High net worth Account manager
$50k - $200kMartin Grant Associates, Inc.
A well-established and growing private client insurance practice is seeking a High Net Worth Account Manager to manage sophisticated personal insurance portfolios, including family office relationships and affluent clients with premium volumes ranging from $50,000 to $200,000+ . This role is ideal for a service-driven insurance professional who enjoys building trusted client relationships while leveraging modern technology and strong internal support resources. Qualifications Prior experience working with high net worth personal lines clients is preferred. Responsibilities Manage a portfolio of high net worth and family office accounts with premium sizes ranging from $50,000 to $200,000+ Serve as the primary point of contact for clients, delivering a concierge-level service experience Partner closely with producers and leadership to identify coverage enhancements, upsell opportunities, and account retention strategies Utilize innovative technology platforms, including a new AI-powered quoting solution that reduces quote turnaround times from hours to minutes Collaborate with a dedicated Assistant Account Manager and Resource Pro support team to streamline policy servicing and administrative tasks Work alongside an in-house Claims Advocate who provides specialized claims support for clients Coordinate with carriers and underwriters to market accounts and secure competitive coverage solutions Company Collaborative Culture: Join a highly respected private client team led by experienced industry professionals who value teamwork and client advocacy Modern Workplace: Leverage cutting-edge technology, including AI-powered tools designed to simplify data gathering and accelerate the quoting process Mentorship & Development: Report directly to an experienced leader and gain exposure to sophisticated family office and high net worth clientele Flexibility & Stability: Hybrid work environment with an expectation of approximately two in-office days per month; employees living 30+ miles from the office may be exempt. Team members are located throughout the Northeast. Comprehensive Benefits: Competitive compensation package, commission opportunities for new business and account growth, and a strong overall benefits offering #J-18808-Ljbffr
$66k - $123.1k
...Remote position Personal Lines Motorsports Account Manager Our not-so-secret sauce. Award-winning,... ...Practice team, you will expertly support a high-volume book of business dedicated to high-net-worth clients with prized motorsports and collector vehicles...High net worthMinimum wageLocal areaRemote workNight shiftMarsh LLC
Boston, MA5 days ago$108.9k - $178.9k
...additional information. This position develops new deposit and treasury management relationships for small and midsize businesses, nonprofit organizations, business professionals and high-net-worth individuals within the Bank’s assessment area. The focus of this role...High net worthFull timeWork experience placement$80k - $95k
...across insurance, payroll, benefits, cybersecurity, mortgage services and more. Job Summary The Personal Lines High Net Worth Account Executive will manage annual exposure reviews and provide professional stewardship to ensure clients are adequately protected. The role...High net worthWork at officeImmediate startAcrisure LLC
Needham Heights, MA4 days ago- ...Boston is seeking a dedicated mid-level Private Client Associate. The ideal candidate will have a strong background in serving high-net-worth individuals and families, providing comprehensive estate planning representation and client service designed to build lasting relationships...High net worth
NACBA
Boston, MA2 days ago $83k - $104k
...acquire and onboard new affluent clients into a Book of Business. The role requires 3-5 years of experience in banking or wealth management, with the ability to grow investments through personalized financial planning. Candidates must hold relevant licenses and have excellent...High net worthFlexible hoursCitizens
Boston, MA3 days ago$181.5k - $246.8k
...Boston is seeking a Client Director to strengthen and maintain relationships with ultra-high-net-worth clients while driving new business opportunities. This role is pivotal in managing investment portfolios and requires extensive experience in client relationship...High net worthCambridge Associates
Boston, MA4 days ago$350k - $400k
...professional who has worked with ultra-high-net-worth clients. This is a client-facing leadership... ...in one of the country's largest public accounting firms with an established client base,... ..., challenges, and provide solutions. Manage, develop, and grow a team. Act as a...High net worthRelocationFlexible hoursDaley and Associates
Boston, MA3 days ago$125k - $150k
...seeking an experienced professional to provide client service for high net worth families and family offices. The role requires at least 10... ...and location. Successful candidates will possess strong management skills, attention to detail, and outstanding communication abilities...High net worthBrown Advisory
Boston, MA4 days ago- ...Capital Advisors, LLC is seeking a Tax Manager in Private Client Services to provide tax... ...compliance and consulting services to high net-worth clients. This role involves managing... ...certification, with a strong background in accounting and finance. The position is based in...High net worth
- ...in Boston is seeking an accomplished tax partner for their Private Client Services team. This leadership role involves guiding high-net-worth individuals and business owners through comprehensive tax planning and advisory services, ensuring their financial goals are met...High net worth
- ...Associate for their Private Client group in Boston, Massachusetts. The successful candidate will have a robust background in serving high-net-worth individuals and families. This role involves providing comprehensive estate planning representation, advising on trust and...High net worth
