11 financial relationship banker jobs found in Philadelphia, PA

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling...

WTW (Willis Towers Watson) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has ~40,000 employees in more than 120 territories. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas — the dynamic formula that drives business performance. Unlock your potential at WTW.   The Business Our Pension Outsourcing business provides benefits administration and outsourcing solutions to many of the world’s leading organizations. Specifically, this role would support our Large Market Technology practice. Our Purpose is to help our clients’ employees realize the full potential of their benefits; helping them be happier, healthier and more secure. Our Mission is...

Description Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services.   Headquartered in Boston, the firm has 250+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit www.capstonepartners.com...

The Senior Property Broker serves as the primary liaison between insurers and clients. This person is responsible for managing major client relationships, deploying placement expertise and helping to drive revenue growth within the assigned office. Serves in a senior role on major accounts.  Advise clients/strategize/provide expertise on difficult-to-place business. Perform policy contract reviews; negotiate competitive terms and conditions. Assists in establishing placement strategy for region. Act as a thought leader and contribute to business growth objectives. May act as a mentor to Jr. Brokers and Brokers on smaller accounts. Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role This role provides knowledge, leadership, insight and direction for broking activities to ensure that clients’ expectations are regularly met. This role incorporates a wide level of expertise, but always assumes...

Senior Life Sciences Broker – North America The Senior Life Sciences Broker is responsible for developing, marketing, and placing complex insurance and risk management solutions for clients operating across the life sciences industry, including biotechnology, pharmaceutical, medical device, diagnostics, digital health, contract research organizations (CROs), and related sectors. This role serves as a trusted advisor to clients, providing deep industry knowledge and carrier relationships to deliver strategic insurance solutions that support innovation, growth, and risk mitigation. As a senior member of the Life Sciences Broking Placement Team, this individual will help shape multiline placement strategy for some of the organizations most complex clients.   Working closely with client advocates, producers, industry leaders, and carrier partners, the Senior Broker will leverage deep marketplace expertise, analytics-driven insights, and innovative program design strategies to...

Broker, Construction    Corporate Risk & Broking 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   Broker oversees day-to-day placement and broking responsibilities for North American Construction accounts including new business development; develops business relationships with retail producers and markets; negotiates with underwriters regarding coverage terms, conditions and pricing on new and existing programs; evaluates quotes, prepares marketing reports for distribution; assists regional teams with RFP and new business proposal development, and performs other duties as assigned.    Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this...

Job Description Account Executive – Mid-Atlantic, US Accident & Health (A&H)  About the position Join us as an Account Executive to play an influential role in driving sales growth at AIG Accident & Health, a leading provider of insurance products and services focused on managing risk for both commercial and personal customers. We offer a broad range of products through a diversified, multi-channel distribution network, including one of the world's most far-reaching property casualty networks. In this role, you will report to the Head of Sales and Distribution, North America Accident & Health and be responsible for overseeing the Mid-Atlantic sales territory. The ideal candidate will have a demonstrated track record of developing relationships with internal and external trading partners and creating a pipeline of new business opportunities aligned with the business strategy. How you will create an impact Oversee a sales territory for Accident &...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Senior Program Manager to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Programs AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG. How you will create an impact Program Manager reports directly to the (Senior Director). A Program Manager is highly motivated, results oriented problem solver who exemplifies a willingness to be flexible, learn on...

    Executive Assistant We are seeking a highly organized, detail-oriented, and proactive Executive Assistant to support our leadership team. This role goes beyond administrative support—it's a strategic partnership with senior leadership, providing coordination, insight, and follow-through across key initiatives. You will serve as a vital communication and operational hub, ensuring smooth day-to-day execution and acting as a bridge between internal teams, brokers, clients, and external partners. A strong sense of ownership, professional discretion, and ability to anticipate needs is essential to success in this role. Company Pennsylvania Lumbermens Mutual Insurance Company (PLM) is America’s oldest and largest insurance company dedicated to protecting wood-related businesses such as lumber and building material retailers, wood product manufacturers, and sawmills. Headquartered in Center City, Philadelphia, PLM has been recognized as one of Philadelphia Inquirer’s Top...

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. Producer Licensing and Appointment Technician The Producer Licensing and Appointment Technician supports Starr’s underwriting groups by managing all producer (broker) records to ensure accuracy and licensing requirements.  This person will work with Starr employees and broker partners to ensure prompt resolution producer licensing and other matters to foster company growth. Job Description Review and resolve producer(broker)-related inquiries from all Starr...