20 senior wealth advisor jobs found

Retail National Accounts Mgr - 86SN3E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Overview of the role: Hartford Funds is seeking an experienced Lead Account Manager to serve as the primary strategic owner of several of our most significant wealth management relationships. This role focuses on strengthening long‑term partnerships, supporting sustained growth, and ensuring Hartford Funds remains a trusted, well‑positioned partner across complex organizations. The Lead Account Manager will play a key role in coordinating enterprise‑level engagement across assigned accounts, aligning Hartford Funds’ investment capabilities with partner firm priorities, and supporting consistent execution across the organization. In this...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Administrative Assistant is responsible for providing comprehensive administrative support either directly or indirectly to the Chief Business Banking Officer and to the Business Banking Division. The incumbent will be responsible for handling sensitive information and for maintaining professionalism in interacting with all levels of...

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Director of Investment Operations and Administration plays a pivotal role in managing the firm’s investment operations from trade implementation and centralized account management to the operational systems that power the Chief Investment Office. As the central link between the CIO team and advisors, this leader ensures that investment processes run effectively, efficiently, and in compliance with firm-wide policies and procedures. The incumbent will work collaboratively with senior executives, portfolio managers, and service partners. In addition, the Director combines strategic oversight with operational discipline to...

Job Responsibilities and Requirements The Sr. Middle Market Client Manager serves as the primary strategic advisor for assigned middle market clients, delivering expert guidance on benefit plans, contracts, and service issues. This role builds strong client relationships, drives client growth, and ensures operational excellence through proactive engagement, strategic problem-solving, and cross-functional collaboration on Disability, Life, FML, State Leaves, Company Leaves (Paid and Unpaid) and ADA cases. This senior role ensures operational excellence through proactive engagement, advanced problem-solving, and cross-functional leadership. Client Relationship Management Serve as the main contact for assigned clients, delivering consultative advice on contracts, plan structure, renewals, and escalated issues. Build and maintain strong, proactive relationships through regular face-to-face meetings and strategic communications. Navigate complex client challenges,...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Legal Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees...

As a Senior Director - Health & Benefits Consulting you will lead client engagements involving the design and management of the full array of health and benefits programs.  You will drive the strategy and grow relationships with current clients by leveraging your expertise alongside WTW’s array of solutions and capabilities, and will generate new business by participating in prospecting activities.  You will have the opportunity to provide input into the evolution of the WTW Health and Benefits practice and to be a leader in the marketplace.   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 clients in the design and management of their health and benefits programs.  Responsibilities include: Leading the client service team in the design and delivery of project plans; ensuring progress against established objectives, budgets, timelines,...

Senior Claims Analyst , Mass Tort and Complex Coverage At AIG, we are reimagining the way we help customers to manage risk. Join us as a Senior Claims Analyst to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Claims Our Claims teams are the proven problem solvers of choice for clients, delivering consistent technical excellence and showcasing our service differentiation to create an unparalleled global claims handling experience. Through a robust stakeholder feedback loop and supported by consistent processes and leadership, we take pride in delivering responsive, fair and professional service with empathy and efficiency. How you will create an impact As an experienced professional, in this role you’ll deal with sophisticated litigation and coverage issues, including long-tail bodily injury and property damage exposures, claims arising under Coverage B of Primary/Excess...

GBLI | Global Indemnity  provides specialty property and casualty insurance for small to middle-market businesses – and we’re on a mission to be the best-in-class while achieving steady, profitable growth. Our guiding principles include the core belief that our people are number one. We also strongly emphasize a customer-centric mentality and disciplined underwriting practices. Our work environment is flexible, friendly, and collaborative, with plenty of opportunities to take charge of your career.  What GBLI offers you: Generous paid time off (PTO) Professional development opportunities (including a mentorship program) Educational assistance program, which covers up to $5,250 in educational costs per year Comprehensive health insurance plan (with vision and dental) Paid Parental Leave Life insurance 401(k) retirement plan with up to 6% company match and immediate vesting Healthcare and dependent care flexible spending accounts Short-term and long-term...

GBLI | Global Indemnity  provides specialty property and casualty insurance for small to middle-market businesses – and we’re on a mission to be the best-in-class while achieving steady, profitable growth. Our guiding principles include the core belief that our people are number one. We also strongly emphasize a customer-centric mentality and disciplined underwriting practices. Our work environment is flexible, friendly, and collaborative, with plenty of opportunities to take charge of your career.  What GBLI offers you: Generous paid time off (PTO) Professional development opportunities (including a mentorship program) Educational assistance program, which covers up to $5,250 in educational costs per year Comprehensive health insurance plan (with vision and dental) Paid Parental Leave Life insurance 401(k) retirement plan with up to 6% company match and immediate vesting Healthcare and dependent care flexible spending accounts Short-term and long-term...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to underwrite new business and renewals in a profitable manner and according to authority level and established guidelines, and drive projects having an impact on the business. Assigned larger, more important and more complex accounts. Utilize underwriting tools to determine accurate classifications, rates, and premium charges. Understand state laws, including cancellation and non-renewal, within assigned territory to properly transact business within each state....

