Senior VP, Private Client Group - Wealth & Risk Solutions
Aon plc
NFP, an Aon company, is seeking a senior sales and leadership role in the P&C Private Client Group, hybrid from Bethesda, MD with possible remote work. Responsibilities include leading a team across marketing, service, and risk management for affluent clients, and driving sales with high-net-worth accounts. Candidate should have extensive P&C brokerage experience, strong leadership, and the ability to work with senior leaders. Travel may be required to meet client needs and deliverables.
#J-18808-Ljbffr$70k
Citi Global Wealth brings together the... ...of wealth clients.The unified business... ...through Citi Private Bank, operates... ...at Work. The Senior Wealth Advisor... ...leading investment solutions platform, which... ...Appropriately assess risk when business... ...65) licenses Group 1 Insurance...SeniorRiskPrivate clientFull timeWork at office$70k
The Wealth Relationship Advisor SAFE... ...relationships with new clients with the goal... ...number of solutions using firm models... ...not limited to Senior Wealth Advisor,... ...assess risk when business decisions... ...65) licenses Group 1 insurance This... ...Family Group: Private Client Coverage...SeniorRiskPrivate clientFull timeWork at office$200k
...Research. As a boutique wealth management firm with... ...delivering results for our clients by seeking excess... ...standard benchmarks within a risk-controlled framework.... ...Zacks wealth management solutions to high-net-worth... ...IS ZACKS? The Zacks Group of companies consists of...RiskPrivate clientLocal areaRemote workHome officeOverseas3 days per week$111.6k - $186k
...Washington National Tax (WNT) Private Wealth Tax Controversy... ...their private wealth clients (high-net-worth individuals... ...!Work you'll doAs a Senior, Tax Services on the... ...practice are a select group of specialists whose... ...issues and help manage risk in today’s increasingly...SeniorRiskPrivate clientPrivate practiceWork at officeLocal area$200k - $275k
...address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first... ...visit: Job Summary: P&C Private Client Group (PCG/affluent lines) is a... ...prospects. Confers with senior sales leaders on setting...RiskPrivate clientFull timeWork at officeRemote workWork from homeShift work$100k
...VP Private Client Group - Washington, DC Our client, a highly respected fee-only portfolio managementand... ...distance, to present our client's wealth managementsolutions to high-net-worth... ...their personal situation andprovide solutions, as well as educate prospective clients...Private clientWork at officeRemote workHome office- ...do. Global Payments Solutions (GPS) is a global transaction... ...over 10% of HSBC Group revenues supporting Corporate... ...markets to deepen client relationships and grow... ...Solutions Vice President, Senior Sales Manager -... ...sound understanding of risk management, client structures...SeniorRisk
- Job-ID: 81607Category: Client Service ManagementLocation... ...member for the role of Senior Vice President, Client... ...Executive - Government Solutions to join our Corporate... ...identifying potential risks and implementing preventative... ...racial and ethnic groups/Females/Individuals with...SeniorRiskFull timeWorldwideFlexible hours
$83.92k - $125.88k
...0 - $125,880.00Category: Private Client CoverageCompany: CitiThe Wealth Relationship Manager SAFE... ...of the client and offer solutions through a wide range of products... ....Appropriately assess risk when business decisions... ...in the role.Insurance Group 1 required.Must meet ALL...RiskPrivate clientFull timeWork at office$100k
The Baldwin Group Wealth Advisors, LLC is an independent... ...has an opening for a Senior Retirement Advisor. In... ...considerations, and provider solutions, while leading the... ...plan sponsor clients; presents proposals in... ....g., fund evaluation, risk/return metrics, glidepaths...SeniorRiskFull timeContract work- ...advisory firm that helps private equity firms,... ...investors, and corporate clients understand how policy,... ...translate into investment risk and opportunity. Our... ...investment thesis. Senior Vice President for Aerospace... ...We work with a diverse group of corporate and investor...SeniorRiskPrivate clientPermanent employmentLocal areaShift work
$75k - $160k
...77868Category: Senior AnalystLocation... ...pinnacle of global wealth management.... ...deep passion for client service and the... ...digital solutions for customers to... ...data and design.Private Wealth Management... ...operational support and risk management.... ...Goldman Sachs Group, Inc., 2026....SeniorRiskFull timeTemporary workPart timeLocal area$225k - $275k
...Cydecor is a premier Federal Government solutions provider, delivering differentiated... ...us. Job Description: The Senior Director, Technical Solutions Group (TSG), is responsible for the... ...initiatives. Manage organizational risk and ensure compliance with corporate...SeniorRiskHourly payFull timeContract workTemporary workFor contractorsWork experience placementInterim role$78.5k - $163k
...corporations, law firms, banks and private equity firms on their most... ...navigating crises, managing risk and optimizing performance,... ...Restructuring practice focuses on our clients' strategic, operational,... ...FTI Consulting's Real Estate Solutions has a singular focus on the...SeniorRiskPrivate clientFull timeWork experience placementVisa sponsorshipWork visa$250k - $290k
