Senior Personal Lines Account Manager (HNW & Standard)
$80k - $100kJonus Group
Jonus Group is looking for an experienced Personal Lines Account Manager to provide exceptional service to clients while managing a diverse portfolio of accounts. The ideal candidate will have a strong background in both high-net-worth and standard accounts, ensuring seamless policy servicing and renewals. This role involves educating clients on risk management options, collaborating with team members, and maintaining up-to-date industry knowledge. The compensation package includes a salary range of $80,000 - $100,000 annually along with comprehensive benefits. #J-18808-Ljbffr Jonus Group
$80k - $100k
Personal Lines Account Manager Job Summary Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This role is pivotal... ...a strong background in handling both high-net-worth (HNW) and standard accounts, coupled with a professional demeanor and a...High net worth- ...designation. The Wealth Planner will develop financial strategies tailored to clients' needs while ensuring compliance with industry standards. This position is office-based but may have flexible work arrangements. Strong interpersonal and communication skills are...SeniorHigh net worthRemote jobWork at officeFlexible hours
- ...capabilities are global. We serve a diverse base of commercial and personal clients through our Commercial Insurance, Personal Insurance,... ...in the areas of: Sales & Business Development Client Management & Customer Service Human Resource Management Marketing Communications...SeniorLocal area
- ...Job Description Personal Lines Account Manager (High-Net-Worth) Job Summary Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This role focuses on managing and servicing a book of business consisting of high-net-worth personal...High net worthWork at officeRemote work
- ...Senior Credit Underwriter - Custom Lending - Global Wealth & Investment Management Charlotte, North Carolina;Chicago, Illinois; Atlanta... ..., and GWIM underwriting standards and guidelines. Responsibilities... ...Strong financial analysis, accounting skills, and deal...SeniorHigh net worthWork at officeShift workDay shift
- Omniforce Solutions is seeking Tax Professionals at the Senior, Supervisor, and Manager levels for immediate openings. The roles involve engaging... ...during peak seasons. Candidates should have a degree in Accounting and public accounting experience. #J-18808-Ljbffr...SeniorHigh net worthImmediate start
$220k
...advisory-focused CPA firm seeking to hire a Senior Tax Manager as its Dallas practice continues to scale.... ...What You’ll Need: 7 - 10+ years of public accounting experience CPA required Experience working with individuals (HNW preferred) and businesses Strong background...SeniorHigh net worth- Madison Professional Group is seeking an experienced Financial Planner in Dallas, Texas, to join a growing wealth management firm. This client-facing role requires strong expertise in retirement, tax, estate, and investment planning to assist high-net-worth individuals...SeniorHigh net worth
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- ...Senior Charter Broker Luxaviation Group delivers excellence in... ...committed to the highest safety standards and strive to create a... ...responsible for developing and managing a portfolio of high-net-worth... ...portfolio (UHNWI, corporate accounts, family offices, etc.) Identify...SeniorHigh net worthWorldwideWeekend workAfternoon shift
- ...are seeking an exceptional Senior Transactional Tax Attorney to... ...Strategy & Relationship Management Serve as a primary client... ...and maintain high performance standards Mentor junior and mid-level... ...operate independently with accountability Strong communication and...SeniorHigh net worthTemporary workWork at officeRemote work
$140.2k - $187.28k
...applicable laws, regulations and professional standards. BakerTilly US,LLP is a licensed... ...International, a worldwide network of independent accounting and business advisory firms in 141... ...‑market clients. Job Overview As a Tax Senior Manager, you will work side‑by‑side with firm...SeniorHigh net worthWork at officeLocal areaWorldwide- ...Serve as the primary client relationship manager for key accounts in a fully remote environment... ...tax returns (1120, 1120S, 1065, 1040 HNW) Manage client deliverables, deadlines... ...support Supervise and mentor tax staff, seniors, and managers across multiple engagements...SeniorHigh net worthRemote job
$78k - $103.94k
