117 client advisor jobs found in New York

Company: Marsh Description: We are seeking a talented individual to join our team at Marsh. This role will be based in New York, NY or Houston, TX . This is a hybrid role that has a requirement of working at least three days a week in the office. This position will entail identifying client needs and delivering innovative insurance solutions by managing policies, supporting RFPs, collaborating with markets for optimal placements, developing renewal strategies, and maintaining client and underwriter relationships. We will count on you to: Identify client needs and develop innovative insurance and risk management solutions, including new product development. Manage policy administration, deliver reviewed policies to clients, and address client inquiries to ensure satisfaction. Provide technical expertise in preparing and presenting Requests for Proposals (RFPs) and support senior advisory colleagues in business development. Collaborate with Energy Property...

Company: Marsh Description: Marsh USA LLC is seeking candidates for the following full-time position based in the New York, NY office (A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with company policies.)                                  :                                                 Senior Client Advisor, Cyber Practice We will count on you to: Build and maintain strong relationships with underwriters while playing an active role in placing sophisticated cyber insurance programs. Identify opportunities for new products and create innovative solutions for clients. Provide expert broking and strategic solutions to help manage cyber risk. Develop a deep understanding of clients' business priorities, risk strategies, and management needs to offer tailored advice to complex clients. Serve as the primary point of contact for day-to-day client service needs and maintain client relationships. Manage...

Company: Marsh Description: Marsh is seeking candidates for our open Client Advisor position based in our Boston or NYC office in our FINPRO practice, support Private Equity clients. This is a hybrid role that will be in the office 3x per week. What can you expect: Becoming a member of Marsh's best in class FINPRO team who delivers expert broking & strategy solutions to help manage risk with confidence. In this Client Advisor role, you will develop an understanding of the clients' business strategic priorities, risk strategies and risk management needs to help provide knowledge and advice to complex clients. Helps identify the need for new products and develops innovative solutions for clients. Completes policy management activities and delivery of reviewed policy to client and helps address client inquiries as necessary. Delivers technical expertise in the delivery and presentation of RFP’s What's in it for you? Gain exposure to key stakeholders and...

Company: Description: Client Advi sor , Business Insurance   Our not-so-secret sauce.   Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Commercial Lines Client Advisor with the Business Insurance team here at MMA.    Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC) .     A day...

Company: Marsh McLennan Agency Description: Our not-so-secret sauce.   Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Private Client Advisor at MMA.    Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).     A day in the life.    As our Private Client Advisor on the Client Advisory...

Company: Marsh Description: We are seeking a talented individual to join our Advisory team at Marsh. This role will be based in New York. This is a hybrid role that has a requirement of working at least three days a week in the office. As Senior Advisor , you will independently oversee large and complex client accounts and bring together cross-functional teams to design and execute go-to-market and risk strategies. You will serve as a senior advisor to clients, leveraging deep risk and industry expertise to develop tailored solutions that address complex exposures and evolving risk profiles. You will also provide leadership within the Advisory team, mentoring colleagues, elevating client deliverables, and contributing as a thought leader on market trends and best practices. We will count on you to: Independently oversee and manage large or complex client accounts, coordinating the broader client team to establish procedures, strategies and go-to-market...

Position Title Wealth Management - Flagstar Advisors Risk & Controls Associate Location New York, NY 10018 Job Summary The Wealth Management – Flagstar Advisors Risk & Controls Associate will help to design, build, transform and implement a risk management framework and lead the ongoing identification, assessment, and measurement of the business line’s material risks and key controls. The Wealth Management – Flagstar Advisors Risk and Controls Lead in this 1st Line of Defense (1st LOD) role will bring knowledge of and experience in regulatory requirements and risk experience in Wealth Management. The role will partner with the Private Bank & Wealth Management business as it develops a Chief Investment Office, Family Advisory & Trust, and Insurance practice. • Flagstar Advisors is a licensed broker-dealer and a member of the Financial Industry Regulatory Authority, Inc. (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”). Flagstar...

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...

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....

Position Title CRE Credit Products Portfolio Mgr Sr Location New York, NY 10018 Job Summary JOB SUMMARY The Senior CRE Credit Products Portfolio Manager 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. PAY RANGE - $106,023 - $165,862 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: JOB RESPONSIBILITIES (35%) Complex Credit Structuring & Underwriting : Lead the structuring, analysis, and...

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...

