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
$114k - $165.3k
...excited to meet with clients in person, if needed. **This... ...salary** The Senior Private Wealth Advisor... ...point of contact for high-net-worth client households. This... ...role requires a natural leader, someone who can... ...align with clients’ risk tolerance and financial...PersonalSeniorRiskHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaImmediate startRemote workWork from homeFlexible hours- World Insurance Associates is seeking a Personal Lines Middle Market Sales Executive (Client Advisor) to empower individuals and families... ...involves building relationships with high-net-worth clients, offering comprehensive risk management strategies using World’s resources...PersonalRiskHigh net worth
$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- ...Personal Lines Account Manager - Private Client HUB International Limited ("HUB") is one of the largest global... ...broad array of property, casualty, risk management, life and health,... ...Private Client manages a book of high-net-worth insurance business, while acting...PersonalRiskHigh net worthFull timeTemporary workWork at officeLocal area
$76k - $125.3k
...world. EY is a leader in serving the global... ...with a range of clients from our most venerable... ...A senior analyst in FSO EDGE... ...Understand opportunity risk in relation to our... ...simultaneously Demonstrate a high level of... ...to work together in person 40-60% of the time...PersonalSeniorRiskSummer holidayWork at officeLocal areaFlexible hours$130.88k - $196.32k
...efficiency and reducing risk. Drive execution of... ...with the expectations senior of management, Board, and... ...safeguarding Citigroup, its clients and assets, by driving... ...judgment regarding personal behavior, conduct and business... ...the big picture with high attention to critical...PersonalSeniorRiskWork at office- ...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- ...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
$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$120k - $150k
...Job Description Senior Tax Planning CPA... ...and advisory? Our client is a boutique wealth... ...The firm takes a highly consultative, planning... ...work with high-net-worth (HNW) and ultra-... ...opportunities and potential risks (no preparation... ...Environment ~ Location: In-person...SeniorRiskHigh net worthSeasonal work- ...*THIS POSITION MAY BE FILLED AT EITHER A SENIOR OR LEAD SPECIALIST LEVEL DEPENDING ON THE... ...Administration or Process Management, Auditing, or Risk Management. Alternative degrees in... ...measures including wearing required personal protective equipment (PPE). Must have a valid...PersonalSeniorRiskWork at officeLocal area
- 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 worthRemote jobWork at office
- ...could be an opportunity worth looking into as our... ...performs a variety of client services including wealth... ...partnerships with high level leaders in the local business... ...range of businesses, high net worth individuals, C-... ...oriented mindset and personal skills to lead teams as...PersonalSeniorHigh net worthLocal area
- ...passionate about building relationships with high-net-worth clients and delivering exceptional financial... ...requests, delivering efficient and personalized service to meet their financial needs.... ...: Partner with internal teams (Risk Officers, Treasury Management, Client...SeniorRiskHigh net worth
$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$141.44k - $212.16k
...internally, often at a senior level. Developed communication... ...Appropriately assess risk when business decisions... ...Citigroup, its clients and assets, by driving... ...ethical judgment regarding personal behavior, conduct and business... ...description provides a high-level review of the...PersonalSeniorRiskFull time- ...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
- Rehmann Technology Solutions, LLC is looking for a Risk Advisory Principal in Tampa, FL. The ideal candidate will have over 10 years of experience in risk advisory and IT audit, managing complex client engagements while ensuring compliance with standards. In this role,...SeniorRisk
$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$10k
...Private Client Adviser - Inside Sales Calling all financial professionals who hold... ...Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have... ...Canadian clients Review prospects' personal financial situation and provide...PersonalHigh net worthWork at office- ...financial services consultancy is seeking a Customer Support Analyst to provide high-level support for client accounts and documentation migration. This role involves interactions with high-net-worth clients and internal stakeholders, requiring strong communication and...SeniorHigh net worthFlexible hours
- ...informed decisions to improve their risk management outcomes,... ...the U.K. World specializes in personal and commercial insurance, surety... ...Market Sales Executive (Client Advisor) Position Overview... ...and manage relationships with high-net-worth individuals and families, providing...PersonalRiskHigh net worthBase plus commissionImmediate start
- ...The USI Insurance Services Personal Risk Practice provides comprehensive... ...insurance consultation to high net worth individuals and family offices... ...families. Attract new clients to Private Risk that meet the... ...Influence and being a thought leader within the wealth management...PersonalRiskHigh net worthTemporary workWork at officeLocal areaFlexible hours
- Personal Lines Middle Market Sales Executive (Client Advisor) World Insurance Associates ('World') is one of the fastest... ...and families with comprehensive risk management solutions. We... ..., and manage relationships with high-net-worth individuals and families, providing...PersonalRiskHigh net worthBase plus commissionImmediate start
- High Net Worth PCS Account Manager for Wholesale Company We... ...individual to join our Private Client Solutions team.... ...support services to Senior Producers in the company... ...of High-Net-Worth personal lines insurance accounts... ...Opportunity At Novatae Risk Group, we celebrate...PersonalRiskHigh net worthFull timeContract workWork at officeRemote work
- ...contribute to the company’s success. As a Client Solution Specialist Sr within PNC's... ...customized customer solutions. • Managing Risk - Assessing and effectively managing all... ...Competitive Advantages, Customer Experience (CX), Personal Initiative, Relationship Management,...PersonalSeniorRiskFull timeTemporary workWork experience placementWork at office
$124k - $335k
...transition. Our team helps our clients design and implement personal and customised service... ..., entrepreneurs, and high net worth individuals. You'll be assisting... ...-led and values-driven leader at every level. To help... ...in the future. As a Senior Manager, you'll work as part...PersonalSeniorHigh net worthFull timeH1b$77k - $214k
...transition. Our team helps our clients design and implement personal and customised service... ..., entrepreneurs, and high net worth individuals. You'll be assisting... ...-led and values-driven leader at every level. To help... ...in the future. As a Senior Associate, you'll work as...PersonalSeniorHigh net worthFull timeH1b
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