Senior Client Manager, Personal Lines - High Net Worth
Willis Towers Watson
Willis Towers Watson is seeking a Senior Client Manager for Personal Lines focused on High Net Worth clients. You will manage placement, service, and client relationships in an automated environment, while supporting the sales process and delivering risk analyses for new business and renewals. The role emphasizes multi-state coverage, regulatory compliance, and collaboration with underwriters to deliver tailored policy solutions. Hybrid work flexibility is offered. #J-18808-Ljbffr Willis Towers Watson
- Willis Towers Watson, a global advisory and risk management firm, seeks a Senior Client Manager in the Personal Lines unit to focus on High Net Worth clients. You will manage placement and service, maintain client relationships, and support retention with an automated...SeniorHigh net worth
$110k - $215k
...for a skilled financial advisor to expand client relationships by providing in-depth financial advice and executing the client management process. The ideal candidate will have over 7 years of experience managing high-net-worth clients, with expertise in investment products...SeniorHigh net worth- ...number of international private client tax seniors and managers. This 500 staff firm have... ...the group seek additional high calibre individuals who... ...the United States, or high net worth non-residents with investments... ...of processes to expand the line of business and develop...SeniorHigh net worthRemote workOverseas
$100k - $190k
DescriptionA Kforce client, a premier NY/FLA based full-service CPA firm, is seeking outstanding Tax Seniors/Managers in Miami, FL who are seeking a truly unique, attractive work... ...outstanding clients in all aspects of High-Net-Worth individual tax and pass-through entity...SeniorHigh net worth$75k - $85k
...home full services, exclusive home management, and advisory services combined... ...As a member of the Sales Team, Client Relations Director plays a crucial... ...in travel, real estate, or another high-value product targeted to high-net-worth individuals ~ Proven track record...High net worthFull timeFlexible hours- JPMorgan Chase & Co. is seeking a Relationship Manager in Miami to build and maintain high-net-worth client relationships across banking, lending, and investments. The role involves providing exceptional service and targeted financial advice to enhance client experiences...High net worth
- KPMG LLP in Miami is seeking a Senior Associate to join our Business Tax Services... ...and advisory services to ultra-high net worth individuals, their families, and family... ...gift, estate and trust tax returns, manage a portfolio of clients, and lead teams on client projects while...SeniorHigh net worth
$150k - $210k
...have the flexibility to manage your days in support... ...Collaborate with the Private Client Services and Trust &... ...the largest service line within the firm,... ...employees to grow, both personally and professionally. With... ...companies, as well as high net worth individuals, family...SeniorHigh net worthFull timeFixed term contractLocal area- ...about building and maintaining high-net-worth client relationships across banking... ...is a unique opportunity to manage and maintain relationships... ...with partners across various lines of business within... ...relationships, regularly conducting in-person calls with prospects and...High net worthTemporary workWork at officeLocal areaImmediate start
- ...is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice... ...flexibility to manage your days in... ...held businesses and high net worth individuals with the... ...fastest-growing service lines at our firm, we... ...operational and personal dynamics.About EisnerAmper...SeniorHigh net worthFull timeTemporary workPrivate practiceLocal area
- Fairygodboss is seeking a Relationship Manager in Consumer and Community Banking to forge and maintain high-net-worth client relationships. Successful candidates will need to provide exceptional service and targeted advice, addressing clients' full financial picture. This...SeniorHigh net worth
- ...We are seeking a highly motivated and experienced Senior Private Banker to join... ...for developing and managing relationships with high-net-worth individuals and families... ...and develop personalized wealth management plans... ...maintain exceptional client relationships with a...SeniorHigh net worth
- ...Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment... ...institution. They are looking to hire a Senior Private Banker/Relationship... ...candidate will focus on advising high-net-worth and ultra-high-net-worth U.S. clients on international investment solutions...SeniorHigh net worth
- ...diverse team helping high-profile clients understand, analyze,... ...currently seeking a Senior Associate to join our... ...focuses on ultra-high net worth individual, trust and... ...individuals and Family Offices Manage a portfolio of... ...a robust suite of personal well-being benefits to...SeniorHigh net worthLocal area
