Private Equity Insurance Strategist & Client Growth
Lockton
Lockton in Houston is seeking an experienced professional to serve as the primary contact for private equity clients. This role involves strategic planning, risk management, and negotiating with carriers to secure optimal outcomes. Ideal candidates have a Bachelor's degree in Risk Management and at least 7 years of relevant experience. Exceptional communication and analytical skills are essential to mentor team members and drive growth. The position promotes a culture of excellence and collaboration, with opportunities for business development. #J-18808-Ljbffr Lockton
- ...Principal Owner Development & Growth About the Company Top-tier mutual life insurance company Industry Financial Services Type Privately Held, Private Equity-backed Founded 1860... ...stakeholders, including those in client solutions, wealth management,...Employment EquityPrivateHome office
$98k - $110k
...is seeking a Corporate Strategist to join our Strategy... ...projects, meeting our clients where they are to uncover... ...:* Business and Growth Strategy Development*... ...discounted home, auto, and pet insurance. Slalom is committed... ..., diversity, and equity in the workplace. All...Employment EquityTemporary workLocal area$103.1k - $214.9k
...by side with a range of clients from our most venerable... ...and Asset Management, Insurance, Real Estate, Hospitality... ...Delivery and Growth Engine because this team... ...opportunity EY's FSO EDGE Private practice provides... ...businesses to private equity owned companies. One thing...Employment EquityPrivateFull timePrivate practiceSummer holidayLocal areaFlexible hours- ...looking to excel in the specialty insurance industry. We are looking for... ...through the cultivation of client relationships.... ...renewal retention, premium growth, and loss ratioLead, train,... ...freedom from Wall Street and private equity, Burns & Wilcox is a privately...Employment EquityPrivateWorldwide
- When someone needs insurance coverage for the unique, the unusual,... ...productsTravel and entertain clients and prospectsWork... ...renewal retention ratio, premium growth, and loss ratio, formulating... ...freedom from Wall Street and private equity, Burns & Wilcox is a privately...Employment EquityPrivateWorldwide
- ...Directors with Oil & Gas experience to lead private equity and corporate engagements across... ...data-driven recommendations that drive client value. Join a fast-paced, entrepreneurial... ..., client impact, and clear pathways for growth within A&M Energy. #J-18808-Ljbffr Alvarez...Employment EquityPrivate
- ...Account Executive in Houston, Texas, for its Private Equity Insurance division. The role focuses on building trusted client relationships, leading client strategies, and... ...and strives to create a culture that supports individual growth. #J-18808-Ljbffr Lockton CompaniesEmployment EquityPrivate
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for...Employment EquityPrivate
$159.97k - $188.2k
...Description The PWM Wealth Strategist is responsible for working with Private Wealth Advisor to develop and bring new client relationships generally... ...and optional term life insurance ~ Short-term and long-... ...and recognition programs, equity stock purchase 401(k)...Employment EquityPrivateTemporary workWork experience placementLocal area- ...seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking... ...and the aptitude to foster professional growth within our staff. This position offers flexibility... ...sector, such as hedge funds, private equity, and other investment-related...Employment EquityPrivateTemporary workPrivate practiceWork at officeLocal area
- ...Vice President, Client Partner About the Company Ambitious provider of content... ...Marketing and Advertising Type Privately Held, Private Equity-backed Founded 2010 Employees... ..., satisfaction, and portfolio growth, and the VP will be responsible for the...Employment EquityPrivateFreelance
$89k - $175k
...every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.... ...estate, fine art, hedge fund, yacht, unsecured, insurance, private equity, and subscription‑finance facilitiesSynthesize comprehensive...Employment EquityPrivateFull timeWork at officeFlexible hoursDay shift- Santander Private Banking International seeks a Senior Advisor to provide investment management... ...and strategic asset allocation for clients under the Portfolio Advisory platform.... ...requiring deep financial experience across equities, fixed income, FX, derivatives,...Employment EquityPrivate
- USI Insurance Services is seeking an experienced EB Senior Account Executive in Houston to manage large employee benefits clients. In this role, you will build trusted relationships, provide complex... ...strategic planning for account growth. Ideal candidates have at least 6...
