Senior Personal Lines AE - High Net Worth & Private Clients
Dormont Manufacturing Co
Dormont Manufacturing Co in Los Angeles is looking for a Personal Lines Account Executive to manage client relationships, claims, and provide innovative insurance solutions. You will also coordinate services to clients and foster strong professional relationships within the industry. The ideal candidate should have a minimum of 5-10 years in insurance, especially with Yacht/Marine experience. Professional licenses, as well as good communication skills, are crucial for this role. #J-18808-Ljbffr Dormont Manufacturing Co
- ...Personal Lines Account Executive In a rapidly changing world, HUB... ...insurance solutions that put our clients in control. Our growing... ...programs tailored to high-net-worth and private client needs. Working alongside... ...initiating new sales. The AE has primary responsibility...Private clientHigh net worthWork at officeFlexible hours
$90k - $110k
...role in supporting our clients with day-to-day... ...insurance solutions. Personal Lines Account Executive May... ...initiating new sales. The AE has primary responsibility... ...fun to be around! High School Diploma / GED;... ...environment Must have High Net‑Worth/Private Client experience....Private clientHigh net worthWork at officeLocal area- A leading insurance agency is seeking a seasoned Personal Lines High Net Worth professional to manage a book of business focused on entertainment clients. This fully remote role requires at least 2 years of Private Client insurance experience and a valid P&C license. Responsibilities...Private clientHigh net worthRemote job
$112k - $150k
BDO USA, LLP is seeking a Tax Manager for its Private Client Services in Glendale, California. The role involves managing tax compliance and consulting for high net-worth clients, training associates, and effective communication skills are crucial. With five or more years...SeniorPrivate clientHigh net worth- BDO USA, Llp is seeking a Tax Manager for their Private Client Services in Los Angeles, California. This role involves managing tax and consulting engagements for high net-worth individuals, as well as supervising associates and providing guidance on technical issues. The...SeniorPrivate clientHigh net worth
- PNC is seeking a Senior Banking Advisor based in Los Angeles, California. In this role, you will provide credit and cash management solutions for high-net-worth clients and lead a supportive culture within the banking team. The ideal candidate has over 8 years of relevant...SeniorPrivate clientHigh net worth
$146k - $200k
BDO is looking for a Tax Senior Manager in Los Angeles to assist in providing tax compliance and consulting services to high net worth clients. The ideal candidate will have significant experience in personal income, estate, gift tax, and wealth retention strategies, with...SeniorPrivate clientHigh net worth$190k - $250k
...Mid‑Senior Estate Planning Attorney | High‑Net‑Worth Clients Salary: $190,000 – $250,000 per year. About the Firm Our client is a highly respected private‑client law practice recognized for its deep experience in sophisticated estate planning, fiduciary administration...SeniorPrivate clientHigh net worthPrivate practiceLocal area- A financial services firm is seeking a Senior Private Client Lending CRE Officer to manage direct lending solutions for high-net-worth clients in the Western States. The role involves leading transactions, assessing opportunities, and handling complex financial analyses...SeniorPrivate clientHigh net worth
- Dormont Manufacturing Co is seeking a Senior Vice President in California to drive operational excellence across Personal Lines. The role requires strategic oversight of the... ...service operations and a preference for high-net-worth clientele, the ideal candidate will focus...SeniorHigh net worth
- ...solutions that put our clients in control. Our... ...Account Manager to join our Personal Lines team. Our service team... ...invoicing issues Manage high net wroth clients WHAT... ...with high net-worth carriers strongly preferred... .../ACE and Nationwide Private Client) ~ currently...Private clientHigh net worthWork at officeLocal areaFlexible hours
- JPMorganChase is seeking a Relationship Manager in Consumer and Community Banking to manage high-net-worth client relationships across banking, lending, and investments. You will be involved in understanding client needs and providing targeted advice to help them maximize...SeniorPrivate clientHigh net worth
- A global insurance broker is seeking a Senior Vice President, Personal Lines Operations in California. The role involves leading operational... ...Lines organization and providing oversight for high-net-worth entertainment clients. The ideal candidate has over 10 years of...SeniorHigh net worth
$90k - $110k
Dormont Manufacturing Co is seeking a Personal Lines Account Executive in Los Angeles, California... ...of business and developing strong client relationships, focusing on both... ...preferably in brokerage, and experience with High Net Worth clients. The position offers a...SeniorHigh net worth- ...Responsible For:* Supervise a team, foster strong client relationships, prospect and contribute... ...and compliance functions for ultra-high net worth individuals and their families, with a... ...services sector, such as hedge funds, private equity, and other investment-related individuals...SeniorPrivate clientHigh net worthPrivate practiceWork at officeLocal area
