Credit Specialties DI Advisor

About the role

The Structured Credit Adviser position is a hybrid role based in either New York or Houston, requiring 3 days per week in-office presence. This role is part of Marsh's Political Risk and Structured Credit team, driving innovative financial risk transfer solutions for clients globally.

Responsibilities

• Drive growth in the bank client portfolio within the Political Risk and Structured Credit Practice.
• Act as the lead advisory colleague on medium-sized accounts or moderately complex accounts, focusing on banks and their regulatory regimes.
• Cultivate a deep understanding of clients' strategic priorities, risk strategies, and risk management needs to provide tailored advice.
• Utilize extensive risk expertise and knowledge of the industry and insurance marketplace to review clients' exposures and develop solutions for complex needs, including cross-selling additional products and services.
• Present, develop, and execute renewal/placement strategies in collaboration with Placement, Advisory Leaders, and Client Executives.
• Receive, negotiate, and evaluate political risk & structured credit quotes from carriers and present evaluations to clients.
• Lead presentations to prospective clients, identify new product needs, and develop innovative solutions to secure new clients and projects.
• Build and maintain relationships with clients, serving as the primary point of contact for complex client needs.
• Coordinate the production of client deliverables, ensuring the quality of materials delivered to clients.
• Administer electronic data and file storage, distribute documentation to clients, and review contracts; draft and amend insurance policies as necessary.
• Conduct meetings with clients and internal colleagues to discuss exposures and solutions.
• Manage and update electronic data and file storage systems, distribute documentation to clients, and review contracts; draft and amend insurance policies as necessary.

Qualifications

• Bachelor’s degree in a financial field such as economics and/or mathematics; master’s degree level preferred.
• 10+ years of experience working in finance, banking, insurance, origination, distribution, broking, or underwriting.
• Ability to work independently with minimal supervision and manage projects/processes from start to finish.
• Superior detail orientation, excellent communication, interpersonal, and time management skills.
• Strong Microsoft Office skills, particularly Excel.
• P&C license mandatory, or ability to obtain one.

Skills

• Understanding clients' needs, identifying risks, and structuring solutions.
• Gathering and analyzing relevant financial data, as well as third-party and commodity price data.
• Developing material for client presentations, internal and external sales efforts, and colleague training.
• Conducting meetings with clients and internal colleagues to discuss exposures and solutions.
• Administering electronic data and file storage, distributing documentation to clients, and reviewing contracts; drafting and amending insurance policies as appropriate.

Benefits

Competitive pay (salary and bonus potential), full benefits package (medical, dental, vision, STI/LTI, life insurance, generous 401k match, and contributions), and opportunities for internal mobility, collaboration, and partnership with HR. Marsh is committed to a culture of diversity, inclusion, and flexibility, offering hybrid work arrangements and a supportive work environment.

Pay

The base salary range for this role is $154,200 to $328,400, with decisions made on a case-by-case basis. Performance-based incentives may also be available.

Schedule

This role is a hybrid position, requiring 3 days per week in-office presence.