Client Advisor

Marsh is seeking candidates for our open Client Advisor position based in our Boston or NYC office in our FINPRO practice, support Private Equity clients. This is a hybrid role that will be in the office 3x per week.

What can you expect:

• Becoming a member of Marsh's best in class FINPRO team who delivers expert broking & strategy solutions to help manage risk with confidence.
• In this Client Advisor role, you will develop an understanding of the clients' business strategic priorities, risk strategies and risk management needs to help provide knowledge and advice to complex clients.
• Helps identify the need for new products and develops innovative solutions for clients.
• Completes policy management activities and delivery of reviewed policy to client and helps address client inquiries as necessary.
• Delivers technical expertise in the delivery and presentation of RFP’s

What's in it for you?

• Gain exposure to key stakeholders and have the ability to make strong business connections.
• An opportunity for long term growth within a dynamic and growing business unit.
• Ability to make an immediate impact to support our book of business and growth of the organization.
• Exceptional benefits, great time off and additional perks that come with working at Marsh.

We will count on you to:

• Independently oversees and manages large or complex accounts and brings the entire team together to formulate the procedure and go to market strategy.
• Works to maintain a near complete understanding of the clients’ business strategic priorities, risk strategies and risk management needs to provide advice accordingly to successfully serve clients.
• Utilizes expert risk expertise and knowledge of industry and insurance market place to review clients’ exposures and loss experience and develop solutions for complex clients’ needs, including recommending additional products and services as solutions. True
• Develops, presents, and oversees the execution of renewal/placement strategies in conjunction with Placement, Advisory Leaders and Client Executives across all zones where product, industry or account criteria dictate.
• Presents to prospective clients, identifies the need for new products, develops/suggests innovative solutions to client and client team members to gain new clients and projects.
• Builds and maintains relationships with clients, and ensures that their complex risk management needs are appropriately met.
• Oversees the production of client deliverables and delivering the final placement to the client to ensure the quality of materials delivered to clients.
• Engages in independent senior-level client interaction and demonstrates expertise in problem solving, areas of coverage and client relationships.
• Serves as a thought leader within the Company and maintains an in depth knowledge of changing risk and insurance market conditions.

What you need to have:

• 5+ years industry experience, broker exp. preferred
• Management Liability experience a must, PEMA experience a plus
• P&C license a must, or ability to obtain
• Bachelors' degree preferred

What makes you stand out?

• Ability to build strong relationships and build rapport with internal colleagues, clients and carriers.
• Self-starter, resourcefulness with the ability to bring solutions and ideas to the firm.
• Being able to be part of a collaborative team and feel that you can make an immediate impact.
• Having an interest in how you fit in with achieving the practice’s goals and an interest in how to meet those goals.

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.


Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [email protected].


Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.


The applicable base salary range for this role is $116,400 to $248,000.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.


We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.