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 1 day 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
...different and how you can make your mark as a Senior Private Client Advisor at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement,... ...data, helping them navigate complex risks with informed advice. Proactive service is...SeniorPrivate clientMinimum wageWork at officeLocal areaNight shift- We seek a Senior High Net Worth Account Executive for an established boutique agency in Suffolk County, NY.Position Highlights• Affluent... ...New and renewal business responsibilities• Access to premier Private Client carriers including Chubb, PURE, Cincinnati, and similar...SeniorPrivate client
$98k - $162.5k
...Growth and delivering for our clients, teammates, communities and shareholders... ...clients in partnership with a private bank credit team. Key... ...credit analysis, evaluating risks, and writing financial analysis... ...aligned with the Private Client Advisor (PCA) in their goal of...SeniorPrivate clientFull timeBank staffWork at officeDay shift- ...professional services advisor to middle-market businesses... ..., advisory, benefits, insurance, and technology, CBIZ... ...insights to help clients anticipate what is next... ...on business needsThe Private Client Services (PCS)... ...Primary DutiesThe Tax Senior Manager is responsible...SeniorPrivate clientWork at office
$211.28k - $316.92k
...80.00 - $316,920.00Category: Private Client Product Services, Professional... ...is the primary wealth advisor serving High Net Worth and Ultra... ...opportunities.Appropriately assess risk when business decisions are... ..., accident, and disability insurance; and wellness programs. Citi...SeniorPrivate clientFull time- ...high‑volume contract work at pace while maintaining accuracy and client service standards. You’ll be expected to manage intake, draft... ...first rounds, and support workflows that keep deals moving across private market clients. Strong communication and self‑starter mindset...SeniorPrivate clientContract work
cartage.co
New York, NY3 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...SeniorPrivate clientRemote workVaco by Highspring
New York, NY3 days ago- Rockefeller Capital Management seeks a Senior Bill Pay Relationship Manager to oversee a portfolio of approximately 10-15 ultra-high-net-worth client relationships, collaborating with Private Advisors to deliver accounts payable and bookkeeping services. You will serve...SeniorPrivate client
- BDO USA, LLP is seeking a Private Client Services Senior Manager to provide tax and consulting services to our high net worth clients. The role oversees tax planning, preparation, and review for individuals, trusts, estates, and related entities, ensuring compliance and...SeniorPrivate client
- BDO Capital Advisors, LLC is seeking a Senior Manager in Private Client Services to lead tax planning and consulting for high net worth clients. You will manage engagements, supervise staff, and deliver timely tax work product. Responsibilities include guiding clients through...SeniorPrivate client
$90k - $110k
...career? A fast-growing advisory firm is seeking to hire a Senior Accountant to support complex client engagements and tackle technical accounting challenges... ...reviewing financial statements for both public and private clients, including disclosures for audit, review, and...SeniorPrivate clientRemote work$150k - $210k
...computations for Subpart F, GILTI, PFIC, PTEP, and FTC, including §962 elections and treaty-based positions Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters for individuals and families with global holdings and activities...SeniorPrivate clientFull timeFixed term contractLocal area- ...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...SeniorPrivate client
Moët Hennessy
New York, NY4 days ago $85k - $170k
Our client is a public accounting firm. They seek a Tax Senior/Manager to join their Manhattan, NY office.ResponsibilitiesReview... ..., and potential tax risks across client engagementsServe as a primary advisor to clients on tax-exempt... ...classification, and private foundation mattersGuide...SeniorPrivate clientWork at officeRemote work- 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...SeniorPrivate client
- A leading consulting firm in New York is looking for a Senior Tax Manager to lead tax compliance for high-net-worth individuals and entities. The ideal candidate will have over 8 years of public accounting experience with a strong focus on high-net-worth taxes. Responsibilities...SeniorPrivate clientHourly payContract work
- BDO USA is seeking a Private Client Services Senior Manager to deliver tax and consulting services to high net worth clients in New York. The role leads engagements, mentors staff, and collaborates with partners to optimize tax outcomes while maintaining client satisfaction...SeniorPrivate client
- ...BCG Attorney Search seeks a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in New York City, NY. The successful candidate will work with two partners on significant multi-line and multigenerational client matters, providing...SeniorPrivate clientPrivate practice
BCG Attorney Search
New York, NY3 days ago - ...leading global law firm is seeking an experienced Senior Paralegal for its Investment Management... ...Paralegal will play a crucial role in managing client projects, supporting attorneys, and ensuring compliance for private fund clients. Responsibilities include document...SeniorPrivate clientFlexible hours
Morgan Lewis
New York, NY3 days ago - Capital Group’s Private Client Services seeks a senior attorney to support high‑net‑worth clients with estate planning, fiduciary, and business development... ..., focused on collaboration with clients, external advisors, and internal tax, legal, and wealth teams. The...SeniorPrivate client
- BDO USA in New York is seeking a Tax Senior to join their Private Client Services team. This role is focused on providing tax compliance and consulting services tailored for high net-worth individuals and families. Responsibilities include preparing complex tax returns,...SeniorPrivate client
$125k - $150k
...A well-established regional CPA firm based in Woodbury, NY is seeking a Senior Tax Accountant to join its Private Client Group. This is a hands‑on tax compliance role serving a sophisticated high net worth clientele. You will work directly under a Partner and Manager,...SeniorPrivate clientWork at officeConfidential Company
New York, NY2 days ago$65 - $75 per hour
...5.00/hr - $75.00/hr Overview Our client, a growing Management Consulting firm... ..., NY is seeking an experienced Senior Tax Manager to join their growing Private Client team. Candidates must have... ...Collaborate with partners and wealth advisors on estate and wealth transfer...SeniorPrivate clientContract work- A prestigious $5B+ New York City-based multi-family office is seeking a Senior Tax Manager with deep high-net-worth and private client tax experience. The role focuses on reviewing complex individual, gift, trust, partnership, and foundation tax returns, supporting sophisticated...SeniorPrivate clientWork at office
- Job Summary:The Private Client Services Senior Manager is responsible for providing tax and consulting services to our high net worth clients.Job... ...Seniors how to use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages...SeniorPrivate clientWork at office
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients... ...and findingsInteracts directly with clients and their advisors Communicates with supervisors, engagement team and...SeniorPrivate clientWork at office
- ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple...SeniorPrivate clientFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
- ...DescriptionThe firm is seeking a Senior Branch Operations Manager to... ...offshore, and institutional clients. This role with have a dual... ...work closely with Financial Advisors and other team membersHigh ethical... ..., NY Type of Hire: Experienced Hires Division: Private ClientSeniorPrivate clientWork at officeLocal area
- HUB International in the New York area seeks a Senior New Business Development professional to join our Personal Lines team.... ...You will develop marketing and target strategies, work with private client advisors, and pursue new business with high net worth clients across...SeniorPrivate client
- 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...SeniorPrivate clientRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Client Insurance & Risk Advisor. Be the first to apply!
Related searches
- community service representative New York, NY
- client service representative New York, NY
- career services representative New York, NY
- bilingual customer service representative spanish english New York, NY
- customer experience agent New York, NY
- customer account representative New York, NY
- client solutions specialist New York, NY
- customer experience associate New York, NY
- entry level customer support representative New York, NY
- part time customer representative New York, NY