Senior Personal Risk Leader for High-Net-Worth Clients
USI Insurance Services
A leading insurance firm in Florida is seeking a Personal Risk Practice leader to manage personal lines sales and develop business both from existing clients and new prospects. The ideal candidate will have 5-8 years of experience in the HNW brokerage space in a leadership role, along with a track record of coaching and mentoring. Responsibilities include recruiting and training staff, conducting sales training sessions, and ensuring sales goals are met. A competitive benefits package is offered, reflecting USI's commitment to employee well-being. #J-18808-Ljbffr USI Insurance Services
$76k - $125.3k
...for a wide range of clients and colleagues.... ...designed with your own personal skills and... ...planning and advising of high net worth individuals and... ...Identifying and reacting to risks and opportunities... ...to challenge senior colleagues and... ...our team‑led and leader‑enabled hybrid model...PersonalSeniorRiskHigh net worthWork experience placementSummer holidayLocal areaFlexible hours- ...Account Manager for their Private Client Services team. The ideal candidate... ...retail brokers. A minimum of 5 years in personal lines insurance and 'high net worth' experience is essential. This role... ...approach to achieve departmental goals. #J-18808-Ljbffr Novatae Risk GroupPersonalRiskHigh net worth
- ...an Account Executive for their Private Client Services team. The role requires at least... ...relevant experience and expertise in high net worth personal lines. Candidates must be proficient in... ...opportunities and values diversity in the workplace. #J-18808-Ljbffr Novatae Risk GroupPersonalRiskHigh net worthWork at office
- Account Executive for Private Client Services with Wholesale... ...Insurance Company We are seeking a highly motivated individual to join... ...Must have “high net worth” personal lines experience for both the... ...Employment Opportunity At Novatae Risk Group, we celebrate and support...PersonalRiskHigh net worthContract workWork at office
$119.68k - $179.52k
A global financial services company is seeking a Client Onboarding Group Manager in Tampa, Florida. The role requires strong leadership, operational risk management, and a comprehensive understanding of client onboarding processes. Candidates must have exceptional stakeholder...SeniorRisk$142.6k - $261.5k
...The Opportunity EY advises and supports clients to assess, understand, architect, select,... ...definition, vendor selection, process and risk analysis, development and customization,... ...in client‑serving roles work together in person 40‑60% of the time over the course of an...PersonalSeniorRiskSummer holidayFlexible hours$130.88k - $196.32k
...Controls Group Manager Senior Vice President Working... ...in-business/function risk and control responsibilities... ...Citigroup, its clients and assets, by driving... ...ethical judgment regarding personal behavior, conduct and business... ...the big pictures with high attention to critical...PersonalSeniorRiskFull timeWork at office- Introduction At Gallagher, we help clients face risk with confidence because we... ...Develop and maintain strong personal relationships with... ...Coordinators, Account Managers, and Senior Account Managers.... ...the anticipated low end and high end of the range for this position...PersonalSeniorRiskFull timeLive outWork at officeLocal areaFlexible hours
- ...Description We are seeking a Senior Client Accounts Specialist to join our... ...for demonstrating high levels of customer service to... ...delinquent accounts, highlighting at‑risk inventory and proposing strategic... ...best both professionally and personally, which includes resources...PersonalSeniorRiskTemporary workWork experience placement
$76k - $125.3k
...responsibilities A senior analyst in FSO EDGE... ...consulting work for clients. The objective is... ...Understand opportunity risk in relation to our... ...Demonstrate a high level of professional... ...in our team‑led and leader‑enabled hybrid model... ...work together in person 40-60% of the time...PersonalSeniorRiskSummer holidayWork at officeLocal areaFlexible hours- ...Development Group Manager, Senior Vice President... ...building robust, high-performance, and... ...Appropriately assess risk when business decisions... ...Citigroup, its clients and assets, by driving... ...judgment regarding personal behavior, conduct... ...with senior leaders and communicate with...PersonalSeniorRisk
- ...company’s success. This role, Sales & Client Experience Specialist Senior, is located in our Tampa Regional... ...customized customer solutions. Managing Risk - Assessing and effectively managing... ...employment opportunity to qualified persons regardless of race, color, sex,...PersonalSeniorRiskFull timeTemporary workWork experience placementWork at officeShift work
- The SVP, Senior Lead Counsel, is a senior-level position. The overall... ...to develop proactive, risk-appropriate, and commercially... ...and safeguarding Citigroup, its clients and assets, by driving compliance... ...sound ethical judgment regarding personal behavior, conduct and business...PersonalSeniorRiskContract work
$130.88k - $196.32k
