Senior Private Client Advisor & Renewal Strategist
Marsh McLennan Agency
Marsh McLennan Agency is seeking a Senior Private Client Account Executive in Houston, Texas. The role involves managing client relationships, preparing insurance documentation, and ensuring effective communication with clients and carriers. Candidates should be licensed Texas P&C agents with 2-4 years of experience or comparable experience as an Account Executive. A Bachelor’s Degree is preferred, and candidates should demonstrate strong multi-tasking and client service skills. This position requires proactive engagement and a willingness to meet client needs beyond scheduled hours. #J-18808-Ljbffr Marsh McLennan Agency
- First Horizon Bank in Houston, Texas, is seeking a Private Client Relationship Manager to provide business depository, treasury management, and lending solutions while advising high net worth individuals. This role requires over ten years of experience in Private Banking...SeniorPrivate clientLocal area
- Marsh & McLennan in Houston is seeking a Senior Private Client Account Executive to serve as a primary contact for clients and producers. You will manage client accounts, negotiate with insurance carriers, and ensure optimal client satisfaction. Candidates should possess...SeniorPrivate client
- to learn more.Sr Private Client Advisor page is loaded## Sr Private Client Advisorlocations: Houston, TXtime type: Full timeposted on: Posted... ...specialists on their team including the investment advisor, wealth strategist, financial planner, trust administrator, or banking advisor...SeniorPrivate clientImmediate startDay shift
- ...individual to manage 10 to 20 complex Commercial Lines insurance accounts in Houston, Texas. The role involves proactive client support, marketing renewals, and collaborating with Account Representatives. Candidates must have 15+ years in a Commercial Lines agency, expert...Senior
- A leading renewable energy company based in Houston is seeking a Manager of CRR & FTR Trading to optimize congestion management strategies. The ideal candidate will have 6-10 years of power market experience, focusing on CRR and FTR trading, alongside strong analytical...Senior
- TOTAL Deutschland GmbH is seeking a Senior Tax Advisor for its U.S. operations, with responsibilities including tax planning, research, and... ...advice on U.S. and global initiatives, particularly in the Renewables sector. The ideal candidate should have a Bachelor's in Accounting...Senior
- ...documents necessary to maintain the Client Insurance Program, utilizing... .... o Prepare and obtain pre renewal updates for all clients. o... ...o In absence of more senior team members, provide direction... ...o Minimum of 2-4 years of Private Client Account Executive Experience...SeniorPrivate clientContract workWeekend work
$120 - $150 per hour
Ernst & Young Oman is seeking a Seasonal Tax Senior Manager for Private Client Services in Texas. This role involves reviewing complex individual tax returns, income tax planning, and partnership tax compliance for high-net-worth clients. Qualified candidates will have...SeniorPrivate clientRemote jobHourly paySeasonal workFlexible hours- Lockton in Houston is seeking an experienced professional to serve as the primary contact for private equity clients. This role involves strategic planning, risk management, and negotiating with carriers to secure optimal outcomes. Ideal candidates have a Bachelor's degree...Private client
$60k - $200k
..., is seeking an Insurance Sales Producer to serve as a trusted advisor, specializing in personal lines for high-net-worth individuals... ...The role involves identifying, prospecting, and cultivating new client relationships, utilizing World’s resources to deliver tailored...Private client- A financial institution in Houston is seeking a Sr Private Client Advisor to manage client relationships and provide comprehensive wealth management solutions. The ideal candidate will have at least 10 years of banking experience and a strong background in investment and...SeniorPrivate clientFull time
$102k - $118.5k
...Senior Consultant, Strategy & Transactions New York, USA; Texas... ...technology, the firm helps clients to deliver with greater confidence... ...in Energy, Utilities, and Renewable Infrastructure. Our work... ...supply chain. We mostly work with Private Equity, Infrastructure and...SeniorPrivate clientTemporary workLocal areaFlexible hours- J.P. Morgan in Houston is seeking a Private Banker to manage client relationships and provide expert financial advice. The ideal candidate will have over six years of experience in Private Banking or Financial Services and a Bachelor’s Degree. Responsibilities include managing...SeniorPrivate client
$157.2k
