Senior Private Client Insurance Executive
Alliant Insurance Services
Alliant Insurance Services is looking for an experienced broker to manage Private Client Services accounts. This role involves new business solicitation, account management, and providing clients with high-quality service. Candidates should have at least eight years of experience in the Private Client/High Net Worth insurance sector and a valid insurance license. Strong knowledge of customizable coverages and excellent communication and interpersonal skills are essential. The position offers a competitive financial package and opportunities for professional growth. #J-18808-Ljbffr Alliant Insurance Services
- Acrisure, LLC is seeking a Personal Lines Private Client Account Executive for a hybrid role in New York. The role focuses on client stewardship, including exposure reviews and personalized insurance coverage recommendations. The ideal candidate will have 5-7 years of personal...Private client
- World Insurance Associates, LLC. in New York seeks a qualified professional to lead client strategy and service for complex clients. The role requires strong engagement skills and experience in Personal Property & Casualty insurance. Candidates must have at least 5 years...SeniorPrivate client
- Alliant Insurance Services is seeking a dynamic professional to join our team in the United States. This role involves managing client relationships, ensuring high satisfaction, and developing... ...should have a Bachelor's degree and Private Client experience. You will...SeniorPrivate client
- CPS Inc. is seeking a Tax Senior Manager for its Private Client Services practice in New York City or Boston. The successful candidate will manage multiple tax engagements, implementing tax strategies while mentoring the team. Responsibilities include serving as the Engagement...SeniorPrivate clientPrivate practice
- Rockefeller Capital Management is seeking a Senior Foundation Officer responsible for overseeing administrative services for Private Foundation clients. This role focuses on building client relationships and ensuring compliance within foundation regulations. The ideal candidate...SeniorPrivate client
$90k - $110k
...Senior Tax Associate (Texas Remote) Pay Range: $90,000 – $110,000 per year Location: Fully remote; Must currently reside... ...Texas. Vaco is working on behalf of a tax and advisory client involved in real estate and private equity. We are hiring a Senior Tax Associate to help...SeniorPrivate clientRemote work- A rare opportunity for a Sales Executive at a prestigious 60-year-old jewelry house located in New York City. This role demands a dynamic... ...communication skills, and a strong network of high-net-worth clients. You will work closely with the family to develop sales strategies...Private client
$250k
...accounting, finance, or a related field, along with CPA certification and over 10 years of relevant experience. This role involves advising clients on tax-efficient strategies, charitable giving, and ensuring compliance with tax laws. A competitive annual salary ranging from $25...SeniorPrivate client- A leading insurance brokerage firm is seeking a Private Client Services Family Office Advisor to provide personalized insurance and risk management solutions to high-net-worth clients. The ideal candidate will have 7-10 years of experience in the insurance industry, including...SeniorPrivate clientWork at office
$220k - $250k
A nationally recognized firm is seeking a mid-senior Trusts & Estates Associate (4+ years) to join its Private Client department in their New York office. The salary range may be $220,000-$250,000 , depending on a variety of factors. This is an excellent opportunity for...SeniorPrivate clientWork at office- A leading recruitment firm is seeking a Senior Tax Associate to support federal and state corporate tax compliance. This fully remote... ...position requires residence in Texas and involves assisting clients in private equity and with high-net-worth individuals. The ideal...SeniorPrivate clientRemote job
- Aon is seeking a Private Client Account Executive to manage complex personal insurance for affluent clients. This role is responsible for account management, broking solutions, and maintaining strong client relationships. As a virtual position based on the East Coast, you...Private clientRemote job
- A leading luxury goods company is seeking a Sr. Manager of Client Development to shape the client development strategy in the Private Sales Region. You will work closely with regional stakeholders to retain and grow top clients through valuable experiences. This role requires...SeniorPrivate client
- Aon Corporation is seeking a Private Client Account Executive to manage personal insurance for affluent clients. The role includes relationship building, brokering policies, and achieving revenue growth. Ideal candidates should have 5+ years of experience in the insurance...Private clientRemote job
