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National VP, Private Client Risk Consultant
✦ New
Salary not disclosed
New York, NY 1 day ago

ABOUT US

At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.



HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.



ABOUT HUB'S RISK SERVICES DIVISION

HUB's Risk Services Division is a team of certified risk management professionals with deep expertise across diverse industries and disciplines. Operating throughout the USA and Canada, we deliver proven solutions that help clients identify, quantify, and mitigate risk—protecting what matters most: their people, property, and profitability.



THE OPPORTUNITY

Join HUB's Risk Services Division as a National VP, Private Client Risk Consultant . This consultative role combines strategic thinking with hands-on client advisory designing and delivering best-in-class risk management services for individuals, estates, and family offices.


You will be the primary risk management resource for our most sophisticated clients, developing personal risk strategies that protect assets, strengthen resilience, and improve readiness for disruptive events. This position requires practitioner-level experience across key risk domains and the ability to build scalable support programs that connect clients to world-class expertise within HUB and our trusted external specialist network.



WHAT YOU'LL DO

Client Advisory & Personal Risk Strategy

  • Serve as the trusted risk advisor and primary point of contact for complex HNW and family office clients
  • Develop comprehensive Personal Risk Strategies covering homes, automobiles, valuables, collections, umbrellas, specialty assets, and lifestyle exposures
  • Conduct consultative risk assessments to identify coverage gaps, exposure trends, and opportunities for enhanced protection
  • Advise clients on coverage limits, deductibles, risk transfer options, and proactive mitigation strategies
  • Provide ongoing guidance during life events (home purchase/renovation, collectible acquisitions, family changes)
  • Identify and communicate everyday exposures to risk, ensuring clients maintain proper protection as circumstances evolve
  • Collaborate with clients' external advisors (attorneys, wealth managers, family office teams) to deliver integrated solutions


Relationship Management & Business Development

  • Develop and maintain long-term relationships with high-net-worth and ultra-high-net-worth clients
  • Partner with Producers, Account Managers, and Team Leads on new business development and retention initiatives
  • Participate in client reviews, strategic account planning, and new business presentations
  • Support proposal responses and RFPs for consulting opportunities with existing and prospective clients
  • Drive client acquisition through referrals and exceptional service delivery


Risk Assessment & Strategy Development

  • Design tailored risk management and loss control strategies aligned with client objectives
  • Conduct comprehensive program assessments identifying loss prevention and risk mitigation opportunities
  • Develop evaluation frameworks, risk management deliverables, and issue identification protocols
  • Advise clients on best practices for comprehensive risk mitigation across their entire portfolio
  • Create strategies to build resilience, improve insurability, and enhance overall risk performance


Emergency Planning & Preparedness

  • Develop family-specific and region-specific emergency response, catastrophe, and evacuation plans
  • Collaborate with Fine Arts Practice on extraction protocols (floor plans, utility shut-offs, access routes, vendor pre-arrangements including transit, movers, conservators, risk mitigation firms, security)
  • Work with Yacht Practice on marine emergency and evacuation planning
  • Build crisis readiness programs for high-value residences and assets


Training, Education & Thought Leadership

  • Develop site-specific training plans with clients and carrier partners
  • Create and deliver national and regional educational webinars supporting marketing efforts
  • Maintain expert-level knowledge of risk management tools, technology, emerging trends, and industry developments
  • Provide subject matter expertise content and collateral to sales teams, service teams, and risk consultants
  • Support media interviews and speaking opportunities at industry events


Compliance & Carrier Relations

  • Review and analyze carrier risk management and loss control requirements
  • Assist clients with compliance planning and implementation
  • Develop and manage strategic relationships with insurance carrier and vendor partners


Dashboard & Tracking

  • Develop tracking dashboards to monitor client assistance, producer engagement, and service delivery metrics
  • Measure and report on consulting impact, client satisfaction, and program effectiveness


Communication & Collaboration

  • Coordinate seamless client discussions and internal team meetings ensuring outstanding communication
  • Work collaboratively with consultants and client teams (risk managers, legal counsel, etc.) to exceed client expectations
  • Proactively communicate with stakeholders, address concerns, and set clear expectations
  • Contribute to strategic account reviews and continuous growth planning for our consulting practice


Additional Responsibilities

  • Lead risk management initiatives using accepted project management and consulting best practices
  • Contribute to internal crisis management team activities
  • Support special projects as assigned