Description & Requirements The Private Client team helps high‑net‑worth individuals and multigenerational families manage financial... ...estate and family enterprise planning. The Wealth Strategist serves as an advisor on the most complex Private client engagements,...Private clientWork at office- BDO USA is looking for a Tax Manager for their Private Client & Family Office Services division in Houston, Texas. This position involves managing finance and accounting outsource engagements, ensuring client satisfaction, and developing business strategies. The ideal...SeniorPrivate clientWork at office
$169.6k - $254.4k
...years of experience in treasury management and a strong background in client relations. Responsibilities include consulting with clients, presenting solutions, and fostering relationships with private banking clients. A Bachelor's degree is required, and an MBA or...SeniorPrivate clientFull time- ...Rexel France is seeking a Senior Product Specialist for their Houston, Texas location. This role requires someone with over 10 years of... ...relationships with customers, and provide product knowledge to meet client needs. Additionally, responsibilities include mentorship to...Senior
- A leading financial institution is seeking a Private Client Advisor in Houston, Texas, to offer comprehensive financial planning and advice. The ideal candidate will assist clients with tailored investment solutions, support relationship management, and educate clients...Private client
$146k - $200k
Job Summary The Senior Tax Manager is responsible for providing tax... ...services to business clients with pass through entities and... ...software tools Acts as a Career Advisor to associates and senior associates... ...and/or public accounting, private industry accounting or...SeniorPrivate clientWork at office- A leading financial services firm in Houston is seeking a Private Client Advisor to deliver personalized investment solutions and build strong client relationships. The role requires at least 2 years of financial advising experience and a commitment to client education...Private client
- A global financial institution is seeking a Private Client Advisor in Houston, Texas. The successful candidate will provide comprehensive financial planning and investment solutions to a diverse clientele, focusing on relationship management and client education. With...Private client
$120 - $150 per hour
...Senior AI Data Strategist (1099 Contract) Country United States of America State Texas City Houston Position Type Fixed Term, Full Time 1099 Contractor Position or W-2 Full Time Position 1099 Duration...SeniorFull timeContract workFor contractorsFixed term contract- ...opportunity to contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Houston, TX.... ...position. Job Description Leads or supports client management activities with clients and prospective...SeniorFull timeTemporary workPart timeWork experience placementWork at officeRemote work
- ...Senior Healthcare Recruiter - Empower Your Professional Journey with Innovative Resources Our Story At MLR, we pride ourselves... ...recruitment cycle while fostering robust partnerships with clients. Not only will you enjoy some of the industry's most lucrative...SeniorPermanent employmentRemote workFlexible hours
- A leading financial services company in Houston is seeking a Private Client Advisor to provide comprehensive financial planning and advice to a diverse range of clients. You will build strong client relationships and offer personalized investment solutions, emphasizing...Private client
- A leading space company in Houston is seeking a Subcontracts Specialist to oversee the subcontracting process, including negotiation and compliance management. This role requires a minimum of 10 years in supply chain management and substantial experience in the aerospace...SeniorFor subcontractor
- A global IT consulting firm is seeking a Lead Product Strategist in Insurance Rating & Pricing to drive the vision for its rating solution, Ratabase. The role involves defining product strategy, leading modernization efforts, and ensuring competitive advantage in the market...Senior
- A leading financial services firm based in Houston is seeking a Private Client Advisor to provide comprehensive financial planning and advisory services. The role involves building client relationships and offering personalized investment solutions tailored to individual...Private client
- Konica Minolta Business Solutions is seeking a Sr. Production Print Specialist in Houston, Texas. This role focuses on implementing a national production print program and driving local sales strategies while providing sales support. The ideal candidate should have at least...SeniorLocal area
- A leading financial services company in Houston is looking for a Private Client Advisor to provide comprehensive financial planning and investment solutions. This role entails building strong client relationships and advising individuals on financial matters, utilizing...Private client
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