[{"id":10324,"date":"2026-06-25T16:06:26","date_gmt":"2026-06-25T16:06:26","guid":{"rendered":"https:\/\/www.oliverjames.com\/jobs\/head-of-investor-relations\/"},"modified":"2026-06-25T16:06:35","modified_gmt":"2026-06-25T16:06:35","slug":"head-of-investor-relations-10324","status":"publish","type":"job","link":"https:\/\/www.oliverjames.com\/en\/jobs\/head-of-investor-relations-10324\/","title":{"rendered":"Head of Investor Relations"},"content":{"rendered":"<p>Oliver James is currently partnering with a leading property &amp; casualty organization seeking a Head of Investor Relations to lead its investor relations strategy and serve as the primary liaison between executive leadership and the investment community.<\/p>\n<p class=\"isSelectedEnd\">This is a highly visible leadership position that will work closely with the CFO, CEO, Board of Directors, investors, analysts, and rating agencies to shape the company&#8217;s financial narrative and support long-term value creation. The successful candidate will combine deep financial expertise with exceptional communication skills and a strong understanding of the insurance industry and capital markets.<\/p>\n<div> <\/div>\n<h2> <\/h2>\n<h2>Responsibilities<\/h2>\n<ul data-spread=\"false\">\n<li>Lead the overall investor relations strategy and execution.<\/li>\n<li>Serve as the primary point of contact for investors, analysts, and rating agencies.<\/li>\n<li>Develop and communicate the company&#8217;s investment narrative and strategic messaging.<\/li>\n<li>Provide executive leadership with market intelligence, investor sentiment, and industry insights<\/li>\n<li>Oversee quarterly earnings communications, investor presentations, earnings call preparation, and executive briefing materials.<\/li>\n<li>Coordinate messaging across Finance, Accounting, Treasury, Actuarial, and Legal teams.<\/li>\n<li>Ensure consistency and accuracy of all external communications.<\/li>\n<li>Monitor industry trends, peer performance, analyst estimates, ownership changes, and valuation drivers.<\/li>\n<li>Conduct competitive benchmarking and provide actionable insights to executive leadership.<\/li>\n<li>Analyze financial results and market developments to support strategic decision-making.<\/li>\n<li>Partner with Treasury and Finance leadership on capital management initiatives.<\/li>\n<li>Support communications surrounding capital actions, financing activities, and strategic transactions.<\/li>\n<li>Maintain strong relationships with rating agencies and assist in rating discussions and presentations.<\/li>\n<li>Advise senior leadership on investor perspectives and market expectations.<\/li>\n<li>Prepare executives for earnings calls, conferences, investor meetings, and roadshows.<\/li>\n<li>Support Board reporting and strategic discussions.<\/li>\n<\/ul>\n<h3> <\/h3>\n<div> <\/div>\n<h2>Qualifications<\/h2>\n<ul data-spread=\"false\">\n<li>Bachelor&#8217;s degree in Finance, Accounting, Economics, or a related discipline.<\/li>\n<li>MBA, CPA, CFA, or CPCU strongly preferred.<\/li>\n<li>12+ years of experience within Investor Relations, equity research, capital markets, corporate finance, or related disciplines.<\/li>\n<li>Prior experience within the P&amp;C insurance space required.<\/li>\n<li>Strong understanding of financial statements, valuation methodologies, and capital markets.<\/li>\n<li>Exceptional executive communication and presentation skills.<\/li>\n<li>Demonstrated ability to influence senior leadership and external stakeholders.<\/li>\n<li>Experience interacting with investors, analysts, and rating agencies.<\/li>\n<\/ul>\n<p><em>To be considered for this opportunity, please apply using the prompts provided. Alternatively, please reach out to Adam Salvadori at adam.salvadori@oliverjames.com.<\/em><\/p>\n<p><em><span style=\"background: white\">Please note that given the number of applicants only those candidates with the relevant skill set can be considered.<\/span><\/em><\/p>\n<p style=\"margin: 0in;font-family: Verdana;font-size: 8.25pt;color: #2f2f2f\"><span style=\"background: white\"> <\/span><\/p>\n<h2> <\/h2>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/QWRhbS5TYWx2YWRvcmkuOTUxNjQuMTEzMDlAb2xpdmVyamFtZXNhc3NvY2lhdGVzLmFwbGl0cmFrLmNvbQ.