3 client advisor jobs found in Bethlehem, PA

As a Senior Product Owner, Wealth Management, you will be responsible for defining, prioritizing, and driving product capabilities that support the Wealth Management business and enable a more intuitive, efficient, and valuable experience. This role serves as a critical connection point between business strategy, field/advisor needs, operational processes, technology delivery, data capabilities, and third-party platform partners. This role requires strong product ownership discipline, deep collaboration skills, and the ability to balance competing stakeholder needs while helping drive alignment, priorities, decisions, and execution. You will Translate product vision and business strategy into a prioritized backlog, clear requirements, user stories, acceptance criteria, and delivery priorities aligned to business, customer, and enterprise goals. Partner with Product Managers, Technology Leads, business stakeholders, operations, data, compliance, and third-party...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Producer for its team in Bethlehem, PA !     The primary responsibilities are to sell and renew insurance to businesses in this community and region. Our team environment will provide you with a wealth of resources to help you reach your full potential. New sales are the focus of the position and cross sales of existing clients is also encouraged. As a full service agency, we can bring Personal Insurance, Commercial Insurance and Employee Benefits products to our customers. You will report directly to our Sales Manager.     How You Will Contribute:     Build a network of professional relationships, identify new leads, and qualify opportunities that meet company standards as prospects. Establish, cultivate, and manage customer relations...

The Advisory Market Sr Account Implementation Manager , primarily handles complex and large group implementations, providing overall coordination and support to employers and brokers during the onboarding and set-up of customer’s new benefit plans/policies. This includes owning the implementation timeline, gathering required information, ensuring accurate data entry into systems, as well as coordinating with other departments to ensure a smooth transition for the new customer/policy.   You will Lead high-visibility and complex implementations, including PEO arrangements, 2,000+ life groups, and high-profile broker or customer relationships, while owning the overall implementation experience from finalist meeting through transition to service. Serve as the primary implementation leader and single point of contact for customers, brokers, and internal partners, ensuring clear communication, timely issue resolution, and a smooth...