Private Client Account Executive
Gallagher Benefit Services, Inc.
IntroductionAt 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 of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. OverviewAre you ready to take your career to the next level by working with prestigious clients and delivering tailored insurance solutions? As a Private Client Service Manager at Gallagher, you’ll be the trusted advisor for High Net Worth individuals, managing their personal insurance programs and ensuring their unique needs are met with precision and care. Reporting to the Private Client Service Supervisor, you’ll play a pivotal role in safeguarding their lifestyles, growing relationships, and driving new business opportunities.How you'll make an impactClient Relationship Management:Build and nurture relationships with High Net Worth clients, providing proactive, high-quality service that anticipates their needs.Conduct annual reviews of insurance programs to ensure clients are fully protected and recommend enhancements based on their evolving risk profiles.Revenue Growth:Counsel clients on additional lines of insurance or limit increases to address their unique exposures.Actively seek referrals from existing clients and centers of influence to generate new business opportunities.Leadership in Insurance Strategy:Take charge of the renewal process, ensuring timely delivery of the best solutions tailored to each client’s needs.Collaborate with Producers and lead the design, marketing, and service strategy for client insurance programs.Market Expertise:Cultivate strong relationships with carriers, leveraging your knowledge to secure the best coverage options for clients.Stay informed about market trends and know which carriers are best suited for specific risks.Team Development:Coach and mentor Client Service Managers and Associates, fostering continuous learning and professional growth.Operational Excellence:Ensure accurate client and policy data is maintained within Gallagher systems.Execute best practices and leverage shared services to maximize efficiency.Conduct audits to ensure compliance with service standards and timelines.#LI-WR1About YouRequired: Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or claims management experience. 1+ years supervisory experience. Appropriate licensing as required.Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen. Behaviors:You’re passionate about delivering exceptional service and building lasting relationships.You thrive in a fast-paced environment and excel at managing large accounts with frequent client contact.You’re a strategic thinker with a knack for identifying opportunities to grow revenue and enhance client satisfaction.You’re a skilled negotiator with deep market knowledge and the ability to secure the best solutions for your clients.You’re tech-savvy and detail-oriented, ensuring seamless operations and compliance.Compensation and benefitsAt Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.Competitive compensationComprehensive benefits programs designed to support your well-being Career development opportunities and ongoing learning A collaborative, people-first culture with accessible leadership The opportunity to do meaningful work with global reach and local impact At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
- ...Private Client Service Manager Are you ready to take your career to the next level by working... ...maintained within Gallagher systems. Execute best practices and leverage shared... ...environment and excel at managing large accounts with frequent client contact. You're a...Private clientLocal area
$150k
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and...Private clientTemporary workWork at officeImmediate start$163.6k - $245.4k
...California, United StatesSalary: $163,600.00 - $245,400.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Senior Client... ...as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.Acts as...Private clientFull timeTemporary workWork at office- ...Step into a high-visibility role leading San Francisco's Private Bank Client Center—where you’ll run world-class daily operations and help open our second-largest global Client Center this fall.As a Client Center Manager in the Private Bank you will lead the day-to-day...Private clientWork at officeLocal areaFlexible hours
$225k
...Personal Lines Account Manager II In a rapidly changing world, HUB advises businesses... ...tailored insurance solutions that put our clients in control. Our growing team of professionals... ...of education & experience ~ Private Client experience strongly preferred ~...Private clientWork at officeLocal areaFlexible hours$139.4k - $205k
...Senior CRM Account Executive - Enterprise Technology The Sr Account Executive will oversee market success of ServiceNow's CRM products. These products are built on our market leading Service Management platform and create a single source of truth that allows enterprise...Work at officeRemote workFlexible hours- ...Job Overview A law firm seeks a Private Client Associate to join its San Francisco, California office. The ideal candidate will have 3-5 years of experience in estate planning, tax, or other transactional practices. Duties Engage in high-net-worth estate and tax planning...Private clientWork at office
- ...affluent families, family offices, and their private businesses and/or investment entities... ...and build strong internal and external client relationships Support the growth and... ...of experience providing tax compliance, accounting and advisory services in a professional...Private client
$88.4k - $132.6k
Job ID: 91165348096Posted: 2026-07-11Location: San Francisco, California, United StatesSalary: $88 400,00 - $132 600,00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role....Private clientFull timeWork at office- ...an Associate Wealth Advisor/Client Relationship Associate to support... ...-touch estate coordination, private bank/lending oversight,... ...Coordinate prep work and drive execution for client strategy meetings.... ...partnership documentation, and complex account maintenance across trusts and...Private clientFull timeApprenticeshipWork at officeLocal areaImmediate startRemote work