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Oliver James is currently partnering with a leading property &amp; casualty organization seeking a Head of Investor Relations to lead its investor relations strategy and serve as the primary liaison between executive leadership and the investment community. This is a highly visible leadership position&#8230;<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[19],"industry":[],"contract_type":[1225],"vacancy_type":[1274],"location":[1467],"class_list":["post-10324","job","type-job","status-publish","hentry","discipline-accountancy-finance","location-summit"],"acf":{"job_reference":"JOB-062026-309394_1782403585","job_type":"Permanent","job_industry":"Accountancy & Finance","working_arrangement":"","featured":"","start_date":"","expiry_date":"2026-07-23","salary_currency":"USD","salary_from":"250000","salary_to":"350000","salary_per":"annum","salary_benefits":"","salary":"US$250000 - US$350000 per annum","custom_data":"","application_email":"Adam.Salvadori.95164.11309@oliverjamesassociates.aplitrak.com","application_url":"https:\/\/www.aplitrak.com\/?adid=QWRhbS5TYWx2YWRvcmkuOTUxNjQuMTEzMDlAb2xpdmVyamFtZXNhc3NvY2lhdGVzLmFwbGl0cmFrLmNvbQ","contact_name":"Adam Salvadori","contact_email":"Adam.Salvadori@oliverjames.com","contact_telephone":"+1 646 876 0196","contact_url":"","company_name":"","company_tagline":"","company_website":"","company_twitter":"","company_logo":"","company_video":"","job_location":"Summit, New Jersey","job_location_raw":"N. America > USA > New Jersey > Union County > Summit","geo_lat":"40.7181631","geo_long":"-74.3562298","geo_formatted_address":"Summit, NJ, USA","geo_city":"Summit","geo_country_short":"US","geo_country_long":"United States","geo_administrative_area_level_2_short":"Union County","geo_administrative_area_level_2_long":"Union County","geo_administrative_area_level_1_short":"NJ","geo_administrative_area_level_1_long":"New Jersey","talentlink_job_id":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v27.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Head of Investor Relations - Oliver James<\/title>\n<meta name=\"description\" content=\"Join a leading P&amp;C insurer as Head of Investor Relations, where you shape market messaging, executive insight and investor relationships.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.oliverjames.com\/en\/jobs\/head-of-investor-relations-10324\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Head of Investor Relations\" \/>\n<meta property=\"og:description\" content=\"Join a leading P&amp;C insurer as Head of Investor Relations, where you shape market messaging, executive insight and investor relationships.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.oliverjames.com\/en\/jobs\/head-of-investor-relations-10324\/\" \/>\n<meta property=\"og:site_name\" content=\"Oliver James\" \/>\n<meta property=\"article:modified_time\" content=\"2026-06-25T16:06:35+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/counter.adcourier.com\/QWRhbS5TYWx2YWRvcmkuOTUxNjQuMTEzMDlAb2xpdmVyamFtZXNhc3NvY2lhdGVzLmFwbGl0cmFrLmNvbQ.gif\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.oliverjames.com\\\/en\\\/jobs\\\/head-of-investor-relations-10324\\\/\",\"url\":\"https:\\\/\\\/www.oliverjames.com\\\/en\\\/jobs\\\/head-of-investor-relations-10324\\\/\",\"name\":\"Head of Investor Relations - Oliver James\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.oliverjames.com\\\/en\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.oliverjames.com\\\/en\\\/jobs\\\/head-of-investor-relations-10324\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.oliverjames.com\\\/en\\\/jobs\\\/head-of-investor-relations-10324\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/counter.adcourier.com\\\/QWRhbS5TYWx2YWRvcmkuOTUxNjQuMTEzMDlAb2xpdmVyamFtZXNhc3NvY2lhdGVzLmFwbGl0cmFrLmNvbQ.gif\",\"datePublished\":\"2026-06-25T16:06:26+00:00\",\"dateModified\":\"2026-06-25T16:06:35+00:00\",\"description\":\"Join a leading P&C insurer as Head of Investor Relations, where you shape market messaging, executive insight and investor relationships.