High Net Worth Personal Lines Account Manager
Capstone Search Group
Job Description
About the Role
\nAn independent agency seeks an experienced High Net Worth Personal Lines Account Manager to support their North Carolina team. You’ll immediately assume a lead role handling a portfolio of personal insurance policies with unique complexities like high value homes and coastal properties. You’ll work with major national & specialty personal lines carriers to secure competitive and comprehensive pricing, terms and conditions for high net worth clients.
\n \nSkills & Experience
\n- \n
- At least three (3) years of insurance experience servicing personal lines policies (home and auto) policies with knowledge of private client programs and marketing processes through carriers like PURE, Chubb, AIG, etc. \n
- Active insurance license \n
Job Specs
\nLocation: Charlotte or Raleigh, NC
- ...About the Role An independent agency seeks an experienced High Net Worth Personal Lines Account Manager to support their North Carolina team. You’ll immediately assume a lead role handling a portfolio of personal insurance policies with unique complexities like high...High net worthFull timeImmediate start
- ...Job Description Job Description About the Role An independent agency seeks an experienced High Net Worth Personal Lines Account Manager to support their North Carolina team. You’ll immediately assume a lead role handling a portfolio of personal insurance policies...High net worthLong term contractPermanent employmentContract workTemporary workImmediate start
$43.4k - $80.8k
...purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Personal Lines Account Manager at Marsh & McLennan Agency LLC (MMA) Company. Marsh McLennan Agency (MMA) provides business insurance, employee...SuggestedMinimum wageWork at officeLocal areaNight shift- ...About the job Senior Accounting Manager The Opportunity: We are seeking a highly skilled and detail-oriented Senior Accounting... ...passion for working with high-net-worth clients and complex financial... ...and location in the subject line for immediate consideration.High net worthWork at officeImmediate start
$150k - $175k
...As an Account Executive, you will own the full sales cycle, from qualifying... ...a consultative approach to solve high-stakes reputation and crisis management challenges. You will sell comprehensive... ..., business owners, and high-net-worth individuals, driving the next stage...High net worthBase plus commissionRemote workFlexible hours- ...highest level of comprehensive, personalized banking services to our... ...represent significant and sensitive high net worth banking relationships.... ...and requests regarding accounts within 24 hours Provide ongoing... ...to business owners and managers Excellent communication and...High net worthWork at officeLocal area
- ...responsibilities include independently managing transactions or portfolios of moderate to high complexity, completing and... ...credit approval of ultra-high-net-worth clients (individuals, family offices... ...~ Strong financial analysis, accounting skills, and deal structuring for...High net worthBank staffWork at officeWork from homeShift workDay shift
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...business from the ground up. As a Client Portfolio Manager, you'll work directly with high-net-worth advisors and clients while partnering closely with... ...Wealth clients through comprehensive portfolio reviews, personalized investment guidance, and ongoing client engagement....High net worthFull timeWork at officeFlexible hours$105.38k - $215.38k
...enjoys building trusted relationships with high-net-worth individuals, families, and their... ..., or wealth transfer? If so, this Tax Manager opportunity within Deloitte Tax may be... ...collaborative environment focused on accountability, quality, and growth.Delivery leadership...High net worthWork at officeLocal area- ...experience and capability to analyze and manage complex investment portfolios with a... ...effectively present to boards, foundations, high net worth families, and employees within the... ...Effectively implement investment decisions in line with IPS • Provide guidance to equity...High net worthFull timeWork at office
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- ...role is ideal for a highly motivated... ...relationships within the high net worth (HNW) community.... ...tailored risk management and insurance solutions... ...partners in all lines of insurance and... ...private client book of personal lines clients. An... ...revenue per account, c) acceptable retention...High net worthFull time
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- ...RegularCategory: Client Management & SalesIndustry: Real... ..., we combine the personalized service model of a local... ...and maintain all account information. • Ensure... ...Consultant experience with high-net-worth clients essential ~... ...and HNW personal lines insurance experience...High net worthContract workLocal areaRemote workFlexible hoursNight shift
- ...Wealth & Investment Management Charlotte, North Carolina... ...mortgage ultra high net worth clients. Works closely... ...partners to analyze personal financial statements... ...partners across multiple lines of business to ensure... ..., Finance, Accounting, or Economics. Formal...High net worthWork at officeFlexible hoursShift workDay shift
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Position: Senior Tax Manager / Tax DirectorLocation:... ...7-20+ years of public accounting + CPA Senior Tax Manager... ...for you. We value high performance, but we don... ..., entrepreneurs, high-net-worth individuals, and growing... ...clients achieve their personal and business goals....High net worthLocal area- ...least one major segment, such as personal lines, commercial property, general... ...nonrenewal. ~ Explain how account characteristics, jurisdiction... ..., sound risk judgment, and high attention to detail. ~... ...market, national-account, or high-net-worth segments. Start Date ~...High net worthContract workSummer workImmediate startRemote work
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$61.74k - $85k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at... ...in an environment of empowerment and accountability, learns from mistakes, and applies the... ...delivering client service and supporting high-net worth clients. Working under moderate...High net worthWork experience placement- ...of the organization's Private Wealth Management team, helping clients identify and... ...Advisor, or similar, interacting with High and Ultra High Net Worth clients. Demonstrated success... ...verticals, especially among individual accounts which have investible assets of $3-7...High net worthTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
- Senior Tax Manager High Net Worth & Family WealthIf you are a seasoned tax professional ready to lead complex estate and family wealth engagements... ....What you needActive CPA license.7 plus years of public accounting experience with a focus on high-net-worth individuals,...High net worthWork at officeFlexible hours
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- ...entrepreneurs and families, and energized to work on an ambitious high-caliber entrepreneurial team. We offer the best of both... ...Established track record advising entrepreneurs, executives, and high-net-worth families *The recognition was issued October 1, 2025 and...High net worthWork at officeRemote workFlexible hours
- ...clients. Qualifications & Experience ~10+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-net-worth clients (minimum of $400K T12) ~ Active Investment Adviser Representative credentials (Series 65...High net worthWork at office
$120k - $160k
...As a Tax Controversy Manager, you will get to be part... ...and fastest growing accounting and advisory firms in... ...As the largest service line within the firm, EisnerAmper... ...to grow, both personally and professionally. With... ...companies, as well as high net worth individuals, family offices...High net worthFull timeWork at officeLocal area- ...Tax Manager - Charlotte, NCAn experienced tax professional with 5+ years of public accounting experience and a CPA. Oversee and manage tax preparation and planning for high-net-worth individuals and trusts while leading, developing, and motivating a tax team. Full-time...High net worthFull timeImmediate start
- ...Primary areas include estate and tax planning for mid- to high-net-worth individuals and families: income tax, transfer tax and charitable... ...client-relationship skills—including ability to participate in in-person and virtual client meetings. Admission to the North...High net worth
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