92 service advisor jobs found in New York

Position Title Treasury Management-Sales & Payments Officer Sr Location New York, NY 10018 Job Summary A Senior Treasury Management Sales & Payments Advisor, focuses on the most complex new business generation for prospects and existing clients in conjunction with a banking relationship team. Acts as primary TM Advisor on opportunities, to help clients with ways to optimize their working capital management through utilization of the banks’ TM solutions. This will include localized market knowledge and specialty segments supported within the Commercial and Private bank. Collaboration with the team which includes; Relationship management, Client Service, Product Leadership and Implementation is critical to success. Pay Range: $167,913 - $181,750 - $202,000 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities:       New business development activities including calling efforts, joint sales   opportunities   and revenue...

Position Title Retirement Plan Associate Location New York, NY 10018 Job Summary The Retirement Plan Associate plays a critical role within the Retirement Plan Services (RPS) division, supporting and advising corporate retirement plans through fiduciary governance, investment oversight, participant engagement, and regulatory compliance. This role serves as a key client-facing advisor and internal subject matter expert, partnering closely with Retirement Plan Principals, Wealth Advisors, and external service providers. In addition to overseeing plan reporting and administration, this position contributes to business development, client retention, advisor training, and strategic initiatives that enhance the firm’s retirement plan advisory offering. The role requires advanced knowledge of 401(k) plan design, ERISA fiduciary standards, investment monitoring, and participant education. Pay Range: $61,420 - $81,894 - $92,954 Pay Range: Local Minimum Wage - $0.00 - $0.00...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Established in 2021, Independence Pet Holdings (IPH ) is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.  We believe pet insurance is more than a...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Established in 2021, Independence Pet Holdings (IPH ) is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.  We believe pet insurance is more than a...

Position Summary The Transactional Liability Underwriter is responsible for underwriting and managing transactional liability insurance policies connected to mergers and acquisitions. This role focuses on optimizing underwriting strategy, managing portfolio risk, and driving profitable growth through strategic partnerships and customized insurance solutions. The underwriter collaborates closely with internal stakeholders, analyzes complex transaction documents, monitors regulatory developments, and structures tailored coverage to meet deal-specific requirements while maintaining profitability and compliance. What will your job entail? Key Responsibilities Develop and execute underwriting strategies aligned with Ryan Transactional Risk’s M&A underwriting framework Manage risk appetite and optimize profitability across assigned accounts and transactions Identify deal inefficiencies and propose actionable underwriting and tax-related solutions based on pre‑ and...

Sr Cons Solutions & Design - CG07GE 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 impact team driving operational excellence and accelerating employer digital adoption across Employee Benefits Operations. If you think this opportunity is a fit for your career, you should apply. If you are not sure, you can have a conversation with your manager. Are you passionate about owning end to end processes and influencing how customers choose to engage digitally? Join our Employee Benefits Process Optimization team and play a pivotal role in shaping the future of our employer experience. As a Senior Process Optimization Consultant, you will serve as both a senior process owner and a driver of our Employer Digital...

Client Advisor Priority Business - SA08DE 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.              The Hartford is hiring a Client Advisor for our NY / NJ area - The Hartford’s Group Benefits segment is a market leader in life and disability insurance and an expanding suite of voluntary products and services, providing businesses with the employee benefits solutions necessary to attract and retain top talent. The Hartford sets the standard for helping individuals reclaim their lives in the face of disability or personal crisis. Responsibilities: Customer Service (Priority Business). Manages Priority Account (PB) Book of Business (BOB) 100-499 Lives. Contact for complex service issues and renewal coordination for...

Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. ​ ​ About Role Primary Responsibilities: An analyst will play an integral role on our teams, providing analytical support on mergers and acquisitions, public and private capital offerings, insurance-linked security (ILS) offerings and other financial advisory services for our clients. Senior analysts on the HCMA team will be heavily involved in the following tasks: Preparation of company valuations including using various methodologies including discounted cash flow, leveraged buyout, trading comparables and transaction comparables; Preparation of company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation; Participate in the origination and execution of M&A, equity, debt and ILS...

Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. ​ ​ About Role A leading risk, capital and strategic advisor to the global insurance and reinsurance industries. Founded in 2015, Howden Capital Markets & Advisory (“HCMA”) is one of the premier insurance-focused investment banking groups in the industry. Our team covers a broad range of insurance carrier and insurance services companies and offers expertise in M&A, capital raising, general strategic advice and Insurance-Linked Securities. Primary Responsibilities: Interns develop their skills through broad and frequent exposure to both junior and senior bankers. You will gain knowledge and skills to build a strong career foundation in financial services Participate in all stages of transaction executions, from the pitch phase through closing Prepare presentation materials for use in client...

