Senior Personal Lines Client Partner for High-Net-Worth
WTW group
Willis Towers Watson seeks a Senior Client Manager for its Personal Lines group, focusing on High Net Worth clients. You will manage placement and service in an automated environment and build strong client relationships while driving sales support and risk-management insights. Requirements include 7+ years in Personal Insurance, a P&C license, and strong communication skills. The role emphasizes cross-functional collaboration and adherence to company processes and compliance. #J-18808-Ljbffr
- ...advisory firm is looking to add a Private Client Tax Partner to its Washington DC office. You... ...open to accomplished Tax Senior Managers and Tax Directors who are ready... ...who has built a strong career advising high-net-worth individuals, families, entrepreneurs and...SeniorHigh net worthFull timeFor contractorsPrivate practiceWork at office
- ...Senior Client Manager The Senior Client Manager manages the placement and service of clients for the Personal Lines Department. This role is client facing and leverages established competencies... ...and clients, with an emphasis on High Net Worth clientele. Responsible for...SeniorHigh net worthTemporary workLocal areaFlexible hours
- ...High Net Worth Insurance Account Manager - Hybrid Established agency seeking to add a personal lines account manager to their team. Responsibilities include: Handling High-Net-Worth accounts Client presentations and ability to resolve client concerns and issues Review...High net worth
$150k - $225k
...Tax Principal or Senior Manager (Remote) Job ID: 6968316 Date Posted: 11-02-2026 Job... ...and consulting engagements with high net worth clients and their related business entities, dental... ...junior staff members. Collaborating with partners and staff on client engagements....SeniorHigh net worthRemote work- ...EisnerAmper's Private Client Services (PCS) team seeks a Tax Senior Manager to oversee multiple client engagements, lead tax planning for ultra-high-net-worth individuals, and drive business development. The role emphasizes leadership, client service, and mentorship within...SeniorHigh net worthRemote workFlexible hours
- ...consulting firm, seeks a Tax Manager with a focus on trusts and estates. You will lead fiduciary, estate, gift, and high-net-worth engagements, interact with clients, and mentor tax staff within a collaborative team. You will grow your career with experienced CPAs and...SeniorHigh net worth
- ...M&T Bank Corporation in Baltimore, MD is seeking a Wealth Advisor who will lead a client relationship team and deliver comprehensive wealth management solutions to high-net-worth individuals and families. You will drive revenue growth through new client acquisition...SeniorHigh net worth
- ...M&T Bank Corporation in McLean, VA seeks a Senior Wealth Strategist to advise ultra-high-net-worth families on complex estate, trust, tax, and wealth transfer planning. The role supports clients throughout the Metro DC/Beltway market with a hybrid schedule requiring four...SeniorHigh net worthWork at office
- ...Join a growing and highly respected wealth management... ...guidance to high-net-worth individuals and families... ...a key role in helping clients navigate major financial... ...and circumstances Partner with advisors and clients... ...educational content focused on personal financial...SeniorHigh net worth
$90k - $150k
...Senior Wealth Advisor Location : Lutherville, MD Industry... ...Wealth Advisor Role: Our client is an independent wealth management... ...will manage a book of high-net-worth clients, delivering comprehensive... ...meaningful relationships through personal networking, community...SeniorHigh net worth$150k - $170k
...thousands of close, caring, supportive client relationships.Growth requires talent, so... ...with entrepreneurs, owners working with high-net-worth individuals and those who are owners of... ...about helping people, you’re the kind of person we’re looking for. Please read on to discover...SeniorHigh net worthTemporary workLocal areaFlexible hoursNight shift$90k - $150k
...Senior Financial Advisor Lutherville, MD Industry: Wealth Management... ...Financial Advisor Role:Our client is an independent wealth... ...Advisor will manage a book of high-net-worth clients, delivering comprehensive... ...relationships through personal networking, community involvement...SeniorHigh net worth- ...White Oak Enterprises in Washington, DC, is building an advisory function to help high-net-worth families understand and manage wealth. You will own public-market portfolios, direct rebalancing, and evaluate managers as we transition external relationships over 6–9 months...SeniorHigh net worthWork at office
- ...experienced Wealth Strategist to serve as a trusted advisor to ultra-high-net-worth families with complex estate, trust, tax, and wealth transfer... ...McLean, VA with hybrid work: four days in office, supporting clients across the Metro DC/Beltway market. Strong collaboration with...SeniorHigh net worthWork at office
$153.7k - $256.1k
...Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and... ..., including a minimum of 5 years’ sales experience in the high net worth or ultra high net worth client segmentProven track record of...SeniorHigh net worthFull timeTemporary workWork experience placement- ...is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice... ...closely with Partners in an entrepreneurial... ...for ultra-high net worth individuals and their... ...fastest-growing service lines at our firm, we... ...unique operational and personal dynamics. About...SeniorHigh net worthFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
- ...accounting and business advisory firm serving clients across the East Coast and Southeast. SBC... ..., tax-exempt organizations, high-net-worth individuals, and families through tax compliance... .... Communicates identified issues with senior management to ensure any potential concerns...SeniorHigh net worth
- ...SHR Talent is partnering with a client in Northwest DC in its search for a Senior Tax Accountant to join a growing CPA firm . This role offers the opportunity... ...strategies for closely held businesses and high-net-worth individuals Communicate directly with clients...SeniorHigh net worthFull timeSeasonal workLocal area
$95k - $140k
...As the largest service line within the firm,... ...tax solutions to its clients, but it creates new opportunities... ...to grow, both personally and professionally. With... ...with approximately 450 partners and 4,500 employees across... ...companies, as well as high net worth individuals, family...SeniorHigh net worthFull timeWork at officeLocal area$153.7k - $256.1k
...Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and... ..., including a minimum of 5 years’ sales experience in the high net worth or ultra high net worth client segment. Proven track record of...SeniorHigh net worthTemporary workWork experience placement$153.7k - $270.1k
...the M&T Bank footprint, with responsibility for supporting clients and partners throughout the Metro DC/Beltway market. Hybrid work... ...Wealth Strategist to serve as a trusted advisor to ultra-high-net-worth families with complex estate, trust, tax, and wealth transfer...SeniorHigh net worthWork experience placementWork at office$140k - $230k
...As the largest service line within the firm,... ...tax solutions to its clients, but it creates new opportunities... ...to grow, both personally and professionally. With... ...with approximately 450 partners and 4,500 employees across... ...companies, as well as high net worth individuals, family...SeniorHigh net worthFull timeWork at officeLocal area$125k - $200k
...technical resource to partners and client service teams,... ...opportunity to join a high-performing, high-growth... ...the largest service line within the firm, EisnerAmper... ...to grow, both personally and professionally. With... ...companies, as well as high net worth individuals, family...SeniorHigh net worthFull timeWork at officeLocal area$124k - $199.8k
...The Hartford is seeking a Senior Captives Underwriter responsible for managing Captive insurance programs. Candidates should have over 5 years of relevant underwriting experience, particularly in Auto Liability and Workers' Compensation. This hybrid role requires excellent...Senior- ...is seeking a Tax Senior Associate to join... ...delivering exceptional client services.What it... ...of a manager or partner Experienced Senior... ...the largest service line within the firm,... ...employees to grow, both personally and professionally... ..., as well as high net worth individuals, family...SeniorHigh net worthFull timeLocal areaRemote work
- ...EisnerAmper is seeking a Senior Manager to... ...wide range of clients with specific... ...to join a high-performing, high... ...Collaborate with partners, directors, senior... ...service line within the firm... ...to grow, both personally and professionally... ...as well as high net worth individuals, family...SeniorHigh net worthFull timeWork at officeLocal area
$110k - $210k
...passion for exceptional client service and... ...sophisticated tax planning? As a Senior Manager on our High Net Worth Tax team, you’ll provide personalized, high-touch service... ...leadership while partnering with clients, firm leadership... ...across service lines and specialist teams...SeniorHigh net worthFull timeContract workWork at office$100k - $150k
...Senior Tax Associate Callow Consulting | Baltimore... ...You rarely speak with clients. You’re buried in basic... ...is something only the Partners get to do. We do the opposite... ...Work directly with high-net-worth individuals, business... ...Proven experience personally handling IRS notices,...SeniorHigh net worthFull timeSeasonal workWork at officeImmediate startRemote work$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... ...expectations across our lines, geographies and career... ...and in the future.As a Senior Associate, you'll work as...SeniorHigh net worthFull timeH1b$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... ...expectations across our lines, geographies and career... ...and in the future.As a Senior Manager, you'll work as...SeniorHigh net worthFull timeH1b
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