader within the brokerage’s Carrier Relations team, responsible for building and managing deep, strategic partnerships with the firm’s most critical P&C insurance carriers. This role is pivotal in shaping the firm’s market access, negotiating carrier compensation and service agreements, and ensuring alignment between carrier capabilities and the brokerage’s client and growth strategies. Acting as a strategic conduit between carrier executives and internal business leaders, the Senior Relationship Manager drives profitability, innovation, and service excellence across all P&C lines. Your Impact Strategic Partnership Management: Lead and strengthen executive-level relationships with top-tier P&C carriers to enhance market access, capacity, and underwriting responsiveness. Negotiation & Market Strategy: Negotiate broker compensation agreements, underwriting authorities, and service-level...