Private Client Manager

📋 Description

• Counsel advisory firm clients on life insurance solutions throughout the full case lifecycle
• Develop and manage a pipeline of advisory firms by researching target organizations, identifying
• Educate prospective partners on the platform, its capabilities, and how it can support their
• Guide new advisory firms through onboarding and establish strong foundations for long-term
• Serve as a trusted life insurance resource for generalist advisors by providing education on
• Build credibility and expand the partner network through industry events and relationships across

🎯 Requirements

• 7+ years of experience in private client services, wholesale distribution, advisory firm
• Strong technical knowledge of life insurance products, underwriting, case design, and policy
• Demonstrated ability to manage the full life insurance case lifecycle from initial design through
• Experience building and maintaining a book of business, partnership portfolio, or comparable
• Proven ability to develop relationships from initial introduction through sustained commercial
• Strong understanding of the independent advisor and RIA landscape, including how firms evaluate

🎁 Benefits

• Opportunity to join a high-growth, AI-driven financial services company.
• Significant ownership over the development of the private client and partnership function.
• Direct collaboration with senior leadership, including the CEO.
• Opportunity to build and refine scalable business development and onboarding processes.
• Exposure to leading investors and established organizations within financial services and
• Opportunity to work at the intersection of life insurance, wealth management, financial planning