- ...Morgan Wealth Management - Private Client Advisor - Houston, TX... ...and Long Term Care Insurance license is required or... ...and/or forfeitable equity, awarded in recognition... ...card sales and deposit growth and have the most-used... ...Trust Company, Wealth Strategist, Vice President - Houston...Employment EquityPrivateFull timeRelocation
- ...attorneys and professional staff contribute to client success and organizational excellence.... ...meaningfully to accelerating revenue growth across the Firm’s highest-priority... ...transactional practices, including M&A, Corporate, Private Equity, Finance, and Project Finance. In this...Employment EquityPrivateFull timeWork at officeLocal area
- ...Advertising Type Privately Held, Private Equity-backed Founded 19... ...financial services insurance communications telecom... ...mail email marketing growth strategy lead generation... ...of the business and its clients. Applicants for the VP of...Employment EquityPrivate
- alliant is seeking an Associate Ambassador in Houston, TX, to support senior leadership in building strategic client relationships and driving growth. You will work with the Chief Ambassador, learn brand representation at events, and progressively assume ambassador responsibilities...
- Job Description Join our Client Service, Experience and Development... ...drive strategic organizational growth. As an Vice President in our... ...form of cash and/or forfeitable equity, awarded in recognition of... ...leading investment management and private banking solutions. Asset...Employment EquityPrivate
- About the Opportunity Our client, a well‑established and nationally... ...Director of Investor Relations and Growth Strategy to join their high‑... ..., business development, and private investments. The Strategic... ...Long‑Term Incentives (LTI) - Equity or restricted shares designed...Employment EquityPrivate
- ...you a credentialed life insurance producer who feels... ...Objectives Strategic Client Advisory: Analyze diverse... ...renewals. Organizational Growth (Optional): Develop, scale, and mentor a private sub-agency within our... ...splits. Immediate Equity Ownership: Enjoy total...Employment EquityPrivateContract workWork at officeImmediate startRemote work
- ...& Wilcox When someone needs insurance coverage for the unique, the... ...through the cultivation of client relationships. Responsibilities... ...renewal retention, premium growth, and loss ratio Lead, train,... ...from Wall Street and private equity, Burns & Wilcox is a privately...Employment EquityPrivateFull timeRemote workWorldwideFlexible hours
- JPMorgan Chase & Co. in Houston seeks a Private Client Banker to manage affluent client relationships within Branch Banking. You will act as the main contact, driving growth by cross-selling suitable products and referring clients to specialists for enhanced financial solutions...
- ...Staffing and Recruiting Type Privately Held, VC-backed Founded... ...sciences nonprofit private equity technology real estate insurance dei culture and... ...organization that is dedicated to matching clients with the right leaders, a mission...Employment EquityPrivate
- JPMorganChase is seeking a Private Client Banker in Houston, Texas, to manage relationships with clients in Branch Banking. The role involves proactively generating growth, acquiring new clients, and ensuring compliance with banking regulations. The ideal candidate will...
- ...businesses. Candidates should have proven experience in a construction-related environment and a solid track record in private equity. This pivotal role offers a full-time position with significant responsibilities in a fast-paced growth setting. #J-18808-Ljbffr FinatalEmployment EquityPrivateFull time
- ...Leap Brands, a private-equity-backed, multi-state consumer retail company, seeks a Vice President of Finance to lead financial strategy and... ...role partners with the CEO, Board, and PE investors to drive growth, efficiency, and value creation while building scalable financial...Employment EquityPrivate
$80k - $100k
...$100,000. This role emphasizes leadership in audit engagements, client relationship management, and mentorship of junior staff members.... ...financial statement preparation, and have the opportunity for long-term growth in a diverse client environment. A collaborative team culture...Remote workFlexible hours- ...seeking a PEPI CFO Services - Manager to lead data collection, analysis, and strategic financial planning for private equity portfolio companies. You will guide client interviews, forecast liquidity needs, and identify improvements in accounting processes to drive value...Employment EquityPrivate
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and... ...paid in the form of cash and/or forfeitable equity, awarded in recognition of individual...Employment EquityPrivateWork at office
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