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: Join Our Team at Mercer! Are you an experienced professional looking to be part of an innovative company with great leaders and a chance to make a real impact? Mercer is growing, and now is a fantastic time to join our Health and Benefits Consulting team! At Mercer, we improve the lives of more than 110 million people every day by advancing their health, wealth, and careers. We are committed to creating exciting and rewarding futures for our clients and their employees. This role is based in any of our Northeast locations—including Boston, New York, New Jersey, Connecticut, and Pennsylvania—and offers a hybrid work model (minimum three days per week in the office). As a   Senior Health & Benefits Consultant , you will: Lead complex client engagements, managing the scope, quality, timeliness, and budget of multiple deliverables across medical, pharmacy, dental, vision, life, and disability benefits plans. Guide teams in...

Company: Marsh Description: Marsh USA LLC is seeking candidates for the following full-time position based in the New York, NY office (A hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with company policies.):                                                   Energy and Power Senior Insurance Specialist We will count on you to: Responsible for driving the growth, profitability, and overall satisfaction of an insurance portfolio comprising complex, high-priority accounts within the energy and power sectors. Support both US-based and international clients investing in the US, acting as a trusted insurance advisor by aligning clients’ strategic objectives with Marsh’s products. Develop and deepen client relationships through proactive engagement, ensuring exceptional service delivery, addressing escalated issues, and fostering long-term partnerships. Identify new business opportunities by leveraging market insights,...

Company: Marsh Description: We are seeking a talented individual to join our Client Management Operations team at Marsh. This role will be based in New York City. This is a hybrid role that has a requirement of working at least three days a week in the office. The Global Program Manager for Client Management Operations will play a critical role in implementing and executing significant transformation programs. Reporting directly to the Global Head of Client Management Operations, you will shape and deliver large-scale, complex programs aligned with the global strategic transformation and change agenda, serving as a trusted advisor to leadership and driving Operational Excellence (OpEx) priorities. We will count on you to: Develop methods for implementing long-term project goals and objectives for highly complex and regional projects, prioritizing and driving transformation needs to deliver desired customer, colleague, operational, and financial outcomes. Manage all...

The Head of Wealth Management Marketing will own the strategic direction, execution, and ongoing evolution of marketing for the Wealth Management division. This person will report to the Head of Financial Protection and Retirement Services (FPRS) and Client Solutions and Wealth Management (CSWM) Marketing, and will shape the long‑term marketing vision, drive growth across established and emerging distribution channels, and oversee a high‑performing team responsible for delivering compelling, data‑driven marketing programs. This role requires a visionary marketer with deep experience in wealth management, including successfully building or scaling a Registered Investment Advisor (RIA) platform; experience in creating a marketing strategy for a new business and experience in building a strategy and execution of sales campaigns. The ideal candidate excels in fast‑paced, dynamic environments, is a strong communicator, and has a proven ability to influence senior levels across the...

The Family Office Advisor will serve as a dedicated resource for high-net-worth clients, providing comprehensive and personalized insurance and risk management solutions. This role involves understanding complex family dynamics and financial structures to deliver tailored strategies that protect wealth and assets across generations. Your Impact Develop and maintain strong relationships with high-net-worth individuals and families, acting as their primary point of contact for all insurance-related needs. Conduct thorough needs assessments to identify potential risks and exposures, including property & casualty, life, health, cyber, and specialty coverages. Design and implement customized insurance portfolios that align with clients' unique financial goals, risk tolerance, and estate planning objectives. Collaborate closely with internal RSC Insurance Brokerage teams, as well as external advisors (e.g., wealth managers, attorneys, tax advisors) to ensure integrated and...

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,...

MarshBerry is growing! We are seeking an Associate to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Job Details Position Summary: MarshBerry is currently seeking an Associate based in New York City office . The Associate will fulfill merger and acquisition advisory, business valuation, due diligence, and financial consulting projects. The Associate will also be responsible for developing relationships with existing clients and new prospects, identifying...

In this challenging role as a Pension Calculation Administration Senior Associate, you will contribute as part of a team to the entire range of retirement administration activities, primarily focused on complex pension calculations and other related activities. If you’re looking for an exciting role, with one of the leaders in the defined benefit outsourcing business and the opportunity to grow and develop your career, apply now!  In this role you will serve as a technical leader and subject matter expert to the internal team and our clients, trouble shoot issues, create client deliverables, contribute to client management and participate in the creation of new intellectual capital. This role can be held remotely from any location in the United States. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Enhance your knowledge of all aspects of retirement plan administration Enjoy a...