3674 employee benefits client advisor jobs found

About Acrisure: Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Your Next Chapter: Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. We’re seeking a high-performing...

About Acrisure: Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Your Next Chapter: Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. We’re seeking a high-performing...

About Acrisure: Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Your Next Chapter: Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. We’re seeking a high-performing...

Job Description About Acrisure Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Your Next Chapter: Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader....

Location: 88 East Broad Street, Columbus Ohio Job Summary The Merchant Sales Advisor serves as an integral member of the Key Merchant Services sales teams in assigned districts and/or segments within Consumer Business Banking. With a focus on growing client relationships with payment and card processing needs, the Merchant Sales Advisor assists as part of the client's trusted advisor team for solutions in order to develop, manage, and retain profitable client relationships for clients with basic to moderately complex merchant needs. Provides recommendations and solutions to help ensure the team achieves their goals. Will resolve client issues and execute appropriate action to ensure client satisfaction. Partners with various functional groups and lines of business throughout the bank for growth opportunities. Essential Functions Acquire new merchant services relationships through prospecting external sources within the sales representative's assigned territory, as...

The Exchange Traded Fund (ETF) and separately Managed Account (SMA) Specialist job proactively builds business partnerships both internally at the firm and externally with existing partners and prospects. Working independently with limited supervision, this role is responsible for building ETF and SMA business with allocators/professional buyers in a defined geographic area, leveraging the intersections of asset allocation, models, direct indexing, tax considerations, and customization. Key Responsibilities and Duties Partners with distribution, product, portfolio management, and operations to grow Nuveen’s market share in ETFs and SMAs through key advisors, strategists, and centers of influence. Conducts meetings in person and virtually and attends industry conferences. Travel expectations are 25-50% of time. Raise and retain assets in ETFs and SMAs/Direct Indexing Guides the transformation of Nuveen’s leading SMA platform through new technology, marketing...

Position Summary : As a Stock Advisor, you will support the efficient processing of inbound and outbound shipments, inventory management, e-commerce fulfillment, and ongoing stockroom organization. You will ensure that merchandise is accurately received, properly stored, and maintained in pristine condition in accordance with Printemps’ high standards. You will play a key role in maintaining and regularly reorganizing the stockroom to support operational efficiency, inventory accuracy, and seamless omnichannel execution. Working closely with the sales, merchandising, and e-commerce teams, you will support timely replenishment, order fulfillment, and ship-from-store operations. Your strong attention to detail, organizational skills, and care in handling luxury merchandise will directly contribute to an exceptional client experience and the overall success of store operations. Physical Requirements : This role requires the ability to stand and walk for extended...

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Product Advisor III -REBA within PNC's Private Bank organization, you will be based in Philadelphia, PA or Pittsburgh, PA. The Product Advisor III supports the Private Bank in the evaluation and execution of investment real estate lending as part of a broader client strategy. This is a client-facing role that works closely with Banking Advisors and the Credit team, partnering from initial client conversations through deal closing. The ideal candidate will possess strong credit skills and a deep understanding of the investment real estate landscape, including underwriting practices and...

Location: 127 Public Square, Cleveland Ohio Job Description KeyBanc Capital Markets KeyBanc Capital Markets (KBCM) is a leading corporate and investment bank providing capital markets and advisory solutions to dynamic companies capitalizing on opportunities in changing industries. Our deep industry expertise, broad capabilities and unique ideas are seamlessly delivered to companies across the Consumer & Retail, Diversified Industries, Healthcare, Industrial, Oil & Gas, Real Estate, Utilities, Power & Renewables, and Technology verticals. With over 800 professionals across a national platform, KeyBanc Capital Markets has more than $30 billion of capital committed to clients and an award-winning Equity Research team that provides coverage on over 700 publicly traded companies. The KBCM Co-op program provides an excellent opportunity for senior-level banker and client exposure and higher, immediate “hands-on” experience. Job duties may include:...

Location: 166 Crocker Park Boulevard, Westlake Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and...