The Program Management Senior Lead is a strategic professional who... ...communication of status, issue, and risk disposition to all... ...and safeguarding Citigroup, its clients and assets, by driving compliance... ...sound ethical judgment regarding personal behavior, conduct and business...PersonalSeniorRiskFull time- ...passionate about interacting with the clients business and resources to... ...team. As a Client Ops Lead Senior Implementation Manager in... ...ensuring stakeholders and business leaders receive an accurate and... ...escalation and resolution of risk issues when they occur in a timely...SeniorRiskH1b
- ...A prominent risk management firm in Tampa is seeking a highly motivated High Net Worth PCS Account Manager to join their Private Client Solutions team. The ideal candidate will manage personal lines insurance accounts, maintain broker relationships, and evaluate insurance...PersonalRiskHigh net worthWork at officeRemote work
$141.44k - $212.16k
...Group Manager is a senior management level position... ...with senior leaders across functions, as... ...Appropriately assess risk when business... ...safeguarding Citi, its clients and assets, by driving... ...judgment regarding personal behavior, conduct... ..., creating high-level architectural...PersonalSeniorRiskFull time$115.44k - $173.16k
TD is looking for a Private Client Relationship Manager II in Tampa, Florida to serve high net worth clients and manage client relationships. The role requires a minimum of 10 years in financial services, expertise in banking, lending, and investment solutions. Responsibilities...SeniorHigh net worth$93.44k - $140.16k
...setups. Demonstrates high level of diligence, motivation... ...impact. Understands client requirements and... ...controls. Establishes risk management practice. Maintains... ...judgment regarding personal behavior, conduct and business... ...confidently with senior management and / or...PersonalRiskShift workWeekend work- FinTrust Connect is seeking a Senior Private Client Relationship Manager in Tampa, FL. This pivotal role focuses on serving high-net-worth families by providing comprehensive, tailored wealth management solutions. The ideal candidate will have over 8 years of experience...SeniorHigh net worth
- Avior Executive Search is looking for a Senior Relationship Manager with a focus on... ...This role involves working closely with high-net-worth clients and internal teams to tailor... ...values and goals. The position demands personal integrity, strong academic credentials...PersonalSeniorHigh net worth
- Avior Executive Search is seeking a Senior Relationship Manager to develop and maintain relationships with high-net-worth clients. This role is crucial for understanding clients... ...strategies that align with their personal values and goals. Successful candidates will...PersonalSeniorHigh net worth
$106.9k - $176.5k
...– Data Engineering – Senior We are seeking a highly skilled Senior Consultant... ...will have strong client management and communication... ...adoption. Risk Management: Ability... ...in our team-led and leader-enabled hybrid model.... ...to work together in person 40-60% of the time over...PersonalSeniorRiskSummer holidayFlexible hours$75k - $95k
...solutions company that helps clients around the world turn risk into a path for growth.... ...opportunity. Role Overview - Senior Incoming Specialty Client... ...and consistent delivery of high-quality outcomes.... ..., with a mix of remote, in-person and in-office interactions...SeniorRiskTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours- ...Lead Scrum Master in Digital Client Enablement Technology Job Description... ...markets. The team delivers high-quality information through... ...benefits Paid Time Off and Personal/Family Care, and other leaves... ...to ensure priorities, risks, roadmaps, impediments, and outcomes...PersonalRiskRemote workFlexible hours
$120 - $150 per hour
Ernst & Young Oman is hiring a Seasonal Tax Senior Manager for Private Client Services in the United States. This role focuses on reviewing complex... ...tax returns and providing income tax planning for high-net-worth individuals. Candidates should have a valid CPA license...SeniorHigh net worthRemote jobHourly paySeasonal work- ...institution seeks a Wealth Advisor to manage relationships with high net worth clients in Tampa. The role requires extensive experience in wealth... ...and sales skills, and the ability to provide personalized financial advice. Candidates must hold a Bachelor's Degree...SeniorHigh net worth
- Private Client Relationship Manager - Advisory Group... ...relationship management and the personal touch of the financial... ...clients to deliver a high level of service, and... ...with high-net-worth clients, ensuring their... ...and working closely with senior leadership to deliver real...PersonalHigh net worthFull time
$60k - $200k
...informed decisions to improve their risk management outcomes,... ...the U.K. World specializes in personal and commercial insurance, surety... ...Lines Sales Executive (Client Advisor) Position Overview... ...commercial lines insurance, high net worth / private client, employee benefits...PersonalRiskHigh net worthBase plus commissionImmediate start- ...High Net Worth PCS Account Manager for Wholesale Company... ...individual to join our Private Client Solutions team.... ...and support services to Senior Producers in the... ...portfolio of High-Net-Worth personal lines insurance... ...Opportunity At Novatae Risk Group, we celebrate and...PersonalRiskHigh net worthFull timeContract workWork at officeRemote work
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