Account Manager, Private Client Solutions

Account Manager, Private Client SolutionsFriday, March 14, 2025Lloyd Sadd is a Navacord broker partner, one of Canada's largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing, and insurance. With multiple locations in Alberta and BC, we take pride in our ability to...

THE ROLEThe Private Client Solutions (PCS) Account Manager is responsible for overall servicing and support of a group of high-net-worth clients. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent business and community affiliation. The PCS Account Executive will work alongside commercial producers to generate referrals and...

THE ROLEThe Private Client Solutions (PCS) Account Manager is responsible for overall servicing and support of a group of high-net-worth clients. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent business and community affiliation. The PCS Account Executive will work alongside commercial producers to generate referrals and...

THE ROLEThe Private Client Solutions (PCS) Account Manager is responsible for overall servicing and support of a group of high-net-worth clients. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent business and community affiliation. The PCS Account Executive will work alongside commercial producers to generate referrals and...

Job Overview:Lloyd Sadd seeks an experienced Private Client Solutions (PCS) Account Manager to join our team. This role involves delivering exceptional service to high-net-worth clients, growing the PCS book of business, and maintaining strong customer relationships.Main Responsibilities:Develop and implement strategies to deliver best-in-class additional...

Account Manager Position SummaryLloyd Sadd's Private Client Solutions team is looking for a seasoned Account Manager to lead the servicing and support of our high-net-worth clients. This is an excellent opportunity for a results-driven professional to join our team and contribute to the growth and success of our PCS business. As an Account Manager, you will...

Do you enjoy consulting with owner managed companies?Industry: Tax Accounting, Big 4Title: Manager/Senior Manager - Private Client Advisors (PCA)Location: Calgary, Alberta, CanadaDescription:Our client is one of Canada's leading professional services firms who provide audit, tax, consulting and financial advisory services to Canadian and international...

Job DescriptionThe Private Client Solutions (PCS) team at Lloyd Sadd is seeking a highly skilled Account Manager to provide exceptional service and support to our high-net-worth clients. As a key member of our team, you will work closely with commercial producers to generate referrals and grow our PCS book of business while focusing on retention of both...

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll...

The Private Client Solutions (PCS) Account Manager is responsible for overall servicing and support of a group of high-net-worth clients. These clientele may be principals of Lloyd Sadd commercial accounts or have prominent business and community affiliation. The PCS Account Executive will work alongside commercial producers to generate referrals and grow...

Lloyd Sadd Group aims to provide expert advice in risk management, employee wellbeing, and insurance to its clients.We strive to attract exceptional talent and build top-performing teams who deliver the best results.The Private Client Solutions (PCS) Account Manager is responsible for overall servicing and support of high-net-worth clients, working alongside...

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Job Purpose:The Private Banker possesses strong knowledge of customized commercial lending, risk management, financial products and services, wealth management, and retail lending. The incumbent has comprehensive experience and product knowledge to deliver...

About Ignite Talent Solutions">We are a rapidly expanding independent brokerage at the forefront of innovation, active in multiple regions. We are seeking to onboard brokers who embody an entrepreneurial spirit and possess the determination to contribute to our growth.">Your New Role">In this newly assigned role as a Mortgage Broker, your responsibilities...

We are seeking a dynamic and proactive administrator to provide operational support to the Private Client team in our Calgary office. This role encompasses administration and some reception duties, requiring the successful candidate to work closely with Portfolio Managers, Associates, and Administrators, providing accurate and timely information and service...

Senior Account Executive – Calgary (Oil & Gas Sector) Job Type: Full-time Industry: IT Consulting & Solutions (Oil & Gas Sector) Maverin is a premier IT consulting firm that specializes in Cloud Management, cybersecurity, IT project management, and identity & access management (IAM) solutions. We provide highly skilled consultants to organizations...

Role OverviewWe are seeking a highly motivated and experienced Account Manager to join our Private Client Solutions team at Lloyd Sadd. As an Account Manager, you will play a critical role in delivering exceptional service and support to our high-net-worth clients. Your primary responsibility will be to work closely with commercial producers to generate...

IntroductionIndulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...

IntroductionIndulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...

IntroductionIndulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...

Job Description:The Private Client Solutions (PCS) Account Manager is responsible for delivering exceptional service to a group of high-net-worth clients. These clients may be principals of Lloyd Sadd commercial accounts or have prominent business and community affiliations.Key Responsibilities:Deliver best-in-class additional services to clients, exceeding...