Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Private Client Insurance & Risk Advisor

Risk Strategies Company

A leading insurance brokerage firm is seeking a Private Client Services Family Office Advisor to provide personalized insurance and risk management solutions to high-net-worth clients. The ideal candidate will have 7-10 years of experience in the insurance industry, including 3-5 years focused on family office clients. Responsibilities include conducting needs assessments, creating tailored insurance strategies, and collaborating with various advisors. Strong communication and relationship-building skills are essential. The firm offers competitive compensation and a supportive work environment. #J-18808-Ljbffr Risk Strategies Company

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Private Client Insurance & Risk Advisor in New York, NY vacancy
  • $89.5k - $166.9k

     ...Senior Private Client Advisor Hybrid to our NY Metro office Our not-so-secret sauce. Award-winning...  ...Agency (MMA) provides business insurance, employee health & benefits, retirement...  ...data, helping them navigate complex risks with informed advice. Proactive service... 
    Senior
    Private client
    Minimum wage
    Work at office
    Local area
    Night shift

    Mercer France

    New York, NY
    4 days ago
  • $90k - $110k

     ...Senior Tax Associate (Texas Remote) Pay Range: $90,000 – $110,000 per year Location: Fully remote; Must currently reside...  ...Texas. Vaco is working on behalf of a tax and advisory client involved in real estate and private equity. We are hiring a Senior Tax Associate to help... 
    Senior
    Private client
    Remote work

    Vaco by Highspring

    New York, NY
    7 hours ago
  • A leading financial services firm is seeking a Relationship Manager in New York to cultivate high-net-worth client relationships. The ideal candidate will have over 10 years of experience in financial services, demonstrating exceptional skills in relationship and business... 
    Senior
    Private client

    JPMorgan Chase & Co.

    New York, NY
    5 days ago
  • $140.14k - $315.52k

     ...Title Group Director - Senior Vice President Location...  ...building and maintaining strong client relationships for the Private Bank by providing...  ...region fall within the bank’s risk protocol and framework...  ...vision, life, and disability insurance, as well as a comprehensive... 
    Senior
    Private client
    Local area

    Dormont Manufacturing Co

    New York, NY
    1 day ago
  • The-Misch-Group is seeking an experienced Private Client Attorney based in New York, NY, to provide estate planning and trust administration services to high net-worth clients. The ideal candidate will manage a portable book valued at ten million dollars or more, demonstrating... 
    Senior
    Private client

    The-Misch-Group

    New York, NY
    6 days ago
  • Rockefeller Capital Management is seeking a Senior Foundation Officer responsible for overseeing administrative services for Private Foundation clients. This role focuses on building client relationships and ensuring compliance within foundation regulations. The ideal candidate... 
    Senior
    Private client

    Rockefeller Capital Management

    New York, NY
    4 days ago
  • $280k - $345k

     ...Senior Matrimonial Attorney (Hybrid) $280,000 - $345,000 New York, NY ($250k+ Portable...  ...complex matters for discerning private clients. Our practice is focused exclusively on...  ...will ever face. Our attorneys are trusted advisors on matters involving highnetworth divorces... 
    Senior
    Private client
    Flexible hours

    Siana Law

    New York, NY
    2 days ago
  • $220k - $250k

    A nationally recognized firm is seeking a mid-senior Trusts & Estates Associate (4+ years) to join its Private Client department in their New York office. The salary range may be $220,000-$250,000 , depending on a variety of factors. This is an excellent opportunity for... 
    Senior
    Private client
    Work at office

    Marina Sirras & Associates LLC

    New York, NY
    4 days ago
  • $95.04k - $316.92k

     ...provide unique strategies for clients across the entire wealth...  ...connects Citi’s most sophisticated private wealth clients with the...  ...revenue generation, and diligent risk management. This role requires...  ..., accident, and disability insurance; and wellness programs. Citi... 
    Senior
    Private client
    Work at office

    Citigroup Inc.

    New York, NY
    3 days ago
  • $250k

     ...accounting, finance, or a related field, along with CPA certification and over 10 years of relevant experience. This role involves advising clients on tax-efficient strategies, charitable giving, and ensuring compliance with tax laws. A competitive annual salary ranging from $25... 
    Senior
    Private client

    NPAworldwide

    New York, NY
    2 days ago
  • A leading recruitment firm is seeking a Senior Tax Associate to support federal and state corporate tax compliance. This fully remote...  ...position requires residence in Texas and involves assisting clients in private equity and with high-net-worth individuals. The ideal... 
    Senior
    Private client
    Remote job

    Vaco by Highspring

    New York, NY
    5 days ago
  • APCO in New York is seeking a Senior Associate Director for Financial Communications to enhance its work with private capital clients. This senior client-facing role requires an individual with strong advisory instincts, excellent action bias, and the ability to handle... 
    Senior
    Private client

    APCO

    New York, NY
    5 days ago
  • Job Overview A law firm seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in NewYork City, NY. The ideal candidate will have a minimum of 5 years of experience in international tax and estate planning... 
    Senior
    Private client
    Remote work

