42 private client risk advisor jobs found in New York

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...

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 Risk...

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...

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...

The WTW Alternative Asset Insurance Solution (AAIS) group provides a full spectrum of commercial insurance, employee benefits and transactional services for private equity firms and their portfolio companies. The AAIS engagement with a client begins with due diligence in evaluating the costs, liabilities and exposures of potential acquisitions. Ensuring that during the diligence phase, broking teams are delivering the full WTW value.  After close, WTW manages the portfolio company’s insurance program through the private equity firm’s hold period and during a sale process ensures the proper steps are taken for a seamless transaction with on overall objective of maintaining WTW services in place after close with new ownership team. This position supports AAIS Producers and Diligence teams by managing the conversion of the portfolio company to a WTW client, management of the portfolio company programs post-closing, and supporting post-closing and renewal placement needs.   The...

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...

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...

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: 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: 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...

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...

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship. We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed , valuing each other , acting with speed and having an owner’s mindset .  As part of our team, you play a role in fulfilling our purpose and making a difference.  We offer a rewarding work environment that is filled with...

AIG’s Global Personal Insurance Legal Department is seeking an experienced Associate General Counsel to join the Global Warranty & Services Legal Group in our Jeffersonville, Indiana, Atlanta Georgia or Charlotte, North Carolina office. AIG’s Global Personal Insurance Legal Department is comprised of attorneys and other professionals providing high quality advisory and transactional support to industry leading business teams.   The Associate General Counsel will support projects that are time-sensitive, highly visible inside and outside of the company, and key to AIG’s strategic initiatives. Description: This position reports to the Head of Legal for Global Personal Insurance.  The successful candidate will have the opportunity to work on a wide variety of matters.  Specific duties will include: Managing legal aspects of large U.S. and Global Service Warranty and Insurance programs, such as mobile electronics insurance, consumer appliance, HVAC and home warranty programs...

Location : Hybrid, New York, NY office  Come join our team! Vanbridge, an EPIC Insurance Brokers company is a fully diversified insurance and capital solutions firm that provides services and solutions at the intersection of the insurance, private equity and hedge fund industries. What makes us different is the strength and flexibility of our business model and our ability to provide a full range of insurance and alternative capital solutions without the limitations of a siloed approach. 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...

The Investment business aims to create sustainable competitive advantage for clients in their investment portfolios. This is delivered to clients by providing expert advice on their investments and decision-making processes, making investment decisions on their behalf through delegated investment services and providing investment tools. Our clients are a diverse range of institutional investors, including corporate pension plans, defined contribution plans, and more. As a trusted partner to over 1,200 clients, we advise on over $3.5 trillion of global assets. The Role You will be part of a collaborative global Real Assets research team, working alongside some of the industry’s top researchers, portfolio managers, and consultants. In this role, you will focus on real assets, investments in tangible asset classes such as real estate, infrastructure, natural resources, and other private markets. Key aspects of the role include:  Manager Research and Due Diligence: Following...

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...

Position Title Associate General Counsel - Commercial Real Estate Finance Location New York, NY 10018 Job Summary The Associate General Counsel is a member of the Legal Department primarily be responsible for providing broad based legal support to Flagstar Bank. In this position, is a lead partner with internal business units, as well as working with and managing other members of the Legal team. The Associate General Counsel acts as the primary resource for the business regarding review and management of complex legal affairs relating to assigned legal discipline or business lines, Commercial Lending, Consumer Compliance, Mortgage Banking, Contracts, Real Estate, Corporate Governance, Litigation, Private Banking, Employment Law. Acts as a liaison between business unit management, legal management and outside counsel regarding documentation and legal issues. Provides timely and effective legal advice regarding negotiations and documentation, managing outside counsel...

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...