55 senior wealth advisor jobs found in New York

The Head of Experience Strategy in the Financial Protection & Retirement Solutions (FPRS) division is a leadership role responsible for defining and advancing human-centric experiences across advisor, client, and internal colleague journeys. This role will partner closely with Product, Service, Operations, Distribution, Marketing, Consumer Experience & Advocacy and Data and Technology leaders, amongst others to identify important stakeholder interactions across life, disability, annuity, and wealth to re-design the experience Guardian delivers. This leader’s mandate is to deliver cohesion and differentiation during the moments that matter most to Guardian clients and advisors.  The Head of Experience Strategy will report into the Head of Innovation and Experience Strategy, part of the Business Operations and Experience organization in FPRS. You Will: Define the FPRS customer experience Vision and Strategy across stakeholders, including advisor experience...

At Guardian, we are transforming the advisor experience through an integrated technology ecosystem designed to drive productivity, growth, and deeper client relationships. We are seeking a Senior Product Manager to lead our Client Relationship Management (CRM) and Sales Enablement platforms, partnering closely with field teams, business leaders, and technology partners. This role will define and execute a product strategy that supports an entrepreneurial agency model while delivering consistent, scalable, and intuitive platforms that enhance advisor effectiveness across pre-sales activities and client engagement. You will Define and drive the roadmap for CRM and sales enablement platforms aligned to Guardian’s integrated ecosystem Manage and coach a team of Product Owners, providing mentorship and performance feedback Build a high-performing product team through coaching in agile practices and stakeholder engagement Engage directly with advisors and agency...

Head of Park Avenue Wealth Management Technology This senior leader will define and execute the end-to-end technology strategy for Park Avenue, Guardian’s wealth management broker-dealer, and Guardian Wealth Partners, a new in-house advisory channel. The role will shape a modern, scalable wealth technology ecosystem that supports planning-led engagement, advisor productivity, digital onboarding, client servicing, and integrated reporting across the wealth management ecosystem. This is a transformational leadership role responsible for building the platform, operating model, and technology capabilities needed to deliver a digital-first advisor and client experience while supporting the growth of Park Avenue and Guardian Wealth Partners You Will  Define and execute the technology vision, strategy, and roadmap for Park Avenue and Guardian Wealth Partners across planning, advisory, onboarding, servicing, advisor workflow, and reporting capabilities. Own the...

Role Summary Guardian Life is seeking a Senior AI Transformation Lead to drive execution of high-impact AI initiatives across the Financial Protection, Retirement Solutions (FPRS) and Client Wealth Management (CSWM) businesses. This individual will own end-to-end delivery of AI-enabled products focused on our highest-value processes—such as underwriting, claims and servicing, advisor productivity, and operations automation—to accelerate growth, improve efficiency, and enhance customer experience. Unlike traditional product roles, this position sits at the intersection of business strategy, product management, and AI execution. You will translate enterprise AI strategy into tangible solutions, partnering closely with data science, technology, and business teams to move from opportunity → use case → production deployment at speed.  Success in this role requires operating with urgency, navigating ambiguity, and delivering measurable outcomes in an environment that blends...

Head Individual Markets Communications In this role, you will define, direct, and execute an integrated internal communications strategy that advances business growth and transformation. You’ll lead a team focused on helping key audiences find information, understand change, and stay connected to our strategy, leaders, and each other. You’ll bring a growth mindset, a passion for creative thinking, and a consultative approach to partnering with leaders and stakeholders. You are A highly experienced communications leader who sets direction, establishes priorities, and drives outcomes through self and others. Consultative and agile, with the ability to assess stakeholder needs quickly, navigate complexity, and provide clear, pragmatic counsel. A strong collaborator who influences senior leaders and cross-functional partners, aligns on objectives, and establishes an effective operating rhythm to deliver results. An innovator who leverages emerging technology to build...

