Senior Premier Client Advisor for HNW Insurance
USI Insurance Services
USI Insurance Services in Illinois seeks a seasoned Premier client manager for Tiers 2 and 3 (HNW & Affluent). You will renew, market, and review client programs, answer questions from clients and carriers, and provide strategic coverage recommendations while maintaining accurate records and service standards. The role requires a P&C license, 8 years’ experience, strong communication, and the ability to work in a fast-paced, team-oriented environment. #J-18808-Ljbffr USI Insurance Services
$85k - $100k
...for independently and proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include, but not limited to renewal... ...by USI. Provide technical expertise (knowledge of insurance coverage and products, staying abreast on industry updates...SeniorHigh net worthTemporary workLocal areaFlexible hours$70 - $90 per hour
Join to apply for the Senior Accounting Manager - Captive Insurance role at NextPlay Jobs 1 day... ...develop teams. Present at client board meetings. Serve as... ...claims adjusters, legal advisors, and regulators. Required... ...Tax Review, Business Tax HNW Tax Manager (Wealth Management...SeniorHigh net worthFull timeFor contractorsRemote workWork from homeFlexible hours- BMO Financial Group is seeking a Senior Relationship Manager for HNW/UHNW clients in the United States. You will deliver integrated banking, investment, and planning solutions, coordinating across teams to craft tailored strategies. The role emphasizes growth through cross...SeniorHigh net worth
- ...Bank of America in Chicago is seeking a Senior Credit Underwriter to perform risk assessment... ...recommendations for ultra‑high‑net‑worth clients. You will document credit analyses,... ...standards. The role partners with Credit Advisors to grow custom lending relationships while...SeniorHigh net worth
- ...Credit Underwriter II to assess risk, perform comprehensive financial analysis, and support lending decisions for ultra-high-net-worth clients. The role partners with officers and risk teams to manage a diverse portfolio and ensure adherence to underwriting standards....SeniorHigh net worth
$200k - $250k
Senior Director - Private Wealth Solutions Join to apply for the... ...leadership skills and a passion for client service. This individual will... ...for this job Medical insurance Vision insurance 401(k) Paid... ...,000.00 3 days ago Director, Premier Client Acquisition and Support...SeniorHigh net worthFull timeWork at officeLocal areaRemote work$117k - $175k
...Growth and delivering for our clients, teammates, communities and... ...monitoring portfolio performance.The Senior Credit Underwriter (SCU) partners closely with the Credit Advisor (CA) to develop and expand... ...fund, yacht, unsecured, insurance, private equity, and subscription...SeniorHigh net worthFull timeWork at officeDay shift$105k - $135k
...customers to manage risk. Join us as a Senior Underwriter, Fronting/Group Captives to... ...UnderwritingAIG underwriting teams help to find insurance solutions in areas including Financial... ..., Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are...SeniorHigh net worthFull timeWork at officeFlexible hours$145k - $175k
...customers to manage risk. Join us as a Senior Executive Underwriter to play your part... ...UnderwritingAIG underwriting teams help to find insurance solutions in areas including Financial... ..., Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are...SeniorHigh net worthFull timeWork at office$77k - $154k
...Insurance Sales Exec Senior - Personal Lines The Insurance Sales Exec Senior - Personal Lines is a commissioned sales position, with high income... ...profitable relationships with new prospects and existing clients. Cultivate and maintain professional relationships with...SeniorHigh net worthWork at officeRemote workWork from homeFlexible hours- ...Wealth Management Inc. is a premier firm specializing in... ...to the unique needs of each client. We are currently seeking a... ...highly skilled and experienced Senior Financial Advisor to join our dynamic team. The... ...clients. Turnkey Life Insurance & Estate Planning: Institutional...SeniorHigh net worthWork at office
$70k - $85k
About the Role The Senior Product Development Analyst will support key initiatives that contribute to strategic product innovation, development... ...of newer analysts What You'll Need 3+ years of relevant P&C insurance experience, preferably in the high-net-worth insurance Bachelor...SeniorHigh net worthFull timeWork at office- BDO USA, LLP in Chicago, IL seeks a Tax Senior for Private Client Services to deliver high-touch tax compliance and consulting to high net-worth individuals and families. The role emphasizes leadership, client collaboration, and technical excellence across estate, gift,...SeniorHigh net worth
- Senior Financial PlannerCompany OverviewWe are a full-service Wealth Management firm that... ...with a strong commitment to helping clients achieve their financial goals. This position... ...health including investments, taxes, insurance, and estate planning.Provide ongoing advice...SeniorHigh net worth
