director client management jobs in Rockwall, TX

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Client Manager, Commercial Risk - IAS, Southwest

The Baldwin Group
Rockwall 75087

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad....

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a day ago

Client Manager, Commercial Risk

Baldwin Risk Partners
Rockwall 75087

Client Manager, Commercial Risk page is loaded## Client Manager, Commercial Risklocations: Rockwall, Texas, US: Lubbock, Texas, UStime type: Full timeposted on: Posted Yesterdayjob requisition id: JR108823The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk...

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4 hours ago

Advisory Tax Manager: Lead Growth and Client Impact

Gulla CPA
Rockwall 75087

A growing CPA firm in Rockwall, Texas, is seeking an Advisory Tax Manager to lead client relationships and manage workflows. The ideal candidate will have a CPA certification and 5+ years of experience in advisory services. This full-time role offers competitive compensation, including a performance-based bonus program, and opportunities for mentorship and growth. Candidates should be proficient...

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4 days ago

Tax Director/Manager - Corporate

Robert Half
Rockwall 75087

Description We are looking for an experienced Tax Director or Manager to oversee corporate tax compliance and strategic financial planning in Rockwall, Texas. This role involves managing tax obligations across multiple entities, ensuring regulatory compliance, and driving innovative tax strategies to optimize financial outcomes. The ideal candidate will have a deep understanding of complex asset...

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2 days ago
Remote

International Investment Counselor (US Based) - Canadian Clients

Fisher Investments
Rockwall 75032

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and...

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8 hours ago

Portfolio Client Services Director — Association Managers

RTI COMMUNITY MANAGEMENT ASSOCIATES, INC.
Plano 75086

A community management firm in Texas seeks a Director of Client Services Portfolio to supervise a team of Association Managers. The role involves ensuring adherence to service standards, managing operations, and fostering client relationships. Candidates should have a Bachelor's degree and 5 years of relevant experience, including 2 years in a supervisory position. CMA offers competitive pay, a...

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3 minutes ago

Texas Managing Director: Growth, Transformation & Client Leadership

Adaptovate LLC
Dallas 75215

A global management consulting firm is seeking a Managing Director Partner in Texas to lead their U.S. operations. The candidate will be responsible for driving business growth, expanding client relationships, and ensuring delivery excellence. This role demands significant commercial leadership experience in consulting, with a strong emphasis on building and mentoring a high-performing team. This...

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a day ago

Senior Director Client Management - Luminare Health

HCSC
Richardson 75080

At Luminare Health , our employees are the cornerstone of our business and the foundation to our success. We empower employees with curated development plans that foster growth and promote rewarding, fulfilling careers.Join HCSC and be part of a purpose-driven company that will invest in your professional development.Job SummaryThe Head of Client Management will play an integral role in the...

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a day ago

Client Executive, Commercial Risk - Insurance Advisory Solutions, Southwest Region

Baldwin Risk Partners, LLC
Rockwall 75087

Client Executive, Commercial Risk - IAS, Southwest page is loaded## Client Executive, Commercial Risk - IAS, Southwestremote type: Hybridlocations: Rockwall, Texas, UStime type: Full timeposted on: Posted 4 Days Agojob requisition id: JR108712The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk...

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10 hours ago
No Experience

Wedding Venue Sales Pro — Build Client Relationships

The Springs Events
Rockwall 75087

A prominent events company in Rockwall, Texas is seeking a Wedding Specialist to drive sales and ensure excellent customer service. The ideal candidate will have 1-2 years of sales experience and possess strong communication skills. Responsibilities include managing venue sales objectives, responding to client inquiries, and conducting venue visits. This entry-level position offers competitive...

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5 days ago

Branch Operations Lead - Elevate Client Experience

JPMorganChase
Rockwall 75087

A leading financial services firm is seeking a Branch Operations Lead in Rockwall, TX, to manage branch operations, enhance client experience, and maintain adherence to banking regulations. This role requires at least 1 year of retail banking experience and strong leadership skills. Candidates should have a high school diploma or equivalent and the ability to work flexible branch hours. The...

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a day ago

Director, Client Success

Affirm
Dallas 75215

Join to apply for the Director, Client Success role at Affirm Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. We are seeking a Director, Client Success to lead affirm's SMB Client Success organization, driving merchant value, retention, and revenue growth across a diverse...

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a day ago

Client Service Director

Arthur J. Gallagher & Co. (AJG)
Dallas 75215

Overview Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable...

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2 days ago

Senior Program Director - Strategic Client Growth

Medium
Dallas 75215

A leading program management firm is seeking a Senior Program Director to manage large client programs in Dallas, TX. The role involves client management, strategic growth of accounts, and team leadership, requiring a Bachelor's degree and 20+ years in design and construction management. Strong leadership and project management skills are essential. This position offers a flexible work schedule...

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5 days ago

Tax Director - Lead Tax & Client Experience Dallas

CyberCoders
Addison 75001

A local full-service CPA firm in Texas seeks a Tax Director to manage client expectations and oversee a team of accountants. With 10+ years in public accounting, you will ensure quality tax strategies for clients, review returns, and handle billing management. The position offers competitive compensation ranging from $115k to $160k, unlimited PTO, a partner track, and a supportive work...

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6 days ago
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Client Manager, Surety - Insurance Advisory Solutions, Southwest Region

The Baldwin Group
Rockwall 75087

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and...

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4 days ago

Private Client Adviser – Inside Sales (CFA Level 1 or Above Required)

Fisher Investments
Royse City 75189

Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no...

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8 hours ago

Private Client Adviser – Inside Sales (CFA Level 1 or Above Required)

Fisher Investments
Rowlett 75088

Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no...

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8 hours ago
Hybrid

Client Executive, Commercial Risk - Insurance Advisory Solutions, Southwest Region

The Baldwin Group
Rockwall 75087

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and...

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3 days ago

Private Client Adviser – Inside Sales

Fisher Investments
Royse City 75189

Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no...

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8 hours ago
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