45 senior wealth advisor jobs found

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. As an Annuity Consultant, FinTech, the role serves as Nationwide’s subject-matter expert for the Registered Investment Advisor (RIA) and advisory technology ecosystem and as a connector among business leaders, wholesalers, advisors, RIAs, custodians, fintech platforms, outsourced insurance desks, and technology partners. The role evaluates market and competitor capabilities, translates advisor and business needs into secure, scalable technology solutions, and guides partner relationships...

Description The Director of Deposit Forecasting is responsible for the leadership and execution of deposit forecasting activities across all deposit products and segments for the enterprise. This role oversees the coordination of deposit forecasting processes, ensuring alignment with organizational deposit priorities, liquidity and funding strategy, and balance sheet objectives. The Director leads a team and serves as a working manager, establishing forecasting standards and delivering insights to FP&A, segment leaders, and executive leadership to inform decision-making. This role requires strategic leadership, cross-functional collaboration, and the ability to drive continuous improvement across forecasting processes. Business Segment and Partner Engagement This role operates as a strategic enterprise finance leader, connecting deposit forecasting to segment strategy, balance sheet priorities, growth...

MarshBerry is growing! We are seeking a Digital Marketing Coordinator 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 Digital Marketing Coordinator for our Beachwood, OH office . The Digital Marketing Coordinator will play a pivotal, support role on the Experience & Engagement team. As MarshBerry continues to grow, the ability to maintain our digital properties, support lead generation...

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...

Description The Head of Growth Products serves as the senior leader responsible for defining and advancing a portfolio of AI-enabled digital products and reusable platform capabilities. This leader will combine product discipline, emerging technology fluency, commercial judgment, and customer empathy to build solutions that create measurable value for customers, colleagues, and the bank. The ideal candidate is a visionary builder with strong product discipline, outstanding executive communication skills, comfort operating in ambiguity, and a track record of launching new digital products that drive adoption, engagement, and measurable business value. Duties & Responsibilities • Define and lead the vision, roadmap, and operating model for AI-enabled digital products and platform capabilities. • Serve as the general manager for the AI products and platforms domain, making integrated decisions across customer...

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 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. Built on an entrepreneurial spirit, Acrisure prioritizes leadership, accountability, and collaboration, equipping teams to perform at the highest levels. Job Summary Acrisure is seeking a Personal Lines Senior Account Manager- High Net Worth to join our growing team. The Senior Account Manager serves as a strategic, experienced client service leader and is the primary point of contact for complex accounts. This role is accountable for overseeing service...

Description Summary: The Private Bank Service Specialist III, as part of Huntington Private Bank, is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship.  Partners with one or more Private Bank Premier Wealth Advisors to support the sales process and deliver exceptional service to our clients. The Service Specialist III is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients. The Service Specialist III will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures. Service coverage for multiple practices (Private Banking, Trust, & Investment Management). Duties and Responsibilities: Responsible for the day-to-day activities and...

If you’re passionate about being part of a dynamic organization that enables a Fortune 100 company with nearly $70 billion in annual sales to drive innovation and adopt new technologies that deliver business results, then Nationwide’s Technology team could be the place for you! 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 is accountable for a complex and geographically diverse portfolio, requiring a balance of long-term strategic transformation and day-to-day operational performance. Key transformation priorities include: Defining and leading the enterprise-aligned real estate strategy and driving the formal governance, decision rights, and execution to deliver business outcomes. Directing capital investment discipline through stage-gate governance, business-case rigor, and transparent prioritization frameworks....

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. This position is not eligible for employment visa sponsorship. Applicants must be authorized to work in the United States without the need for current or future sponsorship. P&C IT Services provides professional services to help our business units and corporate functions use...

Overview We are seeking a highly skilled Security Engineer II to join our Information Security team. This role will play a key part in managing, administrating, reporting and identifying enhancements for our security solutions and assisting with implementation across cloud and on-premises environments. The Security Engineer II will collaborate with IT Security, Infrastructure and Application teams to ensure that security processes and standards are embedded into technology solutions. Responsibilities Manage the day-to-day operations and processes of security solutions following the organization’s enterprise security strategy, business goals and regulatory requirements. Serve as a technical administrator and advisor, managing security solutions across network, endpoint, cloud, identity, and application layers. Assist in the integration and operation of security technologies, ensuring scalability, resilience, and alignment...

POSITION SUMMARY:   The Client Specialist will provide administrative and professional support to insurance clients and HUB associates, with a focus on excellent customer service and teamwork , supporting either our Property & Casualty or Employee Benefits line of business.    ABOUT HUB INTERNATIONAL:   H UB International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 21,000 employees in offices located throughout North America, H UB ’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow. WHAT WE OFFER YOU:   At HUB we believe in investing in the future of our employees .  Our entrepreneurial culture fosters an environment of open feedback and...

