Private Client Account Executive
Gallagher Benefit Services, Inc.
IntroductionAt Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. OverviewAre you ready to take your career to the next level by working with prestigious clients and delivering 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 programs and ensuring their unique needs are met with precision and care. Reporting to the Private Client Service Supervisor, you’ll play a pivotal role in safeguarding their lifestyles, growing relationships, and driving new business opportunities.How you'll make an impactClient Relationship Management:Build and nurture relationships with High Net Worth clients, providing proactive, high-quality service that anticipates their needs.Conduct annual reviews of insurance programs to ensure clients are fully protected and recommend enhancements based on their evolving risk profiles.Revenue Growth:Counsel clients on additional lines of insurance or limit increases to address their unique exposures.Actively seek referrals from existing clients and centers of influence to generate new business opportunities.Leadership in Insurance Strategy:Take charge of the renewal process, ensuring timely delivery of the best solutions tailored to each client’s needs.Collaborate with Producers and lead the design, marketing, and service strategy for client insurance programs.Market Expertise:Cultivate strong relationships with carriers, leveraging your knowledge to secure the best coverage options for clients.Stay informed about market trends and know which carriers are best suited for specific risks.Team Development:Coach and mentor Client Service Managers and Associates, fostering continuous learning and professional growth.Operational Excellence:Ensure accurate client and policy data is maintained within Gallagher systems.Execute best practices and leverage shared services to maximize efficiency.Conduct audits to ensure compliance with service standards and timelines.#LI-WR1About YouRequired: 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 claims management experience. 1+ years supervisory experience. Appropriate licensing as required.Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen. Behaviors:You’re passionate about delivering exceptional service and building lasting relationships.You thrive in a fast-paced environment and excel at managing large accounts with frequent client contact.You’re a strategic thinker with a knack for identifying opportunities to grow revenue and enhance client satisfaction.You’re a skilled negotiator with deep market knowledge and the ability to secure the best solutions for your clients.You’re tech-savvy and detail-oriented, ensuring seamless operations and compliance.Compensation and benefitsAt Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.Competitive compensationComprehensive benefits programs designed to support your well-being Career development opportunities and ongoing learning A collaborative, people-first culture with accessible leadership The opportunity to do meaningful work with global reach and local impact At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
- ...Private Client Service Manager Are you ready to take your career to the next level by working... ...maintained within Gallagher systems. Execute best practices and leverage shared... ...environment and excel at managing large accounts with frequent client contact. You're a...Private clientLocal area
- JPMorgan Private Client seeks a Vice President Relationship Manager in San Francisco to build trusted relationships with affluent clients through deep discovery and tailored wealth solutions. You will grow your business via proactive prospecting and strong partnerships...Private client
$90k - $110k
...dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and... ...Client Service Manager, you will support Private Wealth relationship management efforts by... ...professionalism and care. Manage onboarding and account support: Oversee new account onboarding,...Private clientRemote work- ...endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that... ...leveraging firm resources and expertise. • Develop and execute client engagement strategies, including regular meetings, portfolio...Private clientWork at officeLocal areaWorldwide
- ...team advising high-net-worth individuals, private foundations and family offices. Key Responsibilities Advise clients on multi-generational wealth planning and tax... ...(including familiarity with trust accounting rules, trust modifications, and decanting)....Private client
- ...Job Overview A law firm seeks a Private Client Associate to join its San Francisco, California office. The ideal candidate will have 3-5 years of experience in estate planning, tax, or other transactional practices. Duties Engage in high-net-worth estate and tax planning...Private clientWork at office
- ...an Associate Wealth Advisor/Client Relationship Associate to support... ...-touch estate coordination, private bank/lending oversight,... ...Coordinate prep work and drive execution for client strategy meetings.... ...partnership documentation, and complex account maintenance across trusts and...Private clientFull timeApprenticeshipWork at officeLocal areaImmediate startRemote work
$150k - $190k
...Overview Partner / Partner Group – Private Client Global Law Firm with a Boutique Feel | Multiple U.S. Locations Our client, a global law... ...vulnerable persons and mental capacity issues Clients include senior executives, entrepreneurs, multi-generational families, family offices,...Private clientPart timePrivate practiceWork at officeWorldwide3 days per week$150k - $250k
...comprehensive financial advice and services to its clients including brokerage, investment advisory... ...and trust services. Morgan Stanley Private Bank, NA is seeking a high potential... .... Establish a reputation of execution and excellence while maintaining confidence...Private clientTemporary work$74k - $129k
...meetings and presentations.Managing data for new and prospective clients in sales databases, ensuring all communications are logged,... ...everyone. You’re energized by the prospect of landing the next big account.You will need to have:Bachelor's degree or four or more years...Full timeTemporary workPart timeWork experience placementLocal areaShift work$150k
At JPMorgan Private Client, we help affluent and high-net-worth clients make confident financial decisions by connecting banking, lending, and wealth capabilities across JPMorganChase. As a Vice President Relationship Manager in JPMorgan Private Client, you’ll build trusted...Private clientTemporary workWork at officeImmediate start$224k - $280k
