19 senior private client advisor jobs found in New York

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. Position Summary The Strategic Human...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. Starr is seeking to hire an experienced tax attorney as Starr’s Senior Tax Counsel to report to the Head of Tax.  This role will advise on Starr’s global tax strategy, including federal, state and international tax matters. Critical to this role is the ability to operate in a matrixed environment as the Senior Tax Counsel will partner closely with business and investment leaders throughout the Starr organization. This person should be embraced by senior leadership...

This is an opportunity to join Ascot Group - one of the world’s preeminent specialty risk underwriting organizations. Designed as a modern-era company operating through an ecosystem of interconnected global operating platforms, we’re bound by a common mission and purpose. Our greatest strength is a talented team who flourishes in a collaborative, inclusive, and entrepreneurial culture, steeped in underwriting excellence, integrity, and a passion to find a better way, The Ascot Way. The Ascot Way guides our people and our organization. Our underwriting platforms collaborate to find creative ways to deploy our capital in a true cross-product and cross-platform approach. These platforms work as one, deploying our capital creatively through our Client Centric, Risk Centric and Technology Centric strategies. Built to be resilient, Ascot offers clients leading financial security while delivering bespoke products and world class service — both pre- and post-claims. Ascot exists...

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,...

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 DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world. The focus on being a People First business has always been at the very heart of the Group; Our vision was to create an independent business with a unique culture and one that would survive and thrive as a business controlled by the people working for it. And finding the most talented and entrepreneurial people to join the Group has been and will continue to be key. DUAL North America, Inc. is seeking a SVP Transactional Risk Classification: Full-time Reports to: Head of Transactional Risk Salary: $250,000 to 350,000 Location: New York, NY, Hybrid Role overview DUAL North America is seeking a commercial and ambitious Senior Underwriter for the Transactional Risk division. At DUAL, underwriters play a key strategic role in shaping the...

  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 New York City and founded in 2007, our company has over 4,000 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 next career? Then consider joining our...

Job Description 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...

About the role  AIG is seeking a Fraud Investigations Manager who is fluent in English and Spanish (reading, writing, and speaking) to join the Global Investigative Group (“GIG”) team in our New York Office.  GIG is a specialized unit within AIG’s Global Legal, Compliance and Regulatory Department.    AIG’s Global Legal, Compliance, Regulatory and Government Affairs (GLCR) is a global, diverse and award-winning team, comprised of attorneys and other professionals, that has been recognized for its leadership and innovative solutions, providing high quality advisory and transactional support with integrity and objectivity across all parts of the organization. The GLCR team ensures an operating environment that minimizes legal, regulatory and reputational risks and complies with all laws and regulations and AIG policies & procedures.  You will also be able to participate in AIG’s award-winning pro bono program.   The Fraud Investigations Manager position investigates...

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 New York City and founded in 2007, our company has over 4,000 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 next career? Then consider joining our...

EMPLOYER:  Willis Towers Watson Northeast, Inc.   TITLE: Director – Broking   DUTIES: Assist the Senior Vice President and Head of Financial Institutions, Credit Risk Solutions, in developing and servicing key Financial Institutions clients in their insurance needs, including the New York-based branches of SMBC, Mizuho, Bladex, Standard Chartered Bank, and JP Morgan. Responsible for expanding business with additional Financial Institutions, including other Japanese banks, Canadian banks, Export Credit Agencies, Development Banks, and Private Credit Funds. Strengthen the New York office’s capabilities in placing insurance for complex Financial Institution risks and expand the firm’s presence among these clients. Reinforce WTW’s position as the “expert broker” for these institutions in both New York and London and play an important role in educating certain U.S. insurers on these complex placements. Advise clients on the structuring, placement, and management...

Head of Park Avenue Wealth Management Technology This senior leader will define and execute the end-to-end technology strategy for Park Avenue, Guardian’s wealth management broker-dealer, and Guardian Wealth Partners, a new in-house advisory channel. The role will shape a modern, scalable wealth technology ecosystem that supports planning-led engagement, advisor productivity, digital onboarding, client servicing, and integrated reporting across the wealth management ecosystem. This is a transformational leadership role responsible for building the platform, operating model, and technology capabilities needed to deliver a digital-first advisor and client experience while supporting the growth of Park Avenue and Guardian Wealth Partners You Will  Define and execute the technology vision, strategy, and roadmap for Park Avenue and Guardian Wealth Partners across planning, advisory, onboarding, servicing, advisor workflow, and reporting capabilities. Own the...

We are seeking an experienced and entrepreneurial Vice President – Tax Insurance Broker to join our growing tax insurance practice. This role will focus on advising clients and placing tax liability insurance solutions related to mergers and acquisitions, corporate restructurings, private equity transactions, complex tax positions, and tax credits. The successful candidate will serve as a trusted advisor to private equity firms, corporate clients, law firms, accounting firms, and other transaction stakeholders, helping identify, structure, and transfer tax-related risks through insurance solutions. This position offers significant client-facing responsibility and the opportunity to contribute to business development, market expansion, and strategic growth initiatives. Key Responsibilities Client Advisory & Placement Advise clients on the use of tax insurance as a risk-transfer tool for identified and contingent tax exposures. Analyze tax opinions, transaction...

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...

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. Assistant/Associate General Counsel – U.S. Retail Brokerage Location: Remote - USA 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...

The Role The Sales Director – US Wealth is a senior sales leadership role responsible for supporting growth of WTW Investments’ wealth business across the United States. This role focuses on expanding distribution of WTW’s investment advisory, OCIO, delegated investment, and investment solution offerings to wealth managers, intermediaries, platforms, and strategic partners. The Sales Director will originate, develop, and close new business opportunities, while working closely with investment specialists, research teams, product leaders, and broader US Investments sales and client management colleagues. The role plays a critical part in executing WTW’s US wealth growth strategy and building long-term, trusted client relationships. Key Responsibilities Lead business development efforts for WTW Investments across the US Wealth market, including wealth managers, RIAs, platforms, and strategic partners.  Originate and manage a robust pipeline of new...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. Job Description: Senior Director, Data Architecture Location:  New York, NY Reports to:  Head of Data Engineering & Chief Data Officer Department:  Starr Technology Group Overview: The Senior Director, Data Architecture is a pivotal leadership role responsible for championing, building, and scaling a world-class Data Architecture practice in support of Starr’s global enterprise data vision. Reporting to the Chief Data Officer, the candidate...

About Specialty Program Group: Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.  About Encore Fiduciary: At Encore Fiduciary, we strive to be best-in-class underwriters in professional and management liability insurance niches in which we have demonstrated expertise and expertise.  We earn our business by providing value to broker partners and policyholders with management liability expertise, thought leadership and risk management for our client.  As an Underwriter, you will play a...

Summary Serve with impact. As a Senior Client Service Representative, you’ll be a trusted partner to clients and producers, delivering exceptional service across a complex book of business. You’ll guide junior staff through mentorship, manage renewals with accuracy and care, and respond to daily client needs with professionalism and expertise. In this role, you’ll handle policy changes, maintain precise documentation, ensure regulatory compliance, and support producer partners in meeting client expectations. With strong communication skills and deep insurance knowledge, you’ll help create a streamlined, client-focused experience that strengthens relationships and elevates service quality. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values...