Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Private Client Manager - High-Net-Worth

Gallagher

Gallagher seeks a Private Client Service Manager to safeguard High Net Worth clients, managing their personal insurance programs with precision and care. Reporting to the Private Client Service Supervisor, you’ll grow relationships and drive new business opportunities. You’ll lead renewal processes, collaborate with Producers, and shape design, marketing, and service strategies for client programs while staying ahead of market trends and carrier options. #J-18808-Ljbffr Gallagher

Vacancy posted 17 hours ago
Similar jobs that could be interesting for youBased on the Senior Private Client Manager - High-Net-Worth in Lake Oswego, OR vacancy
  • Introduction At Gallagher, we help clients face risk with confidence because we believe that...  ...tailored insurance solutions? As a Private Client Service Manager at Gallagher, you’ll be the trusted advisor for High Net Worth individuals, managing their personal insurance... 
    Senior
    Private client
    High net worth
    Full time
    Live out
    Work at office
    Local area
    Flexible hours

    Gallagher

    Lake Oswego, OR
    17 hours ago
  • JPMorgan Chase is seeking a dedicated Relationship Manager in Portland, OR, to manage high-net-worth client relationships. The role involves developing new and existing relationships while providing exceptional service to ensure client satisfaction and loyalty. You will... 
    Senior
    Private client
    High net worth

    JPMorgan Chase

    Portland, OR
    17 hours ago
  • JPMorganChase is seeking a relationship manager in Portland, OR responsible for managing high-net worth client relationships by providing top-notch service and tailored advice. The ideal candidate will have a minimum of five years in financial services and must hold licenses... 
    Senior
    Private client
    High net worth

    JPMorganChase

    Portland, OR
    1 day ago
  • JPMorgan Chase & Co. is seeking a Relationship Manager in Portland, OR, to build and maintain high-net-worth client relationships. This role involves providing tailored financial advice and comprehensive service to clients, ensuring their financial needs are met. With... 
    Senior
    Private client
    High net worth

    JPMorgan Chase & Co.

    Portland, OR
    2 days ago
  •  ...The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic...  ...and maintain strong, long-term relationships with high-net-worth individuals and families Conduct in-depth needs assessments... 
    Private client
    High net worth
    Work at office
    3 days per week

    Risk Strategies

    Portland, OR
    1 day ago
  • Job Description Are you passionate about building and maintaining high‑net worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client... 
    Private client
    High net worth
    Temporary work
    Work at office
    Immediate start

    JPMorganChase

    Portland, OR
    1 day ago
  •  ...Relationship Manager Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique opportunity...  ...service sales experience, established high net worth referral network and strong community... 
    Private client
    High net worth
    Temporary work
    Work at office
    Local area
    Immediate start

    JPMorgan Chase

    Portland, OR
    3 days ago
  • $56k - $132k

     ...address their most significant risk, workforce, wealth management and retirement challenges through custom solutions...  ...‑first approach. To learn more, visit Summary The Senior Account Executive interacts with clients on a day‑to‑day basis while developing and... 
    Senior
    Private client
    High net worth

    NFP, an Aon company

    Portland, OR
    17 hours ago
  • $80k - $135k

     ...Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has...  ...a specialized approach focused on our private clients. With a firm structure that...  .... You will report to your group manager whose previous experience in the role... 
    Private client
    High net worth
    Work experience placement
    Work at office
    Work from home

    Fisher Investments

    Lake Oswego, OR
    17 hours ago
  • $80k - $135k

     ...in working in the United States with high-net-worth clients living in the UK? Come join our firm as...  ...a specialized approach focused on our private clients. With a firm structure that practices...  .... You will report to your group manager whose previous experience in the role... 
    Private client
    High net worth
    Work experience placement
    Work at office
    Work from home

    Fisher Investments

    Lake Oswego, OR
    17 hours ago
  • Boly Welch in Lake Oswego, OR seeks an Estate Planning Attorney with a strong client-service focus to join its reputable practice. You will draft estate plans for high-net-worth clients, advise on wealth transfers and tax implications, and cultivate advisory relationships... 
    Senior
    High net worth
    Work at office

    Boly Welch

    Lake Oswego, OR
    4 days ago
  •  ...Our firm is built on strong client relationships, efficient systems...  ...within. We are seeking a Senior Manager or Director/Principal-level CPA...  ...growth of the firm. This is a high-impact role with a clear path...  ...held businesses and high-net-worth clients Proven track record of... 
    Senior
    High net worth
    Work at office
    Local area

    Seneca Financial Partners

    Lake Oswego, OR
    17 hours ago
  • $80k - $105k

     ...developing a career assisting clients reach their long-term...  ...licensed service role within our Private Client Group. As you progress...  ...way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. The Day-to-Day... 
    Private client
    High net worth
    Work at office
    Work from home

    Fisher Investments

    Tualatin, OR
    17 hours ago
  •  ...Wealth LP is seeking a detail-oriented Senior Client Services Specialist for its Family Office division. This role supports ultra-high-net-worth clients by delivering operational service...  ...Charles Schwab, and the ability to manage multiple priorities in a fast-paced environment... 
    Senior
    High net worth
    Work at office

    Aldrich Wealth LP

    Lake Oswego, OR
    2 days ago
  •  ..., more strategic, or more complex. Be the main point of contact for client representatives and buyers. Help lead the renewal process with the production team, make sure solutions are d Manager, Senior, Client Service, Benefits, Client Relations, Business Systems, Technology... 
    Senior

    Arthur J. Gallagher & Co.

