Current jobs related to High Net Worth Producer - Boston - Novatae Risk Group

  • Tax Manager

    1 week ago

    Boston, Massachusetts, United States Jobot Full time

    About the RoleWe are seeking a highly skilled and experienced Tax Manager to join our team. As a Tax Manager, you will be responsible for providing tax planning and compliance services to high net worth and ultra-high net worth clients.Key ResponsibilitiesProvide tax planning and compliance services to high net worth and ultra-high net worth clientsReview...

  • Tax Manager-High Net Worth Tax

    4 weeks ago

    Boston, United States CPA Firm Full time

    Job DescriptionJob Description CPA firm seeking a tax professional who is very strong in all aspects of personal income tax preparation with an emphasis on High Net Worth clients.Responsibilities:Assume full responsibility for directing engagements and special assignments and supervise a number of engagements simultaneously.Implement tax strategies that...

  • Tax Managing Director | High Net Worth

    5 months ago

    Boston, United States CBIZ Full time

    With over offices and nearly 7, associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ is honored to be the recipient of...

  • Tax Managing Director

    2 months ago

    Boston, Massachusetts, United States CBIZ Full time

    About CBIZCBIZ is a leading provider of business consulting, tax, and financial services to organizations of all sizes. With a strong presence throughout the U.S., our team of experts delivers top-level service to clients across various industries.Job SummaryWe are seeking an experienced Tax Managing Director to lead our fast-growing High Net Worth/Private...

  • Wealth Planning Analyst

    2 days ago

    Boston, United States RecruitHook Full time

    A fast-growing multi-family office advising high-net-worth individuals located in New York City is seeking a highly motivated Wealth Planning Analyst with at least 2 years of experience in Financial Planning.Responsibilities:Review quarterly investment portfolio performance reportsAssist in building financial exhibits and models used for client...

  • Director-to-Vice President, Digital Marketing

    4 months ago

    Boston, United States MARKETSEARCH RECRUITING Full time

    Job Title: Director, Digital Marketing (Investment Products – B2B & High Net Worth Clients) Location: Boston, (Hybrid) Reports to: Head of Investment Products Job Summary The Director-to-Vice President of Digital Marketing will spearhead the digital marketing initiatives for investment products targeted at both B2B clients and High Net Worth Individuals....

  • Tax Partner

    4 weeks ago

    Boston, Massachusetts, United States RSM International Full time

    Job SummaryRSM International is seeking an experienced Tax Partner to join our family office/high net worth tax practice. This role provides an opportunity to work with high net worth multi-generational wealthy families and their private businesses and/or investment entities, and family offices. The successful candidate will possess strong experience with...

  • Private Wealth Advisor

    3 weeks ago

    Boston, Massachusetts, United States Citizens Full time

    Job DescriptionCitizens Private Bank is seeking a talented individual to join our team as a Private Wealth Advisor. As a key member of our wealth management team, you will be responsible for providing planning and solutions to high net worth and ultra high net worth clients.Key Responsibilities:Manage a portfolio of high net worth and ultra high net worth...

  • Wealth Management Specialist

    2 weeks ago

    Boston, Massachusetts, United States The Colony Group Full time

    Job SummaryThe Colony Group is seeking a highly skilled and motivated Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for providing high-touch comprehensive wealth management services to high net worth and ultra-high net worth clients.Key ResponsibilitiesWork closely with senior partners to lead relationships with high net worth...

  • Wealth Management Senior Client Associate

    1 week ago

    Boston, Massachusetts, United States M&T Bank Full time

    Delivers high-touch client service to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management.Supports servicing and related sales enablement activities to drive business growth and client satisfaction.Collaborates with cross-functional teams to deliver...

  • Tax Services Manager

    2 weeks ago

    Boston, Massachusetts, United States KPMG Full time

    Job Title: Tax Services Manager We are seeking a highly skilled Tax Services Manager to join our Business Tax Services team at KPMG. As a key member of our team, you will be responsible for delivering high-quality tax services and advice to our clients. Responsibilities: * Advise clients on complex tax matters and develop strategies to minimize tax...

  • Senior .NET Developer

    2 weeks ago

    Boston, Massachusetts, United States Dexian DISYS Full time

    About the Role:Dexian DISYS is seeking a highly skilled .NET Developer to join our team. As a key member of our development team, you will be responsible for designing, developing, and maintaining complex software applications using .NET technologies.Key Responsibilities:Design and develop scalable, efficient, and reliable software applications using...

  • Wealth Senior Client Associate

    1 week ago

    Boston, Massachusetts, United States M&T Bank Full time

    Delivers high-touch client service to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management.Key Responsibilities:Supports servicing and related sales enablement activitiesDelivers on client service excellenceCollaborates with cross-functional teams to drive...

