HNW Personal Lines Account Manager - Elite Client Steward
Acrisure, LLC
Acrisure is seeking a Personal Lines High Net Worth Account Manager to oversee annual reviews and steward risk management for affluent clients in the New York area. You will negotiate with carriers, assess lifestyle changes affecting coverage, and propose updates to align with client needs. You will maintain a book of business, review exposures, collaborate with producers, provide proactive service, keep clients informed of market changes, and ensure accurate, timely endorsements and policy #J-18808-Ljbffr Acrisure, LLC
- ...Associate Vice President, Account Executive About the Company Vibrant financial technology... ...1001-5000 Categories Asset Management Banking Financial Services FinTech... ...Brokerage Investing Specialties hnw fundraising platform alternative investments...High net worth
$100k - $150k
...Connor Davies is a top-ranked accounting, tax, and advisory firm with... ...deep industry expertise, a personalized approach, and a commitment... ...delivering real value to our clients.Our mission is to provide exceptional... ...seeking an experienced Tax Manager to join our growing Private...High net worthFull timePrivate practiceLocal area3 days per week- ...Westchester Country Club - JobID: 200-787881 [Busser / Porter / Cleaner] As a Steward at Westchester Country Club, you'll: Perform heavy cleaning of kitchen area; Wash dishes and pots; Remove and dispose of trash; Perform proper procedures in operating, cleaning and changing...SuggestedSeasonal workImmediate start
$17 per hour
...Westchester Country Club Steward Opportunity Since 1922, Westchester Country Club is an exclusive family-oriented private club located... ...additional responsibilities may be assigned, as required, by management. What You'll Need A minimum of 6 months Kitchen...SuggestedHourly payFull timeFlexible hoursShift workNight shiftWeekend work$65k - $75k
...Hilb Group is currently seeking a motivated and ambitious Personal Lines Account Manager to join our team. This position will report to our agency... ...position. Responsibilities: Manage all aspects of client's personal insurance needs, from information gathering,...High net worthTemporary workWork at officeLocal areaRemote work- ...Cross Private Client- Greenwich Personal Lines Account Manager Account Manager Position overview: Account Managers in the Personal Lines Department are tasked with maintaining the primary relationship and being a point of contact with our clients once an account is...Work at office
$75k - $85k
...Account Specialist The Cross Family of Agencies welcomes you... ...and courteous service to our clients, as well as maintain a positive... ...with insurance agency management systems, have a flair for client... ...assigned portfolio of personal lines insurance accounts for clients...Work experience placement$80k - $90k
...Senior Personal Lines Account Manager Tarrytown, NY Join a well-established independent insurance agency known for its positive, collaborative... ...business while joining a supportive team that values long-term client relationships and exceptional service. Senior Personal...- ...Vice President, National Accounts About the Company Vibrant... ...1-5000 Categories Asset Management Banking Financial Services... ...Investing Specialties hnw fundraising platform alternative... ...developing and executing client business plans, monitoring...High net worth
$140k - $180k
Personal Insurance Department Manager Location: Remote (Within a 1-hour commute... ...and High-Net-Worth (HNW) individuals who... ...oversee our Personal Lines book. In this hybrid... ...team of Personal Lines Account Managers while... ...engaged with our top-tier clients. There is no...High net worthWork at officeRemote workFlexible hours$110k - $125k
...months) Conditions: $110,000 - $125,000 annualized salary*. *dependent on experience Candidates with previous experience supporting UHNW/HNW families in a ROTA/Nanny team are highly desired. The family is open to negotiation for exceptional candidates and all strong...High net worthPermanent employmentFull timeLive inImmediate startFlexible hoursNight shiftRotating shift$130k - $165k
...Job Description Job Description Most Tax Manager roles give you more returns to review and more deadlines... ...manage. This one gives you a much broader role in your clients' financial lives. A leading public accounting and advisory firm is looking to add a Private...High net worthPrivate practice- ...in the business of helping clients with their financial goals -... ...fastest-growing private wealth management practices, serving high-net-... ..., and the development of an elite advisory team.We’re looking... ...objectivesDevelop KPIs and accountability across the organizationLead...High net worthFull timePrivate practice
$190k - $250k
...Description At the Director level, Private Client Services should be about more than... ...growth of the practice. A leading public accounting and advisory firm is looking to add a... ...Serve as a senior technical resource for Managers, Seniors, and other members of the PCS practice...High net worthPrivate practice$90k - $120k
