Private Client Manager
New
J
JobgetherFinancial Technology
Based in United StatesFull-TimeMiddle
Salary not disclosed
Apply NowOpens the employer's application page
Job Details
- Experience
- 7+ years
- Required Skills
- Business DevelopmentRelationship management
Requirements
- 7+ years of experience in private client services, wholesale distribution, advisory firm partnerships, or a related relationship-driven financial services role.
- Strong technical knowledge of life insurance products, underwriting, case design, and policy placement.
- Demonstrated ability to manage the full life insurance case lifecycle from initial design through placement.
- Experience building and maintaining a book of business, partnership portfolio, or comparable network of long-term client relationships.
- Proven ability to develop relationships from initial introduction through sustained commercial partnerships.
- Strong understanding of the independent advisor and RIA landscape, including how firms evaluate platforms, partnerships, and service providers.
- Working knowledge of wealth management, financial planning, and the role of life insurance within broader client planning strategies.
- Excellent communication and presentation skills, with the ability to build trust quickly and communicate credibly with RIA principals and other senior stakeholders.
- Strong business development instincts and the ability to identify, qualify, educate, and convert high-potential partners.
- Comfortable representing an organization at industry events and cultivating relationships across the wealth management community.
- Entrepreneurial mindset with enthusiasm for building new processes, testing approaches, and contributing to go-to-market strategy.
- Strong ownership, initiative, adaptability, and ability to operate effectively in a rapidly evolving environment.
Responsibilities
- Counsel advisory firm clients on life insurance solutions throughout the full case lifecycle, including policy reviews, case design, underwriting, and placement through in-force delivery.
- Develop and manage a pipeline of advisory firms by researching target organizations, identifying decision-makers, and establishing relationships with firm principals.
- Educate prospective partners on the platform, its capabilities, and how it can support their clients and businesses.
- Guide new advisory firms through onboarding and establish strong foundations for long-term partnerships.
- Serve as a trusted life insurance resource for generalist advisors by providing education on insurance fundamentals, trusts, planning concepts, and related strategies.
- Build credibility and expand the partner network through industry events and relationships across the RIA and wealth management communities.
- Collaborate closely with senior leadership on early-stage partnerships and progressively take greater ownership of the full deal cycle.
- Design, document, and continuously refine outreach, sales, and onboarding workflows to create a repeatable and scalable partnership process.
- Partner with Marketing, Product, Operations, and other internal teams to deliver a seamless experience for newly onboarded firms.
View Full Description & ApplyYou'll be redirected to the employer's site