\",\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.oliverjames.com\\\/en\\\/jobs\\\/head-of-investor-relations-10324\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.oliverjames.com\\\/en\\\/jobs\\\/head-of-investor-relations-10324\\\/#primaryimage\",\"url\":\"https:\\\/\\\/counter.adcourier.com\\\/QWRhbS5TYWx2YWRvcmkuOTUxNjQuMTEzMDlAb2xpdmVyamFtZXNhc3NvY2lhdGVzLmFwbGl0cmFrLmNvbQ.gif\",\"contentUrl\":\"https:\\\/\\\/counter.adcourier.com\\\/QWRhbS5TYWx2YWRvcmkuOTUxNjQuMTEzMDlAb2xpdmVyamFtZXNhc3NvY2lhdGVzLmFwbGl0cmFrLmNvbQ.gif\"},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.oliverjames.com\\\/en\\\/#website\",\"url\":\"https:\\\/\\\/www.oliverjames.com\\\/en\\\/\",\"name\":\"Oliver James\",\"description\":\"Recruitment Agency &amp; 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Vous \u00e9voluerez sous la responsabilit\u00e9 d&#8217;un manager bienveillant, au sein d&#8217;une \u00e9quipe hautement technique et reconnue pour son excellence.<\/p>\n<p> <span style=\"text-decoration: underline\">Localisation :<\/span> Paris<\/p>\n<p><span style=\"text-decoration: underline\">T\u00e9l\u00e9travail :<\/span> 2 jours par semaine<\/p>\n<p><span style=\"text-decoration: underline\">R\u00e9mun\u00e9ration :<\/span> Package compris entre 55,000\u20ac et 72,000 annuel brut<\/p>\n<p><span style=\"text-decoration: underline\">Ce qu&#8217;on attend de vous :<\/span><\/div>\n<div>\n<ul>\n<li>G\u00e9rer des dossiers complexes\/\u00e0 fort enjeu, au-dessus du seuil de d\u00e9l\u00e9gation aux courtiers et TPA<\/li>\n<li>Capacit\u00e9 \u00e0 intervenir sur des dossiers amiables, contentieux et juridiques<\/li>\n<li>Repr\u00e9senter la compagnie de mani\u00e8re ponctuelle lors d&#8217;\u00e9v\u00e8nements externes<\/li>\n<li>G\u00e9rer les interactions avec les parties prenantes (avocats, assur\u00e9s, courtiers etc)<\/li>\n<\/ul>\n<p><span style=\"text-decoration: underline\">Ce qu&#8217;il vous faut :<\/span><\/p>\n<ul>\n<li>Maitrise des conventions IRSA \/ IRCA et droit commun<\/li>\n<li>Minimum 3 ans d&#8217;exp\u00e9rience en gestion de sinistres automobiles (corporel et\/ou mat\u00e9riel)<\/li>\n<li>Anglais professionel<\/li>\n<\/ul>\n<\/div>\n<div>Vous aurez \u00e9galement l&#8217;opportunit\u00e9 de mobiliser vos comp\u00e9tences relationnelles, avec une forte exposition interne et externe aupr\u00e8s de l&#8217;ensemble des parties prenantes.<\/p>\n<p>C&#8217;est le moment id\u00e9al pour rejoindre un leader national et international de l&#8217;assurance automobile en pleine croissance. L&#8217;entreprise offre de r\u00e9elles perspectives d&#8217;\u00e9volution, avec un cadre stimulant, gratifiant et inclusif. Si vous souhaitez franchir une nouvelle \u00e9tape dans votre carri\u00e8re en assurance, ce poste est fait pour vous !<\/p>\n<p>Postulez via le lien, je vous contacterai rapidement pour un premier \u00e9change.<\/p><\/div>\n<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/UmF5LkJlbnNhZmlhLjM1Nzk0LjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>L&#8217;un de nos clients exclusifs, un leader europ\u00e9en de l&#8217;assurance Flottes Automobiles, recherche un(e) Gestionnaire Indemnisation exp\u00e9riment\u00e9(e) pour rejoindre son \u00e9quipe d\u00e9di\u00e9e aux sinistres Grands Comptes. Bas\u00e9 \u00e0 Paris, ce poste s&#8217;adresse \u00e0 un gestionnaire avec une premi\u00e8re exp\u00e9rience, motiv\u00e9 et en qu\u00eate d&#8217;un&#8230;<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[26],"industry":[],"contract_type":[1351],"vacancy_type":[1274],"location":[1325],"class_list":["post-10322","job","type-job","status-publish","hentry","discipline-non-life","location-ile-de-france"],"acf":{"job_reference":"JOB-062026-309396_1782400262","job_type":"Permanent","job_industry":"Non-life","working_arrangement":"Hybrid","featured":"","start_date":"","expiry_date":"2026-07-23","salary_currency":"EUR","salary_from":"55000","salary_to":"72000","salary_per":"annum","salary_benefits":"","salary":"\u20ac55000 - \u20ac72000 per annum","custom_data":"","application_email":"Ray.Bensafia.35794.11309@oliverjamesassociates.aplitrak.com","application_url":"https:\/\/www.aplitrak.com\/?adid=UmF5LkJlbnNhZmlhLjM1Nzk0LjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20","contact_name":"Ray Bensafia","contact_email":"Ray.Bensafia@oliverjames.com","contact_telephone":"+33 (0)1 78 96 85 83","contact_url":"","company_name":"","company_tagline":"","company_website":"","company_twitter":"","company_logo":"","company_video":"","job_location":"Paris, \u00cele-de-France","job_location_raw":"Europe > France > \u00cele-de-France > Paris","geo_lat":"48.8499198","geo_long":"2.6370411","geo_formatted_address":"\u00cele-de-France, France","geo_city":"","geo_country_short":"FR","geo_country_long":"France","geo_administrative_area_level_2_short":"","geo_administrative_area_level_2_long":"","geo_administrative_area_level_1_short":"IDF","geo_administrative_area_level_1_long":"\u00cele-de-France","talentlink_job_id":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v27.8) - 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Vind je het leuk om complexe vragen uit te pluizen en \u00e9cht het verschil te maken in een klantgesprek? Dan is deze functie iets voor jou.<\/p>\n<h2>Over de functie<\/h2>\n<p class=\"isSelectedEnd\">Voor een toonaangevende financi\u00eble dienstverlener zijn wij op zoek naar een Medewerker Klantcontact. In deze rol ben jij het eerste aanspreekpunt voor klanten en help je hen met uiteenlopende vragen over dagelijkse bankzaken, digitale dienstverlening en accountbeheer.<\/p>\n<p class=\"isSelectedEnd\">Je ondersteunt klanten via telefoon, e-mail en chat en zorgt ervoor dat iedere interactie professioneel, duidelijk en klantgericht verloopt. Sommige vragen zijn eenvoudig, maar steeds vaker krijg je te maken met complexere casussen waarbij analytisch vermogen en probleemoplossend denken belangrijk zijn.<\/p>\n<p class=\"isSelectedEnd\">Geen dag is hetzelfde: je schakelt continu tussen systemen, klantvragen en verschillende communicatiestijlen. Juist die afwisseling maakt deze rol uitdagend en interessant.<\/p>\n<h2>Wat ga je doen?<\/h2>\n<ul data-spread=\"false\">\n<li>Beantwoorden van klantvragen via telefoon, mail en chat<\/li>\n<li>Adviseren over digitale bankdiensten en accountgerelateerde vraagstukken<\/li>\n<li>Signaleren en oplossen van complexe klantcases<\/li>\n<li>Klanten begeleiden bij processen en wijzigingen<\/li>\n<li>Samenwerken met collega&#8217;s om de best mogelijke service te bieden<\/li>\n<li>Bijdragen aan continue verbetering van klantprocessen<\/li>\n<\/ul>\n<h2>Wat breng jij mee?<\/h2>\n<ul data-spread=\"false\">\n<li>Minimaal 2 jaar ervaring in klantcontact of customer service<\/li>\n<li>HBO werk en denk niveau<\/li>\n<li>Uitstekende beheersing van de Nederlandse taal in woord en geschrift<\/li>\n<li>Sterke communicatieve vaardigheden en empathisch vermogen<\/li>\n<li>Stressbestendigheid en het vermogen rustig te blijven onder druk<\/li>\n<li>Je schakelt snel tussen verschillende systemen en werkzaamheden<\/li>\n<li>Ervaring binnen financi\u00eble dienstverlening is een pr\u00e9<\/li>\n<\/ul>\n<h2>Wie ben jij?<\/h2>\n<p class=\"isSelectedEnd\">Jij bent iemand die geduldig blijft, ook wanneer gesprekken uitdagend worden. Je luistert actief, vraagt goed door en weet klanten op een duidelijke en vriendelijke manier verder te helpen. Daarnaast denk je in oplossingen en laat je je niet snel uit het veld slaan.<\/p>\n<h2>Wat bieden wij?<\/h2>\n<ul data-spread=\"false\">\n<li>Een uitdagende functie binnen een professionele en mensgerichte organisatie<\/li>\n<li>Uitgebreid onboarding- en opleidingstraject<\/li>\n<li>Doorgroeimogelijkheden richting specialistische of analytische functies<\/li>\n<li>Hybride werken na de inwerkperiode<\/li>\n<li>Een hecht team met veel aandacht voor samenwerking en ontwikkeling<\/li>\n<li>Marktconform salaris en goede secundaire arbeidsvoorwaarden<\/li>\n<\/ul>\n<p>Ben jij klaar voor een rol waarin klantbeleving, service en persoonlijke ontwikkeling centraal staan? Dan komen we graag met je in contact.