- HSBC (Miami, FL)
- …our people, our investors, our communities and the planet we all share. The Ultra High Net Worth Insurance Specialist/Producer will be accountable for ... offerings and the identification of insurance needs As ourUltra High Net Worth Insurance Specialist/Produceryou will: + Identify new business… more
- World Insurance Associates, LLC. (Denver, CO)
- …access to resources to help any client solve any challenge, including traditional commercial lines insurance , high net worth / private client, employee ... World Insurance Associates ("World") is a unique financial services...Identify, prospect, and cultivate new business opportunities, focusing on High - Net worth and Private… more
- AON (MO)
- …III who is responsible for the day-to-day account management and broking of high net worth personal insurance programs. This is a virtual position based ... is responsible for the day-to-day account management and broking of high net worth personal insurance programs. This is a virtual position based out of… more
- AON (FL)
- …and clients succeed. What the day will look like: + Manages an assigned book of high - net - worth personal insurance clients with personal insurance ... succeed. What the day will look like: + Manages an assigned book of high - net - worth personal insurance clients with personal insurance portfolios… more
- World Insurance Associates, LLC. (Chicago, IL)
- …Proven experience in personal lines insurance , with a strong focus on high - net - worth /private client solutions. + Deep understanding of affluent clientele ... your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized… more
- Robert Half Legal (Minneapolis, MN)
- …you an accomplished Family Law Attorney with experience handling complex divorce cases for high - net - worth individuals? Are you seeking an opportunity to join ... mid-size downtown Minneapolis law firm. You will bring significant experience representing high - net - worth clients in divorce, custody disputes, and marital… more
- AIG (New York, NY)
- The High Net Worth business is a key portfolio within Global Personal Insurance , writing ~$1.7bn gross premium. Join us as a Financial Analysis Manager ... responsible for delivering forecasts, budgets and quality reporting across High Net Worth stakeholders including...succeed + 5+ years of financial experience in the insurance industry. + Highly motivated and results-oriented + Excellent… more
- Edward Jones (Dallas, TX)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! Edward ... management offering tailored to meet the unique needs of high net worth clients and...(ie- tax, estate, investment management, business owner, executive compensation, insurance ) and external subject matter experts to deliver a… more
- Guardian Life (New York, NY)
- …an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist plays a critical role in driving growth ... strategies, tailored case design, and value-added insights focused on the unique needs of high - net - worth individuals and families. Success is measured by GDC… more
- HUB International (Encino, CA)
- …Lines insurance experience within a brokerage environment + Must have High Net - Worth /Private Client experience. Experience within the Entertainment ... support our customer's needs and provide them with innovative insurance solutions. The **Personal Lines Account Executive** manages an...beyond, and you are fun to be around! + High School Diploma / GED; College degree strongly preferred.… more
- HUB International (Fort Lauderdale, FL)
- …Insurance sales experience highly preferred + Bachelor's degree required + Experience selling to high net worth individuals a plus + Required to obtain ... INTERNATIONAL:** HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property,… more
- Charles Schwab (Westlake, TX)
- …and their employees regarding their equity compensation plans. As a **Senior Team Manager, High Net Worth Representative** (People Leader) on the Executive ... + Train, set expectations, empower, and supervise the teams' interactions with high profile clients and safeguard material non-public and inside information. +… more
- Wipfli LLP (Denver, CO)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... and travel rewards. Voluntary benefit offerings include critical illness & accident insurance , hospital indemnity insurance , legal, long-term care, pet … more
- Wipfli LLP (Denver, CO)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... and travel rewards. Voluntary benefit offerings include critical illness & accident insurance , hospital indemnity insurance , legal, long-term care, pet … more
- Truist (Wilson, NC)
- …or equivalent education and related experience. 2. Minimum 5 years of experience in high - net - worth , family office, or trust company operations. 3. Strong ... Wilson, NC. Perform, monitor, and reconcile basic operating functions within a high volume environment related to cash accounting, specialized asset accounting, fee… more
- HUB International (Lafayette, LA)
- …The Personal Lines Account Manager will manage a book of Personal Lines including High net - worth /Private Client insurance business, while acting with ... INTERNATIONAL:** HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property,… more
- HUB International (Bluffton, SC)
- …The Personal Lines Account Manager will manage a book of Personal Lines including High net - worth /Private Client insurance business, while acting with ... INTERNATIONAL:** HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property,… more
- M&T Bank (Bear, DE)
- …of business. Actively solicits new and existing investments and insurance from high net worth customer segment, primarily Retail and Business Banking. ... needs of current and potential Bank customers for the high net worth segment, utilizing...by meeting with high net worth clients, offering investment and insurance solutions… more
- Truist (Dallas, TX)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... a broad range of wealth products and services to high net worth individuals. Following...credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention… more
- New York State Civil Service (Albany, NY)
- …. NET , Power Platform, and related technologies.* Develop and maintain high -quality . NET applications, including web APIs, microservices, and backend systems, ... Agency Information Technology Services, Office of Title Project Director (Principal . NET & Power Platform Developer) Occupational Category IT Engineering, Sciences… more