WHAT YOU BRING

Required Experience & Education

  • Minimum 10 years of progressive consulting experience as a risk/loss control professional in insurance brokerage or carrier environments
  • Demonstrated consulting proficiency with proven ability to collaborate with internal teams and external partners
  • Deep understanding of personal lines coverages and risk analysis
  • Strong client-facing presence with consultative mindset
  • University degree required, Master's degree in relevant field preferred


Professional Development

  • Completion of (or active progression toward) professional risk management designations such as CRM, ARM, CPRIA, CPCU, or CAPI highly desirable
  • Commitment to ongoing professional development and industry knowledge


Skills & Competencies

  • Exceptional analytical and problem-solving capabilities
  • Strong project management skills with ability to manage multiple complex engagements
  • Excellent written and verbal communication skills in English
  • High attention to detail and accuracy
  • Ability to work under pressure and consistently meet deadlines
  • Proficient with Microsoft Office suite
  • Highly self-motivated with demonstrated ability to work independently with limited supervision
  • Varied industry experience across multiple sectors desirable


Travel & Work Requirements

  • Ability to travel across the HUB footprint in the US and Canada (up to 30% of work schedule)
  • Flexibility to work beyond normally scheduled workweek as necessary


WHAT WE OFFER

HUB offers a competitive compensation and benefits package commensurate with the candidate's experience and abilities, including:

  • Comprehensive health and wellness benefits
  • Professional development and continuing education support
  • Career advancement opportunities within a top-5 global broker
  • Collaborative, high-performance culture
  • Access to cutting-edge risk management tools and resources


JOIN OUR TEAM

Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization? When you join HUB International, you will be part of a community of learners and doers focused on our Core Values: entrepreneurship, teamwork, integrity, accountability, and service.



Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $140,000 to $200,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. If you believe that your qualifications and experience surpass the minimum requirements for this role, we encourage you to submit your application. By doing so, we will be able to keep your application on file for consideration for potential future positions within our organization. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

Not Specified
J.P. Morgan Wealth Management Private Client Advisor - Brea, Diamond Bar, Fountain Valley, CA and Surrounding Areas
✦ New
Salary not disclosed
Brea, CA 1 day ago
Private Client Advisor In Chase Wealth Management

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job Responsibilities
  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required Qualifications, Capabilities, and Skills
  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred Qualifications, Capabilities, and Skills
  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Not Specified
J.P. Morgan Wealth Management - Private Client Advisor - Edina Branch - Edina, MN
✦ New
🏢 Chase
Salary not disclosed
Minneapolis, MN 1 day ago
Private Client Advisor

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities:

  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills:

  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills:

  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Not Specified
J.P. Morgan Wealth Management Private Client Advisor - Redmond, WA
✦ New
🏢 JPMorgan Chase
Salary not disclosed
Redmond, WA 11 hours ago
Private Client Advisor In Chase Wealth Management

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job Responsibilities

  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required Qualifications, Capabilities, and Skills

  • At least 2 years in a financial advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred Qualifications, Capabilities, and Skills

  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

Investment and insurance products are:

  • NOT FDIC INSURED
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
  • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Not Specified
Physician / Family Practice / Oregon / Permanent / Urgent Care Physician opportunity with private group walk-in clinic Mid-Willamette Valley, OR Job
✦ New
Salary not disclosed
Salem, Oregon 10 hours ago

Urgent Care Physician opportunity with private group walk-in clinic Mid-Willamette Valley, OR Job-6914 Seeking a BE/BC Family Medicine Physician to join private group Walk-in medical clinic offering diagnosis and treatment of a wide array of urgent, non-life-threatening illnesses and injuries Comprehensive imaging and laboratory services available Ready access to Regional Level II Trauma Center Emergency Department Clinic is opened: Monday Friday, 8 a.m.

to 8 p.m.; Weekends, 10 a.m.

to 5 p.m.

