Tech-enabled brokerage helping everyone protect what matters most.
Private Client Manager
Location
Remote
Posted
3 days ago
Salary
$100K - $125K / year
Job Description
Job Requirements
- 7+ years of experience in private client services, wholesale distribution, advisory firm partnerships, or a related relationship-driven role in financial services
- Strong technical knowledge of life insurance products, underwriting, case design, and policy placement — you can drive the full case lifecycle.
- You've built and maintained a book of business or partnership portfolio and know what it takes to develop relationships from introduction to long-term partnership
- You have a strong understanding of the independent advisor landscape, how they evaluate platforms, what matters to them, and what gets in their way
- You're a clear, confident communicator who builds trust quickly and is credible in a room full of RIA principals
- You're energized by building something new and contributing to how a growing company goes to market
- Working knowledge of wealth management, financial planning, and the intersection with life insurance distribution
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