36 advisor jobs found in Boston

Description About Capstone Partners: Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit...

As a Health and Benefits Managing Director you will make a valuable difference every day to our high-profile clients and prospects by developing leading edge solutions to address their health and benefits and broader benefits issues.  You will lead large, highly visible client engagements as well as develop and manage active pipelines, grow relationships with current and prospective clients, and demonstrate how our organization’s superior strategic resources and capabilities can address their concerns.  You will serve as a key voice to the marketplace of one of the world’s leading HR consulting firms and have the ability to contribute to the evolution of health care delivery in North America. The Role Serve as the strategic partner and trusted advisor to large, complex clients in the design and management of their health and benefits programs,  Primary accountability for creating and executing a business strategy to penetrate the local and regional market in obtaining...

Position Summary The Head of Underwriting Design Lab is a newly created leadership position charged with leading Guardian’s highly visible lab-based approach to underwriting transformation across the Life and Disability businesses. You will report directly to the Head of Business Operations and Experience who is part of the Financial Protection and Retirement Solutions (FPRS) leadership team. This leader will shape and run the dedicated Underwriting Design Lab, bringing together Underwriting, New Business Operations, Technology, Data Science, Artificial Intelligence Strategy and Product Management, Product, Risk, Legal, Compliance, Talent, and Finance, amongst other critical stakeholders to redesign the end-to-end purchase and underwriting journey. While some resources will report directly to the Head of Underwriting Design Lab, others will have a dotted line reporting relationship. This program is part of Guardian Labs, an enterprise-wide initiative established to elevate, and...

Description About the Role   As the Head of Technology Procurement , you will shape and advance Liberty Mutual's enterprise technology category strategy — a high-impact leadership role with the scope and visibility to drive meaningful change across the organization.   This role sits at the intersection of technology, business strategy, and procurement excellence. You will partner with senior executives and technology leaders, lead a team of category managers and analysts, and deliver measurable results through cost optimization, supplier performance, risk mitigation, and innovation.   If you are a strategic, results-oriented leader who is passionate about the role procurement can play in driving enterprise value - we want to hear from you.   What You'll Do:   Category Strategy & Leadership Develop and lead multi-year category strategies for enterprise technology spend, aligning to business priorities, technology...

POSITION SUMMARY:    The Sr Employee Benefits Client Executive is responsible for leading the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned client benefit plans, including making appropriate recommendations based on long term objectives.     PRIMARY RESPONSIBILITIES:    The Sr Employee Benefits Client Executive is responsible for leading the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned client benefit plans, including making appropriate recommendations based on long term objectives.     PRIMARY RESPONSIBILITIES   Manages a minimum of a book of business that generates a minimum of $1M in revenue.   Manages all policy activity and stewardship aspects in assigned book of business.  Analyzes and reports on relevant claims data for larger accounts, spotting...

We are seeking a Senior Private Client Relationship Manager to join our Private Client team. In this role, you will serve as a trusted advisor to high-net-worth individuals and families, delivering personalized insurance solutions and exceptional service. The ideal candidate brings deep expertise in complex personal lines insurance, a relationship first approach, and a proven ability to build lasting client partnerships while providing strategic risk management guidance. Your Impact Conduct comprehensive needs assessments to identify clients' unique risk profiles and insurance requirements across various lines (e.g., personal lines, specialty coverages, excess liability). Cultivate and maintain strong, long-term relationships with a portfolio of high-net-worth individuals and families. Develop and present tailored insurance solutions, demonstrating expertise in policy structures, coverage limits, and premium considerations. Act as the primary point of contact for clients,...

Job Type: Permanent Build a brilliant future with Hiscox   Head of Platform: Traded Location: Boston, MA | Hybrid: 3 days/week in office The Role: This is a senior leadership role responsible for owning engineering quality, delivery, and platform evolution across Hiscox US’s traded policy portfolio. Reporting to the US Chief Technology Officer, this individual will lead the modernization of the traded application ecosystem and build a high-performing engineering organization that supports underwriters, data professionals, and operations teams. Based in Boston, this role is critical to enabling scalable, efficient, and digitally enabled growth across the traded book. Key Responsibility Areas: Platform Strategy & Modernization: • Define and execute a multi-year strategy to modernize the traded application suite, reducing technical debt and increasing platform agility. • Drive the evolution toward cloud-native, API-first, and event-driven...

