25 private client risk advisor jobs found

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 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...

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. Job Responsibilities:       New business development activities including calling efforts, joint sales   opportunities   and revenue generation.     Maintain s   professional level ( c Suite) calling efforts in...

Position Title Senior Credit Products Specialist - Private Banking Location New York, NY 10018 Job Summary The Senior Credit Products Specialist - Private Banking 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. The anticipated base pay rate range for this role is between $141,299 - $168,468. Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: JOB RESPONSIBILITIES Complex Credit Structuring &...

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 best....

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...

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 Negotiate confidentiality agreements, non-reliance letters   Draft insurance policies, and review comments from insured and its advisers  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...

Job Description About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary:  The Personal Lines Private Client Account Executive would be responsible for providing professional stewardship to include annual exposure reviews ensuring that their clients are adequately protected. This would involve conducting thorough...

Job Description About Acrisure: A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: As an Enterprise Account Executive at Acrisure, you play a crucial role in driving Total Client Growth, delivering exceptional client experience, and managing complex, enterprise-level insurance relationships. This role requires...

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 The Analyst will support the transactional insurance team, including representations and warranties insurance, tax liability insurance and contingent liability insurance. Among other things, the Analyst will:  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...

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...

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. About Howden Private Capital Howden Private Capital (formerly Atlantic Global Risk) is the transactional risk arm of Howden, one of the world’s leading independent insurance brokers. We advise private equity sponsors, real estate investors, corporates, and law firms on Representations &...

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...

Description Huntington’s Managing Director, Financial Sponsors Group (FSG) is a senior leader responsible for originating, developing and managing relationships with diverse financial sponsors, including private equity firms and other multi-strategy asset managers.  Our new colleague will manage client coverage and strategy, collaborating across corporate client coverage and product teams to deliver advice, relationships access, value added ideas and comprehensive financial solutions.  The Managing Director will have a defined client and prospect coverage list and is expected to develop relationships with these firms to meet individual and team financial goals, contribute to the overall growth of the FSG and Huntington Bank, across Huntington Capital Markets and Capstone.  This position requires a strong command of capital markets, investment banking, M&A, leveraged finance and credit fundamentals, with the...

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...

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 2 days per week at our New York office location. Risk Strategies Company Retirement Plan Services seeks an experienced and highly skilled Senior 401(k) / Retirement Plan Account Manager to lead a portfolio of clients. This role requires a deep understanding of ERISA regulations and fiduciary responsibilities. Your Impact Manage workflows and communications for retirement plan Trustees and Participants Develop analysis on retirement options and performance Prepare client presentations and reporting Attend client enrollment and ongoing support meetings Serve as primary contact for assigned plan sponsors, advisors, and brokers for more complex or sensitive plans. Act as liaison between plan sponsors and various internal groups. Promote customer satisfaction through effective service delivery. Ensure prompt and effective response to all plan sponsor inquiries. Respond to...

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...

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...

Job Description About Acrisure: A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking a Commercial Lines Account Executive join our growing team in the East Division. Our Account Executives are pivotal in delivering exceptional service and innovative insurance solutions to our clients. In this role, you will...

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,...