Private Client Manager

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Private Client Manager based in United States. This role combines deep life insurance expertise with relationship management, business development, and client advisory in a fast-growing financial technology environment.You will guide advisory firm clients through the full life insurance lifecycle, from policy reviews and case design through underwriting and placement.At the same time, you will build relationships with advisory firm principals and develop a pipeline of new strategic partners.You will serve as a trusted resource for independent advisors, helping them understand life insurance solutions, planning concepts, and the value of a specialized platform.The role offers significant ownership, with the opportunity to shape outreach, onboarding, and partnership processes from the ground up.You will work closely with senior leadership and cross-functional teams while progressively taking greater ownership of the partnership lifecycle.This is an ideal opportunity for a commercially minded insurance professional who wants to help build a scalable busines... Click Apply to read the full job description.