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Insurance
The SVP, AI Platform & Automation oversees AI infrastructure and automation capabilities, driving scalable, reusable AI solutions across the firm. Responsibilities include managing the AI platform, delivering solutions, leading training programs, and ensuring enterprise-wide adoption and performance.
Insurance
The SVP, Technology M&A leads technology integration and infrastructure operations for mergers and acquisitions, ensuring effective execution and alignment with business priorities.
Insurance
The Personal Risk Client Executive is responsible for servicing and growing a book of business by developing prospects and managing client relationships, with support and coaching from senior advisors.
Insurance
The Sales Compensation Coordinator manages the sales compensation process, ensuring proper commission structures, performing analyses, and collaborating with multiple departments for implementation.
Insurance
The Assistant Vice President oversees complex and catastrophic claims, ensuring client advocacy and effective communication among stakeholders, while managing multiple claims processes and documentation.
Insurance
The Advisor Consultant manages Advanced Planning deliverables, designs case materials, supports junior advisors, and enhances operational efficiency in life insurance.
Insurance
The Senior HR Manager provides strategic HR leadership, guides workforce planning, employee relations, talent management, and ensures legal compliance within a financial services firm.
Insurance
The Case Manager assists advisors through the underwriting and application process for life insurance, ensuring efficient case handling and strong communication with involved parties.
23 Days AgoSaved
Insurance
This role focuses on the marketing and distribution of Executive Life Solutions products, managing the sales cycle, and supporting producers. Responsibilities include quoting, securing approvals, facilitating producer appointments, and training through various communication channels.
23 Days AgoSaved
Insurance
The role involves managing client relationships, performing consulting work, ensuring service deliverables, and mentoring junior team members in the property and casualty space.
Insurance
The Manager, Advisor Marketing will build marketing programs for financial advisors, oversee campaign execution, and drive performance insights, fostering collaboration across teams.
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Manage relationships with Mid-Market core clients, drive revenue growth, establish collaboration, and produce stewardship reports while leading client success efforts.
Insurance
The HRIS & Reporting Specialist manages the Workday platform, ensuring effective HR operations through system configuration, reporting, and data governance, while driving continuous improvement and supporting business needs.
Insurance
The Global Benefits Manager oversees benefits programs across the US, UK, and Canada, ensuring competitiveness, compliance, and effective administration, while managing broker relationships and enhancing employee experience.
One Month AgoSaved
Insurance
The Account Coordinator - Processing supports account teams with administrative tasks, data entry, quality control, and maintaining client files in the agency management system.
Insurance
The VP, Data Platform & Analytics leads the data strategy, governance, and analytics at Wealthspire, enhancing client outcomes and operational efficiency.
Insurance
Broking new and renewal commercial insurance business: manage market selection, negotiate with carriers, prepare proposals and RFP responses, support account teams, maintain policy data in Epic, and drive upsell/cross-sell while ensuring client service and timely policy delivery.
Insurance
Lead client strategy and annual account execution for employee benefits. Ensure client satisfaction and retention, grow and onboard clients, manage a $500k–$5M revenue book, collaborate with account and producer teams, and provide benefits expertise and thought leadership.
Insurance
Support senior Account Managers and Consultants in day-to-day benefits account management for assigned clients. Assist with RFPs, carrier interactions, open enrollment, compliance audits, document management, client communications, and create benefits education materials. Begin leading enrollment presentations and build relationships with clients and carriers under senior guidance.
Insurance
Provide administrative and client-support duties for the account management team, assist with day-to-day management of client programs, support sales efforts, attend meetings with partners and clients, and maintain data and routine records.

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