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. Associate or Deputy General Counsel – U.S. Retail Brokerage Location: New York, NY or Miami, FL Who are we?  Howden is a collective – a group of talented and passionate people all around the world. Together, we have pushed the boundaries of insurance. We are united by a shared...

Position Title Securities Based Lending - Collateral Monitoring Lead Location New York, NY 10018 Job Summary The Securities Based Lending Collateral Monitoring Lead is responsible for supporting both the build-out and ongoing operations of the Bank’s collateral monitoring function. This role has a dual mandate: 1. Implementation & Design (early stage): Participate in the integration, testing, and rollout of the collateral monitoring system, processes, and procedures as part of the bank’s new SBL platform. 2. Daily Collateral Operations (ongoing): Ensure accurate, timely, and risk-aligned monitoring of pledged collateral for SBL facilities, while delivering exceptional service to internal partners and maintaining the highest standards of control, data accuracy, and responsiveness. The ideal candidate is detail-oriented, analytical, organized, and comfortable operating in a build-from-scratch environment. They will be a partner to Credit Risk, Legal, Operations,...

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...

Position Summary The Transactional Liability Underwriter is responsible for optimizing underwriting strategies, managing risk, and fostering strategic partnerships for profitable deals. The role collaborates internally to resolve complex issues, monitor regulatory changes, and underwrites liability insurance policies in connection with M&A transactions. They shape the portfolio direction, analyze intricate contracts, and tailor coverage to meet deal requirements. What will your job entail? Job Responsibilities: • Develops and implements underwriting strategies, manages risk appetite, and optimizes profitability for assigned accounts as per the M&A underwriting strategy. • Identifies inefficiencies and proposes actionable solutions to ensure taxation requirements are met and are based on pre-deal and post-deal tax structures to deliver a positive deal outcome. • Shares expertise on warranties & indemnity, tax & contingence insurance, guides on complex risk...

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,...

ABOUT US At   HUB International , we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. ABOUT HUB'S RISK SERVICES DIVISION HUB's...

As the Wealth Management Third Party Platform Technology Owner, you will be responsible for driving the implementation of ongoing improvements for the third-party technology platforms that enable our wealth management business. This role ensures seamless day-to-day platform operations while driving innovation and improvement through strong vendor partnerships and close collaboration with the Park Avenue strategy team. You will play a pivotal role in integrating field feedback, aligning technology initiatives with business goals, and effectively communicating changes across the organization as well as managing a direct report. You are A strategic thinker and proactive leader who excels at managing complex technology ecosystems. Passionate about building relationships, integrating feedback, and driving innovation through collaboration with vendors and internal stakeholders. You Able to thrive in fast-paced environments and can balance competing...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: At Sun Life, we look for optimistic people who want to make life brighter for our Clients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you’ll be empowered and challenged by working with dynamic colleagues...

Position Title Treasury Management - Sales Associate Sr Location New York, NY 10018 Job Summary A Senior Treasury Management Sales Associate, plays a key role in contributing to new sales targets, managing client relationships, and achieving assigned growth objectives in conjunction with an assigned Treasury Management Sales & Payments Advisor. This role continues in-depth training that creates a career path for a future Treasury Management Sales Advisor. Applies experience and independently makes decisions regarding the management of commercial client relationships and continues the development of the skills required to create and manage more complex client relationships as part of the overall Banking team at Flagstar. Pay Range: $83,578 - $88,527 - $93,577 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Treasury Management Sales & Payments Advisor Partnership:  Collaborates and makes recommendations with the Treasury Management...

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 23,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. Role: International Casualty Senior Broker  Primary Location: New York, New York Who are we? Howden is a collective – a group of talented and passionate people all around the world. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits...

Position Title Treasury Management - Sales & Payments Officer Sr Location New York, NY 10018 Job Summary A Senior Treasury Management Sales & Payments Advisor, focuses on the most complex new business generation for prospects and existing clients in conjunction with a banking relationship team. Acts as primary TM Advisor on opportunities, to help clients with ways to optimize their working capital management through utilization of the banks’ TM solutions. This will include localized market knowledge and specialty segments supported within the Commercial and Private bank. Collaboration with the team which includes; Relationship management, Client Service, Product Leadership and Implementation is critical to success. Pay Range: $167,913 - $181,750 - $202,000 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities:   New business development activities including calling efforts, joint sales   opportunities   and revenue generation....