17 senior wealth advisor jobs found

As a Lead Vendor Management Advisor (Strategic/Critical Vendors) with American Family Insurance you will lead the end-to-end management of critical third-party partnerships. You will serve as the central contact for complex contracts, navigating high-stakes negotiations, improving, and mitigating operational, financial, and reputational risks. You will report to the Senior Manager, Vendor Management #LI-Hybrid Position Compensation Range: $88,000.00 - $145,000.00 Pay Rate Type: Salary Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates. Primary Accountabilities Define sourcing strategy and scope for enterprise events and critical vendor initiatives; identify/qualify opportunities by spend, value, risk, and capacity; align sponsors, approvals, resources, and lead cross-functional delivery. Establish supplier governance as the primary liaison; facilitate joint business...

This position provides effective legal representation, either personally or by retaining and supervising outside counsel that handles complex litigation involving the corporation within established corporate guidelines and the applicable code of professional responsibility. Manages litigation of a most complex nature involving the corporation within established corporate guidelines, applicable standards of good faith. You will report to a senior manager, litigation. #LI-Hybrid Position Compensation Range: $113,000.00 - $194,000.00 Pay Rate Type: Salary Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates. Primary Accountabilities Support the corporate discovery team with handling of corporate discovery responses, corporate witnesses, subpoenas, litigation holds, and ESI preservation. Coordinate peer review of briefs and develop strategy for operational motions and appeals...

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 Claim, 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,...

Position Compensation Range: $88,000.00 - $145,000.00 Pay Rate Type: Salary Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates. The Lead Corporate Compliance Specialist sits on the Home Business Compliance Team and is integral to ensuring compliance across four subsidiaries, proactively managing regulatory risk, and supporting strategic business objectives. This role directly impacts our ability to meet legal and regulatory requirements, mitigate risk, and maintain operational excellence. You will monitor compliance with state and federal laws and regulations, corporate policies, and ethical standards. You will advise, consult and mentor on the most complex and sensitive or high-profile market conduct exams and other regulatory inquiries. You will provide expert level guidance to business units in assessing business policies and procedures for gaps that may expose the company to...

In this role, you will straddle the strategy and execution of AI Strategy & Execution at American Family. You will conduct analyses of market trends, customer empathy, and internal and external data to define a differentiated product vision that delivers unique value. You will be a leader in discipline, influencing others on product design, best practices, and principles. You will drive strategy and innovation as it relates to future technology products. We will measure success on outcomes and metrics according to area/enterprise goals. You will report to the Senior Manager, AI Solutions and Innovation, and operate within the Enterprise Strategy & Innovation organization on the AI Solutions & Innovation team. Product Managers on this team work with business, data science, and technology teams to advise on innovation and AI strategy. They conceptualize future innovation opportunities and work directly with development teams to advise and lead product builds with AI...

This role in Expense Management FP&A supports expense management through planning, forecasting, and analysis, and by providing decision support to business partners and leadership. You will deliver clear insights on expense performance, drivers, and outlook, and help strengthen financial discipline through effective reporting, routines, and communication. You will report to the Senior Manager, Financial Planning & Analysis supporting Operating Company Expenses. Depending on qualifications and experience, this position may be filled at the Senior Financial Analyst or Lead Financial Planning Advisor. We will not consider candidates who require sponsorship for this position. In this hybrid role, you will be expected to work a minimum of 10 days per month from the office. Candidates should reside within approximately 35-50 miles of one of the following office locations: Madison, WI 53783 or Boston, MA 02110. #LI-Hybrid Internal candidates are encouraged to apply...

The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives to develop and execute on the client’s benefit strategy. The Account Executive will research, analyze, and evaluate medical, life, disability and other benefit plans and serve as the benefit expert to clients. The Senior Account Executive is the primary point of contact for clients and will have indirect supervision of team members, review work for accuracy and delegate work and projects to other members of the team to ensure client deliverables are timely and accurate. The Senior Account Executive is responsible for revenue growth – client expansion – on their personal book of business and assisting producers and team with prospecting new clients, including proposal development. In addition to standard Senior Account Executive responsibilities, this role also functions as a Relationship Manager, providing elevated...

The Senior Account Executive serves as a trusted advisor to clients, managing day-to-day relationships while developing and executing effective employee benefits strategies. This role acts as the primary client contact, delivering expert guidance across medical, life, disability, and ancillary benefit plans. In addition to leading client strategy, the Senior Account Executive oversees account execution by reviewing work, delegating responsibilities, and ensuring timely, accurate deliverables. The role also drives revenue growth through client expansion and supports new business development alongside producers and internal teams. The ideal candidate brings deep knowledge of employer-sponsored health and welfare plans, along with a strong understanding of federal and state regulations, and thrives in a fast-paced, growth-focused environment at a top insurance brokerage firm. Your Impact: Serve as a subject matter expert in Health & Welfare benefits, including...

