Senior Private Client Insurance Executive | Client Growth
Marsh McLennan Agency
Marsh McLennan Agency in Houston, Texas, is seeking a Senior Private Client Account Executive. This role requires managing client relationships, processing insurance documentation, and working closely with team members to provide superior client service. Candidates should have at least 2-4 years of experience in private client account management and must be licensed as a Texas P&C agent. The position also involves mentoring junior staff, analyzing insurance policies, and ensuring accurate documentation compliance. The company fosters a collaborative culture and offers competitive salary and benefits. #J-18808-Ljbffr Marsh McLennan Agency
$80k - $100k
Australia-Employment is seeking an Audit Senior to join our team in Houston, TX, offering... ...emphasizes leadership in audit engagements, client relationship management, and mentorship... ..., and have the opportunity for long-term growth in a diverse client environment. A...SeniorPrivate clientRemote workFlexible hours- Mercantil Commerce Bank in Houston, Texas is seeking an experienced investment professional to manage client portfolios and provide comprehensive investment planning. The role requires a strong understanding of fiduciary law, investment strategies, and Salesforce. Ideal...SeniorPrivate client
- ...team helping high-profile clients understand, analyze,... ...is currently seeking a Senior Manager to join our Business... ...role in growing KPMG's private client tax practice,... ...Contribute to the growth, processes improvements... ...coverage, disability and life insurance, 401(k) plans, and a...SeniorPrivate clientFull timePrivate practiceWork at officeLocal area
- ...Houston-based CPA firm, is seeking a high-performing Private Client Services Tax Manager/Senior Manager. Responsibilities include overseeing tax compliance... ..., alongside generous benefits such as health insurance, a 401(k), and a sustainable work-life balance. #J-18...SeniorPrivate clientFlexible hours
$125k - $175k
Smartbridge is looking for a Senior Client Partner based in Houston, Texas. This hybrid role... ...expand market presence, drive revenue growth, and acquire new clients in the Oil & Gas... ...relationship building with industry executives, aiming for significant sales revenue annually...Senior2 days per week3 days per week- Dean & Draper in Houston is seeking a Private Client Account Executive to enhance their personal insurance business. The role emphasizes building relationships with... ...company offers competitive compensation and opportunities for career growth. #J-18808-Ljbffr Dean & DraperPrivate client
- About the Role Dean & Draper Insurance is seeking a relationship‑driven Private Client Account Executive to grow our personal insurance business in the Houston market.... ...partnerships, competitive compensation, and long‑term career growth potential. #J-18808-Ljbffr Dean & DraperPrivate clientWork at office
- Private Client Services Tax Manager/Senior Manager Full-time Pannell Kerr Forster of Texas, P.C. (PKF Texas) is a Houston‑based CPA firm of forward‑thinking... ...from start to finish, which includes planning, executing, directing, and completing tax projects while effectively...SeniorPrivate clientFull timeWork at officeLocal area
$141k - $290k
...Tax Senior Manager - Private Client Services Weaver is a full-service national accounting... ...in their professional growth, but also in their ability... ...sufficient to sell and execute engagements in multiple... ...vision, disability, life insurance, and a 401(k) plan. Further...SeniorPrivate clientImmediate startFlexible hours- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...skills and the aptitude to foster professional growth within our staff. This position offers flexibility in terms...SeniorPrivate clientTemporary workPrivate practiceWork at officeLocal area
- ...role requires overseeing tax planning and working closely with privately held clients to build trusted relationships. The successful candidate... ...balance and offers competitive compensation along with career growth opportunities in a collaborative and inclusive culture. #J-...Private client
- TwinThread seeks a Head of U.S. Private Bank Client Service to lead Client Service teams across Delaware, Chicago, Houston, and Scottsdale.... ...extensive experience in financial services management and hold a senior leadership title. This role involves driving innovation...Private client
- ...experienced professional to serve as the primary contact for private equity clients. This role involves strategic planning, risk management, and... ...skills are essential to mentor team members and drive growth. The position promotes a culture of excellence and collaboration...Private client
