58 private client advisor jobs found

Company: Marsh McLennan Agency Description: 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. 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 Private Client Advisor at MMA.    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 world’s leading professional services firm, Marsh McLennan (NYSE: MMC).     A day in the life.    As our Private Client Advisor on the Client Advisory...

Position Title SBL Collateral Monitoring Lead Location New York, NY 10018 Job Summary The SBL Collateral Monitoring Lead is responsible for supporting both the build-out and ongoing operations of the Bank’s collateral monitoring function. This role has a dual mandate: 1. Implementation & Design (early stage): Participate in the integration, testing, and rollout of the collateral monitoring system, processes, and procedures as part of the bank’s new SBL platform. 2. Daily Collateral Operations (ongoing): Ensure accurate, timely, and risk-aligned monitoring of pledged collateral for SBL facilities, while delivering exceptional service to internal partners and maintaining the highest standards of control, data accuracy, and responsiveness. The ideal candidate is detail-oriented, analytical, organized, and comfortable operating in a build-from-scratch environment. They will be a partner to Credit Risk, Legal, Operations, Technology, Private Client Advisors/PCGs, and...

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...

The Family Office Advisor will serve as a dedicated resource for high-net-worth clients, providing comprehensive and personalized insurance and risk management solutions. This role involves understanding complex family dynamics and financial structures to deliver tailored strategies that protect wealth and assets across generations. Your Impact Develop and maintain strong relationships with high-net-worth individuals and families, acting as their primary point of contact for all insurance-related needs. Conduct thorough needs assessments to identify potential risks and exposures, including property & casualty, life, health, cyber, and specialty coverages. Design and implement customized insurance portfolios that align with clients' unique financial goals, risk tolerance, and estate planning objectives. Collaborate closely with internal RSC Insurance Brokerage teams, as well as external advisors (e.g., wealth managers, attorneys, tax advisors) to ensure integrated and...

Company: Description: Client Advi sor , Business Insurance   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. 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 Commercial Lines Client Advisor with the Business Insurance team here at MMA.    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 world’s leading professional services firm, Marsh McLennan (NYSE: MMC) .     A day...

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 industry leading success in mergers and acquisitions. ABOUT HUB'S RISK SERVICES DIVISION HUB's...

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. Pay Range: $167,913 - $181,750 - $202,000 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities:   New business development activities including calling efforts, joint sales   opportunities   and revenue generation....

Company: Marsh Description: Marsh USA LLC is seeking candidates for the following full-time position based in the New York, NY office (A hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with company policies.):                               Client Executive, US Energy & Power Specialty We will count on you to: Provide tailored insurance and risk management solutions to clients. Build and maintain strong relationships with clients to understand their needs. Develop and implement strategic plans for client accounts, including identifying opportunities for growth and improvement. Manage and articulate financial plans and budgets between clients, Marsh colleagues and insurers. Deploy the organization’s proprietary advisory capabilities to analyze client risk profiles. These advisory studies serve as a baseline when recommending appropriate insurance and risk management solutions that align with each client’s...

The WTW Alternative Asset Insurance Solution (AAIS) group provides a full spectrum of commercial insurance, employee benefits and transactional services for private equity firms and their portfolio companies. The AAIS engagement with a client begins with due diligence in evaluating the costs, liabilities and exposures of potential acquisitions. Ensuring that during the diligence phase, broking teams are delivering the full WTW value.  After close, WTW manages the portfolio company’s insurance program through the private equity firm’s hold period and during a sale process ensures the proper steps are taken for a seamless transaction with on overall objective of maintaining WTW services in place after close with new ownership team. This position supports AAIS Producers and Diligence teams by managing the conversion of the portfolio company to a WTW client, management of the portfolio company programs post-closing, and supporting post-closing and renewal placement needs.   The...

Company: Oliver Wyman Description: Job Description: Principal – Tech Innovation Practice (Technical Due Diligence & CIO Strategy Focus) About Oliver Wyman Oliver Wyman is a global consulting firm that helps clients solve complex problems and transform their businesses. Our Tech Innovation practice works closely with CIOs and technology leaders to shape IT strategies that drive growth, improve operations, and manage risk. Role Overview As a Principal focused on technical due diligence and CIO strategy, you will advise CIOs and senior leaders on important technology decisions that affect their business direction, efficiency, and risk. You will lead technical due diligence for mergers and acquisitions, assess IT operating models, and provide clear recommendations on topics like outsourcing, IT cost management, cybersecurity, compliance, and improving customer experience. A key part of this role is understanding different IT operating models—such as...

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...

Position Title Commercial & Private Bank Compliance Risk & Controls Associate Location New York, NY 10018 Job Summary The Commercial & Private Bank Compliance Risk & Controls Associate will play an integral role in the design, buildout, transformation and implementation of a Compliance risk management framework as well as advise and oversee business lines through ongoing identification, assessment, and measurement of material risks and key controls. The Commercial & Private Bank Compliance Risk & Controls Associate, in this 1st Line of Defense (1LOD) role, will bring expertise in regulatory Compliance and risk experience in Commercial & Private Banking businesses. • The Private Bank consists of Private Client Groups (PCGs) who are highly specialized in providing white glove service to High Net Worth and Commercial clients by offering Deposit products, lending, and products and services from Flagstar’s broader offerings. • The Commercial Bank...

