83 client advisor jobs found

Job Description About Acrisure Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Your Next Chapter:   Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. We’re seeking a...

Job Description About Acrisure Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.   Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.   Your Next Chapter:   Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader.   We’re seeking...

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...

The Solution Advisor (SA) is an exciting, client-facing opportunity in our Integrated and Global Solutions business that is an expert client advisor who will position, sell, and lead opportunities across all our integrated and global solutions in the Health, Wealth and Career (HWC) segment, helping clients define and solve complex issues.  This role will have strong internal connections and interactions with: Lead Relationship Managers (LRMs), HWC business sellers, and IGS Regional and Solution Leaders. The Role Sales (55%)​ Annual sales goals: USD 4.0M annually (new business)​ Build a pipeline for integrated and/or global solutions, including supporting IGS solution and geography leaders in overall go-to-market strategy​ Generate new business and revenue for all HWC lines, with an emphasis on selling integrated solutions (solutions that require combining the capabilities of two or more of our HWC businesses) – both single country and multi...

Join Ascot Group, one of the world’s leading specialty risk underwriting organizations, at a pivotal moment in the continued growth of our global reinsurance platform.   Ascot is a modern, globally connected organization united by a common mission and purpose. Our greatest strength is our people, who thrive in a collaborative and entrepreneurial culture grounded in excellence, integrity, and a passion to find a better way—The Ascot Way.   The Ascot Way guides how we lead, underwrite, and serve our clients. Our platforms work together across products and geographies to deploy capital creatively through client-centric, risk-centric, and technology-centric strategies.   Built for resilience, Ascot combines strong financial security with bespoke solutions and world-class service before and after a claim. We help clients navigate complex risks through agility, collaboration, discipline, and thoughtful innovation.   Ascot is embedding artificial intelligence and...

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...

Are you looking for a stimulating role, working with colleagues all round the world to help fix client solutions? Then apply to become a Global Benefits Senior Director at WTW! This role involves leading our multinational clients’ global benefits management program, helping them design their benefits strategy and leading a global team to execute on this strategy. You will be working effectively with local colleagues in a variety of countries. Specifically, you will be responsible for leading the project delivering local brokerage and consulting services in the area of medical and other insured benefit programs, as well as providing consulting services around all employee benefits to the headquarters.   The Role  You will be part of WTW’s Integrated and Global Solutions (IGS) team and based in the United States (location flexible). The IGS team comprises over 300 colleagues across all WTW geographies and is dedicated to serving the needs of the headquarters of its...

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,...

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. Job Description: Senior Director, Data Architecture Location:  New York, NY Reports to:  Head of Data Engineering & Chief Data Officer Department:  Starr Technology Group Overview: The Senior Director, Data Architecture is a pivotal leadership role responsible for championing, building, and scaling a world-class Data Architecture practice in support of Starr’s global enterprise data vision. Reporting to the Chief Data Officer, the candidate...

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 Property Transformation Lead will drive large-scale transformation programs and initiatives for the property insurance division, working closely with the Property COO and senior executives. This strategic leader will own the end-to-end transformation roadmap—integrating people, process, and technology priorities—to achieve operational excellence, enhanced customer experience, and sustainable growth. The ideal candidate brings extensive transformation, change...

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. Manager, ServiceNow Platform Enterprise platform ownership, engineering, governance, and innovation LOCATION New York, NY DEPARTMENT Infrastructure REPORTS TO AVP, Infrastructure ROLE FOCUS ServiceNow platform leadership   ROLE DEFINITION: This position owns the ServiceNow platform. It does not own Help Desk operations, end-user support, Major Incident Management, or Global Service Delivery...

Position Summary The Transactional Liability Underwriter is responsible for optimizing underwriting strategies, managing risk, and fostering strategic partnerships for profitable deals. The role collaborates internally to resolve complex issues, monitor regulatory changes, and underwrites liability insurance policies in connection with M&A transactions. They shape the portfolio direction, analyze intricate contracts, and tailor coverage to meet deal requirements. What will your job entail? Job Responsibilities: • Develops and implements underwriting strategies, manages risk appetite, and optimizes profitability for assigned accounts as per the M&A underwriting strategy. • Identifies inefficiencies and proposes actionable solutions to ensure taxation requirements are met and are based on pre-deal and post-deal tax structures to deliver a positive deal outcome. • Shares expertise on warranties & indemnity, tax & contingence insurance, guides on complex risk...

