High Net Worth Senior Personal Lines Account Manager

Job OpportunityWe are seeking a seasoned Personal Lines Account Manager to join our team at Criterion Executive Search. The ideal candidate will have a proven track record of managing a book of business and providing exceptional service to high-net worth clients.Key ResponsibilitiesManage an existing book of business and identify opportunities for growth and...

Job OpportunityWe are seeking an experienced High Net Worth Producer to join our team at Novatae Risk Group. As a key member of our sales team, you will be responsible for developing and maintaining relationships with high net worth clients, identifying new business opportunities, and providing expert advice on commercial insurance coverages.Key...

Tax Manager Wanted for Premier Boston CPA Firm**Job Summary**A prestigious CPA firm in Boston is seeking a Tax Manager to lead our tax department, specializing in partnerships and high-net-worth individual (HNWI) clients. Our firm has seen substantial growth through its commitment to a high-quality work environment and an emphasis on developing long-term,...

Job SummaryWe are seeking a highly experienced Investment Counselor to join our team at Citigroup. As a key member of our Private Banking division, you will be responsible for providing expert investment advice and solutions to ultra-high net worth clients.Key ResponsibilitiesEstablish and grow investment relationships with ultra-high net worth...

Job Title: Senior .NET DeveloperJob Summary:Carnival Corporation is seeking a highly skilled Senior .NET Developer to join our team. As a Senior .NET Developer, you will be responsible for designing, developing, and deploying complex web applications using .NET Framework. You will work closely with our technical lead to ensure that our applications are...

Job Summary:World Insurance Associates LLC is seeking a skilled Personal Lines Account Manager to support our Account Executive team in client management and retention. This role involves assisting insurance producers in servicing client needs, supporting Account Managers in managing a high volume of work, and ensuring all required tasks are completed...

Job SummaryWorld Insurance Associates LLC is seeking a highly skilled Personal Lines Account Manager to join our team. As a key member of our organization, you will be responsible for providing exceptional client service and support to our clients.Key ResponsibilitiesAssist insurance producers in servicing client needsSupport Account Managers in effectively...

Job DescriptionAt World Insurance Associates, we are seeking a highly skilled Personal Lines Account Manager to join our team. As a key member of our organization, you will be responsible for supporting our Account Executives in client management and retention.Key Responsibilities:Assist insurance producers in servicing client needsSupport Account Managers...

Job SummaryWorld Insurance Associates LLC is a leading insurance organization offering top products and services from major providers, combined with attentive service from local agents. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.Job...

Job OverviewWorld Insurance Associates, LLC. is seeking a highly skilled Personal Lines Account Manager to join our team. As a key member of our organization, you will be responsible for supporting the Account Executive with client management and retention.Key ResponsibilitiesAssist insurance producers in servicing client needs and ensuring accurate and...

Role SummaryWe are seeking a highly skilled Senior Private Banker to join our team at Pacifica Continental. As a trusted advisor, you will be responsible for developing and managing relationships with high-net-worth individuals and families, providing them with comprehensive wealth management solutions and exceptional service.Key Responsibilities• Identify...

Summary World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and...

Job DescriptionAt World Insurance Associates, we are seeking a skilled Account Manager to support our Account Executive in client management and retention.Key ResponsibilitiesAssist insurance producers in servicing client needs and provide exceptional customer service.Support Account Manager(s) in effectively managing a high volume of work, ensuring all...

Job Summary:The Senior Relationship Banker will be responsible for developing and maintaining strong relationships with high-net worth clients and commercial deposit, loan, and investment relationships for Ocean Bank and its subsidiaries.Key Responsibilities:Identify and pursue new business opportunities to achieve sales objectives and grow existing...

Job Title: Tax SeniorWe are seeking a highly skilled Tax Senior to join our team at Kforce Inc. As a Tax Senior, you will work with our clients in all aspects of High-Net-Worth individual tax and pass-through entity compliance.Responsibilities:Provide tax planning and compliance services to high-net-worth individuals and pass-through entitiesConduct research...

ResponsibilitiesA Kforce client, a premier NY/FLA based full-service CPA firm, is seeking outstanding Tax Seniors/Managers who are seeking a truly unique, attractive work culture. Summary: In this role, the Tax Senior/Manager will work with outstanding clients in all aspects of High-Net-Worth individual tax and pass through entity compliance. They will be...

Senior Relationship ManagerAt HSBC, we're committed to helping our customers achieve their financial goals. As a Senior Relationship Manager, you'll play a critical role in building and maintaining long-term relationships with high net worth individuals and families.Key Responsibilities:Develop and execute strategies to acquire and grow profitable...

Job DescriptionWe are seeking an experienced licensed insurance producer to join our Homeowners Department. As a Personal Lines Insurance Account Manager, you will be responsible for marketing, quoting, and binding personal lines policies, as well as providing servicing for existing clients.Key ResponsibilitiesMarket and quote personal lines policiesRenew...

Job SummaryWe are seeking a highly skilled Tax Manager to join our team at RSM US LLP. As a Tax Manager, you will be responsible for providing exceptional tax services to our ultra-high net worth clients, including wealth transfer, charitable, and retirement planning, as well as tax compliance. You will manage and oversee the engagement team focused on...

Job Title: Senior Relationship ManagerAt Deutsche Bank, we are seeking a highly skilled Senior Relationship Manager to join our team. As a key member of our Wealth Management business, you will be responsible for developing and maintaining strong relationships with our clients, providing them with tailored solutions to meet their financial needs.Key...