  • Senior .NET Developer

    1 week ago

    Boston, Massachusetts, United States HexaQuEST Global, Inc. Full time

    Job Title: Senior .NET DeveloperJob Summary:We are seeking a highly skilled Senior .NET Developer to join our team at HexaQuEST Global, Inc. As a key member of our software development team, you will be responsible for managing the development of software applications and enterprise web services across our agencies.Key Responsibilities:- Manage the...

  • Senior .NET Software Engineer

    1 week ago

    Boston, Massachusetts, United States United Software Group Full time

    Job Title: Senior .NET Software EngineerAbout the Role:United Software Group is seeking a highly skilled Senior .NET Software Engineer to join our team. As a key member of our development team, you will be responsible for designing, developing, and deploying high-quality software solutions using the .NET development stack.Key Responsibilities:Design and...

  • Tax Services Manager

    2 months ago

    Boston, Massachusetts, United States KPMG Full time

    Business Title: Tax Services ManagerAt KPMG, we are seeking a highly skilled Tax Services Manager to join our Business Tax Services practice. As a key member of our team, you will be responsible for delivering high-quality tax services and advice to our clients.Responsibilities:Advise clients on complex tax matters and develop strategies to minimize tax...

  • Senior .NET Developer

    1 week ago

    Boston, Massachusetts, United States TechnoGen Full time

    Job Title: Senior .NET DeveloperJob Summary:We are seeking a highly skilled Senior .NET Developer to join our team at TechnoGen. As a Senior .NET Developer, you will be responsible for managing the development of software applications and enterprise web services across our agencies.Responsibilities:* Manage development team and work with different parties...

  • Construction Project Manager

    2 weeks ago

    boston, United States Hutchinson Consulting Full time

    SENIOR PROJECT MANAGER | BOSTON, MA. Seeking a Senior Project Manager for a high-net-worth multi- family office based in Boston, with travel requirements for projects throughout the East Coast. In this role, you will act as the liaison between the principal and the design team, assisting the principal in selecting design contractors, interior designers and...

  • Construction Project Manager

    3 months ago

    Boston, United States Hutchinson Consulting Full time

    SENIOR PROJECT MANAGER | BOSTON, MA. Seeking a Senior Project Manager for a high-net-worth multi- family office based in Boston, with travel requirements for projects throughout the East Coast. In this role, you will act as the liaison between the principal and the design team, assisting the principal in selecting design contractors, interior designers and...

  • Construction Project Manager

    3 months ago

    Boston, United States Hutchinson Consulting Full time

    SENIOR PROJECT MANAGER | BOSTON, MA. Seeking a Senior Project Manager for a high-net-worth multi- family office based in Boston, with travel requirements for projects throughout the East Coast. In this role, you will act as the liaison between the principal and the design team, assisting the principal in selecting design contractors, interior designers and...

High Net Worth Producer

3 months ago

Boston, United States Novatae Risk Group Full time
Job DescriptionJob Description

Novatae Risk Group is a national wholesale/brokerage for hard to place commercial insurance coverages. We are seeking experienced high new worth Personal Line Producer/Brokers for your area location.  We are searching for candidate(s) who have demonstrated success in the insurance industry or MGA.  We are expanding our capabilities for revenue generation and have a very generous compensation package to offer.  

Requirements:

  • Oversee the preparation of submissions to include applications and various support documents.
  • Favorable presentation of the account to the insurance carriers, and to proactively work in obtaining a compelling program.
  • Utilize your expertise and relationships for high net worth clients
  • Market new and renewal business in conjunction with designated sales teams.
  • Collect all necessary information and analyze the current program.
  • Order applicable underwriting reports as needed.
  • Following submissions through the process, ensure quotes are provided in a timely manner.
  • Solicit new business through various sales and marketing techniques and begin establishing relationships.
  • Coordinate and handle administrative workflows in conjunction with support team(s) to establish accurate and prompt response to service issues.
  • Seek opportunities for growth and cultivate new markets and to include organic growth.

Qualifications:

  • Skilled in business writing and situation analysis.
  • Energetic, self-motivated individuals who are goal oriented and can thrive in a team environment and autonomously. 
  • Strong knowledge and experience with personal lines of property and casualty insurance including coverages, rating, terminology and technical procedures. P&C license / E&S licenses.
  • Must be sales driven, “people person” who likes to establish new relationships while learning communication strategies and sales methods.
  • A four-year college degree is preferred with 1-3 years of relative experience. Past experience should include either Wholesale Broker or MGA experience.

Equal Employment Opportunity

At Novatae Risk Group, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. Novatae is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, Novatae makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Powered by JazzHR

npeCA0rPA8