Senior Account Executive - Private Client Group (HNW Personal Lines)
$56k - $132kNFP Corp
Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through 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 will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with little to no supervision from their Supervisor on difficult lines. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. The Senior Account Executive may work on large, complex accounts with large premiums and multifaceted coverages. Essential Duties and Responsibilities: Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers. Sr. level facilitates requests and needs of the carriers on behalf of NFP's clients. Works with the Claims Department on relevant claims for assigned clients. Requires expertise in multi-line accounts with more complex coverages including retrospective rating plans for large lines of coverages and foreign packages. Maintains a diary (follow-up system) to ensure policies, endorsements and other information is received to comply with requests. May supervise and direct the daily job activities of the Coordinators, Account Managers and Account Executives. Build and maintain strong relationships with carriers, and clients through regular contact and client visits. Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues. Knowledge, Skills, and/or Abilities: Excellent written communication skills – writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information. Self‑confident to make sound independent decisions. Ability to successfully interact with a variety of people/personalities. Strong leadership skills. Must be able to read, analyze and reconcile financial reports. Possess technical expertise plus good analytical and problem‑solving skills. Ability to handle situations in a calm, courteous and professional manner. Education and/or Experience: BA/BS preferred. Typically more than 8 years industry and product line experience. Certificates, Licenses, Registration: Property & Casualty Broker's License required. CIC, CPCU or other P&C designation preferred. What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $56,000 to $132,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. #J-18808-Ljbffr NFP Corp
$56k - $132k
A leading insurance company in San Francisco is seeking a Senior Account Executive to interact with clients and maintain relationships. The role involves negotiating terms with carriers and preparing marketing strategies for clients. Candidates should have over 8 years...SeniorHigh net worth$67.88k - $128.69k
Tax Senior Associate, Private Client Services page is loaded## Tax Senior Associate, Private... .... Baker Tilly Advisory Group, LP and Baker Tilly US, LLP... ...network of independent accounting and business advisory firms... ...and compliance services to HNW individuals and flow-throughs...SeniorPrivate clientHigh net worthLocal areaWorldwide$70k - $200k
...an Ultra high Net Worth client base in the United States. Manage accounts of high net worth investors... ...strategies with the Private Bankers. Conduct sophisticated... ...only by referral or personal contact with an... ...preferred Job Family Group: Private Client Coverage...SeniorPrivate clientHigh net worthFull time- ## Tax Senior Associate - Private Client ServicesApplylocations: San Franciscotime... ...and fastest growing accounting and advisory firms... ...Employee Resource Groups (ERGs) to support... ...-growing service lines at our firm, we try... ...unique operational and personal dynamics.## About EisnerAmper...SeniorPrivate clientHigh net worthTemporary workPrivate practiceLocal area
$85k - $110k
Aon is looking for a Private Client Account Executive. Aon is looking for a Private Client Account Executive... ...management and broking of complex personal insurance programs for affluent clients... ...effective solutions supporting our APRM group. This position is virtual, however...Private clientHigh net worthFull timeTemporary workPart timeLocal area$70k - $120k
...to apply for the Senior Wealth Advisor role... ...continuum of wealth clients. The unified... ...offices through Citi Private Bank, operates in... ...investments, managed account solutions, best-in... ...clients in Citi Personal Wealth Management... ...and 65) licenses Group 1 Insurance License...SeniorPrivate clientHigh net worthFull timeWork at office- Senior Client Director, Global Client Solutions page is loaded##... ...ultra-high net worth private clients implement and... .... • Develop and execute client engagement strategies... ...activities; reporting lines for Associates may... ...trust, independence, and personal attention of a...SeniorPrivate clientHigh net worthWork at officeLocal areaWorldwide
$112k - $150k
A leading accounting firm is seeking a Tax Manager for their Private Client Services. The role involves providing tax compliance and consulting services to high net-worth clients. Candidates should have a bachelor's degree in accounting or finance, five years of experience...SeniorPrivate clientHigh net worthWork at office$136k - $165k
A leading accounting firm is seeking a Tax Experienced Manager for its Private Client Services. This role requires managing tax engagements and providing compliance services to high net-worth clients. Candidates should have at least six years of experience in accounting...SeniorPrivate clientHigh net worthWork at office- ...leading insurance and consulting firm in San Francisco seeks a Senior Private Client Advisor to provide tailored insurance solutions for high-... ...risks. Ideal candidates will have a minimum of 3 years of personal lines insurance experience, a Property & Casualty License, and...SeniorPrivate clientHigh net worth
$120 - $150 per hour
Ernst & Young Oman is seeking a Seasonal Tax Senior Manager for its Private Client Services team. This role, which can be performed remotely within the United States, involves reviewing complex individual tax returns and providing tax planning for high-net-worth individuals...SeniorPrivate clientHigh net worthRemote jobHourly paySeasonal work$96k - $125k
...prominent financial services firm is seeking a Tax Experienced Senior for their Private Client Services in San Francisco. This role involves providing... .... Ideal candidates possess a Bachelor’s degree in Accounting or related field with over three years of tax experience...SeniorPrivate clientHigh net worthWork at office$240k - $270k
