Senior Insurance Account Manager for HNW Clients
HUB International
HUB International in Chicago is seeking an experienced Insurance Account Manager to handle a book of large personal lines accounts for affluent clients. You will work with producers and HUB colleagues to deliver exceptional service, review programs, and identify improvements while maintaining high retention. The role requires at least 5 years in insurance account management, strong English communication, and proficiency in MS Office and agency-management systems. #J-18808-Ljbffr HUB International
- A reputable financial services firm in Chicago is seeking a Tax Senior Manager to lead tax compliance and consulting services for high-net-worth clients. This role involves managing engagements, supervising associates, and ensuring high-quality service. The ideal candidate...SeniorHigh net worth
$130k - $200k
...About the Organization Our client is a respected professional services... ...in delivering comprehensive accounting, tax, and consulting... ...experienced Private Client Tax Manager / Senior Manager to lead tax engagements for high-net-worth (HNW) individuals, families, trusts...SeniorHigh net worthFull timeLocal area- U.S. Bank is seeking a senior wealth management professional to retain and grow relationships with medium to large high-net-worth clients. You will assemble a team of Banking, Trust and Investment professionals to meet and exceed client needs, delivering expert guidance...SeniorHigh net worth
- ...Financial Partners is seeking a Wealth Advisor to join our Chicago-area wealth management team and support a Senior Wealth Advisor in delivering tailored financial strategies for high-net-worth clients. You’ll conduct research and analysis to develop personalized financial...SeniorHigh net worth
- Bank of America is seeking a senior fiduciary and investment management professional to manage high-net-worth accounts and multi-generational families. The role focuses on fiduciary... ..., and risk management, with an emphasis on client experience and relationship growth. The...SeniorHigh net worth
$110k - $250k
Overview Top 10 accounting firm with growth opportunity... ...year. If you are a Tax Manager with at least 3 years... ...experience in High Net Worth (HNW) individuals, read on.... ...of the nation's best clients and enjoy a GREAT work... ...Benefits Group health insurance, 100% cost of...SeniorHigh net worthLocal areaRemote workFlexible hours$110k - $250k
...Top 10 accounting firm with growth opportunity! This Jobot... ...and diverse variety of clients, or specialized if you prefer... ...! If you are a Tax Manager with at least 3 years experience in HNW individuals, then please... ...-feel Group health insurance, 100% cost of individual...SeniorHigh net worthLocal areaRemote workFlexible hours$110k - $180k
EisnerAmper LLP is seeking a Tax Manager in Chicago, IL, to oversee tax planning and compliance for ultra-high net worth individuals. The role includes direct client engagement, team supervision, and ensuring innovative tax solutions. The ideal candidate has over 8 years...SeniorHigh net worth$300k - $400k
Thompson Coburn in Chicago is seeking an attorney with 9+ years of estate planning to join its Private Client practice. The ideal candidate will have a strong tax-focused trusts and estates practice, advising high net worth individuals and families on complex estate and...SeniorHigh net worthPrivate practice$110k - $215k
Bank of America is seeking a qualified professional to manage and expand client relationships in Chicago. This role involves identifying financial opportunities and providing advisory services to high-net-worth clients. Applicants should have a minimum of 7 years of experience...SeniorHigh net worth- Thompson Coburn LLP in Chicago seeks an attorney with 9+ years of estate planning experience to join the Private Client practice group. The ideal candidate will have a strong tax-focused trusts and estates practice, advising high-net-worth individuals, families, family...SeniorHigh net worthPrivate practice
- Aprio is seeking a Senior Tax Manager for Private Client Services / High Net Worth Individuals to drive growth in the local market. You will lead tax... ...candidate has 10+ years in federal tax within public accounting, strong leadership, and proven business development experience...SeniorHigh net worthRemote jobLocal area
$110k - $250k
A leading accounting firm based in Chicago is seeking a Tax Manager with at least 5 years of experience in Public Accounting and specific expertise in High Net... ...000 to $250,000 annually. Join us to work with top clients while enjoying a great work/life balance and opportunities...SeniorHigh net worthRemote jobFlexible hours$300k - $400k
Thompson Coburn LLP in Chicago seeks an attorney with 9+ years of estate planning experience to join its Private Client practice. The ideal candidate will handle sophisticated wealth transfer planning, trust and estate administration, and fiduciary income tax matters for...SeniorHigh net worthPrivate practice- ...experienced private wealth attorney to join its sophisticated Private Clients, Trusts & Estates practice. The successful candidate will... ...relationships on cross-border and multi-generational planning. Senior Associate, Counsel or Income Partner level with 8+ years of...SeniorHigh net worthPrivate practice
