84 client advisor jobs found in New York, NY

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,...

About the role We’re seeking a hands-on Content Strategist & Producer to support Guardian’s Financial Protection & Retirement Solutions (FPRS) and Client Solutions & Wealth Management (CSWM) businesses. Sitting on the Enterprise Content Team, you will plan, develop, and manage production of high impact thought leadership and sales enablement content in support of our brand, consumer, and financial advisor-facing initiatives. In this role you will develop research-backed narratives, original reports, articles, and other content and serve as a primary content partner for sales enablement across both FPRS and CSWM. You’ll leverage AI tools to accelerate research, drafting, and production — while driving strategic vision and maintaining Guardian’s standards for accuracy, compliance, and brand voice. You are: A strategic thinker and strong writer who can turn complex financial topics into clear, compelling content. You’re equally comfortable shaping a content...

The Senior Middle Market Property Broker serves as an integral interface between WTW’s clients and prospects and various insurance carriers in the marketplace. They advise Producers and other colleagues on the design of programs for clients; present submissions to carriers, negotiate to secure coverage that meets client needs, oversee preparation of client proposals and maintain strong relationships with key carriers. If you are a consultative advisor who thrives in creating technical sound solutions that address the clients’ risk without turning their balance sheet upside down, this is the role for you. We know how companies can unlock potential through effective risk management. Our clients rely on us to craft strategies to quantify, mitigate and transfer risk, taking advantage of our specialist industry experience and unparalleled market know-how. The result is a new way of embracing risk that drives superior results. The Middle Market Property Broker position is a highly...

Account Manager – United States, Accident & Health (A&H)  Join us as an Account Manager US (A&H) to play a highly influential role in protecting our clients and growing our business. Make your mark in Accident & Health The Account Manager US A&H will report to the Head of Sales and Distribution, North America A&H.  This role is responsible for the development of trusted relationships with key clients and brokers to drive business growth and retention through good stewardship, strategic development, service delivery, and problem solving.  This role will work closely with the Head of Sales and Distribution to optimize existing broker and client relationships in close partnership with underwriting leadership. How you will create an impact: Build and maintain strong, long-lasting relationships with assigned key clients and brokers Develop a trusted advisor relationship and serve as the main point of contact for servicing with assigned key...

Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. ​ ​ About Role Howden Re is the global reinsurance broker and risk, capital, & strategic advisor focused on relentless innovation & superior analytics for top client service. Actuarial analysts are expected to develop proficiencies in completing standard analyses, while also taking part in more advanced analyses as needed. You will be familiar with Howden Re's tools and approach, contribute to their development and present solutions and services to our clients. Responsibilities: Work across analytics, brokers, and other functions to identify and respond to client needs and develop additional opportunities related to products and services Data collection and manipulation in spreadsheets and other database applications Prepare client-ready presentations to communicate analysis results to...

Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. ​ ​ About Role This is a Mid-level position and will reside within the Actuarial team.  We expect this person to work successfully across Analytics, Actuarial, and Broking functions providing the full suite of actuarial work in support of reinsurance placements for clients.  You will be joining an experienced analytics team that produces quality solutions in a collegial, casual, and results-driven environment. Responsibilities | Support: Traditional LR analysis, experience/exposure rating, stochastic modelling, etc Present analyses in clear terms appropriate to the audience Provide value-added service to clients as needed Market research and development & assist senior actuaries with industry studies A high priority will be the development & programming of various tools to aid in...

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...

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...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description Join Allstate’s in-house legal team and take on a senior role defending both the insured and the Company in complex Personal Injury Protection / No-Fault / Special Investigations matters. As a Senior PIP / No-Fault Attorney, you will independently manage a sophisticated litigation caseload while serving as a trusted legal partner to claims and business stakeholders. This role is ideal for an experienced attorney who thrives in a fast-paced environment, and brings strong judgment to high-exposure matters. This position is 100%...

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...

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,...