We are growing and searching for you!     Pay Range: For a Bilingual Insurance Sales Representative is $16-$20/ hourly.    Our Compensation package includes a competitive base salary + monthly uncapped commissions + renewal commissions + monthly bonus incentives!      Our Company: Confie  and its family of companies - Freeway Auto Insurance , Acceptance  Insurance, Southern Harvest, InsureOne, Bluefire & others - is one of the largest privately held insurance brokers in the United States and has been ranked the  #1 Personal Lines Agency  by the  Insurance Journal  for the tenth straight year! With over 1250 locations with retail locations across 27 states and licensed providers for all states, we encourage you to take your career and income potential to new heights! We are proactively looking for  bright, talented , and  motivated  individuals who are goal oriented and excited for career advancement.  Come Grow With Us! What We Offer:...

We are growing and searching for you!     Pay Range: For a Bilingual Insurance Sales Representative is $16-$20+/ hourly.    Our Compensation package includes a competitive base salary + monthly uncapped commissions + renewal commissions + monthly bonus incentives!      Our Company: Confie  and its family of companies - Freeway Auto Insurance , Acceptance  Insurance, Southern Harvest, InsureOne, Bluefire & others - is one of the largest privately held insurance brokers in the United States and has been ranked the  #1 Personal Lines Agency  by the  Insurance Journal  for the tenth straight year! With over 1250 locations with retail locations across 27 states and licensed providers for all states, we encourage you to take your career and income potential to new heights! We are proactively looking for  bright, talented , and  motivated  individuals who are goal oriented and excited for career advancement.  Come Grow With Us! What We Offer:...

We are growing and searching for you! What We Offer: No cold calling involved Uncapped commission potential Lucrative bonus opportunities including performance-based bonuses and sales competitions Continuous on-going training and mentorship Growth-oriented culture with internal promotion opportunities Comprehensive Benefits package including medical, dental, vision, and life insurance Comprehensive 401K plan with competitive employer match Paid time off including holidays, vacation, and personal time Annual incentive trip for top performers Fitness perks: Corporate discounts and/or reimbursements to gyms are available, makes staying active more accessible. Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost. Extra Perks: Access to disability, hospital indemnity, universal life, critical illness, and accident insurance plans.  Pay Range:...

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...

We are GROWING and we are searching for you! Pay Range : For a Bilingual Insurance Sales Representative is $16-20/ hourly. Our Compensation package includes a competitive base salary + monthly uncapped commissions + renewal commissions + monthly bonus incentives! Our Company: Confie  and its family of companies - Freeway Auto Insurance , Acceptance  Insurance, Southern Harvest, InsureOne, Bluefire & others - is one of the largest privately held insurance brokers in the United States and has been ranked the  #1 Personal Lines Agency  by the  Insurance Journal  for the tenth straight year! With over 1250 locations with retail locations across 27 states and licensed providers for all states, we encourage you to take your career and income potential to new heights! We are proactively looking for  bright, talented , and  motivated  individuals who are goal oriented and excited for career advancement.  Come Grow With Us! What We Offer: Uncapped...

We are growing and searching for you!     Pay Range: For a Bilingual Insurance Sales Representative is $16-$20/ hourly.    Our Compensation package includes a competitive base salary + monthly uncapped commissions + renewal commissions + monthly bonus incentives!      Our Company: Confie  and its family of companies - Freeway Auto Insurance , Acceptance  Insurance, Southern Harvest, InsureOne, Bluefire & others - is one of the largest privately held insurance brokers in the United States and has been ranked the  #1 Personal Lines Agency  by the  Insurance Journal  for the tenth straight year! With over 1250 locations with retail locations across 27 states and licensed providers for all states, we encourage you to take your career and income potential to new heights! We are proactively looking for  bright, talented , and  motivated  individuals who are goal oriented and excited for career advancement.  Come Grow with Us! What We Offer:...

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...

We are growing and searching for you!     Pay Range: For a Bilingual Insurance Sales Representative is $16-$20/ hourly.    Our Compensation package includes a competitive base salary + monthly uncapped commissions + renewal commissions + monthly bonus incentives!      Our Company: Confie  and its family of companies - Freeway Auto Insurance , Acceptance  Insurance, Southern Harvest, InsureOne, Bluefire & others - is one of the largest privately held insurance brokers in the United States and has been ranked the  #1 Personal Lines Agency  by the  Insurance Journal  for the tenth straight year! With over 1250 locations with retail locations across 27 states and licensed providers for all states, we encourage you to take your career and income potential to new heights! We are proactively looking for  bright, talented , and  motivated  individuals who are goal oriented and excited for career advancement.  Come Grow With Us! What We Offer:...