....We are currently seeking a CDE II - Client Delivery Executive to join our team in San Francisco, California... ...Area, CA.Responsibilities:Operations:Accountable for end-to-end delivery of NTT DATA... ...and managing Application, Public/Private Cloud, Infrastructure, Security,...Full timeTemporary workWork at officeRemote workFlexible hours$60k - $81.55k
...Sr. Account Executive Commercial Print US-CA-San Francisco Job ID: 34692 Type: Full-Time # of Openings: 1 Category: Sales/Business Development CA - San Francisco About the Role Responsible for selling Canon's hardware and software technology...Full timeTemporary workFor contractorsFor subcontractorCasual workWork at officeLocal areaNight shift$86k - $92k
...Bernstein Private Wealth Associates Bernstein Private Wealth Management is a premier investment... ...high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people... ...functions such as portfolio analysis, account creation and maintenance, and client/prospect...Private clientFlexible hours$25 per hour
...thinking organization, apply now.We are currently seeking a Senior Client Executive-Hi-Tech(Bay Area) to join our team in San Francisco,... ...travel to client offices as needed.The Client Executive is accountable for the P&L, revenue growth, and client satisfaction of all...Full timeTemporary workWork at officeRemote workWork from homeHome officeFlexible hours$105.38k - $215.38k
...with specialists when needed.Build strong client relationships through clear, thoughtful... ...a collaborative environment focused on accountability, quality, and growth.Delivery leadership... ...Experience serving high-net-worth individuals or private clients.Strong client communication and...Private clientWork at officeLocal area$240k - $280k
...We are growing our Commercial Sales team at Windfall! As an Account Executive, you will be the face of our sales organization, owning the full... ...financial services enterprises — spanning wealth management, private banking, national and regional banking, insurance, real...Contract work- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management... ...client management, the development of new business, and the execution of business development initiatives. This role is highly...Private client
$150k
...Vice President Relationship Manager At JPMorgan Private Client, we help affluent and high-net-worth clients make confident financial decisions by connecting banking, lending, and wealth capabilities across JPMorganChase. As a Vice President Relationship Manager...Private clientTemporary workWork at officeImmediate start$200k - $250k
...technical estate, gift, and income tax knowledge with practical, client-facing advice in a collaborative wealth managementenvironment.... ...estate planning, trust administration, or related areas (e.g., private client services, tax, or wealth management) serving high-net-...Private client- ...the future of healthcare. Job Description We are looking for a Client Executive to join our team, focused on the Pharma Segment. As a Client... ...operational teams to draft and finalize client contracts. Account Management & Internal Collaboration Partner with Customer Success...Full timeRemote work
- ...JoinCarta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single... ...check out our Carta careers page.The Team You’ll Work WithAs an Account Executive on Carta’s Growth Team, you will be responsible for selling...Full time
- ...crucial role in conducting audits for our clients, ensuring compliance with regulatory... ...staff, and providing expert guidance in accounting and auditing practices.Key ResponsibilitiesLead... ...deliverables for SEC-registered and private clients, with an emphasis on PCAOB...Private client
- ...Our client, a CPA firm established in 1989, is based in San Francisco-but active globally... ...domestic and international, as well as private clients, entrepreneurs, and families... ...They are seeking an on-site Senior Tax Accountant , capable of rapid advancement and looking...Private clientFull timeWork at officeWorldwide
$174k - $254k
The role of the Global Client Executive (GCE) is to create a sustainable Chubb-Client relationship, resulting in strong account retention and business growth opportunities. This is accomplished through enhanced interaction with risk managers and their brokers, effective...Local area$150k - $350k
...organization, apply now.We are currently seeking a Managing Director, Client Executive to join our team in San Francisco, California (US-CA),... ...clients within the HiTech sector. This executive will be accountable for the overall client strategy, revenue growth, P&L...Full timeTemporary workWork at officeRemote workFlexible hours$260k - $325k
My client, a prestigious international law firm, is seeking a Private Client (T&E) Associate with 4 to 7 years of law firm experience to join their San Francisco office. The ideal candidate will have knowledge and experience with high-net-worth estate and tax planning,...Private clientWork at office- Our client is a well‑established financial services firm dedicated to providing personalized... ...by managing client communications, account administration, and service requests while... ...wealth management, financial services, or private client environments strongly preferred Proficiency...Private clientWork at office
$9 per hour
# Founding Account ExecutiveBuild relationships with the executives who run America's largest distributors, and turn founder led sales into a repeatable motion... ...the room with the executives of some of the largest private companies in the world.* Energized by heavy travel,...Contract workWork at officeRelocation$123.2k - $164.85k
...of Salesforce.Job DescriptionJob Description:As a Strategic Account Executive specializing in selling into Strategic Non-Profit organizations... ...through large organizations. You’re knowledgeable about your clients’ specific challenges and business objectives. You understand...Full timeShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Account Executive. Be the first to apply!
- client services supervisor San Francisco, CA
- senior client services manager San Francisco, CA
- client engagement manager San Francisco, CA
- client service manager San Francisco, CA
- client development manager San Francisco, CA
- client experience manager San Francisco, CA
- client development director San Francisco, CA
- client services coordinator San Francisco, CA
- client relationship manager San Francisco, CA
- customer engagement manager San Francisco, CA




