Opal Corporate Connections

Develop comprehensive financial plans and investment strategies tailored to client goals and risk tolerance. Manage and grow an established book of business while mentoring junior advisors and ensuring regulatory compliance.

The Commercial Account Manager is responsible for identifying and soliciting new business prospects while maintaining and enhancing existing client relationships. They will also coordinate renewal documentation, negotiate risk placements, and ensure accurate policy alignment with client needs.

The Commercial Account Manager is responsible for identifying sales prospects, managing client relationships, and achieving new business premium goals. They will also assist in resolving accounting or claims issues and coordinate the presentation of new and renewal business proposals.

The Financial Planner will develop comprehensive financial plans for high-net-worth families and coordinate with tax advisors and estate planning attorneys. They will also implement tax-efficient wealth transfer strategies and present complex financial strategies to clients.

The Senior Portfolio Manager will develop and implement comprehensive investment strategies for high-net-worth clients and conduct sophisticated portfolio analysis and risk management. They will also build and maintain relationships with institutional investment partners and mentor junior team members.