HR Leader, Private Client Services
$129.6k - $194.3kMercer France
HR Leader, Private Client Services At MMA
Our not-so-secret sauce.
Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as the HR Leader, Private Client Services at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh (NYSE: MRSH).
A day in the life.
Marsh McLennan Agency (MMA) Private Client Services (PCS) is an insurance brokerage agency that protects individuals' liabilities and personal assets through the construction and placement of insurance portfolios. MMA PCS drives growth across three business segments: Individual (Consumer), Sponsored (Enterprise), and Specialty (Lifestyle) Solutions.
Reporting to MMA PCS' President & CEO and partnering closely with the MMA Chief People Officer and MMA PCS Leadership Team, the HR Leader will serve as the senior people strategist for MMA PCS National.
This senior leadership role requires a proven record of leading complex HR organizations in growth-oriented, professional services or financial services environments, with deep expertise in organizational effectiveness, talent systems, and change leadership. The ideal candidate combines strategic vision with operational rigor and the ability to influence senior leaders and drive consistent execution across a national organization.
We will count on you to:
Serve as a critical thought partner to the President & CEO, CFO, Strategy Leader, and MMA PCS Leadership Team, responsible for designing and executing a disciplined, scalable people strategy that enables growth, integration, and sustained high performance.
Own the end-to-end people agenda, including organizational design, role clarity, performance management, career planning and pathing, learning and development, producer development (in partnership with Sales), talent acquisition, change management, and workforce planning. In addition, the HR Leader will partner with MMA PCS Leadership Team on strategic recruiting / hiring / on-boarding, succession planning and colleague experience with a focus on development and a growth mindset in support of the strategic agenda. This role will have leadership responsibility for Talent Acquisition, L&D, and HR support for MMA PCS.
Create a robust feedback culture and recognition program that will help set the overall employee engagement strategy, leveraging the employee engagement surveys to turn results into improvement action plans
Instill a standardized change management capability by establishing clear ownership, repeatable frameworks, and disciplined execution, embedding the capability into communications, training, and adoption strategies for future transformations, ensuring cross-leader alignment and consistent execution
Collaborate with the MMA PCS Chief Growth Officer and Producer Development Leader to design and implement a producer development model, including compensation frameworks that enhance producer economics and motivate performance (incl. producer economic model, design of compensation plans)
Collaborate with MMA PCS's Learning & Development (L&D) Leader to define and deploy an L&D strategy to build and enhance capabilities to serve future organizational needs, implementing role-based (e.g., Sales, Placement, Service, Operations) programs with clear standards, measurement, and activation plans to accelerate productivity and strengthen leadership bench depth
Determine talent acquisition needs, develop and execute a comprehensive strategy, and strengthen the function by addressing performance gaps, clarifying accountability and decision rights, and standardizing recruiting processes for priority roles (supported by clear service levels and partnership norms)
Serve as key liaison with the broader HR leaders, Talent Acquisition and Total Rewards teams, business leaders and recruiting search firms to expand our internal resources and explore possibilities of migration across the MMA regional groups
Our future colleague.
We'd love to meet you if your professional track record includes these skills:
Human Resources leadership experience required, with 8-10 years generalist experience including strong knowledge of HR employment law, policies/practices, recruiting and organizational development, including workforce planning
Bachelor's degree in related field required; advanced degree or SPHR designation preferred
Experience working in a sales environment is helpful, and a demonstrated ability to align business objectives with HR initiatives is required
Good interpersonal skills and high sense of urgency are a must, as are excellent written and verbal communication abilities
Analytical, strategic planning, communication, conflict resolution, and listening skills
Prior success and experience in managing change in a fast-paced environment. Ability to effectively build and maintain positive working relationships with management and peers
Proficiency in MS office applications required
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Remote work
Charitable contribution match programs
Stock purchase opportunities
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
The applicable base salary range for this role is $ 129,600 – 194,300 . The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
$129.6k - $194.3k
...HR Leader, Private Client Services At MMA Our not-so-secret sauce. Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful...Private clientMinimum wageLocal areaRemote workNight shift- A leading CPA and advisory firm in Portland, Oregon, is seeking a Tax Manager to join its dynamic team. This role involves managing tax professionals, developing tax strategies, and ensuring compliance with tax regulations. The ideal candidate should possess a Bachelor'...Private clientFlexible hours
$90 - $120 per hour
EY is seeking a Seasonal Tax Manager for their Private Client Services team. This role focuses on serving high-net-worth families and private companies, handling complex tax planning and compliance projects. Key responsibilities include reviewing individual tax returns...Private clientRemote jobHourly paySeasonal work- ...prominent insurance brokerage located in Portland is seeking a Private Client Relationship Manager to cultivate relationships with high-net... ...active P&C license. The position emphasizes problem-solving and client service excellence. #J-18808-Ljbffr Risk Strategies CompanyPrivate clientWork at office3 days per week
$120 - $150 per hour
Ernst & Young Oman is seeking a Seasonal Tax Senior Manager for Private Client Services in Portland, Oregon. The successful candidate will manage complex individual tax returns and provide tax planning for high-net-worth clients. This role offers the flexibility of remote...Private clientRemote jobHourly paySeasonal work$10k
...Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the many hats of a...Private clientWork experience placementWork at officeWork from home$80k - $130k
...in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counselor to service a roster of high-net-worth clients. Since... ...developed a specialized approach focused on our private clients. With a firm structure that...Private clientWork experience placementWork at officeWork from home$90 - $120 per hour