- LHH is seeking an associate to join its Private Client Services group in Boston. The role involves working closely with high-net-worth individuals and families on estate planning and trust administration. Candidates should have 3+ years of relevant experience and strong...High net worth
- ...team. The role involves technical planning and advising for high-net-worth individuals, preparing and reviewing complex tax returns, and... ...hybrid environment. With over 4 years of experience in public accounting preferred, this position emphasizes excellent communication skills...High net worthFlexible hours
$45k - $110k
...Rockefeller Capital Management in Boston is looking for a motivated Client Associate. This role involves maintaining accounts, managing client relationships, and providing top-quality service to high-net-worth clients. Ideal candidates will possess strong organizational...High net worthRockefeller Financial
Boston, MA3 days ago- A leading financial services firm in Boston is seeking a Private Client Relationship Manager to develop and manage high-net-worth client relationships. The successful candidate will provide exceptional service, conduct in-person meetings, and network to generate leads....High net worth
- ...maintaining relationships through proactive communication. Candidates should have 3-5 years of relevant experience in banking or wealth management, with necessary licenses required upon hire. We offer competitive salaries and exceptional benefits, promoting a diverse and...High net worth
- KLR is seeking a Senior Tax Manager to lead our Private Client Services team in Boston, providing... ...technical planning and advisory for high-net-worth clients. The ideal candidate has over 8 years of experience in public accounting, especially with individual taxation, and...High net worthFlexible hours
- JPMorgan Chase is seeking a Relationship Manager to nurture high-net-worth client relationships, providing tailored financial solutions while actively acquiring new clients. This role emphasizes personalized service and collaboration to meet client aspirations. The ideal...High net worth
$83k - $104k
Citizens Bank is seeking a Citizens Private Client Relationship Manager in Boston, MA. This role involves acquiring and managing high-net-worth clients, providing personalized financial strategies, and collaborating with Wealth Advisors. Candidates should have 3-5 years...High net worth$250k - $300k
...ideal candidate will have 3-5 years of experience in estate planning, particularly with high net worth individuals and businesses. Responsibilities include developing estate plans, managing trusts, and providing tax planning advice. Strong communication skills and a...High net worthPrivate practice- ...seeking a mid-level Trusts & Estates Associate with 4+ years of experience for their Boston office. This role entails working with high-net-worth individuals on complex estate planning and trust administration matters. Candidates must be barred in Massachusetts or show a...High net worthWork at office
- BDO USA is seeking a Tax Manager for its Private Client Services, focusing on high-net-worth individuals and complex tax structures. The role involves managing tax engagements, supervising staff, and ensuring compliance for a range of tax returns. The ideal candidate will...High net worth
- Citizens in Somerville, MA is seeking a dedicated client manager to acquire and onboard high-net-worth clients. The role focuses on growing net deposits and investments through personalized financial planning and proactive relationship management. Ideal candidates will...High net worth
$220k - $250k
...excellent opportunity for an attorney with sophisticated estate planning and estate/trust administration experience to work with high-net-worth individuals, families, and fiduciaries on complex wealth transfer and tax planning matters. Why consider this opportunity?...High net worthWork at office$250k - $300k
...Private Clients Practice Group in Boston, MA. Candidates should have approximately 3-5 years of experience in estate planning for high net worth clients, including estate, income, and gift tax planning matters. The ideal applicant will demonstrate strong academic...High net worthPrivate practice$115k - $160k
...consulting firm is seeking an experienced Manager to deliver international tax compliance... ...and consulting services, primarily for High Net Worth individuals. The role involves... ...Candidates should have a bachelor's degree in accounting, relevant CPA or JD certification, and...High net worthRemote job$120k - $127k
BDO USA, Llp is looking for a Tax Manager in Boston to manage tax compliance and consulting services for high net-worth clients. This role requires supervisory abilities to... ...candidate will possess a Bachelor’s degree in Accounting or related field, along with CPA...High net worth- CyberCoders, a boutique law practice in Needham, Massachusetts, is seeking a Tax Manager specialized in high net worth individuals. This role involves managing 1040 preparation, tax compliance, and strategic planning while building relationships with clients. The ideal...High net worth
- ...office in the Private Clients Practice Group. The role involves crafting estate plans and providing tax planning solutions to high net worth clients. The ideal candidate will have 3-5 years of experience in estate planning, tax matters, and trust administration, along...High net worthPrivate practiceWork at office
- ...team in Boston, MA. This role offers the chance to work with high-net-worth individuals and engage in complex tax compliance and advisory... ...projects. The ideal candidate will have a Bachelor's Degree in Accounting, 4+ years of public accounting tax experience, and a strong...High net worthFlexible hours
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