Competitive compensation, comprehensive benefits including paid malpractice and 401(k) match, CME and personal leave Considered one of the most desirable areas to live in Oregon Thriving communities offering abundant outdoor recreation, cultural events and festivals, superb schools, and Pac-12 university Easy access to outdoor recreation, Oregon Coast, Cascade Mountains, Portland Metropolitan area, and Oregon wine country If interested, please contact Susan Steiner or email

permanent
Physician / Dermatology / Maryland / Permanent / DERMATOLOGIST FLEXIBLE, NO RED TAPE ESTABLISHED PRIVATE PRACTICE IN NEW ENGLAND METRO Job
✦ New
Salary not disclosed

DERMATOLOGISTS FLEXIBLE OPPORTUNITIES, NO RED TAPE ESTABLISHED PRIVATE PRACTICE IN BALTIMORE, MD METRO Join a highly rated, physician-led dermatology group that has served patients across the Baltimore metro area for nearly 20 years.

With a full suite of in-house servicesfrom surgical suites and phototherapy to a dedicated call center and on-site pharmacythis is a practice designed to let you focus on medicine, not red tape.

ABOUT THE PRACTICE: Privately owned, with over a dozen physicians and APPs across multiple modern clinics Offers general, cosmetic, and surgical dermatology, including MOHS and radiation therapy In-house billing and centralized call center to streamline operations On-site pharmacies, compounding services, and dedicated surgical suites at key locations State-of-the-art EMR (NextTech) and mole mapping capabilities CULTURE & ENVIRONMENT: Collaborative, provider-first atmosphere with excellent patient reviews Strong clinical mentorship culture, including a structured Gap Year program for students pursuing careers as physicians or advanced practice providers MAs and support staff are consistently assigned to the same provider (no rotation) Dedicated office space for physicians at all sites ROLE FLEXIBILITY: Openings available in general dermatology, surgical dermatology, and cosmetic dermatology Several onsite locations available throughout the Baltimore, MD metro region Full-time, part-time, hybrid, and virtual-only positions available Full-time physicians typically work four 10-hour days per week Virtual medicine opportunities available to physicians located anywhere in the U.S.

with an active state license; Maryland licensure is required for patient care in the state FACILITY HIGHLIGHTS: Largest site includes 29 patient rooms and multiple laser/RN services On-site phototherapy and mole mapping capabilities Three ambulatory surgical suites and a dedicated MOHS wing with eight surgical rooms On-site pharmacies staffed by licensed techs; insurance billed for prescriptions COMPENSATION & BENEFITS: Competitive compensation structure based on experience and practice setting Full benefits package including medical, dental, and select licensing costs Preceptorship and mentorship opportunities available QUALIFICATIONS: Board certified (or board eligible) in Dermatology Current Maryland license or the ability to obtain one Active DEA license New graduates welcome, including those completing residency or fellowship in 2026 INTERESTED? Apply on our website, HERE .

NOT READY TO APPLY YET? Request more info, HERE .

Matthew Sherriff ext.

1 (CALL) (SMS) SHS Recruitment Partners The healthcare hiring shortcut you were looking for.

JOB ID: 24997


Remote working/work at home options are available for this role.
permanent
Private Credit Fund Formation Attorney
Salary not disclosed
New York, NY 3 days ago

We represent a global investment manager looking to hire an attorney with 5-8 years of experience to provide legal advice in connection with all aspects of product development, launch and maintenance of private funds, including drafting, reviewing and negotiation of associated documentation.

  • Provide advice on structuring and execution of fund investments.
  • Draft, review and negotiate advisory and sub-advisory agreements for institutional and intermediary asset management business.
  • Draft, review and negotiate vendor, confidentiality and other third party agreements.
  • Review and negotiate investment documentation, including brokerage and trading agreements.

Basic Qualifications

  • JD with 5-8 years asset management legal experience, including significant experience with private funds.

Preferred Qualifications

  • Working knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940 and ERISA.
  • Experience with credit funds. Law firm experience.
  • Experience with structuring and execution of fund investments.
  • Interest in and ability to work collaboratively in a global organization.
  • Strong written and verbal communication and interpersonal skills.
  • Law firm experience.
Not Specified
Mid-Level Trusts & Estates/ Private Client Associate Attorney - UNPOSTED
✦ New
Salary not disclosed
New York, NY 1 day ago

Principle Recruiting is working directly with firms on unposted Trusts & Estates / Private Client associate opportunities for their New York City Offices.


Both roles offer genuinely strong platforms, but in very different ways.