POSITION SUMMARY:   The Client Specialist will provide administrative and professional support to insurance clients and HUB associates, with a focus on excellent customer service and teamwork , supporting either our Property & Casualty or Employee Benefits line of business.    ABOUT HUB INTERNATIONAL:   H UB International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 21,000 employees in offices located throughout North America, H UB ’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow. WHAT WE OFFER YOU:   At HUB we believe in investing in the future of our employees .  Our entrepreneurial culture fosters an environment of open feedback and...

POSITION SUMMARY:   The Client Specialist will provide administrative and professional support to insurance clients and HUB associates, with a focus on excellent customer service and teamwork , supporting either our Property & Casualty or Employee Benefits line of business.    ABOUT HUB INTERNATIONAL:   H UB International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 21,000 employees in offices located throughout North America, H UB ’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow. WHAT WE OFFER YOU:   At HUB we believe in investing in the future of our employees .  Our entrepreneurial culture fosters an environment of open feedback and...

Position Summary: The Account Manager, Employee Benefits serves as the primary relationship manager for assigned employee benefits clients, ensuring exceptional service, client retention, and strategic benefits planning. This role partners with producers, consultants, carriers, vendors, and internal team members to develop and implement competitive benefits solutions while ensuring compliance with applicable regulations. The Account Manager acts as a trusted advisor, leading renewal strategies, client meetings, employee communications, and ongoing benefit program management to support client objectives and long-term success. Supervisory Responsibilities: Provide day-to-day leadership and guidance to Account Relationship Managers (ARMs), Senior ARMs, Benefits Specialists, and Senior Benefits Specialists, as applicable. Support employee development, training, and performance improvement initiatives. Participate in recruitment and interview processes as needed....

Position Summary: The Account Manager, Employee Benefits serves as the primary relationship manager for assigned employee benefits clients, ensuring exceptional service, client retention, and strategic benefits planning. This role partners with producers, consultants, carriers, vendors, and internal team members to develop and implement competitive benefits solutions while ensuring compliance with applicable regulations. The Account Manager acts as a trusted advisor, leading renewal strategies, client meetings, employee communications, and ongoing benefit program management to support client objectives and long-term success. Supervisory Responsibilities: Provide day-to-day leadership and guidance to Account Relationship Managers (ARMs), Senior ARMs, Benefits Specialists, and Senior Benefits Specialists, as applicable. Support employee development, training, and performance improvement initiatives. Participate in recruitment and interview processes as needed....

Position Summary: The Account Manager, Employee Benefits serves as the primary relationship manager for assigned employee benefits clients, ensuring exceptional service, client retention, and strategic benefits planning. This role partners with producers, consultants, carriers, vendors, and internal team members to develop and implement competitive benefits solutions while ensuring compliance with applicable regulations. The Account Manager acts as a trusted advisor, leading renewal strategies, client meetings, employee communications, and ongoing benefit program management to support client objectives and long-term success. Supervisory Responsibilities: Provide day-to-day leadership and guidance to Account Relationship Managers (ARMs), Senior ARMs, Benefits Specialists, and Senior Benefits Specialists, as applicable. Support employee development, training, and performance improvement initiatives. Participate in recruitment and interview processes as needed....

Position Summary: The Account Manager, Employee Benefits serves as the primary relationship manager for assigned employee benefits clients, ensuring exceptional service, client retention, and strategic benefits planning. This role partners with producers, consultants, carriers, vendors, and internal team members to develop and implement competitive benefits solutions while ensuring compliance with applicable regulations. The Account Manager acts as a trusted advisor, leading renewal strategies, client meetings, employee communications, and ongoing benefit program management to support client objectives and long-term success. Supervisory Responsibilities: Provide day-to-day leadership and guidance to Account Relationship Managers (ARMs), Senior ARMs, Benefits Specialists, and Senior Benefits Specialists, as applicable. Support employee development, training, and performance improvement initiatives. Participate in recruitment and interview processes as needed....

Description Summary: The Solutions Consultant is a key member of the sales organization driving the sales process and sales goals, acting as the product and technical expert working with TM Advisors, Relationship Managers, Product Management and Vendor Partners and is responsible for leading the sales process and managing the pipeline, within the Payments business, for a specific industry vertical or geography. Duties and Responsibilities: Lead the Payments sales process and manage the sales pipeline in a specific industry vertical or geography to meet or exceed new account, sales, and revenue goals. Collaborate with internal and external partners to develop and implement business development strategies. Lead sales discussions with potential or current clients to understand their needs and present solutions and oversee the sales pipeline for assigned industry vertical, reporting on activities and...

Description Summary: Responsible for growing and maintaining client relationships, in an existing portfolio of enterprise level customers. through a consultative selling approach to cross-selling value-added services, including card processing, ACH, fraud mitigation, POS (point of service) systems, etc. ensuring all risk, regulatory and profitability goals are met. Will work with commercial customers. Duties and Responsibilities: Grow and maintain client relationships, in an existing portfolio of enterprise level customers. through a consultative selling approach to cross-selling value-added services, including card processing, ACH, fraud mitigation, POS (point of service) systems, etc. ensuring all risk, regulatory and profitability goals are met.  Will work with commercial customers. Serve as a trusted advisor to commercial and large account clients, building long-term relationships and delivering...