  Our Health and Benefits business help large and mid-size clients control health and welfare plan costs, improve health outcomes and promote employee engagement through broad-based, state-of-the-art interventions.  We provide solutions encompassing creative plan design, vendor evaluation and management, pricing and funding strategies, data analytics, valuation support, compliance and governance strategies.   The Role As a Director you will consult on a wide variety of health, equity and wellbeing projects, involving wellbeing strategy, clinical condition management, and vendor evaluations. You will serve as the communication liaison with our clients and their program vendors, create client deliverables, contribute to client management and new business activities, and participate in the creation of new intellectual capital. Performance Objectives Clients Deliver superior, consistent consulting, client management, and project management in support of projects Work with...

The Vocational Case Manager provides vocational rehabilitation services and vocational rehabilitation services to physically disabled individuals through coordination with client, referral source, physician, employer, attorney and others with the ultimate goal being the client’s timely return to gainful employment. The Vocational Case Manager interviews and evaluates the client to determine the degree of disability, eligibility and feasibility of vocational rehabilitation services.This position manages placements and activities within the Alternative Light Duty Program, supporting the objectives of the Case Management department and aligning with CorVel’s overall goals. This is a remote position. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES: Assess and identify suitable light duty assignments; monitor placements for compliance Maintain database of modified duty opportunities and communicate work restrictions and placement details to a variety of parties Collaborate with...

Step into a role where you’ll build lasting client relationships and drive real impact. As a Mid‑Market Account Manager, you’ll own a focused book of business while serving as a trusted advisor—handling day‑to‑day needs, offering clear insights through data, and delivering a seamless, high‑quality client experience. You’ll collaborate closely with vendors, carriers, and internal teams, and you’ll also support Team Leaders and Account Executives on larger accounts, giving you valuable exposure to more complex client work. You’ll play a key part in accelerating growth by identifying opportunities to expand your clients’ coverage and deepen partnerships within your portfolio. Success in this role comes from a strong foundation in employer‑sponsored health and welfare plans and a solid grasp of the federal and state regulations that guide them. If you’re driven, client‑focused, and ready to grow your career in a dynamic brokerage environment, this is your chance to excel. Your...

A year from now, you will look back on this single job application and reflect on your experience. The personal growth, the knowledge you’ve gained, and the professional evolution you’ve achieved will be nothing short of remarkable. This transformation is credited to your dedication and the guidance of our skilled leaders, who are eager to mentor you in the intricate world of employee benefits. At Cottingham & Butler, we invest in people that want to be great. Our Client Consultant Development Program is more than a training course—it’s a gateway to success in our benefits division. Our program is designed to mold you into a well-informed, proficient Benefits Manager, equipped to deliver top-tier analysis, strategic recommendations, and dedicated service to our clients and prospects, enhancing their employee benefit programs. Here’s how we empower you to make an impact: Develop Benefit Plan Recommendations : Dive deep into client data to craft custom benefit...

A year from now, you will look back on this single job application and reflect on your experience. The personal growth, the knowledge you’ve gained, and the professional evolution you’ve achieved will be nothing short of remarkable. This transformation is credited to your dedication and the guidance of our skilled leaders, who are eager to mentor you in the intricate world of employee benefits. At Cottingham & Butler, we invest in people that want to be great. Our Client Consultant Development Program is more than a training course—it’s a gateway to success in our benefits division. Our program is designed to mold you into a well-informed, proficient Benefits Manager, equipped to deliver top-tier analysis, strategic recommendations, and dedicated service to our clients and prospects, enhancing their employee benefit programs. Here’s how we empower you to make an impact: Develop Benefit Plan Recommendations : Dive deep into client data to craft custom benefit...

Acuity is seeking a Manager – Total Rewards to oversee the management and coordination of the benefits and compensation functions, including employee benefit programs, compensation practices, leave administration, related compliance, and vendor management. This role is responsible for developing, executing, and monitoring a comprehensive total rewards strategy in coordination with leadership, while also partnering as needed with Employee Success, Talent Acquisition, and Payroll teams, and performing other duties as requested.   Internal Application Deadline: March 5, 2026   ESSENTIAL FUNCTIONS: Direct efforts and contribute to the development and implementation of a long-term total rewards strategy. Manage total rewards vendor and consultant relationships, including the administration and selection of vendors through requests for proposals. Manage 401(k) plan including but not limited to, establishing internal controls, coordinating outside independent...

We are adding an IT Audit Manager to our team!  This is a hybrid position requiring individuals to work in office 10 days per month; or as needed for business needs.   Who We Are: Since 1909, NGL Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialized in a suite of innovative insurance products for life’s journey. We are committed to delivering on our promises across generations with collaboration and compassion.   NGL Insurance Company (NGL) Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer Employee Resource Groups for employees to get...

Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior.   Our Financial Advisors 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...

CorVel Corporation is hiring a caring, self-motivated, energetic and independent registered nurse to fill a RN Field Case Manager position in Milwaukee, Wisconsin.   Work from home, and on the road. Monday – Friday, regular business hours.   As a RN Field 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.   ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provides in-person and telephonic Medical Case Management to individuals, involving the patient, physician, other health care providers, the employer, and the referral source Utilizes their medical and nursing...