14 retirement income advisor jobs found

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,...

Position Title Financial Planner   Location New York, NY 10018   Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; 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. The Financial Planner supports the delivery of comprehensive, goals-based financial planning to HNW clients and families. This role is client-facing and execution-oriented, partnering with private bankers and senior planners to deliver high-quality planning analyses and recommendations. The...

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. Title: Marketing Associate Location: Hybrid in New York City About Howden Private Capital Howden Private Capital (HPC) is a specialty broking group built around the needs of sophisticated investors and dealmakers. We work across the full transaction lifecycle, from pre-deal...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Job Summary:   IPH   is seeking a   Senior Manager, Facilities   who will   be   responsible for   the strategic and operational management of IPH’s North American real estate portfolio – with physical offices in New York, Chicago, Scottsdale, Cleveland, Columbus, Oakville (Canada...

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...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Job Summary:   IPH   is seeking a   Senior Manager, Facilities   who will   be   responsible for   the strategic and operational management of IPH’s North American real estate portfolio – with physical offices in New York, Chicago, Scottsdale, Cleveland, Columbus, Oakville (Canada...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Job Summary: IPH is seeking a Strategic Finance Director to lead and scale our strategic finance function at a high-growth organization. This role sits at the intersection of finance, analytics, and business strategy, driving data-informed decision-making across the company. You will partner closely...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Job Summary: IPH is seeking a Strategic Finance Director to lead and scale our strategic finance function at a high-growth organization. This role sits at the intersection of finance, analytics, and business strategy, driving data-informed decision-making across the company. You will partner closely...

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...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Clarus   is a subsidiary of Independence Pet Holdings (IPH) ,   and   pioneering pet health technology company on a mission to transform the future of pet healthcare. We are dynamic entrepreneurs improving pet health by providing trusted and transparent information across the entire pet health...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Clarus   is a subsidiary of Independence Pet Holdings (IPH) ,   and   pioneering pet health technology company on a mission to transform the future of pet healthcare. We are dynamic entrepreneurs improving pet health by providing trusted and transparent information across the entire pet health...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Account Manager to join our growing team in Rye Brook, NY .  Reporting to Employee Benefits Team Leader, the Account Manager’s primary responsibility includes to independently provide the work client deliverables to each client and to become a trusted advisor to the client. Additional duties include support of the Sales team as required.  How You Will Contribute:   Collaborate with account executive to ensure client receipt of all Work-Client Deliverables Works independently in providing day to day overall customer satisfaction and proactive service response Responsible for managing and executing work product protocols including compliance requirements Actively apply industry knowledge both internally (through Benchmarking analysis) and independently Active team...

MarshBerry is growing! We are seeking an Associate to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Job Details Position Summary: MarshBerry is currently seeking an Associate based in New York City office . The Associate will fulfill merger and acquisition advisory, business valuation, due diligence, and financial consulting projects. The Associate will also be responsible for developing relationships with existing clients and new prospects, identifying...

About HUB At HUB International, we’re building a culture that celebrates entrepreneurial spirit, collaboration, and a relentless focus on client success. As one of the world’s largest insurance brokers, HUB provides comprehensive insurance, risk management, and employee benefits solutions that help our clients protect what matters most. Our leaders are empowered to think strategically, act decisively, and build teams that deliver meaningful results. If you thrive in a high-growth, high-accountability environment and are passionate about driving performance through people, this is an opportunity to lead at one of the most dynamic regions in the HUB organization. Position Summary The Senior Vice President, Sales & Regional Sales Officer is a key member of the HUB Northeast leadership team, responsible for leading all aspects of sales strategy, producer development, and organic growth across the Property & Casualty (P&C) business. This role serves as the...