
Strategic Financial Advisor
4 days ago
We seek innovative professionals with exceptional communication skills, intellectual curiosity, and a passion for excellence.
- To excel in this role, you should have expertise in:
Key Areas of Focus
- Property & Casualty (Commercial, Specialty, Personal Lines)
- Life Insurance & Retirement Services (Annuities, 401(k), Defined Contribution/Benefit)
- Insurance operations (Underwriting, Claims, Policy Servicing, Distribution, Regulatory Compliance, etc.)
- Governance, Risk & Compliance (AML, KYC, regulatory reporting, risk management)
An MBA from a top-tier business school and prior experience with consulting or advisory roles are strong advantages.
Built-in Benefits
This role offers opportunities to develop and implement business strategies aligned with clients' goals. Key responsibilities include leading and participating in cross-functional project teams, contributing to thought leadership initiatives, maintaining relationships with key stakeholders, and building trust with clients.
By joining us, you will be part of shaping the future of financial services and insurance industries.
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