$40.23k - $74.87k
...Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals... ...working environment. A day in the life. As a Senior Client Service Representative, your primary focus is...SeniorWork at officeWork from home$114.5k - $194.7k
Northern Trust Corp is seeking a Portfolio Advisor in Chicago to manage investments for high net worth clients. The role involves analyzing strategies, working with a collaborative team, and executing on investment objectives. A minimum of 6 to 8 years of investment experience...SeniorHigh net worth- BMO Harris Bank in Hinsdale, IL seeks a senior Relationship Manager for high-net-worth clients to deliver integrated banking, investment and financial planning solutions. You will coordinate multi-disciplinary teams to craft tailored, end-to-end client experiences and...SeniorHigh net worth
- Northern Trust is seeking a Senior Lead for Digital Client Experience (CX) in Wealth Management to guide the design, execution, and continual improvement... ...human interactions. The role requires deep knowledge of HNW/UHNW expectations, regulatory considerations, and a Hub +...SeniorHigh net worth
- Bank of America is seeking a senior fiduciary and investment management professional to manage high-net-worth accounts and multi-generational... ..., wealth planning, and risk management, with an emphasis on client experience and relationship growth. The position requires strong...SeniorHigh net worth
$41.2k - $76.8k
...Senior Client Service Representative Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight... ...at Horton, a Marsh business. Marsh provides business insurance, employee health & benefits, retirement, and private client insurance...SeniorMinimum wageLocal areaNight shift- Bank of Montreal in Hinsdale, IL is seeking a senior investment professional to lead portfolio management and fiduciary leadership for a high-net-worth client base. You will develop investment strategies, prepare proposals, and present with senior leaders. The role requires...SeniorHigh net worth
- Marquette Bank in Orland Park, IL is seeking an experienced Senior Financial Advisor to inherit an established client book and drive growth through strategic financial planning and relationship management. You will manage revenue-generating relationships with high-net-worth...SeniorHigh net worth
$130k - $190k
Private Client Tax Manager / Senior Manager Location: Chicago, IL / Lincolnshire, IL Work Arrangement... .... Serve as a trusted tax advisor to high-net-worth individuals, families... ...accounting tax experience, or meaningful HNW/private client and estate/gift/trust...SeniorHigh net worthFull timeLocal area- ...to 115K base, bonus Chicago HybridNational property & casualty insurance carrier with strong financials is seeking additional Personal Lines... ...Lines products. Carrier background as a Personal Lines(or HNW) Underwriter with carrier background. MGA Personal Lines Underwriters...High net worth
- Senior Wealth Planner | Chicago Single-Family Office This is a hands-on financial planning role within... .... Qualifications and Experience 7+ years of client-facing financial or wealth planning experience Experience working with HNW or UHNW clients Strong proficiency with...SeniorHigh net worthWork at office
$110k - $210k
...professional with a passion for exceptional client service and sophisticated tax planning? As a Senior Manager on our High Net Worth Tax... ...engagements, serve as a trusted advisor on sophisticated individual tax... ...sharing efforts across the HNW Tax practice. Who You...SeniorHigh net worthFull timeContract workWork at office- ...Job Description Job Description Senior Director of Fiduciary Administration If you're the person everyone calls... ...with senior executives to drive innovative solutions for HNW and institutional clients, coordinate fiduciary forums, champion process improvements...SeniorHigh net worth
- ...Wells Fargo is seeking a Senior Lead Private Wealth... ...and Ultra High Net Worth clients. This leader will partner... ...managers, financial advisors, trust officers, and other... ...experience with HNW or UHNW client relationships... ...offDisability benefitsLife insurance, critical illness...SeniorHigh net worthFull timeWork experience placementWork at office
$80k - $115k
...Senior Tax Associate $80000 - $115000 per year | Oak Brook, IL | Hybrid | Permanent A bit... ...staying forward-thinking in how we serve clients across a broad range of industries. We're... ...simultaneously, often serving as a trusted advisor rather than just a preparer Review work...SeniorHigh net worthPermanent employmentWork at officeLocal area- ...Job Description Job Title: Senior Tax Manager – HNW, Partnerships & Complex... ...for our technical expertise, client-first culture, and commitment... ...Serve as a strategic advisor to clients on tax compliance... ...Medical, dental, and vision insurance ~ Generous paid time off...SeniorHigh net worthFull timeRemote workHome office
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