    BCG Attorney Search

    New York, NY
    3 days ago
  •  ...Senior Credit Underwriter-Global Wealth and Investment...  ...and delivering for our clients, teammates, communities...  ...in partnership with a private bank credit team. Key responsibilities...  ...analysis, evaluating risks, and writing financial...  ...the Private Client Advisor (PCA) in their goal of... 
    Senior
    Private client
    Bank staff
    Work at office
    Shift work
    Day shift

    Bank of America

    New York, NY
    4 days ago
  •  ...your trajectory. This team sits directly alongside top-tier private equity clients, giving you real exposure to how funds operate end-to-end —...  ..., allocations, investor reporting, and working closely with senior professionals who actually teach, not just delegate. You’ll... 
    Senior
    Private client
    Work at office

    Atlas Search

    New York, NY
    1 day ago
  • Morgan Lewis is seeking an experienced Senior Paralegal for its Investment Management Practice Group in New York. This role involves managing complex tasks for Private Fund clients, leading projects, and assisting attorneys in various matters. The ideal candidate will possess... 
    Senior
    Private client

    Morgan Lewis

    New York, NY
    5 days ago
  • Alliant Insurance Services is seeking a dynamic professional to join our team in the United States. This role involves managing client relationships, ensuring high satisfaction, and developing...  ...should have a Bachelor's degree and Private Client experience. You will... 
    Senior
    Private client

    Alliant

    New York, NY
    3 days ago
  • World Insurance Associates LLC in New York, NY is seeking an experienced professional to lead client strategy for complex clients. The ideal candidate will have over 5 years of experience in Personal Property & Casualty insurance and hold a Property & Casualty Insurance... 
    Senior
    Private client

    World Insurance Associates LLC

    New York, NY
    5 days ago
  • $100k - $120k

    Brown Brothers Harriman is looking for a Senior Client Associate to join their Latin America private banking team in New York. The position involves serving clients, managing transactions, and ensuring compliance, requiring over 5 years of wealth management experience,... 
    Senior
    Private client
    Work at office

    Brown Brothers Harriman

    New York, NY
    4 days ago
  • A global professional services firm in New York is seeking a Senior Manager in Private Client Services. The role involves overseeing engagement teams for affluent clients, including family offices and trusts, with responsibilities in business development, client communication... 
    Senior
    Private client

    Andersen

    New York, NY
    3 days ago
  • IQ-EQ is currently seeking a Senior Manager for our fund administration team based in New York. This pivotal role involves working directly with private equity clients and managing audits, financial reporting, and investor communications. The ideal candidate will have... 
    Senior
    Private client

    IQ-EQ

    New York, NY
    5 days ago
  • A leading luxury goods company is seeking a Sr. Manager of Client Development to shape the client development strategy in the Private Sales Region. You will work closely with regional stakeholders to retain and grow top clients through valuable experiences. This role requires... 
    Senior
    Private client

    Moët Hennessy

    New York, NY
    6 days ago
  • World Insurance As is looking for a skilled individual to independently lead client strategy and service on complex clients. Ideal candidates will have over 5 years of experience in Personal Property & Casualty, along with a required state Property & Casualty Insurance... 
    Senior
    Private client

    World Insurance As

    New York, NY
    5 days ago
  •  ...Executive focused on Asset Management Solutions. This role involves driving new business growth in both public and private sectors, establishing client relationships, and enhancing market presence. Ideal candidates should possess a strong hunter mentality, with 7-15+... 
    Senior
    Private client

    RPMGlobal

    New York, NY
    4 days ago
  • STV Incorporated is seeking a Senior Marketing Pursuit Manager to join their Buildings group in New York, NY. This hybrid role...  ...teams in a diverse market. With a focus on public and private buildings clients, the position offers the opportunity to work collaboratively... 
    Senior
    Private client

    STV Incorporated

    New York, NY
    6 days ago
  • $150k - $250k

    CohnReznick is seeking a Tax Senior Manager in New York. This hybrid role involves reviewing tax returns, responding to notices, and maintaining client relationships. Candidates should have at least 8 years of tax and accounting experience, a CPA, and strong analytical... 
    Senior
    Private client

    CohnReznick

    New York, NY
    4 days ago
  • A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills... 
    Senior
    Private client
    Full time

    Valley Bank

    New York, NY
    2 days ago
  • Daley And Associates, LLC is seeking a Senior Fund Accountant to support a private equity client in New York City. The role involves handling financial reporting, capital activity, and investor communications, making it ideal for those with a strong background in private... 
    Senior
    Private client

    Daley And Associates, LLC

    New York, NY
    6 days ago
  • $280k - $345k

    NACBA, a top-tier family law firm in New York City, is seeking a Senior Matrimonial Attorney with over 10 years of experience and a...  ...attorneys deliver strategic representation for discerning private clients. As part of this role, you will manage complex financial structures... 
    Senior
    Private client
    Flexible hours

    NACBA

    New York, NY
    3 days ago
  • EisnerAmper LLP is seeking a Senior Portfolio Accountant to join their Real Estate Systems Implementation Group in New York. As...  ...contribute to delivering financial services to real estate private fund clients. Your responsibilities will include preparing financial statements... 
    Senior
    Private client

    EisnerAmper LLP

    New York, NY
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Private Client Insurance & Risk Advisor. Be the first to apply!