Strategic Risk Consulting (SRC) is a part of the wider Risk & Analytics division within Corporate Risk and Broking, which provides an integrated approach to risk management in the current complex global business environment. SRC is a diverse team, with a global footprint and consists of actuaries, engineers, natural catastrophe modelers and enterprise risk management specialists. SRC helps companies identify, quantify, and prioritize their major risks, and connect risk management decisions to corporate financial performance. We have an exciting opportunity for a Senior Risk Consultant within our SRC practice. You will be at the forefront of innovation and technology and get involved in a wide range of fascinating projects.  You will lead the delivery of data-driven insightful analyses to some of the world’s largest and complex organizations. Your modelling skills will be used to help clients quantify their risk and develop risk transfer strategies that exploit...

Position Summary Do you want to shape how Guardian's annuity solutions deliver value to clients? Do you enjoy working across the full spectrum of investment due diligence, strategy, and management while working closely with distribution partners to explain how a strategy works and why it matters? At Guardian, we do the right thing, we believe people count, we courageously shape our future together, and we go above and beyond for the people we serve. If these values resonate with you, Guardian is seeking an Indexed Product Investment Management Lead to own the index and investment strategy agenda behind our Fixed Indexed Annuity (FIA) and Registered Index-Linked Annuity (RILA) products in close partnership with the Head of Indexed Annuities. You are An investment-minded product professional who understands what sits behind indexed crediting strategies and quality investment strategies. You are comfortable evaluating index construction and index provider proposals,...

LOCATION: Hybrid to NE office: Melville, NY, Bridgehampton, NY, Summit, NJ, Jersey City, NJ, Mt. Laurel, NJ Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive...

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 resolute motivated individual to join our team as a Senior Lead Financial Analyst.   Recognized as the Client Solutions & Wealth Management (CSWM) subject-matter expert in financial and business analytics, the Financial Analyst, Wealth Management sets the analytical agenda that turns Park Avenue Wealth Management (PAWM) and Guardian Wealth Partners (GWP) into decisions. Operating with mastery-level expertise and little day-to-day oversight, this role owns the margin, profitability, and performance insight that shapes how the business allocates capital, prices and serves clients, and invests in growth. This role provides recommendations and supports business cases directly to inform decisions made by CSWM and enterprise leaders, and it contributes to the functional strategy for how Finance partners with the...

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...

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...

We are seeking a problem-solving minded, highly analytical, independent thinker, collaborative, business-focused professional to serve as AI Transformation & Advisor Enablement Associate within Client Solutions & Wealth Management. You will join a fast-growing organization that wants to transform the client and advisor experience at Guardian by rethinking how we do things across the firm. The goal is to define new business paradigms to deliver competitive advantages to Guardian advisors. This includes, but not limited to, rethinking how we redesign business processes in close partnership with business leaders, advisors, and cross-functional teams to identify and implement AI and automation solutions that improve productivity, streamline workflows, and as previously noted, enhance advisor and client experiences. Acting as an internal consultant, you will apply (or quickly build) your understanding of Wealth Management operations, advisor workflows, and emerging AI...

We are seeking a strategic, commercially minded, and highly influential leader to serve as AI Transformation & Experience Lead for Client Solutions & Wealth Management. In this highly visible role, you will act as an internal consultant and trusted advisor to business leaders, transforming how advisors and client-facing teams work through the practical application of AI, automation, and emerging technologies. You will combine deep Wealth Management expertise, strong business acumen, and AI capabilities to identify opportunities that improve business effectiveness, advisor and client experience, productivity, and growth. This leader will translate emerging AI capabilities into measurable commercial outcomes by developing transformation strategies, building scalable solutions, redesigning workflows, and driving implementation across the business while maintaining alignment with regulatory and governance requirements. You will join a fast-growing organization that wants to...