Location: Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client Services (PCS) is a growing practice within EY. This... ...a top or mid‑tier firm. What We Offer Hourly pay: $90/hr to $120/hr (range varies by education, experience, etc.). Equal...Private clientHourly paySeasonal workRemote work- ...geotechnical engineering firm is seeking a Rock Mechanics Leader to enhance its services in rock engineering. This position involves overseeing... ...delivery of innovative solutions for public and private clients across the US. Candidates must hold an MS or PhD in Geotechnical...Private client
$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private Client Services (PCS) is a growing practice within... ...for this job in all geographic locations in the US from $120/hr to $150/hr. EY provides equal employment opportunities to applicants...Private clientHourly paySeasonal workRemote workFlexible hours$90 - $120 per hour
Location: Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client Services (PCS) is a growing practice within EY, and... ...inclusive culture of globally connected teams. Salary range: $90/hr to $120/hr. Individual salaries within those ranges are...Private clientHourly paySeasonal workRemote workFlexible hours- The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic... ...and proactive problem solver with demonstrated success in servicing a book of Private Client accounts. PLEASE NOTE: This is a...Private clientWork at office3 days per week
- UBS is looking for a Full-Time Client Associate in Lake Oswego, Oregon, to support private wealth clients with accuracy and care. Responsibilities include opening... ...has at least 1 year of experience in client services, excellent communication skills, and attention to...Private clientFull time
- ...you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is... ...and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth...Private clientTemporary workWork at officeLocal areaImmediate start
- Aprio in Portland, OR, is seeking a Senior Tax Manager - Private Client Services to lead their tax practice. The ideal candidate will possess deep expertise in taxation and significant client-facing experience, focused on business development. This role is critical for...Private clientRemote jobFlexible hours
$90 - $120 per hour
Ernst & Young Oman is hiring a Seasonal Tax Manager for Private Client Services. This role focuses on reviewing complex individual tax returns and... ...skills. This position offers an hourly pay between $90/hr to $120/hr and allows for remote work within the United States...Private clientRemote jobHourly paySeasonal work$52k - $85k
Servicing a book of Middle Market clients, this role will serve as a trusted advisor to key client groups by providing strategic and consultative guidance... ...reporting Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management...Private clientHourly pay$93.1k - $173.4k
...Business Development Executive At Mma Private Client Services National Our not-so-secret sauce. Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 15,000 of the industry's brightest...Private clientMinimum wageLocal areaNight shift$93.1k - $173.4k
...impact every day. Learn more about what makes us different and how you can thrive as a Business Development Executive at MMA Private Client Services – National. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private...Private clientMinimum wageLocal areaRemote workNight shift- ...geotechnical engineering and environmental services consulting firm dedicated to delivering innovative solutions for public and private clients - often on high-profile infrastructure... ...Summary We are seeking a new technical leader for our rock mechanics engineering service...Private clientPermanent employmentFull timeTemporary workWork at officeLocal areaRemote workFlexible hours3 days per week
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private Equity...Private client
$130k - $200k
Environmental Permitting Project Manager/Client Team Leader At David Evans and Associates, Inc.,... ...Guide municipalities, utilities, and private sector clients through complex regulatory... ...regulatory adherence and high-quality service. Mentor and support project teams, fostering...Private clientContract workWork at officeLocal areaFlexible hours- ...experienced, business development and client-service-focused Senior Design-Build (DB) Design... ...Construction Manager at Risk (CMAR), Public-Private Partnerships (P3), Integrated Project... ...professionals and project delivery leaders through our internal technical and social...Private clientLocal area
- A leading engineering firm is seeking an Industrial Client Service Leader to drive their strategy in the growing data center market. This high-impact role emphasizes business development, building strong client relationships, and leading proposal efforts. The ideal candidate...
- ...Boulevard, Beaverton Oregon Job Summary The Private Client Advisor's focus will be on our Mass... ...will be the primary provider of investment services to KeyBank Mass Affluent clients by... ...request reasonable accommodations by emailing HR_****@*****.***. #J-18808-Ljbffr...Private clientBank staffWork at officeFlexible hoursNight shift
$56k - $132k
...custom solutions and a people‑first approach. To learn more, please visit: Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. This individual...Private client$60k - $70k
...providing a full range of physical security services to government and commercial customers on... ...customized security services to clients whose needs exceed the capabilities of traditional... ...and managed and operates as the industry leader in the field of customized, high-...Full timeShift work$25 - $33 per hour
...team and department goals. They provide exceptional customer service along with operational soundness and are active in... ...customer service while providing full retail bank services for Private/Healthcare clients, including wires, new accounts, CRE loans, consumer loans,...Private clientWork experience placementWork at office- ...fast‑growing industries, Aprio ensures clients are prepared for wherever life or... ...firm looking for a Senior Tax Manager - Private Client Services to join their dynamic team. This role... ...it for you: Working with an industry leader: Be part of a high‑growth firm that is...Private clientFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours
- ...Consultant , you will manage and advise client accounts for our large market employers 2... ...complex client engagements, managing overall service delivery, strategy, financial evaluations... ..., interesting work, and supportive leaders. We foster a vibrant and inclusive culture...Work at officeLocal areaRemote workFlexible hours3 days per week1 day per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to HR Leader, Private Client Services. Be the first to apply!
- member team lead Portland, OR
- team coordinator Portland, OR
- group operations director Portland, OR
- disability team leader Portland, OR
- mobile team lead Portland, OR
- operational excellence leader Portland, OR
- quality control team lead Portland, OR
- school leader Portland, OR
- quality assurance team leader Portland, OR
- key team leader Portland, OR

