25 private client advisor jobs found

Company: Marsh McLennan Agency Description:   Senior Private Client Advisor  - Hybrid in Boston location   Our not-so-secret sauce.   Award-winning, inclusive, Top Workplace culture   doesn’t   happen overnight.   It’s   a result of   hard work   by extraordinary people. More than 11,000 of the industry’s brightest talent   drive   our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a   Senior Private Client Advisor   at Marsh McLennan Agency Private Client Services National team.     Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the...

Description About Capstone Partners: Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. JOB DESCRIPTION SUMMARY: The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. JOB DESCRIPTION SUMMARY: The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients....

The Cross Family of Agencies welcomes you. We need your talent and expertise. The Cross Family of Agencies welcomes you. We need your talent and expertise. Commercial Lines Account Manager From starting at the kitchen table of Woodrow Cross, to becoming one of the largest insurance providers in New England, Cross Insurance has grown rapidly over the past 65 years. We’ve still held on to our core values of integrity, hard work, and dedication, and are still privately held. We’re looking for the best talent to build our team, and offer highly competitive salaries and a comprehensive benefits package that includes:  401(k) Group Life/Supplemental Life Group Dental Group Vision Group Medical Short-term/Long-term Disability Medical & Dependent Care Reimbursement Education Reimbursement Opportunities  Professional Work Environment  Paid Holidays  Continuing Education Account Managers are primarily responsible for servicing policies (new...

For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   Our Personal Lines team is currently seeking an EIA Sales Producer to join our growing team in Windsor, CT or Worcester, MA .  This is a full time, non-exempt role. This role is a hybrid opportunity. POSITION OVERVIEW: The EIA Sales Producer represents Educators Insurance Agency, a division of Hanover Insurance, in effectively managing its customer and prospect relationships. This individual is responsible for selling insurance products to new customers through both inbound and outbound call campaigns, as well as manage existing client relationships.  IN THIS ROLE, YOU WILL: Use knowledge and selling techniques to build value in the product tailored to...

For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   Our Personal Lines team is currently seeking an EIA Sales Producer to join our growing team in Windsor, CT or Worcester, MA .  This is a full time, non-exempt role. This role is a hybrid opportunity. POSITION OVERVIEW: The EIA Sales Producer represents Educators Insurance Agency, a division of Hanover Insurance, in effectively managing its customer and prospect relationships. This individual is responsible for selling insurance products to new customers through both inbound and outbound call campaigns, as well as manage existing client relationships.  IN THIS ROLE, YOU WILL: Use knowledge and selling techniques to build value in the product tailored to...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: The AVP, Financial Planning & Analysis (FP&A) – Dental is the senior finance leader responsible for end‑to‑end financial planning, performance management, and decision support for Sun Life’s Dental business. This role partners closely with the Dental executive leadership team, Dental Finance &...

Company: Oliver Wyman Description: Practice Groups : Consumer, Telco & Technology (CTT) & Private Capital (PC) Location : San Francisco, New York, Boston, Chicago, Washington DC Role : Principal Oliver Wyman helps industry leaders in the technology/software and private equity industries develop value growth strategies, improve operations, and maximize organizational effectiveness. Our CTT clients are some of the world's most successful companies: wireless and wireline equipment and communications service providers: enterprise IT, consumer electronics, and semiconductor companies; and broadcasters, publishers, platform operators, online and entertainment companies; high tech; and software companies. We work collaboratively with our clients’ leaders, employees, stakeholders, and customers to jointly define, design, and achieve lasting results.  Oliver Wyman’s Private Equity team in North America are looking to hire consultants to support its rapid growth....

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship. We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed , valuing each other , acting with speed and having an owner’s mindset .  As part of our team, you play a role in fulfilling our purpose and making a difference.  We offer a rewarding work environment that is filled with...

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 have 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...

Warning: Fraudulent Job Adverts Beware of fraudulent activities claiming to represent Insurify. We are not associated with any entities soliciting personal information or payment. The safety of our job seekers is a top priority, and we actively work to prevent such incidents. Insurify will never request sensitive information or payment during the hiring process. Be cautious of text-only interviews, interviews conducted through Microsoft Teams, or suspicious offer letters.  Why us?  Insurify is one of America’s fastest-growing MIT FinTech startups and has been recognized as one of Inc. 5,000’s fastest-growing private companies in America in 2025, 2024, 2023, 2022 and 2021, Forbes Fintech 50 List for 2023, 2022, and 2021, Forbes Next Billion Dollar Startups of 2022 global and Top 100 InsurTech company. We’re changing the way millions of people compare, buy and manage insurance with artificial intelligence, technology, and superior product design. Our company vision is to...

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...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: At Sun Life, we look for optimistic people who want to make life brighter for our Clients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you’ll be empowered and challenged by working with dynamic colleagues...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. JOB DESCRIPTION: The Client Service Specialist works closely with advisors, line-of-business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet...

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 Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. JOB DESCRIPTION SUMMARY: The Sr Client Service Specialist works closely with advisors, line of business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed...

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...

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. Due to growth, we have multiple positions available across the division. About Acrisure   Scope:     The individual in this role will be responsible for managing and executing key components of the new business and renewal processes for insurance...

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...