$265k - $380k
Permanently Placements LLC is seeking an attorney with at least 10 years of experience to join its Private Client practice in Chicago. The ideal candidate must have substantial experience with high net worth individuals, mentoring junior associates, and a strong ability...SeniorHigh net worthPermanent employmentPrivate practice- JPMorganChase is seeking a Client Specialist in Chicago to focus on high net worth clients’ wealth needs. This role involves marketing and selling wealth management services and collaborating with a team for client engagement. Candidates should have 7+ years in the industry...SeniorHigh net worth
- ...customized strategies, and prepare returns for large, sophisticated clients, collaborating with tax counsel and planning teams. The role... ...relationships, and mentorship within a collaborative wealth-management environment, with a base salary range of #J-18808-Ljbffr...SeniorHigh net worth
$98.4k - $199k
A regional financial institution seeks a Senior Portfolio Manager in Chicago to manage high net worth client investment activities. You will collaborate within Wealth... ...with comprehensive benefits including medical insurance and retirement plans. #J-18808-Ljbffr Old National...SeniorHigh net worth- Job Summary:Private Client Services at BDO is a boutique... ..., retirement, and life insurance planning.A Tax Experienced Senior, Private Client Services... ...their communication, time management, leadership, technical,... ...:Bachelor’s degree in Accounting, Finance, Economics, or...SeniorHigh net worthPrivate practiceWork at office
- Job Summary:Private Client Services at BDO is a boutique practice within our... ...and cash-flow, retirement, and life insurance planning.A Tax Senior Manager, Private Client Services (PCS) is responsible... ...degree required; major in Accounting, Finance, Economics or Statistics,...SeniorHigh net worthPrivate practiceWork at office
- BBR Partners is seeking a senior professional to join our Chicago office. You will help manage client relationships, shape investment and wealth management plans, and identify prospective clients for our ultra-high-net-worth clientele. The role requires self-motivation,...SeniorHigh net worthWork at office
- MJMS Family Office Services, LLC is seeking an experienced Senior Tax Professional to join our growing team in Chicago. You will work with... ...office overlooking the Chicago River, and a collaborative, client-focused culture. Mentoring junior staff and contributing to firm...SeniorHigh net worthWork at office
$175k - $200k
...years of experience serving high-net-worth clients, licensed to practice in Illinois, and... ...knowledge in Estate Planning and Wealth Management. This role offers a competitive salary... ...year along with benefits including health insurance and a flexible work schedule. #J-18808-...SeniorHigh net worthFlexible hours$102k - $208k
A major banking institution is seeking a Private Bank Wealth Advisor IV in Chicago to manage high-net-worth client relationships and deliver tailored wealth plans. Candidates should have at least 5 years of experience in financial advisory, and relevant licenses within...SeniorHigh net worthWork at officeFlexible hours$102k - $208k
A leading financial institution in Chicago is seeking a Private Bank Wealth Advisor III to manage high-net-worth client relationships and deliver comprehensive wealth plans. The ideal candidate has over 5 years of experience in wealth management and strong communication...SeniorHigh net worthFull timeFlexible hours$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you are looking for a career where you can truly have a say, make... ...Education required: Bachelor of Science degree in Accounting or a Business-related field of study is required Certification...SeniorHigh net worthFull timeSummer workH1bWork at officeLocal areaFlexible hours- Investment Company (Confidential) seeks a Client Services Manager in Chicago to enhance client relationships and ensure satisfaction. This pivotal role involves developing structured processes and implementing retention strategies. Candidates should have at least 15 years...SeniorHigh net worth
$110k - $180k
...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... ...to be part of one of the largest and fastest growing accounting and advisory firms in the industry ~ You will have...SeniorHigh net worthTemporary workPrivate practiceWork at officeLocal area$150k - $210k
...part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to... ...based positions Collaborate with the Private Client Services and Trust & Estate groups on cross-...SeniorHigh net worthFixed term contractLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Insurance Account Manager for HNW Clients. Be the first to apply!
- personal lines insurance account manager Chicago, IL
- insurance product manager Chicago, IL
- insurance sales manager Chicago, IL
- senior director of client services Chicago, IL
- director client management Chicago, IL
- director of customer service Chicago, IL
- customer care manager Chicago, IL
- manager customer service Chicago, IL
- director of client services Chicago, IL
- contact centre manager Chicago, IL



