Senior Private Client Relationship Manager
EPIC Insurance Brokers & Consultants
EPIC Insurance Brokers & Consultants is seeking a dedicated Relationship Manager for its Private Client group. You will provide expert guidance and advocacy for a select book of private clients and work independently to deliver outstanding service. Ideal candidates have 5+ years of client management, a P&C license, and proficiency with MS Office. Sagitta or ImageRight experience is preferred, and the role is full-time exempt with strong growth potential. #J-18808-Ljbffr
- ...The Sr. Client Relationship Manager is a high impact sales role responsible for driving new business and expanding existing client relationships... .... Experience selling to CHROs, Heads of Talent, and other senior HR leaders. Demonstrated ability to hunt and open new enterprise...SeniorLocal areaRemote work
- ...EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services team in Chicago. This role involves coordinating and supervising tax engagements, preparing diverse income tax returns, and providing consulting services to clients. The ideal candidate will...Senior
$130k - $200k
...About the Organization Our client is a respected professional... ...individuals, families, and privately held businesses. The... ...technical excellence, client relationships, and professional development... ...experienced Private Client Tax Manager / Senior Manager to lead tax...SeniorFull timeLocal area- ...Senior Tax Manager Chicago, Illinois, United States About the Job Senior Tax Manager Minimum Requirements: ~5 Years working... ...~ CPA licence or CPA Candidate. ~ Expertise in private client management; particularly Estate, Gift & Trust Tax Responsibilities...Senior
- ...FTI Consulting is seeking a Senior Director to join our Transactions Tax team in Chicago, supporting private equity and corporate clients with tax due diligence, structuring and planning. You will work with cross‑functional teams to deliver tax advisory services across...Senior
$168k - $210k
...As a Ripple Treasury Customer Success Manager, you are a critical part of our customers... ...trusted advisor who proactively engages with senior finance and treasury stakeholders to... ...WHAT YOU’LL DO: Develop trusted advisor relationships with key customer stakeholders,...SeniorFull timeWork at officeLocal areaFlexible hours$110k - $180k
...industry You will have the flexibility to manage your days in support of our commitment... ...For Supervise a team, foster strong client relationships, prospect and contribute to the establishment... ...services sector, such as hedge funds, private equity, and other investment-related...SeniorLocal area$90k - $110k
...autonomy to reach your goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who... ...firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance...SeniorTemporary workLocal area$90k - $110k
...autonomy to reach your goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who... ...in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance...SeniorTemporary workLocal area- ...Tensec is looking for a Senior Client Account Manager to work with the Pharma vertical of Large Customer Sales. This role will involve close... ...in Pharma, and will be responsible for managing client relationships, leading campaign launches, and shaping advertising strategies...Senior
- ...looks like in this role: * Serves as a Client Executive for major strategic accounts.... ...role in consulting and selling to senior Client Executives (SVP+), becoming a trusted... ...o Negotiation, and o Navigation of relationships with key influencers in the account....Senior
$100k
...new custom home construction, is seeking a Customer Success Manager to interact and support its customers through their remodeling... ...term partnerships with its customers. Job Summary The Client Relationship Manager role will focus on ensuring that customers achieve...SeniorFull timeTemporary work$110k - $180k
...to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice in Elgin, IL.. We are looking... ...Responsible For: Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a...SeniorTemporary workPrivate practiceWork at officeLocal area$121k - $162k
...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-... ...and learn new onesRole summary:The Private Client Relationship Manager role is responsible for the day-to-day... ...to influence groups and/or more senior associates.Demonstrates learning agility...Temporary workLocal areaFlexible hours$110k - $170k