The Business Transformation Enablement Analyst supports strategic initiatives across the Wealth Management organization by helping translate business needs, field insights, and enterprise priorities into clear, structured, and actionable deliverables. This role partners closely with Business Transformation leadership and delivery teams to support analysis, intake, documentation, and prioritization activities that enable informed decision‑making and effective execution. You will Analysis & Synthesis Gather, organize, and analyze inputs from multiple sources, including business stakeholders, field feedback, leadership direction, and delivery teams. Support the synthesis of complex and sometimes ambiguous information into clear summaries, themes, and insights. Assist in translating business questions and requests into structured problem statements and analytical artifacts to support leadership discussions and decisions. Business Transformation Enablement...

CorVel Corporation is hiring a caring, self-motivated, energetic and independent registered nurse to fill a Medical Case Manager position in the Allentown, Bloomsburg, Pottsville, Tamaqua, PA area. As a Medical Case Manager you will make a meaningful difference in the lives of injured workers and their families.  Your responsibilities include working closely with injured workers to facilitate their recovery. You will work collaboratively with the patient, their family, medical providers, members of our team, and others.  This is a heavy local travel role responsible for working with a caseload of workers compensation injured workers within a defined jurisdiction. Remote work position but must live in the geographical area, Monday – Friday, regular business hours. Travel 1 – 2 hours from home. RN license is required.  ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provides in-person and telephonic Medical Case Management to individuals, involving the patient,...

GBLI | Global Indemnity  provides specialty property and casualty insurance for small to middle-market businesses – and we’re on a mission to be the best-in-class while achieving steady, profitable growth. Our guiding principles include the core belief that our people are number one. We also strongly emphasize a customer-centric mentality and disciplined underwriting practices. Our work environment is flexible, friendly, and collaborative, with plenty of opportunities to take charge of your career.  What GBLI offers you: Generous paid time off (PTO) Professional development opportunities (including a mentorship program) Educational assistance program, which covers up to $5,250 in educational costs per year Comprehensive health insurance plan (with vision and dental) Paid Parental Leave Life insurance 401(k) retirement plan with up to 6% company match and immediate vesting Healthcare and dependent care flexible spending accounts Short-term and long-term...

GBLI | Global Indemnity  provides specialty property and casualty insurance for small to middle-market businesses – and we’re on a mission to be the best-in-class while achieving steady, profitable growth. Our guiding principles include the core belief that our people are number one. We also strongly emphasize a customer-centric mentality and disciplined underwriting practices. Our work environment is flexible, friendly, and collaborative, with plenty of opportunities to take charge of your career.  What GBLI offers you: Generous paid time off (PTO) Professional development opportunities (including a mentorship program) Educational assistance program, which covers up to $5,250 in educational costs per year Comprehensive health insurance plan (with vision and dental) Paid Parental Leave Life insurance 401(k) retirement plan with up to 6% company match and immediate vesting Healthcare and dependent care flexible spending accounts Short-term and long-term...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client’s business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. A Day in The Life : Provides direct administrative support as required for two to three assigned Client Managers; responds to requests for assistance in a timely and collaborative manner. Supports the assigned team in the retention of the existing client base; confers with the team on opportunities to up-sell and/or cross-sell additional Oswald products and services. Serves as a client contact and identifies and assesses customer’s needs quickly and accurately; solves problems systematically, using sound...

Health & Benefits M&A Center of Excellence Lead In this role, you will identify opportunities for Health & Benefits business expansion by partnering with producers who focus on developing relationships with private equity sponsors and portfolio companies. You will be responsible for leading sales pursuits and conveying the unique value proposition of WTW’s Health & Benefits solutions to prospects. You will lead a team within our Greater Philadelphia practice that services these closed opportunities, which will involve the design and management of the full array of health and benefits programs. You will drive the strategy as the Executive Sponsor, growing relationships by leveraging your expertise alongside WTW’s array of solutions and capabilities. 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 clients in the design and...

As a Managing Director - Health and Benefits Consulting you will make a valuable difference every day to our high-profile clients and prospects by developing leading edge solutions to address their health and benefits and broader benefits issues.  You will lead large, highly visible client engagements as well as develop and manage active pipelines, grow relationships with current and prospective clients, and demonstrate how our organization’s superior strategic resources and capabilities can address their concerns.  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 health care delivery in North America. The Role Serve as the strategic partner and trusted advisor to large, complex clients in the design and management of their health and benefits programs,  Primary accountability for creating and executing a business strategy to penetrate the local and regional market in...

As a leading provider of insurance and reinsurance with worldwide operations and employees in Bermuda, U.S., U.K., Continental Europe and Asia, we recognize that our success is derived directly from those who matter the most: our people . At Sompo International, our values of integrity, collaboration, agility, execution and excellence underpin our culture and our commitment to providing an employee experience that attracts and engages the best talent in the industry. As we continue to grow, we strive to find diverse, innovative and driven professionals to join our teams and offer a broad range of career and development opportunities at all levels, in multiple business areas, in each of our locations throughout the world.  Our compensation and benefits programs are market driven and competitive, with excellent family friendly policies and flexible working provisions. Job Description Are you looking for your next opportunity? Sompo has a unique opportunity for an...

Job Description NewLane Finance (www.newlanefinance.com) is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization. Summary: By administering NewLane Finance’s accounts and coordinating with the development teams, the Business Development Account Manager (BDAM) plays a significant role in driving the business. Senior Management relies heavily on BDAM’s since their proper use of discretion and independent judgment concerning the...