Opportunity #1 | AmLaw Firm

  • No billable hour requirement
  • Market compensation
  • Sophisticated private client work
  • Hybrid flexibility
  • True, single-tier partnership track
  • No book of business required to be elevated to partner
  • Firm is actively invested in helping partners build their practices post-promotion


Opportunity #2 | Mid-Size Boutique

  • Billables set at 1850, but not strictly hours-driven
  • Associates can be closer to 1600 and remain in good standing
  • Compensation slightly under market, with competitive hours and discretionary bonuses
  • Sophisticated work in a highly collaborative environment
  • Exceptional work-life balance with a progressive hybrid policy of 2 months fully remote in the summer.


Apply today with your resume.


Equal Opportunity Employer Women/Minorities/Veterans/Disabled.

Not Specified
Insurance Personal Lines Private Client Account Executive, Family Office
Salary not disclosed
Charlotte, NC 3 days ago

Title: Insurance Personal Lines Private Client Account Executive, Family Office

Location: Charlotte, NC (REMOTE)

Salary: $120,000k - $145,000k + excellent benefits


Our client, an established Top 20 P&C insurance broker is seeking a Personal Lines Account Executive, Family Office. Position is open due to growth. You will be responsible for overall service of the book of business consisting of High-Net-Worth clients. Must have experience working with High-Net-Worth individuals and carriers, including Chubb, Zurich, Cincinnati, PURE, etc. Position is 100% remote and will have occasional travel to regional offices.


If interested, please send resume to – All resumes will be held confidentially and nothing will be shared with anyone without your consent and approval.


Responsibilities:

  • Reviews client exposures, loss experience and current coverage and recommends appropriate products and services.
  • Presents clients with accurate market data from appropriate resources to advise & counsel on complex risk.
  • Familiarity writing with high-net-worth carriers including, but not limited to Chubb, AIG, Zurich, Cincinnati, etc.
  • Ability to communicate client’s risk salutation and binding instructions to carriers.
  • Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals.
  • Serves as main point of contact for the client.
  • Follows up with insurance carrier underwriters to answer questions and solicit quotes for new business.
  • Negotiates premiums, coverages, terms, and conditions for prospective clients.
  • Addresses client questions, provides guidance on appropriate coverage changes and/or contractual requirements, educates client on exclusions and exposures.
  • Assists with the strategic design of insurance plans for clients with little to no supervision.
  • Strategically assists in the remarketing of renewals to ensure a high level of account retention.
  • Oversees the preparation of proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies.
  • Determines and communicates various options for billing and invoicing.


Education and Qualifications:


  • MUST have 8+ years of Private Client and/or Family Office experience!
  • Must currently hold an active Property & Casualty License
  • Has a high level of technical insurance knowledge, is organized, and possesses excellent verbal and written communication skills.
  • Possesses the ability to cast vision, develop effective strategies and tactics, and create positive motivation for business segment colleagues.


The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.


SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.


SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: ccpa

Not Specified
Private Client Relationship Manager - Advisory Group
✦ New
Salary not disclosed
Portland, OR 11 hours ago

Do you have a passion for relationship management and the personal touch of the financial advisory space, but don't want to be targeted on hard sales and cold calls?


If your passion lies in developing and nurturing relationships, rather than being transactional, this could be a breath of fresh air.


We are currently partnered with one of the leading privately owned wealth management firms in the U.S. who are seeking a Private Client Relationship Manager to join their Advisory Group.


Their Advisory Group solely focuses on building deep relationships with their clients to deliver a high level of service, and achieve their financial goals.


What You'll Be Doing:

  • Build strong, lasting relationships with high-net-worth clients, ensuring their financial goals and needs are being met.
  • Explain and educate clients on investment strategies, providing insights on market trends and current positioning.
  • Regularly speak with clients, maintaining a proactive approach to review their positions and any potential life changes that may impact their goals.
  • Collaborate with internal teams to ensure the best outcome for your clients.


Is It For You:

  • You have a passion for discussing capital markets, global events, and their impacts on portfolios.
  • You are a natural people person, priding yourself on your ability to develop meaningful relationships to deliver a high level of service in everything you do.
  • You're skilled at explaining complex financial terms and events to a broad audience.


Why This Firm:

  • No sales and prospecting, your focus is 100% on building trusted relationships with high-net-worth individuals.
  • Strong internal support, with ongoing training and working closely with senior leadership to deliver real value to your clients.
  • Excellent career development, with a clear path for advancement and opportunities to move across teams and offices.
  • Well compensated, with a competitive base salary, performance bonus, and one of the best benefit packages in the industry.


If you're looking to transition into a purely relationship management focused opportunity, let's talk.

Not Specified
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