...Overview We practice at the highest level, with dominant strength in corporate, intellectual property, litigation, real estate, and private client. We are actively looking for a Partner specializing in either Corporate, Intellectual Property, or General Litigation with a...SeniorPrivate clientHigh net worthLocal areaFlexible hours- ...Family Office Advisory Senior Analyst New York,... ...Our client is seeking a Family... ...delivering a highly personalized, proactive, and detail... ...insurance brokers, private banking contacts,... ...vendors, to help execute client requests and... ...client onboarding, account transfers, account...SeniorPrivate clientHigh net worthWork at office
- ...Partner / Partner Group – Private Client Global Law Firm with a Boutique... ...law firms dedicated to the personal and private capital needs of... ...issues Clients include senior executives, entrepreneurs, multi-... ..."ultra high net worth" OR "HNW" OR "UHNW" OR "private capital...Private clientHigh net worthPrivate practiceWork at officeWorldwide3 days per week
$80k - $105k
...responsibilities with those of a typical Account Executive position. Your focus is to enhance relationships with clients, staff, and carriers. The... ...Managers training for private client coverage and carrier... .... * Cross selling other lines of coverage when meeting with...Private clientFull timeWork experience placementWork at officeNight shift$170k - $180k
...: Financial Advisory, Senior Associate The Financial... ...ultra-high net worth clients. Responsibilities... ...responsibilities for investment execution. Gather, prepare, and... ...involved in direct private investments, client... ..., wellness stipend, personal education allowance as...SeniorPrivate clientHigh net worthWork at office- A leading advisory and tax firm is seeking a Tax Senior Associate to join its Private Client Services group in California. This role involves providing tax compliance... ...projects. Ideal candidates will have a degree in accounting or law and relevant experience in public...SeniorPrivate clientFlexible hours
$66k - $123.1k
...different and how you can make your mark as a Senior Private Client Advisor at MMA. Hybrid to our San... ...across North America, we combine the personalized service model of a local consultant... ...these skills: 3 plus years’ personal lines insurance experience with High-Net-Worth...SeniorPrivate clientHigh net worthMinimum wageWork at officeLocal areaNight shift- ...integrated into our client’s broader Wealth... ...Directors, and Group Executives, helping them to... ...Citigold and Citi Private Client (CGCPC) segments... ...Act as the first line of control and... ...Affluent, HNW, and UHNW clients... ...Strong initiative, accountability, and collaboration...Private clientHigh net worth
$76k - $125.3k
...for a wide range of clients and colleagues.... ...designed with your own personal skills and... ...handling hedge fund and Private equity K-1s... ...bachelor's degree in Accounting, supported by significant... ...to challenge senior colleagues and stakeholders... ...backgrounds, from executives and entrepreneurs...SeniorPrivate clientHigh net worthWork experience placementSummer holidayLocal areaFlexible hours$200k - $300k
...management solutions, personalized advice, and access to... ...professionals and executives. Job Summary We are... ...and highly motivated Private Banker to join our dynamic... ...new high-net-worth (HNW) clients. This role is crucial... .... Job Family Group Private Client Coverage...Private clientHigh net worthFull time$163.6k - $245.4k
The Senior Client Service Manager accomplishes results through the management... ...ethical judgment regarding personal behavior, conduct and... ...of others and create accountability with those who fail to maintain... ...preferred. Job Family Group: Private Client Coverage Job Family:...SeniorPrivate clientFull timeTemporary workWork at office$136k - $165k
BDO USA is looking for an experienced Tax Manager for their Private Client Services in San Francisco. The role requires expertise in tax... ...skills. The ideal candidate will have a Bachelor’s degree in Accounting or similar, with six or more years of experience in the field...Private clientHigh net worth$250k
...global brands and agencies. Senior Enterprise Account Executive We are looking for a... ...complex buying groups. Anticipate and prepare... ...how businesses operate, how private and public companies make... ...selling to the C‑suite (all lines of business) at Enterprise...SeniorContract workWork at officeWork from homeHome office$144.5k - $230k
...Senior AI Engineer We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE—... ..., technology, and AI, we help clients drive value—supporting the office... ...ahead of the market. Our group builds and operationalizes the...SeniorPrivate clientWork at officeLocal areaRemote work2 days per week$121.9k - $262.1k
## Senior Investment AdvisorApplylocations:... ...Provides exemplary client service as the... ...investment expert for Private Bank clients.... ...assets.Responsible and accountable for risk by openly... ...Management Group (IMG) toolbox, techniques... ...upon company, line of business and/or...SeniorPrivate clientBank staff- ...in San Francisco is seeking a proactive Account Executive to lead key PR and marketing accounts.... ...developing campaign strategies, managing client relationships, and driving innovative... ...collaborative team environment and comprehensive benefits. #J-18808-Ljbffr IW GroupSenior
- Gilder Search Group is seeking an experienced enterprise sales professional for a high-growth organization in the AIOps space. This role requires over 10 years of enterprise sales experience, ability to navigate complex sales cycles, and a strong focus on generating pipeline...Senior
$103.31k - $150.3k
...matter. Your Impact As a Senior Enterprise Account Executive, Air, you will be a key... ...(DFR) – adapted for private sector use cases. This role... ...programs Employee Resource Groups (ERGs) And yes, we have... ...firearms environment. We collect personal information from...SeniorWork experience placementRemote work
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