    Lake Oswego, OR
    1 day ago
  • $75k - $105k

    Aldrich is seeking a detail-oriented Senior Client Services Specialist for its Family Office division. This professional will manage client accounts, execute transactions, and...  ...wealth management, especially with high-net-worth clients, and proficiency with investment... 
    Senior
    High net worth
    Work at office

    Aldrich

    Lake Oswego, OR
    17 hours ago
  •  ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth...  ...strategy that aligns with each client's goals and values. The successful...  ...wealth management advice to high-net-worth clients through thoughtful,... 
    Senior
    High net worth

    Mariner

    Tigard, OR
    17 hours ago
  •  ...some of their most important people decisions. We help clients build better workplaces, where people feel supported,...  ...Bachelor's degree with 5+ years client service and/or claims management experience -OR- ~ High School degree/GED with 10+ years client service and/or... 
    Senior
    Full time
    Live out
    Work at office
    Local area
    Flexible hours

    Gallagher Benefit Service

    Lake Oswego, OR
    4 days ago
  •  ...Senior Director, Principal Gifts About the Company Philanthropic organization...  ...Industry Non-Profit Organization Management Type Non Profit Founded...  ...record in fundraising, particularly with high net-worth donors. The ideal candidate will have 8... 
    Senior
    High net worth

    Confidential

    Portland, OR
    2 days ago
  •  ...and deliver results our clients and communities can...  ...your community and grow a high‑performing wastewater team...  ...to talk to you. As a Senior Utility Engineer at AKS...  ...successful outcomes. Manage and review work prepared...  ...for public or private clients. Strong working... 
    Senior
    Private client

    AKS Engineering & Forestry, LLC

    Tualatin, OR
    17 hours ago
  • A prominent insurance brokerage located in Portland is seeking a Private Client Relationship Manager to cultivate relationships with high-net-worth clients. Ideally, candidates will have 5-7 years of experience in personal lines insurance, coupled with strong interpersonal... 
    Private client
    High net worth
    Work at office
    3 days per week

    Risk Strategies Company

    Portland, OR
    1 day ago
  • $100k

     ...are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed...  ...more. You will report to the Inside Sales Manager who will make sure you have the training... 
    Private client
    High net worth
    Work at office

    Fisher Investments Careers

    Portland, OR
    8 days ago
  • U.S. Bank in Oregon seeks a senior wealth management leader to retain and grow medium to large high net worth client relationships. You will convene a team of Banking, Trust and Investment professionals around each client to meet and exceed complex wealth-management needs... 
    Senior
    High net worth
    3 days per week

    Us Bank

    Portland, OR
    1 day ago
  • $125k - $200k

     ...estate planning, trust administration, and private client advisory work. Our attorneys handle...  ...transfer planning strategies Manage trust and estate administration matters...  ...fiduciary issues Work directly with high net worth clients and their advisors to deliver... 
    Private client
    High net worth
    Local area
    Flexible hours

    Jobot

    Portland, OR
    3 days ago
  • Jobot in Portland, OR seeks an experienced attorney to build sophisticated estate plans for high‑net‑worth clients, drafting wills, trusts, powers of attorney, and healthcare directives. You will advise on estate and gift tax planning, handle trust administration, work... 
    Senior
    High net worth

    Jobot

    Portland, OR
    1 day ago
  • A leading financial institution in Portland seeks a skilled professional to manage high net worth client relationships. The role involves building a competent team of Banking, Trust, and Investment professionals and requires extensive experience in wealth management. Candidates... 
    Senior
    High net worth

    U.S. Bank

    Portland, OR
    1 day ago
  •  ...Senior Client Executive, Business Insurance Our not-so-secret sauce...  ...& benefits, retirement, and private client insurance solutions to...  ...maintaining, monitoring, and managing these accounts to achieve client...  ...is expected to exemplify a high level of professionalism both... 
    Senior
    Private client
    Work at office
    Local area
    Night shift
    Portland, OR
    12 days ago
  •  ...Executive in Portland, Oregon, to drive new business initiatives within Private Client Services. The role involves managing a portfolio, conducting market research, and working closely with senior stakeholders. Ideal candidates will possess a Broker License, substantial... 
    Senior
    Private client

    Marsh & McLennan

    Portland, OR
    1 day ago
  •  ...Investment Consulting LLC in Portland, OR seeks a Senior Investment Advisor, CFP® to manage and expand wealth management client relationships while supporting growth of the...  .... The ideal candidate has experience with high-net-worth individuals, executives, and business owners... 
    Senior
    High net worth

    Sanctuary Wealth Group LLC

    Portland, OR
    17 hours ago
  • $36.05 - $45.67 per hour

     ...professional and detail-oriented Client Services Specialist or Senior Client Services Specialist...  ...careers in a collaborative, high-performing environment. We serve high-net-worth individuals and corporate...  ...holistic approach to wealth management and fiduciary responsibility... 
    Senior
    High net worth
    Hourly pay
    16 hours
    Full time
    Work at office
    Monday to Friday
    Flexible hours
    2 days per week

    Aldrich Wealth

    Lake Oswego, OR
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Private Client Manager - High-Net-Worth. Be the first to apply!