Private Client Manager
Modern Life
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $100,000 - $125,000 per year
About the role
- Counsel advisory firm clients on full-cycle life insurance — including policy reviews, case design, underwriting, and placement through in-force delivery
- Develop and manage the firm acquisition pipeline: research and identify target firms, build relationships with principals, educate them on the platform, and guide them through onboarding
- Serve as a trusted life insurance resource for generalist advisors — delivering educational content on fundamentals, trusts, and planning concepts to establish credibility and attract firms to the platform
- Represent Modern Life at industry events and cultivate relationships across the RIA and wealth management community
- Collaborate with the CEO on early partnerships, gradually taking greater ownership of the deal cycle as the process matures
- Design and refine the outreach and onboarding workflow, building a framework the team can scale on
- Work cross-functionally with marketing, product, and operations to ensure new firm partners have a seamless experience
- Drive toward closed partnerships, a healthy pipeline, and a growing book of active cases within the first six months
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
life insurance productsunderwritingcase designpolicy placementrelationship managementpipeline managementeducational content developmentworkflow designfinancial planningwealth management
Soft Skills
communicationrelationship buildingtrust buildingcollaborationproblem solvingadaptabilityleadershipcreativityconfidenceclient service