...Tax Senior page is loaded## Tax Seniorlocations: USA TX Dallas... ...regulations and professional standards. Baker Tilly US, LLP is a licensed... ...network of independent accounting and business advisory firms... ...skills in the areas of time management, communication, interpersonal...SeniorHigh net worthLocal areaWorldwide- ...Responsible and accountable for risk by openly... ...elevating concerns, and personally following... ...identifying, assessing, managing, monitoring, and... ...all service lines including IM&T, Brokerage... ...Ensures service standards and metrics are... ...position. Senior Private Banker...SeniorHigh net worthWork at office
- ...Tax Senior Manager page is loaded## Tax Senior Managerlocations: USA TX Dallas 14555 Dallas... ...applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed... ...International, a worldwide network of independent accounting and business advisory firms in 141...SeniorHigh net worthLocal areaWorldwide
$70k - $90k
...000 - $90,000 / year Department: Account Management & Strategy Description The Senior Account Manager is responsible for... ...alignment with strategy, brand standards, and best practices. Review creative... ...apply! You could be just the person we are looking for to fill this,...SeniorRemote workFlexible hours- ...Dallas, Texas. The successful Account Manager will be responsible for... ...be expected to set the Gold Standard for our Dallas sales team when... ...includes Food and Beverage, Personal Care, Oilfield Chemicals,... ...maintain close relationships with senior management and other...Senior
- ...a dedicated and experienced Senior Donor Relations & Stewardship... ...supporters. Reporting to the Manager of Donor Relations, the... ...preparation and delivery of personalized donor impact reports, ensuring... ...compliance and donor intent standards, CRM systems and stewardship...SeniorHigh net worthWork at office
- ...SENIOR ACCOUNT DIRECTOR ENERGY Transportation Group is seeking a strategic... ..., and disciplined account management across complex, multi-... ...Customer Success Set the standard for service excellence through... ...privacy is important to us. Personal information shared during...SeniorContract work
- ...leading advisory firm in Dallas is seeking an experienced Tax Senior Manager for Private Client Services. The role involves managing tax... ...regulations. Ideal candidates will have significant experience in accounting or finance, strong leadership skills, and relevant...SeniorHigh net worth
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- ...experienced Industrial Engineer in Dallas, TX. The role is a senior individual contributor responsible for designing and scaling operational... ...support warehouse growth and acquisitions. You will develop standardized operating models and lead initiatives that enhance labor...Senior
$150k - $200k
...HNW Senior Tax Manager - Remote This Jobot Job is hosted by: Josh Forth Are you a fit? Easy... ...Virginia's growing and most respected accounting firms, we offer you a chance to be... ...enjoy a work life balance that promotes personal health, well being and family life!...SeniorHigh net worthPart timeLocal areaRemote workFlexible hours- An architectural firm is seeking a BIM Manager in Dallas, Texas. The BIM Manager will oversee the management of Building Information Modeling... ...include collaborating with project teams, leading BIM standards, and providing technical support throughout the project lifecycle...Senior
$75k - $100k
...Client Services Job Description As a Senior Account Manager, you will play a pivotal role in... ...will be instrumental in maintaining high standards of underwriting, compliance, and... ...~ This position requires an energetic person who is creative, tenacious and accountable...SeniorWork experience placementWork at officeRemote workWorldwideFlexible hours- RBH ResiBuilt Homes, LLC is seeking a Sr. Manager, Construction Accounting to oversee financial reporting and manage accounting processes. The role... ...involves ensuring compliance with financial reporting standards and leading financial decision-making for the platform....Senior
$77k - $214k
...design and implement personal and customised... ...issues like wealth management, compliance, cash... ...expectations across our lines, geographies and... ...future. As a Senior Associate, you'll... ...maintaining rigorous standards. You are expected... ...'s Degree in Accounting ~2 years of experience...SeniorHigh net worthFull timeH1b
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