Description This role works with the largest and most complex Construction risks to deliver Primary Casualty (WC, GL, Auto) for annual practice and wrap-up programs to these highly valued customers and prospects. This specific role will focus on our Large Construction portfolio, which serves many of the largest contractors in the U.S. This role will work with the leadership team, deliver technical expertise, and serve as a point of contact for the frontline underwriting teams on all questions, key decisions, or referrals. The role will also be involved in developing and implementing portfolio strategies to maintain and improve performance.   Job Responsibilities: Provides expert technical underwriting assistance and formal referral approval for multiple lines of business (auto, general liability, workers' compensation, and lead/excess) in Large Construction. Interacts independently with field underwriters and directly with UW managers on all mandatory...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  Key Outcomes • Increased submission flow, new business conversion, and written premium growth into Small Business through disciplined local engagement and execution • Improved agent, producer, and CSR clarity on appetite, workflows, and “how to do business” with CNA • Strong connectivity between agencies and underwriting, resulting in fewer stalled deals, faster issue resolution, and improved partner experience • Execution of effective territory and agency management plans that support sustainable growth and placement behavior JOB DESCRIPTION: Primary Responsibilities (% of time) Day-to-Day Sales Execution 35% Drive individual submission deal flow into Small Business; manage...

Description The Senior Underwriting (UW) Officer, Risk Management, will report to the Executive Underwriting Officer of Major Accounts Casualty. Major Accounts works with large and complex commercial risks to deliver Primary and Excess Casualty programs to these highly valued customers.  You will focus on our Majors Risk Management portfolio which services some of the largest companies in the U.S.  The Senior Underwriting Officer, Risk Management will work with the leadership team, deliver technical expertise and serve as point of contact for the frontline underwriting teams for all questions, key decisions, or referrals.   Responsibilities: Provides expert technical underwriting assistance and formal referral approval for multiple lines of business (auto, general liability, workers` compensation) in Majors Risk Management. Interacts independently with field underwriters and directly with UW managers on all mandatory referral cases and voluntary...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Description We deliver our customers peace of mind every day by helping them protect what they value most. Our passion for placing the customer at the center of everything we do is driving a transformational shift at Liberty Mutual. At Liberty, you'll thrive in a hybrid setting that fosters in-person collaboration, innovation and growth. This approach optimizes both remote and in-person interactions, enabling you to connect and ideate with your team and deepen valuable relationships across the company, while still enjoying the flexibility of remote work for focused tasks and projects.    This role has a hybrid work schedule (2 days onsite) for candidates based in Portsmouth, NH, Boston, MA, Plano, TX, Indianapolis, IN and Columbus, OH.    You must be authorized to work in the United States without employer sponsorship now or in the future. We will not sponsor employment visas. Candidates who will require future sponsorship, including candidates...

We are seeking a strategic, ambitious, and entrepreneurial leader to serve as Head of Purchase & Underwriting Transformation , a highly visible leadership role responsible for shaping and delivering the future of Guardian’s purchase experience and underwriting capabilities across Life, Disability, and Annuity products. This program plays a foundational role in Guardian Financial Protection and Retirement Solutions’ (FPRS) Journey-to-30 strategy. Our objective is clear—make purchasing protection and retirement solutions frictionless by minimizing evidence requirements using third party data and develop machine learning models to make pricing more dynamic and granular. Offer turnaround times should take minutes rather than weeks or months with little to no effort required by an applicant and no rework when applying for multiple coverages.   In this role, you will lead the strategic modernization of the purchase and underwriting ecosystem , helping define the long‑range...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Description Job Description Summary: Capstone Partners is seeking an Associate on the Market Intelligence/Lead Generation team to conduct research on and author outbound market intelligence reports. The reports are essential to Capstone’s business development and brand recognition and are used by thousands of business owners, alliance partners, private equity groups, and news outlets as a valuable source of M&A information. There are five departments within Capstone’ Partner's Lead Generation team: Market Intelligence, Business Development, Sponsor Coverage, Buy-Side Mandates and Corporate Partner Referrals. The Associate will work closely with the firm’s Managing Directors and Directors in 1-3 designated industries to produce reports and articles for outbound business development. Additional opportunities include writing commentary for the Quarterly Middle Market M&A Update, attending trade shows to...

Executive Underwriter - UW07BD Senior Underwriter - UW08BA Underwriter - UW08BB We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.           We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the   future.           Join a high-performing, collaborative team within our Boston Life Sciences underwriting team, where innovation and strategic thinking drive success. We’re seeking a skilled Life Sciences Underwriter to manage and grow a profitable book of business, focusing exclusively on Property &...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

As a Senior Director, Absence, Disability Management and Life (ADML) you will lead large, highly visible client engagements involving the design and management of group disability and broader absence management programs. You will drive the strategy and grow relationships with current clients, as well as participate in prospecting opportunities with new clients.  You will serve as a key voice to the marketplace of one of the world’s leading HR consulting firms and have the ability to contribute to the evolution of ADML delivery in North America. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Serve as the strategic partner and trusted advisor to large, complex clients in the design and management of their ADML programs such as: ADML benefit plan analysis, design and cost savings strategies Vendor procurement, negotiation and optimization Audits of vendor performance (financial and...