Job Title: Category Space Manager Will work in the Lisle office on a hybrid schedule. Monday through Friday- 8am to 5pm CST. Qualifications: Bachelor's degree in Business, Computer Science, Information Management, Engineering, Mathematics, or a similar field. Moderate to advanced proficiency in Microsoft Excel for data manipulation and organization. Moderate to advanced proficiency in Microsoft PowerPoint for organizing and visualizing presentations. Ability to analyze large data sets to develop insights and identify opportunities. Negotiation Experience/Comfortability with selling. Ability to translate findings into concise and effective selling stories. Confident presentation skills to convey insights and recommendations to stakeholders. Experience with shelf management and planogram creation (e.g., JDA, Apollo). Preferred experience in category management or sales in the consumer packaged goods industry. Familiarity...

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! Location: Preferred location is Boston, MA. We are also open to candidates based in St. Petersburg, FL or Stamford, CT. Work Arrangement : This role follows a hybrid schedule, with an expectation of 4 days per week in the office. The Program Manager, Distribution Technology & Enablement will lead a portfolio of strategic...

Coach is a global fashion house founded in New York in 1941. Inspired by the vision of Creative Director Stuart Vevers and the inclusive and courageous spirit of our hometown, we make beautiful things, crafted to last—for you to be yourself in. Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible. A member of the Tapestry family, we are part of a global house of brands that has unwavering optimism and is committed to being innovative and wholly inclusive. Visit Our People page to learn more about Tapestry's commitment to equity, inclusion, and diversity. The Director, HR Business Partner for Coach, serves as a trusted advisor and strategic business partner to executive leaders. This role partners closely with leaders of the brand and their leadership teams to build and execute talent strategies that drive innovation, operational excellence, and organizational resilience. The Director will lead transformation...

Technical Solutions Architect, Power Platform Date: Mar 22, 2026 Location: PA, US - TX, US - FL, US - TN, US - AZ, US - MI, US - WV, US - SC, US - Dallas, TX, US - AL, US - GA, US - NC, US Company: Softchoice Why you'll love Softchoice: We are a software-focused IT solutions and services provider that equips organizations to be agile and innovative, and for their people to be engaged, connected, and creative at work. That means moving them to the cloud, helping them build the workplace of tomorrow, and enabling them to make smarter decisions about their technology. By doing these things we help them create success for their customers and their people. We stand proudly for our people and support their success through career development and advancement. We are recognized and respected for our culture of inclusion and belonging, continuously striving to do what's good for our people and communities. The impact you will have: You have an opportunity to use...

GENERAL DESCRIPTION The Technical Staff Consultant provides support to the ChemTreat field sales representatives as needed throughout the United States, Canada, and Mexico. ESSENTIAL FUNCTIONS & RESPONSIBILITIES Provide technical support to ChemTreat sales representatives in product screening and treatment program selections, the application of chosen treatment programs, and in troubleshooting treatment programs to meet the customer’s cost and performance objectives. Technical Consultants are responsible for actively participating in the technology selection stage the sales process, working in conjunction with the sales team as the key technical advisor and product advocate for products and solutions. Assist account managers in conducting interviews with client management to gain an understanding of client business conditions, risks, and controls. Identify, develop, and document issues and recommendations using independent judgment concerning areas...

This role leads the Wealth Management product group within Digital Advisor Experience (DAX), responsible for the core wealth platforms, services, and data foundations that power advisor and client experiences across the enterprise. The teams in this portfolio build and scale investment and portfolio management capabilities, governed product access, broker dealer and trust enablement, and enterprise wealth data-providing the critical building blocks that other product teams rely on to deliver seamless, compliant, and high quality wealth experiences. Success in this role requires strong platform thinking, cross portfolio collaboration, and a passion for enabling experiences at scale. The Product Director is accountable for the Wealth Management product teams. They set the strategy, vision, roadmap, and go-to-market strategy across the portfolio of product teams they manage. This position has accountability for team planning and management, prioritization and sequencing across...

Overview: MarketSource is a sales acceleration company focused on delivering better outcomes for many of the world’s most iconic brands. We design, operationalize, and execute managed sales and customer experience solutions for companies in B2B and B2C environments. Our solutions are purpose-built and tech-enabled to deliver measurable improvements in business outcomes. We live by a set of people-focused values that guide our relationships with each other and with our clients. By putting people first, working together to make others successful, and establishing a rich and empowered work culture, we create opportunities for our people and the businesses we serve to be successful. Responsibilities: Summary The Automotive Technical Advisor will act as a direct liaison between the dealerships and the OEM within their assigned program. The Automotive Technical Advisor will have a special focus on buyback reductions including repeat repairs/visits, repair time, and Fixed...

