33 senior wealth advisor jobs found

Vice President, Human Resources MarshBerry is growing! We are seeking a VP, Human Resources 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, new challenges, and learning experiences.   Job Details Position Summary: MarshBerry is seeking a VP, Human Resources for our Beachwood, OH location. The VP, Human Resources serves as a strategic business partner to the leadership team and is responsible for designing, leading and executing the firm’s people strategy to achieve the company’s business plan and growth...

MarshBerry is growing! We are seeking a Senior Consultant, Financial Consulting  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, new challenges, and learning experiences. Job Details Position Summary: MarshBerry is currently seeking a Senior Consultant, Financial Consulting within our Investment Banking and Consulting Team . The position may be located in one of MarshBerry’s office locations, and will work a hybrid schedule; in-office Monday through Thursday, with the option to work remotely on Friday's. This individual...

MarshBerry is growing! We are seeking a Vice President, Transaction Advisory, 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 seeking a Vice President, Transaction Advisory , based either our Beachwood OH, Grand Rapids MI, Plano TX, or Dana Point CA office. The Vice President is responsible for the execution of transaction advisory projects and will provide strategy and project oversight to MarshBerry’s...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role reports to the P&C Reinsurance Placement Leader and serves as a key Ceded Reinsurance Consultant, responsible for developing and executing strategies that enable effective risk transfer solutions to support business growth and risk mitigation. The position involves close collaboration with reinsurance brokers, reinsurers, and senior underwriting leaders to design and implement optimal reinsurance structures for the Alternative Ventures and Specialty Finance portfolios. As a Ceded Re Consultant, this role leads treaty placement activities, including setting placement strategy, directing...

Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers. Responsible for partnering with every line of business (Mortgage,...

Description Summary:   As a 1 Line Technology Risk – Cybersecurity team member, you will apply your knowledge of cybersecurity regulations, best practices, and maturity opportunities to support our Cybersecurity business function. This is a key role in helping ensure our Cybersecurity team is informed of risks within their domain so that standard and control objectives are met within our risk appetite. The ideal candidate will be able to excel within ambiguity, function independently, all while developing influential relationships to support their customers. Duties & Responsibilities: Evaluate effective of controls and escalate as appropriate. Support the identification and quantification/qualification of risks with Threat and Vulnerability Management, Vulnerability SDLC, Zero Trust, or the Network Cybersecurity segment(s) Manage the governance of issues through their lifecycle, from ideation to...

- Core Specialty, through its subsidiary insurers, offers a diversified range of specialty insurance products for small to mid-sized companies. Our culture emphasizes a “bring-it-on” attitude, quick action with intent, problem solving with expertise, and personal accountability. Core Specialty is looking for a Deputy General Counsel focused on merger and acquisition activities and third-party procurement contracts to directly support Core Specialty’s businesses to ensure the continued success of the organization and to build for the growth that is expected in the future. This Deputy General Counsel role is an exciting opportunity for a high performer with advanced, sophisticated skills and an entrepreneurial spirit to make meaningful, high-visibility impacts across the organization. An attorney who appreciates and prefers a collaborative, teamwork-oriented approach to the practice of law will be the ideal candidate for this position, which reports to the General Counsel of Core...

MarshBerry is growing! We are seeking a Director, Valuation 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 a Director, Valuation based in either our Beachwood OH, Grandville MI, Plano TX, or New York NY office . The Director will lead the growth and execution of MarshBerry’s valuation services. The Director will be responsible for generating and executing valuation and consulting...

Description Job Description Summary We are seeking an exceptional Senior Google Cloud Data Architect who is passionate about building world class, cloud native data platforms and data services that power the enterprise. This is not a generic architect role — it is a high influence, high ownership opportunity to help define how a modern financial institution designs, scales, and operates data platforms on Google Cloud , with a strong focus on enabling data as a product and data as a service capabilities. You will play a key role in evolving our platforms to support not only analytics and operational workloads, but also emerging AI and intelligent application patterns that depend on high-quality, well-governed, and accessible data. If you're excited by complex engineering challenges, modern GCP data capabilities, and shaping how data platforms evolve to support the next generation of intelligent...

Description This position is available to be filled at any Huntington Bank Corporate office location.  Job Summary Huntington National Bank (“HNB”) is seeking Managing Director to originate and execute project financing, structured financing, and debt advisory within the project finance and infrastructure segment. Strategic objective of the division HNB is expanding its team of specialized project finance bankers. The Project Finance and Infrastructure (“PFI”) line of business is a crucial new growth strategy for HNB’s Structure Finance group and will offer the Banker the opportunity to play a leading role in building and evolving this growth business.   In this regard, knowledge leadership in this sector, building new client relationships and client income maximization will be a primary focus and responsibility of the Senior Coverage Banker (the “Banker”) in achieving his/her commercial objectives. The...

Description This position is available to be filled at any Huntington Bank Corporate office location.  Job Summary Huntington National Bank is seeking Director level Relationship Banker to originate and execute project financing, structured financing, and debt advisory within the project finance and infrastructure segment. Strategic objective of the division Huntington National Bank (“HNB”) is expanding its team of specialized project finance bankers. The Project Finance and Infrastructure (“PFI”) line of business is a crucial new growth strategy for Huntington Bank’s Structure Finance group and will offer the Banker the opportunity to play a leading role in building and evolving this growth business.   In this regard, knowledge leadership in this sector, building new client relationships and client income maximization will be a primary focus and responsibility of the Senior Coverage Banker (the...