$88.4k - $132.6k
...ID: 100035379136Posted: 2026-09-01Location: San Francisco, California, United StatesSalary: $88 400,00 - $132 600,00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies...Private clientFull timeWork at office- Rockefeller Capital Management is seeking a Client Associate to join its Private Advisor team within the Rockefeller Global Family Office business unit... ...clients and serve as the face of the practice, handling account activity and ensuring precise administrative support....Private clientWork at office
$150k - $250k
...comprehensive financial advice and services to its clients including brokerage, investment advisory... ...and trust services.Morgan Stanley Private Bank, NA is seeking a high potential... ...objectives.Establish a reputation of execution and excellence while maintaining confidence...Private clientTemporary work$150k - $190k
...Overview Partner / Partner Group – Private Client Global Law Firm with a Boutique Feel | Multiple U.S. Locations Our client, a global law... ...vulnerable persons and mental capacity issues Clients include senior executives, entrepreneurs, multi-generational families, family offices,...Private clientPart timePrivate practiceWork at officeWorldwide3 days per week$200k - $300k
...52Posted: 2026-07-13Location: San Francisco, California, United StatesSalary: $200,000.00 - $300,000.00Category: Private Client Product Services, Executive, WealthCompany: CitiThe Investment Counselor Principal is a strategic professional who closely follows latest trends...Private clientFull timeLocal area- Overview The Private Client Department focuses on high-net-worth estate and tax planning, estate and trust administration, and drafting wills and trust agreements. Candidates should have a background in estate planning, tax, or other transactional practices, with consideration...Private client
- ...reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices... ...get to be part of one of the largest and fastest growing accounting and advisory firms in the industryYou will have the flexibility...Private clientFull timeWork experience placementPrivate practiceLocal areaRemote work
$85k - $270k
...intellectual partner to our Private Wealth Advisors, serving as a... ...expert to educate sophisticated clients on our unparalleled... ...attorney or senior fiduciary executive with a proven background in trust... ...interfacing with Trustees, Attorneys, Accountants, and other advisors and...Private clientFull timeTemporary workPart timeWork at office$160k - $230k
...dynamic team advising high-net-worth individuals, private foundations and family offices. Key Responsibilities ~ Advise clients on multi-generational wealth planning and... ...(including familiarity with trust accounting rules, trust modifications, and decanting)....Private client$250k
...California, United StatesSalary: $250 000,00 - $500 000,00Category: Private Client Product Services, ExecutiveCompany: CitiThe Investment... ...jurisdictions Engage and advise clients on brokerage activity and execute trades seamlessly. Appropriately assess risk when business...Private clientFull timeLocal area- ...tax and consulting services to business clients with pass through entities and to their... ...Education:Bachelor’s degree, required; major in Accounting, Finance, Economics or Statistics,... ...experience and/or public accounting, private industry accounting or consulting/professional...Private clientWork at office
$74k - $129k
...meetings and presentations.Managing data for new and prospective clients in sales databases, ensuring all communications are logged,... ...everyone. You’re energized by the prospect of landing the next big account.You will need to have:Bachelor's degree or four or more years...Full timeTemporary workPart timeWork experience placementLocal areaShift work$250k
...Francisco, California, United StatesSalary: $250 000,00 - $500 000,00Category: Private Client Product Services, Executive, WealthCompany: CitiThe Investment Counselor Grp Mgr is accountable for management of complex/critical/large professional disciplinary areas. Leads...Private clientFull timeTemporary work- ...autonomy to reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax... ...get to be part of one of the largest and fastest growing accounting and advisory firms in the industryYou will have the...Private clientFull timePrivate practiceLocal area
$250k
...United StatesSalary: $250,000.00 - $500,000.00Category: Private Client Product Services, Executive, WealthCompany: CitiThe Invst Counselor Sr Principal... ...Banker team)Implement a strategic advisory approach to account planning, focusing on the investment relationship in...Private clientFull timeLocal area$240k - $280k
...siteWe are growing our Commercial Sales team at Windfall! As an Account Executive, you will be the face of our sales organization, owning the... ...financial services enterprises — spanning wealth management, private banking, national and regional banking, insurance, real...Full timeContract work- ...reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices... ...get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility...Private clientWork experience placementPrivate practiceLocal area
$150k - $190k
...dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and... ...visit CIBC.comWhat you'll be doingAs a Private Wealth Business Development Officer (BDO... ...live our values - trust, teamwork, and accountability.California residents — your privacy...Private clientFull timeRemote work$250k - $290k
....We are currently seeking a CDE II - Client Delivery Executive to join our team in San Francisco, California... ...Area, CA.Responsibilities:Operations:Accountable for end-to-end delivery of NTT DATA... ...and managing Application, Public/Private Cloud, Infrastructure, Security,...Temporary workWork at officeRemote workFlexible hours$240k - $280k
San FranciscoSales /Full-Time /On-siteWe are growing our Commercial Sales team at Windfall! As an Account Executive, you will be the face of our sales organization, owning the full sales cycle and selling our industry-leading data enrichment offerings through a consultative...Full time
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