Client Partner, Financial Services — Insurance & Wealth
Indicium AI
Indicium AI is seeking a growth-oriented Client Partner for the Financial Services vertical, focusing on Insurance and Asset & Wealth Management. You will own go-to-market strategy, credentialize our Data and AI capabilities at the executive level, and drive a land-and-expand approach. You will lead strategic relationships with senior FS executives, ensure delivery excellence, and collaborate with alliance partners to maximize client outcomes and growth. This role is based in the United States. #J-18808-Ljbffr Indicium AI
$125k - $290k
Asset & Wealth ManagementA career with Goldman... ...to help clients across the globe... ...investment and advisory services for pension plans... ...wealth funds, insurance companies, endowments... ..., foundations, financial advisors and... ...team focused on partnering with Multi-Asset...SuggestedFull timeTemporary workPart time$230k - $330k
...leading global consulting firm specializing in the financial services industry. Our 1,500+ consultants work across 19... ...hands‑on delivery to support more than 970 clients across asset management, wealth management, insurance, and broader financial services. We are expanding...SuggestedWorldwide- ...with a passion for the financial markets, exceptional interpersonal... ...skills and interest in client services? We are looking for a... ...plans, sovereign wealth funds, central banks, insurance companies, financial institutions... .... This involves partnering closely with the sales team...SuggestedWork experience placement
$104.6k - $191.6k
...leader in serving the global financial services marketplace and the only... ...by side with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...network and diverse ecosystem partners, EY teams can provide services...SuggestedSummer holidayLocal areaFlexible hours$125k - $290k
...Description Asset & Wealth Management A... ...opportunity to help clients across the globe realize... ...and advisory services for pension plans,... ...sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and... ...portfolio optimization Partner with distribution...SuggestedFull timeTemporary workPart timeWork experience placement$106.5k - $195.1k
...Function: Business Tax Services (BTS)Employer: EY... ...serving the global financial services... ...side with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality... ...diverse ecosystem partners, EY teams can...Work experience placementSummer holidayImmediate startFlexible hours$175k - $200k
...Elevate your career as a Client Partner - BFSI in an exciting remote opportunity where your expertise will drive meaningful... ...deliver innovative solutions for clients in the Banking, Financial Services, and Insurance sector. You will engage with clients, manage relationships...Permanent employmentRemote workFlexible hours$103.1k - $188.9k
...Function: Business Tax Services (BTS)Employer: EY... ...serving the global financial services... ...side with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality... ...diverse ecosystem partners, EY teams can...Private practiceSummer holidayLocal areaFlexible hours$180k - $225k
...in the Life & Annuities insurance market. You understand the... ...conversations back to real client outcomes. If you have a... ...EPAM as a Director, Client Partner for our Life & Annuities... ...Background in retirement services (insurance-adjacent or wealth management context a plus...Temporary workH1bRemote workFlexible hours$233k - $270k
...planet.The Role:We are looking for a Client Value Partner—a seasoned industry executive who can... ...robust business cases that articulate the financial impact of Process Intelligence on... ...Operations, Controllership, Treasury Services, and Risk & Compliance (e.g., MiFID, Dodd...Full timeWork at officeLocal areaImmediate startRemote workWorldwideFlexible hours- ...digital transformation partner helping established... ...obsession to accelerate our clients’ businesses through... ...the products and services their customers truly... ...OverviewClient Partner, Financial ServicesThe Client Partner... ...accounts (banks, insurers, asset managers).Develop...