<\/p>\n<h1> <\/h1>\n<\/div>\n<h1> <\/h1>\n<\/div>\n<p> <\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/QmF0dWhhbi5DZXN1ci44ODc1My4xMTMwOUBvbGl2ZXJqYW1lc2Fzc29jaWF0ZXMuYXBsaXRyYWsuY29t.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ben jij servicegericht, communicatief sterk en krijg je energie van het helpen van klanten? Vind je het leuk om complexe vragen uit te pluizen en \u00e9cht het verschil te maken in een klantgesprek? Dan is deze functie iets voor jou. Over de functie Voor&#8230;<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[28],"industry":[],"contract_type":[1225],"vacancy_type":[1274],"location":[1687],"class_list":["post-10320","job","type-job","status-publish","hentry","discipline-sales-marketing","location-zeist"],"acf":{"job_reference":"JOB-062026-308077_1782399547","job_type":"Permanent","job_industry":"Sales & Marketing","working_arrangement":"","featured":"","start_date":"","expiry_date":"2026-07-09","salary_currency":"EUR","salary_from":"","salary_to":"","salary_per":"","salary_benefits":"","salary":"Bespreekbaar","custom_data":"","application_email":"Batuhan.Cesur.88753.11309@oliverjamesassociates.aplitrak.com","application_url":"https:\/\/www.aplitrak.com\/?adid=QmF0dWhhbi5DZXN1ci44ODc1My4xMTMwOUBvbGl2ZXJqYW1lc2Fzc29jaWF0ZXMuYXBsaXRyYWsuY29t","contact_name":"Batuhan Cesur","contact_email":"Batuhan.Cesur@oliverjames.com","contact_telephone":"+31 20 808 0920","contact_url":"","company_name":"","company_tagline":"","company_website":"","company_twitter":"","company_logo":"","company_video":"","job_location":"Zeist , Utrecht","job_location_raw":"Europa > Nederland > Utrecht > Zeist","geo_lat":"52.0906015","geo_long":"5.2332526","geo_formatted_address":"Zeist, Netherlands","geo_city":"Zeist","geo_country_short":"NL","geo_country_long":"Netherlands","geo_administrative_area_level_2_short":"Zeist","geo_administrative_area_level_2_long":"Zeist","geo_administrative_area_level_1_short":"UT","geo_administrative_area_level_1_long":"Utrecht","talentlink_job_id":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v27.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Medewerker Klantcontact (32 uur) | Regio Midden-Nederland - Oliver James<\/title>\n<meta name=\"description\" content=\"Word Medewerker Klantcontact bij een financi\u00eble dienstverlener. 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Whether you are managing relationships within a larger team, supporting a senior advisor&#8217;s practice, or serving as a trusted advisor to clients with limited opportunities to expand your role, this position offers a compelling next step.<\/p>\n<p>The firm combines the scale, resources, and reputation of a leading national RIA with a highly collaborative culture focused on advisor development. Advisors benefit from direct mentorship, established referral channels, institutional support, and a clearly defined Path to Partnership.<\/p>\n<p>This is an opportunity to join a well-capitalized and highly respected firm that continues to invest heavily in its advisors, its clients, and the growth of its New York City presence.<\/p>\n<\/p>\n<p><span style=\"font-size: 12pt\"><strong>Skills &amp; Experience<\/strong><\/span><\/p>\n<p>5-10 years of experience in wealth management, private wealth, or financial advisory services<\/p>\n<p>Experience working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients preferred<\/p>\n<p>CFP designation preferred<\/p>\n<p>Strong client relationship management and communication skills<\/p>\n<p>Experience participating in financial planning and advice delivery<\/p>\n<p>Ability to build trust with affluent individuals, families, and business owners<\/p>\n<p>Client-facing advisory experience within an RIA, wirehouse or wealth management platform<\/p>\n<p>Desire to continue growing as a trusted advisor within a collaborative and highly respected wealth management organization<\/p>\n<p>Team-oriented mindset with a willingness to learn from experienced advisors and mentors<\/p>\n<p>Interest in pursuing long-term career growth and partnership opportunities<\/p>\n<\/p>\n<p><span style=\"font-size: 12pt\"><strong>Detailed Job Description<\/strong><\/span><\/p>\n<p>This Wealth Advisor position offers the opportunity to join one of the most respected independent wealth management firms in the country as it continues to expand its presence in New York City.