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Full Time 4
Conshohocken financial relationship banker Pennsylvania

4 financial relationship banker jobs found in Conshohocken, PA

MarshMcLennan
02/08/2026  
Financial Consultant
Company: Marsh McLennan Agency Description: Marsh McLennan Agency’s East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities. The primary role of the Financial Consultant is to work with the Account Teams on assigned cases, providing complex financial analysis and utilizing modeling tools to evaluate benefit programs and their impact on overall business objectives, including the management and control of client risks and losses. ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited, to the following: Perform financial, and risk analysis support for internal sales teams and their respective consulting...
MarshMcLennan Conshohocken, PA, USA Full Time
MarshMcLennan
12/21/2025  
Senior Benefit Specialist
Company: Marsh McLennan Agency Description: Marsh McLennan Agency's East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities. BRIEF DESCRIPTION As part of our Consulting Client Service Team, the Senior Benefit Specialist plays a vital role in ensuring a high degree of client satisfaction and retention, working collaboratively with a cross-functional team that includes Producers, Strategic Account Executives, and Financial Consultants. The primary responsibility of this role is to take proactive ownership of the daily client support for all services and products provided, ensuring alignment with the strategic vision of our...
MarshMcLennan Conshohocken, PA, USA Full Time
MarshMcLennan
12/07/2025  
Consultant - ADL
Company: Marsh McLennan Agency Description: Marsh McLennan Agency's East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities. BRIEF SUMMARY As a member of the Absence, Disability, & Life group, the Account Manager is responsible for providing day-to-day support to a Senior Consultant and provide consulting services for clients. As the Account Manager, he/she will serve as the guardian of the strategic customer relationship and orchestrates the deployment of corporate-wide resources to provide comprehensive products and services. This entails supporting the overall Absence, Disability, & Life consulting practice...
MarshMcLennan Conshohocken, PA, USA Full Time
MarshMcLennan
07/13/2025  
Relationship Manager, Retirement Services
Company: Marsh McLennan Agency Description: Marsh McLennan Agency’s East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities. BRIEF DESCRIPTION The Relationship Manager is responsible for cultivating and managing relationships at the executive-level with corporate clients.  provide direct advisory services for plan design, fiduciary governance, and investment lineups for qualified plans, as well as employer-sponsored executive benefit plans and non-qualified plans. ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited, to the following: Client Relationship Management:  Develop and maintain strong...
MarshMcLennan Conshohocken, PA, USA Full Time

 

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