- ...how they shop and get more from the brands they love.As a Client Partner in Chase Media Solutions, you will sit within our Commercialization... ...offer and may differ from this postingChase is a leading financial services firm, helping nearly half of America’s households and small...Work visa
$200k - $260k
...loves their work and life. We partner with organizations to... ...shape the future together.As a Client Partner (Director) in our Greater... ...-term relationships with Financial Services institutions in the NYC region... ...home, auto, and pet insurance.Slalom is committed to fair...Temporary workLocal area$88.4k - $132.6k
...Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt.... ...and/or facilitating services to others in area... ...segment with financial planning and excellent... ...opportunities to segment partners where appropriate... ...in the role.Insurance Group 1 required.Must...Full timeWork at office$88.4k - $132.6k
...Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt.... ...and/or facilitating services to others in area... ...segment with financial planning and excellent... ...opportunities to segment partners where appropriate... ...in the role.Insurance Group 1 required.Must...Full timeWork at office$88.4k - $132.6k
...Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt.... ...and/or facilitating services to others in area... ...the use of financial planning and excellent... ...opportunities to segment partners where appropriate... ...in the role.Life insurance license required....Full timeWork at office$100k - $115k
Treasury Partners operates as an advisory practice... ...Hightower Advisors, a financial services company. Established... ...include comprehensive wealth management, customized... ...services over 500 clients with over $22 billion... ..., dental, and vision insurance Paid parental leave...Permanent employmentLocal area$56k - $70k
...Description Company Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists... ...With some guidance and/or direction, leads client service including ALL primary activities listed below...Work experience placement- ...Fortune 500 companies across healthcare, financial services, manufacturing, and technology.... ...and driving new customer growth, while partnering closely with Product, Customer Success... ...growing private companies in America. Our clients include Coca-Cola, Delta, Nestlé,...Work at office3 days per week
- ...relationships Nurturing Client relationship across the board at... ...knowledge of Capital Market, Wealth Management, Investment Management... ...edge solutions, etc) for banking/financial clients. Prior experience as Client Partner is a must. 10+ yrs of experience...
$85k - $135k
...Stanley is a leading global financial services firm providing a wide range... ...investment banking, securities, wealth management and investment... ...the Firm's employees serve clients worldwide including corporations... ...trusted Client advocate and partner. The Client Success Manager...Temporary workWorldwide$100k - $130k
...Description Company Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists... .... Position Summary Independently leads client strategy and service on the largest and most...Work experience placement$230k - $330k
...leading global consulting firm specializing in the financial services industry. Our 1,500+ consultants work across 19... ...hands-on delivery to support more than 970 clients across asset management, wealth management, insurance, and broader financial services. We are expanding...Worldwide- Slalom is seeking a Client Partner in the NYC area to build and grow long-term relationships with Financial Services institutions. You’ll own revenue growth and account health, lead delivery across complex engagements, and influence strategic business and technology directions...
- Edgewood Partners Insurance Center in New York is seeking a Client Executive to work directly with clients and lead financial services team collaboration. This role involves managing renewals, proposals, and ensuring client satisfaction in a fast-paced environment. Applicants...
$130k - $140k
There are many reasons why EPIC Insurance Brokers & Consultants has... ...expertise helps support our clients' regional and global needs. We... ...Alternative Asset Management Services & Insurance Capital Solutions... ...a seasoned Client Executive- Financial Services to join our team working...Hourly payWork at officeLocal area- Description Company Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who... ...listed below. May deliver renewal messaging to some clients. Majorityof time spent on standard process steps....Work experience placement
- Publicis Groupe Holdings B.V is seeking a Senior Client Partner in New York to drive growth and deliver transformative outcomes for top-tier Financial Services clients. The role combines executive-level relationship management with business development, ensuring measurable...
$173k - $233k
...for that, we need your help. Care to join us? The Role The Client Value Partner (CVP) role is a key addition to our broader Value Engineering... ...from global cross-functional Celonis teams, such as Servicing, Product & Engineering Mentor customers on organization design...Full timeContract workFor contractorsFor subcontractorWork at officeWorldwide- ...being a Tiger Team & a Trusted Partner of enterprise technology... ...Email, Collaboration, Directory Services, Shared Files Services Intuitive... ...thought leader. Identify client needs, deliver strategic insights... ...Intuitive’s Banking, Financial Services specific solutions....Full timeImmediate start
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