<\/p>\n<p>The successful candidate will work alongside highly accomplished advisors and benefit from meaningful mentorship, professional development, and exposure to sophisticated High Net Worth and Ultra High Net Worth client relationships. The firm has intentionally built an environment designed to help advisors grow faster through collaboration, shared expertise, and access to institutional resources.<\/p>\n<p>Unlike many traditional advisory platforms, advisors are not expected to navigate growth alone. The firm provides access to established referral sources and strategic relationships designed to help advisors create meaningful client acquisition opportunities. Advisors also benefit from the guidance and mentorship necessary to convert those opportunities into lasting client relationships and long-term business growth.<\/p>\n<p>The ideal candidate is already functioning in a client-facing advisory capacity. They may be managing relationships within a larger practice, serving as a relationship manager for a senior advisor&#8217;s clients, or acting as a primary advisor for a portion of a larger book of business. They understand the advisory process, enjoy working directly with clients, and are seeking a platform that offers greater opportunity, support, and long-term career progression.<\/p>\n<p>The compensation structure is designed to provide advisors with confidence and stability while they continue developing their practice. A significant non-recoverable draw provides meaningful runway, allowing advisors to focus on building relationships and delivering exceptional client outcomes rather than operating under immediate production pressure. Advisors also participate in a revenue-sharing model that rewards growth and client acquisition.<\/p>\n<p>Most importantly, the firm offers a clearly defined Path to Partnership that aligns advisor success with the long-term growth of the organization. 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Vind je het leuk om complexe vragen uit te pluizen en \u00e9cht het verschil te maken in een klantgesprek? Dan is deze functie iets voor jou.<\/p>\n<h2>Over de functie<\/h2>\n<p class=\"isSelectedEnd\">Voor een toonaangevende financi\u00eble dienstverlener zijn wij op zoek naar een Medewerker Klantcontact. In deze rol ben jij het eerste aanspreekpunt voor klanten en help je hen met uiteenlopende vragen over dagelijkse bankzaken, digitale dienstverlening en accountbeheer.<\/p>\n<p class=\"isSelectedEnd\">Je ondersteunt klanten via telefoon, e-mail en chat en zorgt ervoor dat iedere interactie professioneel, duidelijk en klantgericht verloopt. Sommige vragen zijn eenvoudig, maar steeds vaker krijg je te maken met complexere casussen waarbij analytisch vermogen en probleemoplossend denken belangrijk zijn.<\/p>\n<p class=\"isSelectedEnd\">Geen dag is hetzelfde: je schakelt continu tussen systemen, klantvragen en verschillende communicatiestijlen. Juist die afwisseling maakt deze rol uitdagend en interessant.<\/p>\n<h2>Wat ga je doen?<\/h2>\n<ul data-spread=\"false\">\n<li>Beantwoorden van klantvragen via telefoon, mail en chat<\/li>\n<li>Adviseren over digitale bankdiensten en accountgerelateerde vraagstukken<\/li>\n<li>Signaleren en oplossen van complexe klantcases<\/li>\n<li>Klanten begeleiden bij processen en wijzigingen<\/li>\n<li>Samenwerken met collega&#8217;s om de best mogelijke service te bieden<\/li>\n<li>Bijdragen aan continue verbetering van klantprocessen<\/li>\n<\/ul>\n<h2>Wat breng jij mee?<\/h2>\n<ul data-spread=\"false\">\n<li>Minimaal 2 jaar ervaring in klantcontact of customer service<\/li>\n<li>HBO werk en denk niveau<\/li>\n<li>Uitstekende beheersing van de Nederlandse taal in woord en geschrift<\/li>\n<li>Sterke communicatieve vaardigheden en empathisch vermogen<\/li>\n<li>Stressbestendigheid en het vermogen rustig te blijven onder druk<\/li>\n<li>Je schakelt snel tussen verschillende systemen en werkzaamheden<\/li>\n<li>Ervaring binnen financi\u00eble dienstverlening is een pr\u00e9<\/li>\n<\/ul>\n<h2>Wie ben jij?