38 client advisor jobs found in Boston, MA

Description Summary: Capstone Partners' Associates work closely with senior team members, while executing a variety of corporate finance transactions and supporting business development initiatives. Capstone Partners' TMT team is looking for an Associate to help clients in a range of situations. 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+...

Discover a Career That Empowers You — Join HUB International!   At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people.   Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team.   As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North...

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...

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...

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...

Company: Mercer Description: We are seeking a talented individual to join our Investment Solutions team at Mercer. This role will be based in Boston. This is a hybrid role that has a requirement of working at least three days a week in the office. This role will serve as a strategic partner to the Global COO, supporting operational excellence through the development of tools and metrics to track productivity, costs, efficiency initiatives, and financial goals. The ideal candidate will be innovative, curious, articulate, and proficient in leveraging productivity tools, including moderate use of Artificial Intelligence (LLM), to drive business results. This person will report directly to the Global COO of Mercer Investments. You will serve as a trusted advisor and strategic partner to the Global COO, providing expert guidance and support in decision-making processes and operational strategies We will count on you to: Collaborate closely with the Global COO to...

Company: Marsh Description: We are seeking a talented individual to join our team at Marsh as an Account Executive supporting our Commercial Property & Casualty clients. This role will be based in Boston, MA and it is a hybrid role that has a requirement of working at least three days a week in the office. The successful candidate will support critical client functions from a client service and risk management perspective, leveraging significant risk experience to evaluate risks, review loss experience, cash flow, and financials, develop solutions, and make strategic recommendations. We will count on you to: Use extensive risk experience to evaluate risks, review loss experience, cash flow, and financials; develop solutions; articulate the impact of options; leverage analytics; and make recommendations to clients across product lines. Collaborate with other Account Management colleagues to retain existing clients and generate new business...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim, Legal Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

Company: NERA Description: National Economic Research Associates, Inc. is seeking candidates for the following position based in Boston, MA (A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with company policies.): Senior Consultant: (Multiple positions)  We will count on you to: Conduct economic research and analysis for antitrust and competition cases and perform applied economic research for government and/or business clients, leveraging background knowledge from microeconomics, game theory, industrial organization and market design. Serve as an integral member of the Antitrust & Competition Practice. Set up and organize the general work structure on mergers, acquisitions, consumer protection, auctions and other antitrust and market design projects. Apply knowledge of microeconomics and related fields to perform complex economic research and analysis of business organizations, market...

Note: This role is hybrid with offices in Boston MA or Guilford CT. The Select Specialist Commercial Account Manager will serve as a trusted advisor to small business clients, providing consultative guidance and best in class service. The role will require working directly with our specialty practices as well as producers in a high-volume environment. The role will serve as a mentor to Assistant Select Specialists.     Your Impact: Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of small, commercial clients Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers...

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...

Company: Mercer Description: We are seeking a talented individual to join our Health & Benefits team at Mercer. This role will be based in New York, New Jersey, Connecticut, Boston or Philadelphia.  This is a hybrid role that has a requirement of working at least three days a week in the office. As a   Lead Health & Benefits Consultant , you will manage and advise client accounts for our large market employers 2000+ lives regarding their medical, dental, life, and disability benefit plans and programs. You will the subject matter expert to our clients and negotiate with benefits carriers and vendors to secure health and welfare plan coverage, acting as the primary consultant and relationship manager for our clients. We will count on you to: Lead complex client engagements, managing overall service delivery, strategy, financial evaluations, plan design, renewals, business placements, benchmarking, and other studies. Develop sophisticated benefits design...

Company: Oliver Wyman Description: Oliver Wyman Actuarial – Life Insurance Principal – Life Remote type : Hybrid Locations : Flexible Time type : Full time Company Overview The Actuarial Consulting Practice of Oliver Wyman advises clients across a broad spectrum of risk management issues. We are a large and established practice with offices across the globe. Our actuaries hold the highest professional qualifications and are nationally recognized as experts in their field(s). We use mathematical and statistical modeling skills and our qualitative assessment methodologies to assist clients in evaluating and addressing risk. Our solutions help clients manage and prepare for the potential financial consequences of uncertain future events. We bring a combination of broad-based expertise with specialized knowledge of specific risks, allowing us to provide independent, objective advice in the three primary areas of risk: healthcare, life and annuity, and property...

Company: Oliver Wyman Description: Practice Groups : Consumer, Telco & Technology (CTT) & Private Capital (PC) Location : San Francisco, New York, Boston, Chicago, Washington DC Role : Principal Oliver Wyman helps industry leaders in the technology/software and private equity industries develop value growth strategies, improve operations, and maximize organizational effectiveness. Our CTT clients are some of the world's most successful companies: wireless and wireline equipment and communications service providers: enterprise IT, consumer electronics, and semiconductor companies; and broadcasters, publishers, platform operators, online and entertainment companies; high tech; and software companies. We work collaboratively with our clients’ leaders, employees, stakeholders, and customers to jointly define, design, and achieve lasting results.  Oliver Wyman’s Private Equity team in North America are looking to hire consultants to support its rapid growth....

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...

Company: Guy Carpenter Description: We are seeking a talented individual to join our Catastrophe Risk Management team at Guy Carpenter. This role will be based in Boston, MA. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Specialist II - Catastrophe Risk Management, you will lead complex, large, and highly customized quantitative analysis projects to assess catastrophe risk exposure and potential loss from natural and man-made events. You will oversee analytical work, manage client relationships, and provide insight-driven recommendations that help clients optimize portfolios and improve risk-adjusted performance. You will also play a key role in developing intellectual capital and mentoring junior colleagues within the catastrophe risk practice. We will count on you to: Manage complex and highly customized quantitative analysis projects, delegating work to project team members to assess risk...

Senior Risk Analyst At AIG, we are reimagining the way we help customers to manage risk. Join us as an Senior Risk Analyst to take on key responsibilities within a world-class ERM function. Make your mark in Enterprise Risk Management The Enterprise Risk Management function plays a critical role in safeguarding the company’s financial strength and strategic objectives.  ERM’s purpose is to lead and drive enterprise risk accountabilities across AIG by identifying and assessing risk; fostering a risk-aware culture; and providing risk oversight and governance, business integration and advisory services, and data driven insights. How you will create an impact As part of the Risk Aggregation and Cross Enterprise Risk team within ERM, the Senior Risk Analyst will support the global risk aggregation initiatives and help manage cross-enterprise risks. This role will also contribute to ERM projects that produce risk insights and drive risk awareness across the...