Senior Private Client Advisor
$89.5k - $166.9kMarsh McLennan Agency
Senior Client Advisor 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 Client Advisor at MMA. Day in the Life As our Senior Private Client Advisor on the Private Client Services team, you’ll dive deep into client exposures and loss experiences to understand their current coverages. Your goal is to recommend the right products and services that fit their needs perfectly and to present clients with accurate market data. You’ll proactively anticipate client needs, address questions via in‑person, phone, or email interactions, and gather information about risk‑management needs and financial loss tolerance to propose tailored solutions. For renewals, you’ll create and present proposals, conduct annual Client Advisory reviews, and focus on client retention. You will also work to grow the business through referrals and expanding client programs, negotiating with insurance carriers to secure comprehensive coverage while ensuring compliance with industry laws and regulations. Qualifications 3 plus years’ personal lines insurance experience with High‑Net‑Worth clientele Property & Casualty (P&C) License Client service orientation with balance on managing expectations Ability to travel for client and company meetings as needed Additional Qualifications Bachelor’s degree Professional designations a plus, e.g., CPCU, CIC, CPRIA Previous experience with luxury carriers such as AIG, Chubb, PURE Benefits Generous time off, including personal and volunteering days Tuition reimbursement and professional development opportunities Hybrid work arrangement Charitable contribution match programs Stock purchase opportunities EEO Statement Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. Compensation The applicable base salary range for this role is $89,500 to $166,900. The base pay offered will be determined based on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. In addition to the base salary, this position may be eligible for performance‑based incentives. We offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings, and other retirement programs as well as employee assistance programs. #J-18808-Ljbffr
$89.5k - $166.9k
...Marsh McLennan Agency seeks a Senior Client Advisor in New York, NY to provide tailored insurance solutions for High-Net-Worth clients. This role involves deep engagement with clients to assess their exposure and propose suitable coverage options. The ideal candidate should...SeniorPrivate client- ...Mercer France is seeking a Senior Client Advisor to join the Private Client Services team in New York. This role involves assessing client exposures, providing tailored insurance solutions, and enhancing client retention through exceptional service. Candidates should have...SeniorPrivate client
$89.5k - $166.9k
...NACBA is seeking a Senior Private Client Advisor in New York. In this hybrid position, you will provide tailored insurance solutions for high-net-worth clients, managing their risk intelligently. Your extensive knowledge of personal lines insurance and proactive service...SeniorPrivate client- ...Glocap Search is seeking a skilled Wealth Advisor in New York, NY. The ideal candidate should have over 7 years of experience in wealth management, focusing on managing high-net-worth client relationships and delivering personalized investment strategies. This role requires...SeniorPrivate client
- ...A leading financial institution seeks a Relationship Manager to enhance high-net-worth client relationships and provide tailored financial solutions. You will utilize over 10 years of financial services expertise to cultivate trust and offer exceptional client experience...SeniorPrivate client
- 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...SeniorPrivate client
- 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...SeniorPrivate clientWork at office
$89.5k - $166.9k
...Senior Client Advisor Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people... ...insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals...SeniorPrivate clientMinimum wageLocal areaNight shift- ...Jersey who wants to advance their career beyond typical back-office roles. This position offers meaningful exposure to top-tier private equity clients, managing full-cycle fund accounting, financial reporting, and audit coordination. The role emphasizes mentorship and...SeniorPrivate client
- ...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...SeniorPrivate clientWork at office
- ...Citrin Cooperman in New York is seeking a Supervisor for its Private Client Services Tax Department. The role involves preparing and reviewing federal and state tax returns, with a focus on high-net-worth individuals. You will provide tax consulting and compliance services...SeniorPrivate client
$135k - $228.7k
The Senior Account Manager, Investment Specialist drives traditional & alternative product... ...and servicing discussions across a broad client segment of professional buyers. As a... ...and Duties Expected to drive public and private product conversations and secure placements...SeniorPrivate clientWork experience placementWork at office3 days per week- ...EisnerAmper LLP in New York is seeking a Tax Senior Manager to oversee multiple client engagements while fostering strong relationships and guiding a team. You will leverage your extensive tax compliance experience to deliver innovative solutions for ultra-high net worth...SeniorPrivate client
$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...SeniorPrivate client- ...Gallagher is seeking a Private Client Service Manager in New York to manage personal insurance programs for High Net Worth individuals. In this role, you will build relationships, counsel clients on insurance options, and lead a team to ensure exceptional service. You...SeniorPrivate client
- ...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...SeniorPrivate clientRemote work
$80k - $100k
...A leading financial advisory firm is seeking a motivated Client Associate in New York City. The role includes client account management, opening and maintaining accounts, and providing exemplary service to high-net-worth clients. Ideal candidates will possess strong organizational...Private client- ...Mourant in New Jersey seeks a Senior Manager to lead the Governance Services team. In this... ...role, you'll oversee trust and corporate client administration while ensuring high... ...members and collaborate with the Head of Private Wealth to develop the team's expertise and...SeniorPrivate client
- ...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...SeniorPrivate client
$110k - $215k
Bank of America is seeking a talented professional in New York to expand client relationships and advise on Private Bank capabilities. The ideal candidate should have over 7 years of experience managing high-net-worth clients and knowledge of banking and investments. The...SeniorPrivate client$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 work$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...SeniorPrivate clientWork at office$80k - $90k
...PKFOD is seeking a Senior Tax Associate to join their Tax - Private Client Group. This full-time role involves providing tax planning and compliance services for ultra-high-net-worth clients, primarily associated with financial services. The position requires strong analytical...SeniorPrivate clientFull time$400k
...Fortis Recruitment is seeking senior tax professionals for Partner and Managing Director roles across key practice areas: Financial Services Tax, Real Estate Tax, and Ultra HNW/Global Private Client Services. Candidates with 12+ years of experience in public accounting...SeniorPrivate clientFlexible hours- ...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...SeniorPrivate clientFull time
- ...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...SeniorPrivate client
- ...JPMorgan Private Client in New York seeks an experienced Relationship Manager to develop and nurture high-net-worth client relationships. In this role, you will provide tailored financial solutions and enhance client experiences. Ideal candidates will have over 10 years...Private client
$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...SeniorPrivate clientWork at office- ...Our client is a forward-thinking wealth management firm dedicated to helping their clients grow, preserve, and enjoy their wealth. They... .... The Firm is seeking a skilled and client-focused Wealth Advisor with 7+ years of experience in financial advisory. This individual...Private clientFor contractors
- ...CPS Inc. is seeking a Tax Senior Manager for its Private Client Services practice in New York City or Boston. The successful candidate will manage multiple tax engagements, implementing tax strategies while mentoring the team. Responsibilities include serving as the Engagement...SeniorPrivate clientPrivate practice
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