70 client solutions advisor jobs found

Discover a Career That Empowers You — Join HUB International! At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring...

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...

Position Title Financial Planning Lead Location New York, NY 10018 Job Summary Family Advisory and Trusts is group of highly-credentialed, sales-focused professionals who provide sophisticated planning advice to clients on a wide range of advisory topics, including: cash flow planning for HNW and UHNW individuals, investors, and business owners; estate planning; sophisticated 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. We are seeking a dynamic and technically proficient Financial Planning Lead to elevate our private banking offering through sophisticated cash flow modeling and goals-based planning for HNW individuals and families. This role is both...

As an Account Executive at RSC Insurance Brokerage, Inc., you will be responsible for managing a book of business, nurturing client relationships, and identifying growth opportunities. You will serve as a primary point of contact for clients, ensuring their insurance needs are met and providing exceptional service. Your Impact Develop and maintain strong, long-term relationships with assigned clients, acting as their trusted advisor. Manage a portfolio of commercial insurance accounts, including renewals, endorsements, and policy changes. Assess client needs and recommend appropriate insurance products and services. Prepare and present insurance proposals, ensuring accuracy and competitiveness. Collaborate with underwriters and other internal teams to secure optimal coverage for clients. Conduct regular account reviews to ensure client satisfaction and identify potential cross-selling opportunities. Resolve client inquiries and issues promptly and professionally. Stay...

This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to any protected characteristic, including age, color, disability, ethnicity, gender identity, marital status, national origin, pregnancy, race, religion, sex, sexual orientation, veteran status, or...

As a Senior Manager, External Communications –   Financial Protection and Wealth Management , you   will   enhanc e   and strengthen Guardian’s   external   reputation   in   protection, retirement, and   wealth management .   To do so, you will draw from your entrepreneurial mindset   to   scale   a dedicated   External Communications   program focused on these topics,   leveraging   Guardian’s thought leadership,   data,   news, and initiatives to ensure consistent visibility in high-impact channels. You will partner closely with   the broader External Communications team , as well as with   Marketing, Brand, Social, and Enterprise Content colleagues,   to ensure alignment across   all of Guardian’s efforts .    You will champion modern communications strategies,   leveraging   emerging technologies—including AI—to keep Guardian ahead in a rapidly evolving landscape.     You are:   A...

Position Title Commercial Real Estate Underwriter/ Credit Products Portfolio Manager Sr.   Location Hicksville, NY 11801   Job Summary The Senior CRE Credit Products Portfolio Manager 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. Pay Range: $106,024 - $165,862   Job Responsibilities: JOB RESPONSIBILITIES Complex Credit Structuring & Underwriting : Lead the structuring, analysis, and approval of highly complex...

As the Head of Risk & Resiliency, you will execute the Risk & Resiliency frameworks for Financial Protection & Retirement Solutions (FPRS) and Client Solutions & Wealth Management (CSWM), Guardian’s Individual Markets lines of business. You will manage the operational risk profile for FPRS and CSWM, aggregating risk across domains (Technology, Cyber, Data, Model, Compliance, Third Party, etc) and ensuring alignment to Guardian’s risk appetite and tolerance. You will enable informed business decision‑making by providing oversight, independent challenge, and proactive risk insights, supported by risk domain experts within Enterprise Risk Management (ERM). You will Act as a trusted advisor to FPRS and CSWM Leadership to drive the Risk & Resiliency program according to Guardian standards, in part by facilitating Risk Working Groups on a regular cadence for transparency and accountability. Escalate topics to the appropriate risk committees as warranted....

As a Senior Director, Absence, Disability Management and Life (ADML) you will lead large, highly visible client engagements involving the design and management of group disability and broader absence management programs. You will drive the strategy and grow relationships with current clients, as well as participate in prospecting opportunities with new clients.  You will serve as a key voice to the marketplace of one of the world’s leading HR consulting firms and have the ability to contribute to the evolution of ADML delivery in North America. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Serve as the strategic partner and trusted advisor to large, complex clients in the design and management of their ADML programs such as: ADML benefit plan analysis, design and cost savings strategies Vendor procurement, negotiation and optimization Audits of vendor performance...

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...

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...

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...

Position Title Sr Auditor   Location Hicksville, NY 11801   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...

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...

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...

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. The Chief of Staff will serve as a strategic partner and trusted advisor to the Global Chief Claims Officer (GCCO), supporting the execution of the company’s claims strategy, driving key business management initiatives, and overseeing cross-functional project management. This pivotal role acts as a liaison between the GCCO, senior leadership, and various stakeholders across the organization. The successful candidate is a seasoned insurance professional with...