Description Summary The Senior Product Manager – Vertical Strategy is responsible for defining, developing, and executing product strategies tailored to specific industry verticals (e.g., Healthcare, Auto, Insurance, Government, CRE, Higher Education). This role drives end-to-end product lifecycle management with a focus on aligning solutions to vertical-specific client workflows, regulatory requirements, and market opportunities. The role partners cross-functionally across product, sales, technology, and marketing to deliver differentiated, scalable solutions that drive client acquisition, revenue growth, and competitive advantage. Key Responsibilities Defines and executes vertical-specific product strategies, including target segments, value propositions, and roadmap prioritization aligned to market opportunity (TAM/SAM) and client needs Translates client pain points into scalable product capabilities,...

Location: Van Wert, OH; Dublin, OH; Alpharetta, GA; Irving, TX Work Model: Hybrid or Remote Position type: Full time - salary       We’re a team of employees passionate about delivering best-in-class customer service and driving innovation in claims management. Integrity, relationships, and excellence are at the heart of everything we do. Our employees fully utilize their talents and bring their best selves to work. We believe who you are is just as important as what you do! As a Senior Accountant, you will play a critical role in shaping and defending how financial information is prepared, reported, and relied upon across the organization. You will independently evaluate complex results, establish well‑supported accounting positions, and serve as the final technical reviewer for key reporting deliverables, ensuring accuracy, compliance, and audit‑ready outcomes. Partnering closely with business and finance leaders, you...

Description This position oversees Huntington's Corporate Accounting Policy function. Activities include maintenance of corporate accounting policies, review of complex non-routine transactions and acting as a subject matter expert on a variety of technical accounting issues & interpretations. The position requires extensive understanding of U.S. GAAP, FASB activities, M&A Valuation techniques as well as other common accounting issues related to banking and financial services.   · Job Description   This position acts as the head of Huntington's Corporate Accounting Policy function as well as supporting various functions including M&A, Venture investments, regulatory policy. This role deals with subject matter that is highly technical in nature and requires extensive understanding and applicability of U.S. GAAP, FASB Accounting Standards, M&A valuation techniques as well as the bank's...

Description Overview The Sr Treasury Management Portfolio Manager for Pricing leads the strategy, development, and performance of the bank’s enterprise pricing frameworks within the Treasury Management (TM)organization. This senior leader oversees a portfolio that includes pricing optimization tools, earnings credit rate (ECR) strategy, account analysis, and pricing governance across all TM service offerings.  This role blends product mastery, financial acumen, and cross‑functional leadership to ensure the bank delivers competitive and profitable services. Key Responsibilities Product Strategy & Portfolio Leadership • Own the multi‑year product strategy for TM pricing and profitability frameworks. • Lead a team of product managers responsible for ECR and account analysis surrounding TM services. • Monitor market trends, regulatory developments, and competitive dynamics to inform product direction and...

This role will work a hybrid schedule in our Columbus, Ohio office and report to the Vice President, Assistant General Counsel Are you a Referral? If you know a current Encova Insurance associate and would like to apply as a referral, please encourage them to submit your referral information before you submit your application. You will receive an email with a direct URL link to the Job Posting of interest. Applying through this URL link will create your referral relationship for our Talent Acquisition Team. Unique residence requirements are listed in each job posting, please review closely for details. Encova is only able to employ associates who reside and work within specific U.S. states. Our current policies are based on the laws in states in which we are registered for payroll. Our current footprint includes: Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska,...

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. Job Summary: The individual in this role is a seasoned insurance professional responsible for leading the execution of new business and renewal processes for mid-to-large commercial insurance accounts. This includes overseeing timelines, conducting exposure and financial...

Description Huntington is accelerating a client‑centric digital transformation across the Commercial Bank. Digital is a core enabler of our growth strategy, powering modern, intuitive, and data‑driven experiences for our clients and colleagues. The Digital, & AI Transformation Director is a high‑impact leadership role within the Commercial Digital organization and a key architect of our digital and AI strategy. This leader will drive innovation, shape the strategic roadmap for digital, data, and AI integration, and champion a client‑centric transformation across the Commercial Bank. The successful candidate will: Set and execute a bold vision for integrating AI, data science, and automation across all Commercial Banking client and colleague experiences. Lead cross‑functional workstreams across product, technology, marketing, and operations to deliver measurable business outcomes. Serve as a strategic...

Description Position Summary   The   Accounts Receivable Automation Solutions Consultant ( AR   Automation Consultant)   is a senior, relationship-driven   solution sales   role responsible for driving adoption of   bank-sponsored receivables automation solutions   across   middle market, large corporate, and enterprise clients   (typically $50MM+ in annual revenue).   This role partners closely with   Commercial Relationship Managers (RMs)   and   Treasury Management Advisors (TMAs)   to embed   AR   automation into broader   treasury, payments, liquidity, and credit relationships , positioning the bank as a strategic advisor in w orking capital optimization and financial process modernization.   Key Responsibilities   Relationship Management & Treasury Integration   Partner with Commercial RMs and TMAs to...

Description This position is available to be filled at any Huntington Corporate office location (see location options on posting) Summary We are seeking a Sr. Principal Enterprise Solution Architect to design strategic solutions for our portfolio of corporate applications. As a member of a solution architecture team, you will partner with experience owners and work with product development teams to design and implement architecture that enables quality of highly integrated applications. You will be part of a highly collaborative, cross-functional scrum team, aligned with one or more product workstreams to develop and deliver digital solutions that push the limits of continuous improvement and innovation of our technology stack. The Sr. Principal Enterprise Solution Architect will also work with business and IT leadership to develop and maintain product-level roadmaps supporting business and technology strategies....