...Senior Product Manager - Client Experience - Private Credit Location: Chicago, US New York, US ABOUT US As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning “The Other House” in Latin) is proud to be home to...SeniorFlexible hours- Capital Group is looking for a Private Client Relationship Manager to oversee the day‑to‑day management of the advisor’s practice, ensuring execution... ...financial and business acumen. Influence of groups and senior associates; learn‑agility and intellectual curiosity in...Local area
$120k
...The Senior Wealth Advisor SAFE Act is a strategic professional... ...an Ultra high Net Worth client base in the United States. Manage accounts of high net... ...strategies with the Private Bankers. Conduct sophisticated... .... Develop relationships and generate ideas with...SeniorFull time- ...Embrace a leadership role as a Client Service Senior Manager within our Commercial & Investment Bank, where you'll drive innovation and transformation... ...and precedents. Establish and maintain productive relationships with internal stakeholders, using your advanced skills...Senior
$146k - $200k
...Tax Senior Manager, Private Client Services Chicago, IL, United States and 6 more Job Description Job Summary: Private Client Services at BDO... ...participation in CPE activities and training Builds new relationships and maintains existing relationships with BDO professionals...SeniorPrivate practiceWork at office$200k - $250k
...job. Compensation Based on Experience. Senior Tax Associate Attorney $200,000 – $250,... ...year | Chicago, IL | On-Site | Permanent Private client/ family office tax experience needed! A... ...a dynamic individual who is capable of managing multiple tasks in a fast‑paced...SeniorPermanent employmentWork at officeLocal area$70k - $115k
...Tax Credit, and International and Private Client services. As a Tax Senior based at our offices in Lincolnshire... ...building and maintaining client relationships. Responsibilities Preparing complex... ...and resolving tax controversies. Managing multiple engagements concurrently...SeniorLocal area$121.7k - $213k
...to work. Join us as we pursue our purpose to make the world work better for everyone. What you get to do in this role The Senior Engagement Manager oversees the on time, on budget delivery of the defined solution scope to meet the customer's desired results. This requires...SeniorWork at officeRemote workFlexible hours$92.4k - $172.1k
...Senior Account Manager About Marsh McLennan Agency Midwest: Marsh McLennan Agency's Midwest... ...business insurance, employee benefits, private client insurance, and retirement services... ...are responsible for building strong relationships with clients, understanding their needs...SeniorMinimum wageWork at officeWork from home$80.34k - $145.08k
...approach enhances creativity, innovation, communication, and relationship-building, fostering a dynamic and collaborative work environment... ...activity, and partnering closely with each brand's social manager, who continues to own content strategy and channel voice while...SeniorFull timeWork at officeFlexible hours$115.5k - $222k
...Understanding and evaluating industry, business and customer trends to build strategic plans that drive sales. Developing deep relationships with your customers while getting to know their businesses, markets, and the challenges they face. Crafting creative solutions...SeniorFull timeTemporary workPart timeWork experience placementShift work$95k - $115k
...Private Client Relationship Manager Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and...Full timePrivate practiceLocal area$181.6k - $272.4k
...Senior Customer Success Manager Stripe is a financial infrastructure platform for businesses. Millions of companies—from the... ...not a requirement. 6+ years of experience in a client-facing role in Enterprise relationship management, partnering with large, global, and complex...SeniorFull timeWork at office$110k - $170k
Senior Product Manager - Client Experience - Private Credit Location: Chicago, US New York, US ABOUT US As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning “The Other House” in Latin) is proud to be home to...SeniorFlexible hours$95k - $105k
...banks, lenders, and credit unions. The Senior Customer Success Manager (CSM) plays a vital role in building... ...: Build and maintain long-term relationships by recommending workflows, best practices... ...Management Consulting (or a similar client-facing role) · 3+ years of...SeniorContract workTemporary workWork at officeRemote workWork visaFlexible hours3 days per week$138k - $150k
...Senior Customer Success Manager Join us in creating a better world of work. We're seeking a Senior Customer Success Manager to support our Enterprise... ...to measurable business value, strengthen executive relationships (CHROs, CPOs, etc.), and validate renewal intent....Senior
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