$141k - $290k
...selves. Our goal is to balance high development with high performance... ...talented tax leaders at the Senior Manager level to join our growing firm! A Private Client Services Tax Senior Manager provides... ...and planning services to high-net-worth individual clients and...SeniorPrivate clientHigh net worthImmediate startFlexible hours- ...goals. We are seeking a Senior Fund Accountant to join our Real... ...), the largest real estate private equity fund administrator by... ...growing environment and providing clients with exceptional services.... ...market companies, as well as high net worth individuals, family offices,...SeniorPrivate clientHigh net worthLocal area
$70k - $110k
...seasoned hybrid remote CA Personal Lines High Net Worth professional with entertainment... ...EPIC, entertainment clients and business manager firm... ...of 2 years’ experience in Private Client insurance, Possess... ...clients and underwriters Seniority level Mid-Senior level Employment...Private clientHigh net worthFull timeRemote work- ...insurance solutions that put our clients in control. Our growing team... ...THE OPPORTUNITY: The Personal Lines Account Manager I provides... ...clients, manages a book of high net-worth clients, operating with the... ...education & experience. ~ Private Client/High Net-Worth experience...Private clientHigh net worthWork at officeLocal areaFlexible hours
- ...TaxSeniorManager to join the Private Client Services (PCS) practice. We... ...compliance functions for ultra-high net worth individuals and their... ...and fastest-growing service lines at our firm, we try to makea... ...their unique operational and personal dynamics. AboutEisnerAmper:...SeniorPrivate clientHigh net worthTemporary workPrivate practiceWork at officeLocal area
- ...Senior Wealth Advisor Working at Citi is far more than just... ...investment services to an Ultra high Net Worth client base in the United States.... ...strategies with the Private Bankers. Conduct sophisticated... ...accounts only by referral or personal contact with an individual seeking...SeniorPrivate clientHigh net worth
- ...executives, celebrities, and Ultra High Net Worth individuals seeking highly personalized service and seamless travel... ...comfort, and cultural depth — from private aviation and five-star resorts to... ...handling complex itineraries, VIP client relations, and high‑touch service...SeniorPrivate clientHigh net worthWorldwide
$70k - $120k
...The Senior Wealth Advisor SAFE Act is a strategic professional... ...investment services to an Ultra high Net Worth client base in the United States.... ...strategies with the Private Bankers. Conduct sophisticated... ...accounts only by referral or personal contact with an individual seeking...SeniorPrivate clientHigh net worthFull time$70k
...The Senior Wealth Advisor is a senior strategic professional who... ...services to an Ultra high Net Worth client base in the United States.... ...financial strategies with the Private Bankers. Conduct sophisticated... ...accounts only by referral or personal contact with an individual seeking...SeniorPrivate clientHigh net worthFull timeWork at office$190k - $235k
Senior Vice President, Personal Lines Operations Reporting directly to the California Personal Lines President... ...goals, carrier requirements, and client needs. Collaborate with Personal Lines... ...strategic support and direction to high-net-worth entertainment clients, including...SeniorHigh net worthTemporary workWork at officeLocal area$70k - $80k
...HUB’s primary contact to the client. Provides professional,... ...assigned. Qualifications High School Diploma / GED; College... ...education & experience. Private Client/High Net-Worth experience required. Experience... ...position’s business line, scope and level. HUB International...Private clientHigh net worthWork at officeLocal area- ...insurance solutions that put our clients in control. The Opportunity The Personal Lines Account Manager I provides... ...to clients, manages a book of high‑net‑worth clients, operating with the highest... ...combination of education & experience. Private Client/High Net‑Worth...Private clientHigh net worthWork at officeLocal areaFlexible hours
$40 - $49.94 per hour
...solutions that put our clients in control. Our... ...Account Manager to join our Personal Lines team. Our service team... ...invoicing issues Manage high net wroth clients What... ...experience with high net‑worth carriers strongly... ...Chubb/ACE and Nationwide Private Client) currently...Private clientHigh net worthHourly payWork at officeLocal area- Dormont Manufacturing Co is seeking a Personal Lines Account Executive to manage the portfolio of personal lines clients in the Pacific Region. The ideal candidate will... ...communication skills, and a strong understanding of high-net-worth client needs. #J-18808-Ljbffr Dormont...High net worth
$146k - $200k
Tax Senior Manager, Private Client Services Job Description Job Summary The Tax Senior... ...services to our high net worth clients. Significant knowledge... ...knowledge of taxation related to personal income, estate and gift... ...by the business line Involves firm specialists...SeniorPrivate clientHigh net worthWork at office
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