59 senior wealth advisor jobs found

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...

Role Summary Guardian Life is seeking a Senior AI Transformation Lead to drive execution of high-impact AI initiatives across the Financial Protection, Retirement Solutions (FPRS) and Client Wealth Management (CSWM) businesses. This individual will own end-to-end delivery of AI-enabled products focused on our highest-value processes—such as underwriting, claims and servicing, advisor productivity, and operations automation—to accelerate growth, improve efficiency, and enhance customer experience. Unlike traditional product roles, this position sits at the intersection of business strategy, product management, and AI execution. You will translate enterprise AI strategy into tangible solutions, partnering closely with data science, technology, and business teams to move from opportunity → use case → production deployment at speed.  Success in this role requires operating with urgency, navigating ambiguity, and delivering measurable outcomes in an environment that blends...

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...

Head Individual Markets Communications In this role, you will define, direct, and execute an integrated internal communications strategy that advances business growth and transformation. You’ll lead a team focused on helping key audiences find information, understand change, and stay connected to our strategy, leaders, and each other. You’ll bring a growth mindset, a passion for creative thinking, and a consultative approach to partnering with leaders and stakeholders. You are A highly experienced communications leader who sets direction, establishes priorities, and drives outcomes through self and others. Consultative and agile, with the ability to assess stakeholder needs quickly, navigate complexity, and provide clear, pragmatic counsel. A strong collaborator who influences senior leaders and cross-functional partners, aligns on objectives, and establishes an effective operating rhythm to deliver results. An innovator who leverages emerging technology to build...

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...

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....

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,...

The Planning Team Leader for Guardian Wealth Partners is a leadership role responsible for building, leading, and scaling a team of advisors within our fee‑based Registered Investment Advisor (RIA). This role owns the client journey for prospects and clients originating from other business lines, ensuring a consistent, high‑quality experience across education, planning, and investment implementation. This role will lead advisors delivering holistic, goals‑based advice through a combination of fully digital and hybrid engagement models, serving clients across mass affluent, affluent, and high‑net‑worth (HNW) segments. This individual will be accountable for advisor performance, client outcomes, growth, and alignment with the firm’s value proposition. Key Responsibilities Sales & Growth Leadership Lead and develop a team of (centralized/in-house) advisors responsible for converting inbound leads into long‑term advisory relationships Own sales strategy and...

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,...

The Head of Wealth Management Marketing will own the strategic direction, execution, and ongoing evolution of marketing for the Wealth Management division. This person will report to the Head of Financial Protection and Retirement Services (FPRS) and Client Solutions and Wealth Management (CSWM) Marketing, and will shape the long‑term marketing vision, drive growth across established and emerging distribution channels, and oversee a high‑performing team responsible for delivering compelling, data‑driven marketing programs. This role requires a visionary marketer with deep experience in wealth management, including successfully building or scaling a Registered Investment Advisor (RIA) platform; experience in creating a marketing strategy for a new business and experience in building a strategy and execution of sales campaigns. The ideal candidate excels in fast‑paced, dynamic environments, is a strong communicator, and has a proven ability to influence senior levels across the...

Position Title CRE Credit Products Portfolio Mgr Sr   Location New York, NY 10018   Job Summary 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 - $106,023 - $165,862   Job Responsibilities: JOB RESPONSIBILITIES (35%) Complex Credit Structuring & Underwriting : Lead the structuring, analysis, and approval of highly complex credit transactions,...

Auto Express Manager Who we are American International Group, Inc. (AIG) is a leading global insurance organization. AIG member companies provide a wide range of property casualty insurance in approximately 70 countries and jurisdictions. These diverse offerings include products and services that help businesses and individuals protect their assets and manage risks. We’re also committed to making a positive difference for our colleagues and in the communities where we work and live. We encourage colleagues to give back to the causes they care most about, supporting these efforts through our Volunteer Time Off and Matching Grants Programs. Get to know the business General Insurance is a leading provider of insurance products and services for commercial and personal insurance customers. It includes one of the world’s most far-reaching property casualty networks. General Insurance offers a broad range of products to customers through a diversified, multichannel...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim, Legal Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

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...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to underwrite new life sciences business and renewals in a profitable manner and according to authority level and established guidelines, and participate in special projects having an impact on the business. Utilize underwriting tools to determine accurate classifications, rates, and premium charges. Knowledgeable in coverage forms and policy language; appropriate utilization of forms and exclusions. Able to provide coaching to others. Regular travel across the...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim, Legal Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

Product Underwriting Legal - Product Counsel Who we are: American International Group, Inc. (AIG) is a leading global insurance organization. Building on 100 years of experience, today AIG member companies provide a wide range of property casualty insurance and other financial services to customers in more than 80 countries and jurisdictions. These diverse offerings include products and services that help businesses and individuals protect their assets, manage risks and provide financial security. About the role: We are seeking an experienced attorney to join the Product Underwriting Legal team as Product Counsel in the Global Legal, Compliance and Regulatory (GLCR) department at AIG. The Product Underwriting Legal team is comprised of attorneys, and other para-professionals, providing high quality advisory, transactional and regulatory support across AIG.  This role will support projects that are time-sensitive, highly visible inside and outside of the company,...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim, Legal Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

The HR Talent Partner (HRTP) – Digital &Technology is a strategic partner to leaders across Guardian’s Digital & Technology (D&T) organization, enabling the execution of business and transformation priorities through effective talent, organizational, and leadership strategies. This role works closely with senior Technology leaders to align talent strategy with enterprise priorities, support operating model evolution, and drive organizational effectiveness. The HRTP will play a critical role in enabling Guardian’s transformation agenda, including digital modernization, AI transformation, and the evolution to product- and platform-based ways of working while readying the workforce for the future. You have: 10+ years of progressive HR experience, including HR Business Partner or Talent Partner roles and developing junior HRTPs. Experience supporting Technology, Digital, Engineering, or Data organizations Demonstrated experience in organizational design, talent...

The Utilization Review Case Manager gathers demographic and clinical information on prospective, concurrent and retrospective in-patient admissions and out-patient treatment, certifies the medical necessity and assigns an appropriate length of stay while supporting the goals of the Case Management department and of CorVel. This is a remote role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Identifies the necessity of the review process and communicates issues of concern to the appropriate claims staff/customer Collects data and analyzes information to make decisions regarding certification or denial of treatment Documents all work in the appropriate manner Promotes utilization review services with stakeholders Additional duties as assigned   KNOWLEDGE & SKILLS:  Must have thorough knowledge of both CPT and ICD coding Ability to interface with claims staff, attorneys, physicians and their representatives, as well as advisors/clients and coworkers...