...Your role Do you know how to manage people? Do you have a knack for implementing service... ...Officer to: lead High Net Worth (HNW) Client Associates team leadership and development... ...high-level escalation point for complex account issues bridge gap between the private wealth...High net worthFull timeWork at officeFlexible hours- Job Summary:Private Client Services at BDO is a boutique practice... ...life insurance planning.A Tax Manager, Private Client Services is... ...s degree, required; major in Accounting, Finance, Economics, or Statistics... ...and other business lines to increase cross service opportunitiesPeople...High net worthPrivate practiceWork at office
$35 - $40 per hour
...Conditions: $35-$40 per hour* (paid as a W2 employee) *dependent on experience. Candidates with previous experience supporting UHNW/HNW families in a ROTA/Nanny team are highly desired. The family is open to negotiation for exceptional candidates and all strong candidates...High net worthHourly payPermanent employmentFull timeImmediate startFlexible hoursShift workRotating shiftAfternoon shift$150k - $200k
...attorney specializing in high-net-worth (HNW) and ultra-high-net-worth (UHNW) estate planning... ...other estate preservation and wealth management mechanisms. Credentials & Licensure:... ...this opportunity The Firm: Our client is an expanding corporate law firm with...High net worthFull timePrivate practiceMonday to Friday$115k - $155k
...Personal Lines Client Executive Make an Impact as a Personal Lines Client Executive This is a standout opportunity for a high-performing... ...Lines Client Executive, you will go beyond day-to-day account management to lead strategy, influence client outcomes, and serve as...Temporary workInternshipLocal areaFlexible hours$200k
...Greenwich, Connecticut. The position requires 15+ years of experience in Private Banking, specifically in handling ultra-high-net-worth clients. Responsibilities include identifying prospects, developing investment solutions, and serving as a trusted advisor for clients....High net worth- Sr. Tax Accountant - CPA Firm. 1/2-day Fridays. Our client a high-quality CPA firm with 250 + professionals is adding to... ...their people and helping them to manage /grow their careers with internal... ...firm is large enough to have Mutiple lines of business: Tax, Audit,...High net worthWork at office
- ...operations, sophisticated wealth management, and family governance. Our... ..., driven by innovation, personalized service, and an expert team.... ...operational efficiency, and client service. If this sounds like... ...engagements. You will manage accounting functions, ensure compliance...High net worthWork at office
- ...Job Description Job Description Private Client Services: Jr. Account Manager Port Chester, NY (Hybrid) Zachys Wine International About... ...Continuing Education Requirements The successful person in this position must share passion and knowledge of wine...Work at office
$150k - $250k
...Institutional Securities, Wealth Management, and Asset Management. Wealth... ...advice and services to its clients, including brokerage,... ...mortgage loans, and home equity lines of credit, primarily to Morgan... ...motivated, autonomous, and highly accountable for outcomes Experience...High net worthTemporary workWork experience placementWork at officeWork from home- ...Job Description: Private Client Services: Junior Account Manager Port Chester, NY (Hybrid) Zachys Wine International The Job Zachys is... ...including sales on the floor Requirements The successful person in this position must be detail-oriented self-starter...Full timeWork at officeWeekend workAfternoon shift
$120k - $140k
...Private Client Services Tax Manager Private Client Services at BDO is a boutique practice within our... ...'s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred... ...firm specialists and other business lines to increase cross service...High net worthPrivate practiceWork at office- ...Gallagher Personal Lines Inside Sales Opportunity At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite...Work at officeRemote work
$62k - $72k
...Personal Lines Servicing Unit Position The Cross Family of Agencies welcomes you. We need... ...of insurance, timely response to clients and any third parties for client related... ...time sensitive goals set forth by the Account Managers and the Personal Lines Manager Maintain...$120k - $195k
...Fairfield County with an established Wealth Management division. Candidates should have a... ...establishing new and maintaining existing HNW/UHNW client relationships.... ...client relationships (typical minimum account size $1M) Manage existing client relationships...High net worthPermanent employmentLocal area- ...supervision using exception-based risk management—partnering closely with Financial... ...who support High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients to help enable responsible, compliant... ...and remediation for at-risk accounts Evaluate strategy-related risk...High net worthFull timeTemporary workLocal areaFlexible hours
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