- The Hotaling Group Inc. is seeking an experienced client service representative for its Private Client Division in Houston, Texas. The role demands a high... ...services and have a solid understanding of Florida's insurance landscape. Attention to detail and effective...SeniorPrivate client
- Edgewoodpartnersinsurancecenter in Texas is seeking a Senior Client Manager/Team Lead to manage client service delivery for charter schools... ...leverages professional skills in property and casualty insurance to enhance large client relationships. The role requires a hybrid...Senior
- Bank of America is seeking an experienced professional in Houston, Texas, to lead the Client Management Process. The role focuses on acquiring new clients and delivering a branded client experience to ensure retention. Candidates should have 10+ years of complex financial...SeniorPrivate client
- ...listed in job posting Summary The Private Client Relationship Manager (PCRM) is... ...including credit, deposits, investments, insurance, and wealth planning, utilizing internal... ...integrated client experience. Drive growth through deposits, loans, and fee income...Private clientWork at office
- ...responsible for designing and delivering tailored wealth strategies for high-net-worth individuals. This position involves acquiring new clients and managing existing portfolios, ensuring a personalized Trustmark experience. Ideal candidates should possess strong...Private client
- JPMorgan Chase & Co. is seeking a Senior Client Service Associate to join its Latin America Private Bank team in Houston, TX. The associate will be responsible for maintaining and enriching client relationships, serving as the primary point of contact for all service-related...SeniorPrivate clientBank staff
- ...Banker SAFE Act role in Houston, Texas. This position requires extensive experience in Private Banking, particularly within the UHNW market, and the ability to build strong client relationships through a deep understanding of their needs. The ideal candidate will have...SeniorPrivate client
- Benchmark Insurance Group & Rise Group is seeking a Commercial Account Executive in Houston, TX, to drive growth by managing key accounts in the real estate, construction, and hospitality... ...the insurance sector, adept at building client relationships and delivering customized...SeniorFlexible hours
- Baringa Partners LLP is hiring a Senior Consultant for their Strategy & Transactions team in Houston, TX. The role involves advising corporate and private equity clients on market entry strategies and commercial due diligence. Candidates should have 4+ years of relevant...SeniorPrivate client
- ...together to create the next great insurance brokerage. We offer an... ...opportunities for our employees, clients and stakeholders. We... ...# We are RESULT-ORIENTED , growth-focused and driven to out-perform... ...renewal process from strategy to execution, including marketing,...SeniorFlexible hours
$95.5k - $195.4k
...career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent... ...help shape the future of our industry. Job Description: As a Private Client Service Tax Managerinvolved in both compliance and...Private clientWork at officeLocal areaWorldwide- ...provide comprehensive wealth management solutions to high net worth clients. The ideal candidate will leverage their networking and sales... ...maintaining a focus on client retention and financial strategy execution. This role demands a high level of interpersonal expertise and...Senior
- ...ll shape the future of client service for high-net-worth... ...excellence in the U.S. Private Bank. As the Head of U.... ...for day‑to‑day execution, talent strategy, risk... ...to embed teams in local growth and meet client needs Own... ...management experience at a senior leadership level....Private clientLocal area
- Role Overview Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients... ...eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firm’s 401(k)...SeniorPrivate clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa
- ...Senior Client Service Associate Founded in 1983, Westwood offers a broad array of investment... ...solutions to institutional investors, private wealth clients and financial... ...relationships, maintaining accuracy in systems and executing operational tasks, the Senior Client...SeniorPrivate clientWork at officeImmediate startVisa sponsorship
$125k - $175k
Smartbridge is seeking a Senior Client Partner based in Houston, Texas. This hybrid role requires 2-3 days onsite and offers a salary range... ...uncapped commission. The ideal candidate will drive revenue growth in the Oil & Gas / Energy sector. The position requires proven...Senior- J.P. Morgan in Houston, TX is on the lookout for a Private Client Advisor to provide personalized investment solutions. In this role, you will build and manage client relationships while offering comprehensive financial planning and advice. Ideal candidates have at least...Private client
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