As a Senior Manager, External Communications –   Financial Protection and Wealth Management , you   will   enhanc e   and strengthen Guardian’s   external   reputation   in   protection, retirement, and   wealth management .   To do so, you will draw from your entrepreneurial mindset   to   scale   a dedicated   External Communications   program focused on these topics,   leveraging   Guardian’s thought leadership,   data,   news, and initiatives to ensure consistent visibility in high-impact channels. You will partner closely with   the broader External Communications team , as well as with   Marketing, Brand, Social, and Enterprise Content colleagues,   to ensure alignment across   all of Guardian’s efforts .    You will champion modern communications strategies,   leveraging   emerging technologies—including AI—to keep Guardian ahead in a rapidly evolving landscape.     You are:   A...

As the Head of Risk & Resiliency, you will execute the Risk & Resiliency frameworks for Financial Protection & Retirement Solutions (FPRS) and Client Solutions & Wealth Management (CSWM), Guardian’s Individual Markets lines of business. You will manage the operational risk profile for FPRS and CSWM, aggregating risk across domains (Technology, Cyber, Data, Model, Compliance, Third Party, etc) and ensuring alignment to Guardian’s risk appetite and tolerance. You will enable informed business decision‑making by providing oversight, independent challenge, and proactive risk insights, supported by risk domain experts within Enterprise Risk Management (ERM). You will Act as a trusted advisor to FPRS and CSWM Leadership to drive the Risk & Resiliency program according to Guardian standards, in part by facilitating Risk Working Groups on a regular cadence for transparency and accountability. Escalate topics to the appropriate risk committees as warranted....

The Head of Product Strategy & Platform Innovation is a senior leadership role responsible for the strategic evolution, differentiation, and commercial success of our open‑architecture wealth management product platform. This individual wakes up every day thinking about what’s next —how product, partners, packaging, and go‑to‑market strategy come together to create a compelling, modern, and advisor‑centric platform across fee‑based advisory, annuities, and alternatives. We do not manufacture products. Our competitive advantage comes from curation, partnership, design, positioning, and delivery . This role exists to ensure our platform is not merely comprehensive—but distinctive, relevant, and growth‑oriented . The role works horizontally across the organization —marketing, sales, business development, training, product management—and externally with asset managers, insurance carriers, TAMPs, and portfolio managers . Success requires influence without direct ownership,...

The Planning Team Leader for Guardian Wealth Partners is a leadership role responsible for building, leading, and scaling a team of advisors within our fee‑based Registered Investment Advisor (RIA). This role owns the client journey for prospects and clients originating from other business lines, ensuring a consistent, high‑quality experience across education, planning, and investment implementation. This role will lead advisors delivering holistic, goals‑based advice through a combination of fully digital and hybrid engagement models, serving clients across mass affluent, affluent, and high‑net‑worth (HNW) segments. This individual will be accountable for advisor performance, client outcomes, growth, and alignment with the firm’s value proposition. Key Responsibilities Sales & Growth Leadership Lead and develop a team of (centralized/in-house) advisors responsible for converting inbound leads into long‑term advisory relationships Own sales strategy and...

Is the opportunity to join a culture where “We Do the Right Thing,” and “We Courageously Shape Our Future Together” important to you? If so, Guardian is seeking a motivated individual to join our team as a Field Centers of Excellence Lead. In this role, you will build and scale a new Field-facing capability within Guardian’s Inclusion & Impact function to help Client Solutions & Wealth Management (CSWM) and the Field accelerate growth in diverse and evolving market segments. You will design a hub-and-spoke Centers of Excellence model that equips advisors and firms with market intelligence, prospecting and outreach insights, practical tools, and compliant, business-relevant content that supports protection and wealth management conversations with priority client segments. Success in this role requires strong partnership, influence without authority, and the ability to design systems that help others scale impact in market. This role will establish the charter,...