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 Communities Relationship Manager In this role, you will serve as the primary relationship lead and strategic liaison for Guardian’s Field Communities, working in close partnership with advisors, Principal Owners (POs), and Client Solutions & Wealth Management (CSWM) leaders. This role is designed to activate Field Communities focused on diverse market segments and interests as engines of advisor engagement, credibility, insight, and growth while ensuring alignment with Guardian’s Inclusion & Impact strategy and CSWM priorities. A critical aspect of this role is bringing a strong Field mindset, rooted in real-world experience with an agency distribution model like Guardian’s. The successful candidate will understand how the PO and advisor model operates, how...

Position Title Credit Products Specialist Sr - Sponsor Finance Location New York, NY 10018 Job Summary The Senior Credit Products Specialist - Sponsor Finance 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. Job Responsibilities: JOB RESPONSIBILITIES Complex Credit Structuring & Underwriting : Lead the structuring, analysis, and approval of highly complex credit transactions, ensuring risk is balanced with...

The Head of High Net Worth (HNW) Sales bridges sales execution, portfolio construction, and strategic alternatives positioning, ensuring HNW advisors receive consistent guidance, scalable frameworks, and repeatable outcomes across both managed and brokerage platforms.  You will Core Responsibilities (Revenue, Advisor Coverage, and Growth): Business Development & Advisor Engagement Drive new and existing advisor growth through sales presentations, discovery, and solutioning tied to production goals. Managed account proposals: position model/strategy fit, overcome objections, and convert proposals into funded assets. Alternative investments: increase advisor adoption and client allocations through education, case sourcing, and follow-through to close. Structured notes: position as return-seeking and risk-managed solutions, partnering with advisors to source opportunities and execute trades. Lending: originate and grow lending penetration as a core...

Position Title Financial Planner   Location New York, NY 10018   Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. We are highly collaborative, client-obsessed, and enjoy working in an entrepreneurial, fast-paced environment to build the private bank of the future. The Financial Planner supports the delivery of comprehensive, goals-based financial planning to HNW clients and families. This role is client-facing and execution-oriented, partnering with private bankers and senior planners to deliver high-quality planning analyses and recommendations. The...

Position Title Wealth Planning Associate   Location New York, NY 10018   Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. We are highly collaborative, client-obsessed, and enjoy working in an entrepreneurial, fast-paced environment to build the private bank of the future. The Wealth Planning Associate supports the Head of Family Advisory and Trusts and senior wealth planners in the delivery of holistic planning solutions to the bank’s most important clients. This role is execution focused and developmental, offering exposure to sophisticated planning...

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,...

Position Title Sr Auditor   Location New York, NY 10018   Job Summary The Senior Auditor is an experienced professional focused on providing assurance for the company through the development of an audit plan, supporting the overall objectives of the department working closely with the Audit in Charge (AIC). The role of the Senior Auditor requires a deep understanding of financial and regulatory frameworks identifying discrepancies or risks that could impact the financial health of the bank. This is a critical role in the Internal Audit Department. The Senior Auditor serves as the Auditor responsible for ensuring testing and workpapers are completed with high quality in support of the AIC (Auditor in Charge). Responsible for the preparation of audit documents including audit engagements, planning memorandums, preliminary opening discussion documents, audit programs and wrap up documents in assigned vertical. This position will assess policies, procedures and supporting...

Position Title Sr Auditor - Fraud Risk   Location New York, NY 10018   Job Summary The Senior Auditor is an experienced professional focused on providing assurance for the company through the development of an audit plan, supporting the overall objectives of the department working closely with the Audit in Charge (AIC). The role of the Senior Auditor requires a deep understanding of financial and regulatory frameworks identifying discrepancies or risks that could impact the financial health of the bank. This is a critical role in the Internal Audit Department. The Senior Auditor serves as the Auditor responsible for ensuring testing and workpapers are completed with high quality in support of the AIC (Auditor in Charge). Responsible for the preparation of audit documents including audit engagements, planning memorandums, preliminary opening discussion documents, audit programs and wrap up documents in assigned vertical. This position will assess policies, procedures and...