34 private client advisor jobs found in New York, NY

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...

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...

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...

Position Title SBL Collateral Monitoring Lead Location New York, NY 10018 Job Summary The SBL 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, Technology, Private Client Advisors/PCGs, and...

Description Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual. With deep expertise in fixed income, equity, and alternative strategies, LMI  invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty’s promises.   LMI offers the best of both worlds — the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best.   Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in...

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...

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...

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....

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.):                               Client Executive, US Energy & Power Specialty We will count on you to: Provide tailored insurance and risk management solutions to clients. Build and maintain strong relationships with clients to understand their needs. Develop and implement strategic plans for client accounts, including identifying opportunities for growth and improvement. Manage and articulate financial plans and budgets between clients, Marsh colleagues and insurers. Deploy the organization’s proprietary advisory capabilities to analyze client risk profiles. These advisory studies serve as a baseline when recommending appropriate insurance and risk management solutions that align with each client’s...

Company: Oliver Wyman Description: Job Description: Principal – Tech Innovation Practice (Technical Due Diligence & CIO Strategy Focus) About Oliver Wyman Oliver Wyman is a global consulting firm that helps clients solve complex problems and transform their businesses. Our Tech Innovation practice works closely with CIOs and technology leaders to shape IT strategies that drive growth, improve operations, and manage risk. Role Overview As a Principal focused on technical due diligence and CIO strategy, you will advise CIOs and senior leaders on important technology decisions that affect their business direction, efficiency, and risk. You will lead technical due diligence for mergers and acquisitions, assess IT operating models, and provide clear recommendations on topics like outsourcing, IT cost management, cybersecurity, compliance, and improving customer experience. A key part of this role is understanding different IT operating models—such as...

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...

LOCATION: NYC Office, Hybrid  Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your...

Position Title First Line Risk and Controls Advisory Lead Location New York, NY 10018 Job Summary The First Line Risk and Control Advisory (FLRCA) Lead will assist ensuring the team achieves and maintains a consistent and efficient approach to the review of all required materials. The Team Lead will help with the review of all or a sampling of BU data. For example, new and renewal accounts/loans post opening/boarding and funding, for approval, completeness and accuracy including but not limited to regulatory requirements (for example, CRE, C&I, Syndication and Small Business). In addition, the Team Lead will perform a wide variety of tasks related to quality control servicing according to established policies, procedures and regulatory guidelines thus ensuring overall quality and integrity of the Bank’s Lending or Deposit portfolio. The FLRCA Team Lead will contribute to the analysis of findings from the FLRCA Analysts and Specialists review to assist the team in...

Position Title Commercial & Private Bank Compliance Risk & Controls Associate Location New York, NY 10018 Job Summary The Commercial & Private Bank Compliance Risk & Controls Associate will play an integral role in the design, buildout, transformation and implementation of a Compliance risk management framework as well as advise and oversee business lines through ongoing identification, assessment, and measurement of material risks and key controls. The Commercial & Private Bank Compliance Risk & Controls Associate, in this 1st Line of Defense (1LOD) role, will bring expertise in regulatory Compliance and risk experience in Commercial & Private Banking businesses. • The Private Bank consists of Private Client Groups (PCGs) who are highly specialized in providing white glove service to High Net Worth and Commercial clients by offering Deposit products, lending, and products and services from Flagstar’s broader offerings. • The Commercial Bank...

The Assistant General Counsel – M&A’s primary duties will be to support mergers, acquisitions, strategic investments and joint ventures across the Property & Casualty (P&C) insurance space. This role is ideal for a skilled transactional attorney who brings not only strong M&A experience but also an understanding of the unique regulatory and business frameworks of the insurance industry. Specific Responsibilities Include: Provide legal support for M&A and strategic investment activity, including structuring, due diligence, negotiation, documentation, and closing of insurance carrier, agency, Insurtech and other transactions. Draft and negotiate a wide range of transaction documents, including confidentiality agreements, letters of intent, asset and stock purchase agreements and reinsurance agreements. Lead and coordinate legal due diligence, with particular attention to regulatory issues, producer licensing, reinsurance, legacy liabilities, and...

Company: Guy Carpenter Description: We are seeking an experienced Insurance Investment Banking Managing Director to join our Capital & Advisory team at Guy Carpenter. This role will be based in New York with hybrid work requirements of at least three days a week in the office. As Managing Director, you will lead and expand our M&A advisory and capital raising activities, driving strategic engagement with a broader range of smaller and mid-sized clients aligned with Guy Carpenter’s strategic goals. You will oversee origination and participation in diverse transactions across start-ups, MGAs, Insurtechs, Reciprocals, Regional, and Lloyd’s businesses in both primary and reinsurance markets, while leading advisory teams in London and New York to maintain a collaborative culture. We will count on you to: Lead and expand M&A/strategic advisory and capital raising activities, increasing engagement with a broader client base including smaller and mid-sized...

Position Title Commercial & Private Bank Business Risk & Internal Controls Associate Location New York, NY 10018 Job Summary The Private Bank Business Risk & Internal Controls (BRIC) Associate will support the implementation of the 1st Line of Defense (1st LOD) risk management framework and the ongoing identification, assessment, and measurement of the business line’s material risks and key controls. The Private Bank BRIC Associate will report directly into the Head of Private Bank Business Risk & Internal Controls and will collaborate with colleagues in Enterprise Risk Management and Compliance (2nd LOD), Internal Audit (3rd LOD), and External Regulatory Agencies. The Private Bank consists of Private Client Groups (PCGs) who are highly specialized in providing white glove service to High Net Worth and Commercial clients by offering deposit products, lending, and products and services from Flagstar’s broader offerings. This position is key to...

Position Overview The ideal candidate for this senior role within AIG’s Data, Digital, and Cyber Legal Group is a highly experienced cybersecurity attorney with significant expertise managing complex incident response, negotiating and drafting technology and cybersecurity‑related agreements, and advising on regulatory compliance across the financial‑services sector. This attorney will play a key leadership role in shaping enterprise‑wide cyber risk strategy, supporting global business initiatives, and ensuring compliance with evolving regulatory expectations. The candidate will deliver strategic, pragmatic legal guidance that both protects the organization and enables business innovation. This role requires a sophisticated understanding of cyber threats, regulatory frameworks, operational risk, and the unique challenges facing a global financial institution. Key Responsibilities Regulatory Compliance & Engagement Provide sophisticated counsel on U.S. and global...

Senior M&A Analyst, Financial Lines Support of underwriting team specializing in underwriting of insurable risks as they relate to corporate M&A transactions (including preparation of deal documents) and development of relationships with M&A source producers (brokers, lawyers and private equity fund principals).   How you will create an impact Conduct background research on the parties to a particular transaction and the industries in which they operate. Review and understand the client's motivation for requesting the insurance coverage, the role the insurance is playing in the transaction, and the value of the insurance to the transaction. Review and understand documentation relevant to the analysis and assessment of the risk. Analyze and assess the underlying risk in accordance with the relevant product line policies and procedures. Prepare non-binding indication letters, insurance policies and binder agreements. Interact with clients,...

Description The Company  Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate.   Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty’s promises.   LMI offers the best of both worlds — the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do...