<\/h2>\n<p class=\"isSelectedEnd\">Jij bent iemand die geduldig blijft, ook wanneer gesprekken uitdagend worden. Je luistert actief, vraagt goed door en weet klanten op een duidelijke en vriendelijke manier verder te helpen. Daarnaast denk je in oplossingen en laat je je niet snel uit het veld slaan.<\/p>\n<h2>Wat bieden wij?<\/h2>\n<ul data-spread=\"false\">\n<li>Een uitdagende functie binnen een professionele en mensgerichte organisatie<\/li>\n<li>Uitgebreid onboarding- en opleidingstraject<\/li>\n<li>Doorgroeimogelijkheden richting specialistische of analytische functies<\/li>\n<li>Hybride werken na de inwerkperiode<\/li>\n<li>Een hecht team met veel aandacht voor samenwerking en ontwikkeling<\/li>\n<li>Marktconform salaris en goede secundaire arbeidsvoorwaarden<\/li>\n<\/ul>\n<p>Ben jij klaar voor een rol waarin klantbeleving, service en persoonlijke ontwikkeling centraal staan? Dan komen we graag met je in contact.<\/p>\n<h1> <\/h1>\n<\/div>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/VGltby5TY2huaXRmaW5rLjY3Mjc1LjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Medewerker Klantcontact (32 uur) | Regio Midden-Nederland Ben jij servicegericht, communicatief sterk en krijg je energie van het helpen van klanten? Vind je het leuk om complexe vragen uit te pluizen en \u00e9cht het verschil te maken in een klantgesprek? Dan is deze functie&#8230;<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[1228],"industry":[],"contract_type":[1225],"vacancy_type":[1274],"location":[1687],"class_list":["post-10316","job","type-job","status-publish","hentry","discipline-operations","location-zeist"],"acf":{"job_reference":"JOB-062026-308077_1782397654","job_type":"Permanent","job_industry":"Operations","working_arrangement":"","featured":"","start_date":"","expiry_date":"2026-07-09","salary_currency":"EUR","salary_from":"","salary_to":"","salary_per":"annum","salary_benefits":"","salary":"Bespreekbaar","custom_data":"","application_email":"Timo.Schnitfink.67275.11309@oliverjamesassociates.aplitrak.com","application_url":"https:\/\/www.aplitrak.com\/?adid=VGltby5TY2huaXRmaW5rLjY3Mjc1LjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20","contact_name":"Timo Schnitfink","contact_email":"Timo.Schnitfink@oliverjames.com","contact_telephone":"+31 20 808 1761","contact_url":"","company_name":"","company_tagline":"","company_website":"","company_twitter":"","company_logo":"","company_video":"","job_location":"Zeist , Utrecht","job_location_raw":"Europa > Nederland > Utrecht > Zeist","geo_lat":"52.0906015","geo_long":"5.2332526","geo_formatted_address":"Zeist, Netherlands","geo_city":"Zeist","geo_country_short":"NL","geo_country_long":"Netherlands","geo_administrative_area_level_2_short":"Zeist","geo_administrative_area_level_2_long":"Zeist","geo_administrative_area_level_1_short":"UT","geo_administrative_area_level_1_long":"Utrecht","talentlink_job_id":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v27.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Medewerker Klantcontact (32 uur) | Regio Midden-Nederland - Oliver James<\/title>\n<meta name=\"description\" content=\"Groei als Medewerker Klantcontact in Midden-Nederland. 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Manage the end-to-end trade lifecycle from trade capture through to settlement, ensuring accurate processing and timely resolution of 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This role blends <strong>commercial contracting, corporate legal support, and data privacy\/AI advisory<\/strong>, partnering closely with business stakeholders across the organization.<\/p>\n<p>This is an ideal opportunity for a <strong>BigLaw-trained attorney<\/strong> looking to transition in-house for strong <strong>work\/life balance<\/strong> while maintaining exposure to sophisticated, high-impact legal work.