Hiring soon! Seeking qualified agents for an opportunity opening soon - submit your application to be considered when a position becomes available! Join the ranks of Redfin’s top-producing real estate agents by joining an agent team or individually, and get the best of both worlds: highly competitive commissions coupled with Redfin.com customers, benefits and support! Maximize your earnings by plugging into the Redfin platform and nation’s #1 brokerage site, which gets 52 million monthly visitors and 600 million luxury listing views each year. We offer our agents progressive commissions: the more you sell, the more you keep from your Redfin-generated and loyalty customers. And since Redfin covers your business expenses, what you earn is what you keep. Customer Opportunities + Support Redfin agents have everything they need to reach more qualified buyers and win listings. Redfin.com customers: You’ll get 100 new customers each year from Redfin, in addition to...

We help the world run better At SAP, we keep it simple: you bring your best to us, and we'll bring out the best in you. We're builders touching over 20 industries and 80% of global commerce, and we need your unique talents to help shape what's next. The work is challenging - but it matters. You'll find a place where you can be yourself, prioritize your wellbeing, and truly belong. What's in it for you? Constant learning, skill growth, great benefits, and a team that wants you to grow and succeed. THE ROLE Our Client Delivery Managers (CDM) work in close collaboration with the Technical and Project teams to serve our customers and provide quality remote and on-site services and activities to fit the customers' needs and complexity. After initial contract execution, the CDM is the primary SAP ECS contact for the client and assumes end-to-end accountability of the engagement and is responsible for the delivery and performance of the contracted ECS services. CDMs act as a...

ABOUT US At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is a global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. ABOUT THE ROLE The Actuarial Manager,...

Posting Description: Director of Product Management – Strategy and Technology Group (STG) P&C Solutions Location: Hybrid role with flexibility to work virtually or from our Chicago, Minneapolis, or New York offices Travel: Up to 25% Aon’s Strategy and Technology Group (STG) is seeking an experienced Director of Product Management to accelerate the growth of our Pricing and Product Management advisory business for clients in the P&C insurance industry. In this senior, client-facing role, you will lead strategic engagements with clients, generate revenue, and help shape the future of Aon’s STG P&C Solutions offering. Key Responsibilities Client Collaboration & Advisory Serve as a trusted advisor to P&C insurance clients, offering recommendations on product development, pricing strategies, profitable growth initiatives, and performance improvements. Lead client engagements from scoping through delivery, ensuring high-quality outcomes,...

Posting Description: Aon Affinity is seeking a Customer Success Advisor to impact the growth of our company and help redefine how companies take care of insurance online. The Client Service Advisor will focus on retaining, renewing, and growing existing accounts within our CoverWallet HealthCare program. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like: Responsibilities include but are not limited to: Managing your own book of business Handling incoming tasks for your assigned business Renew and retain customers and accounts Account growth (additional policies) Skills and experience that will lead to success: Service / call center experience Excellent communication and...

Posting Description: AON is looking for Mid-Market Production Account Executive - (Located in US - North America) Aon has an exciting opportunity to join our Commercial Risk team as a Middle Market Production Account Executive Are you looking to be a member of a growth-oriented industry-leading team? Do you want to deliver innovative and effective solutions to clients? Do you enjoy connecting with clients and helping solve business problems? Do you see opportunity where others may see roadblocks or challenges? If so, our Production Account Executive role might be the right fit for you. This role will provide you with the opportunity to develop strong relationships with clients built on the foundation of a global organization. If you said yes, then apply to join our Production Account Executive team. Our Vision is to become the leading Middle Market advisor delivering “differentiated & tailored” Risk & Human Capital client solutions bringing the best of...

Location: 11 Stanwix Street, Pittsburgh Pennsylvania Job Summary The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process. Essential Functions Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. Support the field teams by scheduling internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends (when possible) and contributes to market huddles /pods. Owns follow up after client meetings on takeaways and next steps. Understand (or willingness to learn) the KPB...