- APCO in New York is seeking a Senior Associate Director for Financial Communications to enhance its work with private capital clients. This senior client-facing role requires an individual with strong advisory instincts, excellent action bias, and the ability to handle...SeniorPrivate client
- A global professional services firm in New York is seeking a Senior Manager in Private Client Services. The role involves overseeing engagement teams for affluent clients, including family offices and trusts, with responsibilities in business development, client communication...SeniorPrivate client
- Job Overview A law firm seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in NewYork City, NY. The ideal candidate will have a minimum of 5 years of experience in international tax and estate planning...SeniorPrivate clientRemote work
- IQ-EQ is currently seeking a Senior Manager for our fund administration team based in New York. This pivotal role involves working directly with private equity clients and managing audits, financial reporting, and investor communications. The ideal candidate will have...SeniorPrivate client
- ...Company Overview World Insurance Associates (“World”) is a unique financial services organization... ...and fidelity bonding, employee and executive benefits, investment advisory and... ...Position Summary Independently leads client strategy and service on the largest and...Private clientWork experience placement
$150k - $250k
CohnReznick is seeking a Tax Senior Manager in New York. This hybrid role involves reviewing tax returns, responding to notices, and maintaining client relationships. Candidates should have at least 8 years of tax and accounting experience, a CPA, and strong analytical...SeniorPrivate client- Morgan Lewis is seeking an experienced Senior Paralegal for its Investment Management Practice Group in New York. This role involves managing complex tasks for Private Fund clients, leading projects, and assisting attorneys in various matters. The ideal candidate will possess...SeniorPrivate client
- World Insurance Associates LLC in New York, NY is seeking an experienced professional to lead client strategy for complex clients. The ideal candidate will have over 5 years of experience in Personal Property & Casualty insurance and hold a Property & Casualty Insurance...SeniorPrivate client
$90k - $110k
...Position: Private Client Account Executive Employment Status: Full-Time, Remote Optional About Us: Personal Risk Management Solutions is a boutique personal insurance brokerage focused on the unique needs of successful individuals and families. We are currently seeking...Private clientFull timeWork at officeRemote work$100k - $120k
Brown Brothers Harriman is looking for a Senior Client Associate to join their Latin America private banking team in New York. The position involves serving clients, managing transactions, and ensuring compliance, requiring over 5 years of wealth management experience,...SeniorPrivate clientWork at office- ...’s New York Office is looking for a Portfolio Manager to manage portfolio activities for sophisticated family office and endowment clients. This role involves significant interaction with the Chief Investment Officer and requires strong analytical skills and at least 10...SeniorPrivate clientWork at office
$280k - $345k
..., we are a top‑tier family and matrimonial law firm known for handling high‑stakes, financially complex matters for discerning private clients. Our practice is focused exclusively on family law, allowing our attorneys to develop deep subject‑matter expertise and deliver...SeniorPrivate clientLocal areaFlexible hours- Daley And Associates, LLC is seeking a Senior Fund Accountant to support a private equity client in New York City. The role involves handling financial reporting, capital activity, and investor communications, making it ideal for those with a strong background in private...SeniorPrivate client
- ...located in New York, is seeking an experienced Enterprise Sales Executive focused on Asset Management Solutions. This role involves driving new business growth in both public and private sectors, establishing client relationships, and enhancing market presence. Ideal...SeniorPrivate client
- World Insurance As is looking for a skilled individual to independently lead client strategy and service on complex clients. Ideal candidates will have over 5 years of experience in Personal Property & Casualty, along with a required state Property & Casualty Insurance...SeniorPrivate client
- STV Incorporated is seeking a Senior Marketing Pursuit Manager to join their Buildings group in New York, NY. This hybrid role... ...teams in a diverse market. With a focus on public and private buildings clients, the position offers the opportunity to work collaboratively...SeniorPrivate client
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