216 senior 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. Its a result of hard work by extraordinary people. More than 11,000 of 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 thrive as a Senior Private Client Advisor at Marsh McLennan Agency Private Client Services National team. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the worlds leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Senior Private Client Advisor on the...

Company: Marsh McLennan Agency Description:  Remote position supporting East Time Zone Clients: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. Its a result of hard work by extraordinary people. More than 11,000 of 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 thrive as a Senior Private Client Advisor at Marsh McLennan Agency Private Client Services National team. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the worlds leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life....

Company: Marsh McLennan Agency Description: ur 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 Senior Private Client Adviso r 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 Senior Private Client Advisor on the Private Client...

Company: Marsh McLennan Agency Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. Its a result of hard work by extraordinary people. More than 11,000 of 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 thrive as a Senior Private Client Advisor at Marsh McLennan Agency Private Client Services National team. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the worlds leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Senior Private Client Advisor on the Private...

Company: Marsh McLennan Agency Description: Yacht Private Client Advisor     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. More than 1 1 ,000 of 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 thrive as a Private Client Advisor at M arsh McLennan Agency (MMA) .     MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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...

Company: Marsh McLennan Agency Description: Senior Consultant, Employee Health & Benefits Location: Boston (101 Huntington Ave.) or Worcester (100 Front St.), Hybrid – 3 days in office, 2 remote 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. More than 15,000 of 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 thrive as an Associate Consultant 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 over 300 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...

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....

Title : Account Executive, Benefits Location :Overland Park, Kansas Date : January 2026                    Salary Grade : Salaried Exempt Bonus Structure :Quarterly Bonus tied to Benefits Client Retention Leadership Scope : 1 Account Manager Total Team Size : 1 Vice President, 4 Account Executives, 4 Account Managers Reports To : Vice President, Benefits Current Book : $1,000,000 | Growth Target : $2,000,000 Book within 3 years   Virtus Insurance, a nine-time Best Places to Work in Insurance award‑winner, is redefining what a modern brokerage looks like. We are fast, specialized, and relentlessly client‑centric, operating across Benefits, Real Estate, Hospitality, Private Capital, Construction, Retail & Distribution, Food & Beverage and Small Business / Personal Lines. Our culture rewards ownership, excellence, and fearless pursuit. We are looking for an experienced, technically strong Account Executive, Benefits who...

The ideal candidate will reside in PST time zone and have Experience supporting Insurance Customers Reporting into the SVP, Global Customer Success, the Sr Director of Customer Success (insurance customer vertical) is responsible for retaining, delighting, and growing our Insurance customer base, as well as ensuring the success of the Customer Success Managers (CSMs). This role includes establishing operational objectives, policies, and procedures that affect immediate and, at times, company-wide operations. You will guide the US CSMs, setting clear frameworks and providing the necessary tools to deliver their best work. The role also requires anticipating churn risks, fostering upsell opportunities, and driving loyalty by managing multiple priorities that directly impact the medium-term results of both your team and the business.  The Sr. Director will collaborate with cross-functional teams to solve strategic issues, monitor customer satisfaction, and align with...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is Seeking an Senior Employee Benefits Account Executive to join our growing team. The Employee Benefits Practice within the Private Equity Practice Group (PEPG) is seeking a dynamic, client-focused Senior Account Executive to join our team. In this role, you will serve as a strategic advisor to private equity clients and their portfolio companies, delivering tailored benefits solutions, driving plan performance, and managing complex EB engagements with precision. The ideal candidate is proactive, solutions‑oriented, and thrives in a fast‑paced, growth‑driven environment. How You Will Contribute Serve as the primary point of contact for a designated book of Employee Benefits business, ensuring proactive and high‑touch client support. Build and maintain strong relationships with private equity firms and...

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...

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...

Position Title Retirement Plan Advisor Location New York, NY 10018 Job Summary The Retirement Plan Advisor is responsible for acquiring, advising, and servicing employer-sponsored retirement plans, including 401(k), 403(b), and other qualified plans. This role partners with plan sponsors to design, manage, and optimize retirement plans that meet fiduciary standards, regulatory requirements, and participant needs. The advisor acts as a trusted consultant to employers and plan participants, delivering strategic guidance, education, and investment oversight. Pay Range: $156,752 - $167,004 - $187,406 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Advisory & Fiduciary Support Plan Serve as the primary advisor to plan sponsors on plan design, investments, fees, and governance. Provide fiduciary guidance under ERISA, including support for 3(21) and/or 3(38) services (as applicable). Conduct regular plan reviews, benchmarking, and...

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. Utilize available tools and resources to build on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerance. 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...

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,...

As Vice President of Underwriting , you will serve as a senior technical underwriting expert and strategic advisor within the Corporate Underwriting team. This individual will drive profitable growth through advanced risk evaluation, specialized referral management, product development consultation, and mentoring of underwriting staff/Private Client team members. The role combines deep technical expertise, leadership in underwriting philosophy, and a strong ability to manage complex, high-value, and CAT-exposed risks. Ready to get in the driver’s seat? Join us! What you’ll do Advanced Underwriting & Referral Management Make and oversee standard underwriting decisions across complex risks. Review and approve supercar referrals, including those failing SCSS or lacking RUV documentation. Manage 26-point Eligibility file referrals and other high-level exceptions. Lead Adverse Action decisioning and compliance, ensuring alignment with regulatory requirements....

LOCATION: Remote (preference is hybrid to Atlanta but open to remote as well).  Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and...

Due to the growth of our Private Equity Practice we are seeking an Employee Benefits expert to fulfill the needs of growing business needs. The ideal candidate will have an expressed interest in learning the Private Equity Business as a proactive problem solver with strong interpersonal skills to support our clients. The Senior Account Executive will fulfill an integral role in developing cohesive relationships with client groups by designing cost-effective benefits programs, streamlining enrollment initiatives, and serving as a strategic advisor to the portfolio companies in which we serve. The ideal candidate will be an interpersonal and proactive problem solver with demonstrated success in servicing a book of Employee Benefits accounts within a fast-paced environment. Primary Responsibilities and Duties: Proactively manage a full book of business while providing M&A/Due Diligence support Building and maintaining constructive relationships with clients by exceeding...

Company: Marsh Description: We are seeking a talented individual to join PEMA team at Marsh. The role will be based in Miami. This is a hybrid role that has a requirement of working at least three days a week in the office. Private Equity and M&A Services (PEMA), a boutique practice within Marsh, is the leading provider of risk management advisory services to private equity investors and corporate clients contemplating a merger or acquisition.  PEMA employs Marsh’s global platform to deliver innovative, creative and non-traditional uses of risk transfer and insurance capital management.  We provide these services seamlessly utilizing a dynamic team of dedicated, highly experienced specialists. Purpose:  Works as a relationship manager to conduct risk management due diligence for private equity and strategic buyers and sellers. Works with corporate client deal teams to facilitate transactions. Manages leveraged purchasing of insurance for key private equity firms...

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...