Description The Director, Investor Relations & Competitive Intelligence is a senior leader responsible for managing a world-class analytical framework encompassing macroeconomic, equity market and peer financial data that informs management’s view of how the investment community will interpret the company’s financial performance, strategic actions, and disclosures. This role will support the IR organization by leading competitive intelligence for the enterprise, and will be responsible for translating insights into clear recommendations for the Head of Investor Relations, the CFO, and the Executive Leadership Team. The Director will serve as a trusted advisor who blends deep financial expertise with strategic thinking and strong communication. This role manages a senior analyst focused on competitive intelligence and plays an integral role in the earnings process, investor messaging, targeting, and broader IR...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to underwrite new business and renewals in a profitable manner and according to authority level and established guidelines, and drive projects having an impact on the business. Assigned larger, more important and more complex accounts. Utilize underwriting tools to determine accurate classifications, rates, and premium charges. Understand state laws, including cancellation and non-renewal, within assigned territory to properly transact business within each state....

About the role  AIG is seeking a Fraud Investigations Manager who is fluent in English and Spanish (reading, writing, and speaking) to join the Global Investigative Group (“GIG”) team in our New York Office.  GIG is a specialized unit within AIG’s Global Legal, Compliance and Regulatory Department.    AIG’s Global Legal, Compliance, Regulatory and Government Affairs (GLCR) is a global, diverse and award-winning team, comprised of attorneys and other professionals, that has been recognized for its leadership and innovative solutions, providing high quality advisory and transactional support with integrity and objectivity across all parts of the organization. The GLCR team ensures an operating environment that minimizes legal, regulatory and reputational risks and complies with all laws and regulations and AIG policies & procedures.  You will also be able to participate in AIG’s award-winning pro bono program.   The Fraud Investigations Manager position investigates...

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...

Position Title Sr. Credit Products Specialist - Gaming & Leisure Location New York, NY 10018 Job Summary The Senior Credit Products Specialist - Gaming & Leisure is a strategic advisor responsible for structuring, negotiating, and managing highly complex commercial credit relationships. This role influences credit strategy by providing deep market insights, proactive risk identification, and innovative deal structuring solutions. With extensive experience in credit analysis and portfolio management, this position ensures long-term portfolio health while supporting the bank’s growth objectives. Additionally, this role serves as a mentor and thought leader, developing junior credit professionals and shaping best practices in underwriting and risk management. The anticipated pay range for this role will be: $164,699 - $198,417. Job Responsibilities: JOB RESPONSIBILITIES Complex Credit Structuring & Underwriting : Lead the structuring, analysis, and...

Sr Consultant Risk Engineering - KR08DE 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.              At The Hartford, our Risk Services organization exists to help people and businesses thrive by working directly with customers to assess risk, improve resilience, and deliver practical risk mitigation solutions that make a measurable difference. We partner with customers throughout their lifecycle to identify exposures, reduce losses, and strengthen operational performance—combining consultative expertise, technology enabled risk solutions, and data driven insights to improve outcomes before and after a loss. By integrating risk assessment, prevention, and recovery with the broader insurance experience, we help customers protect what...

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,...

Who we are: American International Group, Inc. (AIG) is a leading global insurance organization. Building on 100 years of experience, today AIG member companies provide a wide range of property casualty insurance and other financial services to customers in more than 80 countries and jurisdictions. These diverse offerings include products and services that help businesses and individuals protect their assets, manage risks and provide financial security. Make your mark in Global Legal, Compliance and Regulatory Our Global Legal, Compliance and Regulatory (GLCR) team provides first class advice to colleagues and functions across the organization – ensuring AIG navigates an ever-changing landscape that spans state, federal, and international lines. The team has a multi-dimensional impact, from helping avoid legal exposure to collaborating with other functions to develop cutting-edge new products. We are seeking an experienced attorney to join the Reinsurance Legal Team...

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 America, we bring...

This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to any protected characteristic, including age, color, disability, ethnicity, gender identity, marital status, national origin, pregnancy, race, religion, sex, sexual orientation, veteran status, or...