Director, Risk Advisory

What you’d do

Leads the Risk Advisory team within Strategic Client Advisory Solutions, setting a consistent approach for insurance and risk management in wealth strategy. Advises on complex client cases and partners with Wealth Advisors and Strategists on protection, liquidity, estate and succession needs. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• Bachelor's degree or equivalent education and experience
• State Life, Health and Long-Term Care insurance licenses
• 10+ years insurance, wealth planning or financial services experience
• Experience with high-net-worth clients