- ...DarrowEverett LLP is looking for a Senior-Level Attorney for our Private Client Group with a primary focus on high-net worth divorces and complex... ..., and the ability to manage sensitive, high-profile matters... ...families navigating complex personal and financial transitions....SeniorHigh net worthTemporary work
- Northern Trust seeks a Senior Portfolio Advisor II to manage investment activity for a defined set of high-net-worth client portfolios and provide advisory leadership to clients and co-trustees. You will work with the client service team to tailor investment programs,...SeniorHigh net worth
- ...skilled Family Law Attorney to join our Miami, FL team. The ideal candidate handles high‑net‑worth family matters, including divorce and complex asset division, with a focus on client advocacy and strategic settlement. You have a valid Florida bar license, 2-8+ years of...SeniorHigh net worth
- Berkowitz Pollack Brant Advisors + CPAs, LLP - Legacy is seeking a Manager in Wealth Tax - Trusts & Estates in Miami, Florida. This... ...fiduciary tax compliance and planning services to high-net-worth clients, managing tax engagements, and developing client relationships...SeniorHigh net worth
- Citigroup Inc. in Miami, Florida seeks a senior Wealth Advisor to deepen client relationships and deliver comprehensive wealth management solutions to High Net Worth professionals. You will coordinate with the dedicated team to ensure a superior client experience and contribute...SeniorHigh net worth
$110k - $140k
We are seeking a senior tax associate for a boutique-style, family-owned CPA firm in Miami... ...on a fast track to partner or manager level. The position offers a competitive... ...diverse tax returns for local businesses, high-net-worth individuals, and #J-18808-Ljbffr Caliber...SeniorHigh net worthLocal area- Pacifica Continental in Miami invites an experienced Senior Private Banker to develop and manage relationships with high-net-worth individuals and families, offering... ...craft customized financial plans aligned with client objectives. Key duties include acquiring new high...SeniorHigh net worth
- ...Strategist to serve as the quarterback for senior executive relationships, coordinating... ...with advisors across investment management, credit, banking, and trust teams to deliver... ...deliver tailored solutions while managing high-net-worth relationships and complex planning...SeniorHigh net worth
- ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice.... ...functions for ultra-high net worth individuals and their... ...fastest-growing service lines at our firm, we try to make... ...unique operational and personal dynamics. About EisnerAmper...SeniorHigh net worthFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
- Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. This role supports the ICFR compliance program, documentation, testing coordination, issue tracking, and status reporting within a global...SeniorHigh net worthWork at office
- ...Florida. The ideal candidate has in-depth experience with high-net-worth estate planning, sophisticated trust and tax strategies,... ...communication, organizational and leadership skills, the ability to manage multiple clients, and a discreet approach to confidential information...SeniorHigh net worthImmediate start
- Citigroup Inc. is seeking an Investment Counselor Sr. Lead within Citi Private Bank to serve as the primary advisor for ultra-high net worth clients, delivering strategic investment guidance and cross-selling across bank services. The role requires leadership in portfolio...SeniorHigh net worth
- Citi’s Global Wealth division seeks a senior Wealth Advisor in Miami to deepen client relationships with High Net Worth professionals in legal, accounting, asset management, and private banking sectors. You will lead end-to-end wealth solutions, coordinate with Relationship...SeniorHigh net worth
- BCG Attorney Search seeks a Trusts and Estates Attorney in Miami, FL to lead complex estate planning for high-net-worth clients. The role emphasizes drafting trusts, wills, powers of attorney, and tax planning documents, while guiding clients through sophisticated asset...SeniorHigh net worth
- ...Sr. Tax Manager In order to meet the growing needs of our clients and our continued growth, our firm is looking for a Senior Tax Manager. The ideal candidates will be individuals highly focused on their careers with... ...trust tax and high-net-worth individuals ~ Strong...SeniorHigh net worthLocal area
$95k - $140k
...have the flexibility to manage your days in support... ...As the largest service line within the firm,... ...tax solutions to its clients, but it creates new opportunities... ...to grow, both personally and professionally. With... ...companies, as well as high net worth individuals, family offices...SeniorHigh net worthFull timeWork at officeLocal area
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