...Enterprise Architect – Senior Director The... ...-world value – solutions that work in... ...CEOs, Boards, Private Equity and... ...private equity clients, and IT leadership... .... We are a group of experienced... ...us to bring a wealth of deep sector... ...well as advise on risk mitigation and...SeniorRiskPrivate clientWork experience placementSummer holidayWork at officeFlexible hours3 days per week- VP - Senior Underwriter, Agency Affordable Housing### VP - Senior Underwriter, Agency Affordable... ..., cash flow, valuation, and credit risk.* Ensure accuracy and compliance with applicable... ...the transaction and develop appropriate solutions consistent with Agency and company...SeniorRiskFull timeRemote work
- ...Senior Vice President of Strategic Solutions About the Company Trusted provider of verification, credit, risk mitigation, collection and dispute resolution... ...Services Type Privately Held About the Role... ...relationships with major clients, designing and...SeniorRisk
- ...Business Function DBS’ Private Banking offers a one-stop... ...to cater to each client’s needs. Coupled with partnerships... ..., timely and extensive wealth management, investment and financial solutions. The Product Sales... ...with client objectives and risk profiles. Present...RiskPrivate clientFull time
$126.1k - $253k
...change, empowering our clients and people to... ...they are along their wealth journey and assist to provide solutions across the family office... ...family education, risk management, privacy... ...growthAs a Tax Senior Manager, you will be... ...an emphasis on private client taxation including...SeniorRiskPrivate clientFull timeWork experience placementInternshipWork at officeLocal area$171.6k - $338.3k
...team helps guide clients through their most... ...implement practical solutions before, during,... ...strategic buyers and private equity investors... ...and apply to this Senior Manager role today... ...accounting, and tax risks associated with... ...clients include asset, wealth, and investment...SeniorRiskPrivate clientLocal areaVisa sponsorship$156.98k - $261.63k
...Washington National Tax (WNT) Private Wealth Tax Controversy... ...their private wealth clients (high-net-worth individuals... ...practice are a select group of specialists whose... ...and help manage risk in today’s increasingly... ...entry-level employees to senior leaders, we believe...RiskPrivate clientPrivate practiceWork at officeLocal area$90k - $150k
...YTS Wealth Management is a rapidly growing wealth management... ...of exceptional client service, long-term relationships... ...wealth management solutions including investment... ...investment management, risk management, tax-efficient... ...in wealth management, private client advisory, or...RiskPrivate clientFull timeWork at officeRelocationMonday to FridayFlexible hoursAfternoon shift- ...The VP Senior Compliance Officer (SCO) is responsible for assisting... ...the Head of Compliance USA and Group Head of Compliance, manage... ..., to assess and mitigate the risk exposures, and to ensure the... ...creatively and develop innovative solutions Discrete and has sense for...SeniorRiskWork at officeLocal area
$133k - $296.4k
...company’s success. As a Wealth Strategist Sr within PNC's Private Bank organization, you may... ...and financial plans for clients, including those of the greatest... ....Identifies solutions and PNC services as sales... ...customer solutions.Managing Risk - Assessing and effectively...SeniorRiskFull timeTemporary workPart timeWork experience placementWork at office$180k - $230k
...identify, avoid, and manage risks. Guided by our mission... ...flexible insurance solutions, responsive service, and... ...Comprehensive Group (CG), leads one of the... ....Actively work with UE VP and GC for Resolutions... ...other departments, and senior leaders.Excellent communication...RiskHourly payTemporary workWork experience placementWork at officeImmediate startFlexible hours2 days per week3 days per week$189.2k - $372.9k
Position Summary Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte... ...team helps guide clients through their most... ...practical solutions before, during, and... ...value drivers and deal risks that can affect price... ...clients include asset, wealth, and investment...SeniorRiskPrivate clientOdd jobWork experience placementLocal area- ...DBS Bank Ltd. is seeking a Treasures Private Client Relationship Manager in Washington to drive... ...TPC business by promoting a full range of wealth management products and services. You... ...Responsibilities include needs analysis, risk explanation, deepening client relationships...SeniorRiskPrivate client
$180k - $220k
...We are seeking a Senior or Principal Technical Solutions Architect to serve as the senior technical lead for... ...practical options and explain their costs, risks, dependencies, and tradeoffs.... ...migration approaches. Recommend service groupings, migration waves, pilots, testing,...SeniorRiskFull timeLocal areaFlexible hours2 days per week3 days per week$146.4k - $204.93k
...Description: At Cumming Group, you will work on... ...superior client service, delivering... ...Development Manager/Senior Project Manager serves... ..., quality, and risk at the project level... ...and discerning private clients. Track record... ...problems, deliver solutions, and drive results...SeniorRiskPrivate clientFull timeTemporary workFor contractorsWork at officeLocal area- Job Summary:A Tax Senior Manager, Business Incentives Group (BIG) is charged with helping clients identify, document, and support tax positions... ..., recommends, and implements solutions to provide clients maximum... ...advanced issuesEnsures firm risk management and tax quality...SeniorRiskWork at office
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