<\/p>\n<p><\/p>\n<h2><strong>Key Responsibilities:<\/strong><\/h2>\n<ul>\n<li>Draft, review, and negotiate a wide range of <strong>commercial agreements<\/strong> (vendor, technology, and service contracts)<\/li>\n<li>Advise business teams on <strong>contract risk, structure, and negotiation strategy<\/strong><\/li>\n<li>Support <strong>corporate legal matters<\/strong>, including internal transactions, governance, and strategic initiatives<\/li>\n<li>Provide guidance on <strong>data privacy, data governance, and emerging AI-related compliance<\/strong><\/li>\n<li>Review <strong>marketing and external communications materials<\/strong> for legal and regulatory risk<\/li>\n<li>Partner cross-functionally with compliance, HR, and business teams on <strong>operational legal matters<\/strong><\/li>\n<\/ul>\n<h2><strong>Qualifications:<\/strong><\/h2>\n<ul>\n<li><strong>4+ years of experience<\/strong> in a top law firm (<strong>BigLaw strongly preferred<\/strong>) or a corporate generalist in-house role<\/li>\n<li><strong>Strong corporate and commercial contracts background<\/strong> (M&amp;A is the ideal fit)<\/li>\n<li><strong>Member of the New York State Bar<\/strong><\/li>\n<li>Excellent communication skills and ability to operate in a <strong>business-facing role<\/strong><\/li>\n<li><strong>Insurance P&amp;C<\/strong> exposure (deal exposure is a plus)<\/li>\n<\/ul>\n<p><strong>Pluses:<\/strong><\/p>\n<ul>\n<li>P&amp;C insurance or reinsurance experience (<strong>highly preferred<\/strong>)<\/li>\n<li>Experience working on <strong>cross-border or international matters<\/strong><\/li>\n<li>Experience with <strong>data privacy, data governance, or AI-related legal issues<\/strong><\/li>\n<li>Exposure to <strong>reviewing marketing materials<\/strong> and advising business stakeholders<\/li>\n<\/ul>\n<h2> <\/h2>\n<h2><strong>Compensation &amp; Location:<\/strong><\/h2>\n<ul>\n<li><strong>Salary:<\/strong> $180,000 &#8211; $225,000 base<\/li>\n<li><strong>Bonus: <\/strong>~25% discretionary (with upside based on individual and team performance)<\/li>\n<li><strong>Equity:<\/strong> Eligibility<\/li>\n<li><strong>ESPP:<\/strong> Eligible to participate in employee stock purchase plan<\/li>\n<li><strong>Benefits:<\/strong> Strong PTO + 401k match (up to 6%, immediate) + Medical, Dental, Vision, etc.<\/li>\n<li><strong>Location:<\/strong> NYC <\/li>\n<li><strong>Work Mode:<\/strong> Hybrid (4 days in office)<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/Tmljb2xldHRlLkZhbHZvLjU0NTQ5LjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>SEEKING BIGLAW (M&amp;A\/ Corporate) ATTORNEYS: Vice President, Assistant General Counsel &#8211; Corporate Contracts, Data Privacy &amp; AI &#8211; P&amp;C Insurance [NYC &#8211; Hybrid] A global insurance carrier is seeking a corporate attorney with strong law firm training to join its Legal &amp; Compliance team&#8230;.<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[23],"industry":[],"contract_type":[1225],"vacancy_type":[1274],"location":[1310],"class_list":["post-10306","job","type-job","status-publish","hentry","discipline-legal","location-new-york"],"acf":{"job_reference":"JOB-032026-301537_1782393775","job_type":"Permanent","job_industry":"Legal","working_arrangement":"","featured":"","start_date":"","expiry_date":"2026-07-02","salary_currency":"USD","salary_from":"185000","salary_to":"225000","salary_per":"annum","salary_benefits":"+ bonus + equity eligibility + benefits","salary":"US$185000 - US$225000 per annum + + bonus + equity eligibility + benefits","custom_data":"","application_email":"Nicolette.Falvo.54549.11309@oliverjamesassociates.aplitrak.com","application_url":"https:\/\/www.aplitrak.com\/?adid=Tmljb2xldHRlLkZhbHZvLjU0NTQ5LjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20","contact_name":"Nicolette Falvo","contact_email":"Nicolette.Falvo@oliverjames.com","contact_telephone":"","contact_url":"","company_name":"","company_tagline":"","company_website":"","company_twitter":"","company_logo":"","company_video":"","job_location":"Manhattan, New York","job_location_raw":"N. 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