Job Details

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Private Client Manager in the United States.

This role is ideal for a seasoned life insurance professional with strong business development acumen. As a Private Client Manager, you will guide advisory firm clients through the full lifecycle of life insurance solutions, from case design and underwriting to in-force placement. You will also develop and manage a pipeline of advisory firms, building relationships, educating partners, and scaling a repeatable acquisition process. The role blends technical expertise, strategic partnership building, and client-facing execution, offering significant ownership and the ability to shape a growing function. Success in this role is measured by building strong partnerships, expanding your book of business, and delivering exceptional service to both advisors and their clients. This is a highly collaborative environment where you will work cross-functionally while driving independent execution.

Accountabilities:

• Counsel advisory firm clients on life insurance, including policy reviews, case design, underwriting, and placement.
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• Develop and manage the firm acquisition pipeline, identifying and onboarding new advisory partners.
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• Serve as a trusted resource for generalist advisors, providing educational content and guidance on life insurance and planning concepts.
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• Represent the company at industry events and build relationships across the RIA and wealth management community.
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• Collaborate with executive leadership on early partnerships and progressively take ownership of deal cycles.
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• Design, refine, and scale outreach and onboarding workflows for firm partners.
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• Work cross-functionally with marketing, product, and operations to ensure seamless partner experiences.
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Requirements:

• 7+ years of experience in private client services, advisory firm partnerships, or a relationship-driven financial services role.
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• Strong technical knowledge of life insurance products, underwriting, case design, and policy placement.
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• Proven experience building and managing a book of business or partnership portfolio.
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• Deep understanding of the independent advisor landscape and platform evaluation criteria.
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• Excellent communication skills, with credibility in meetings with RIA principals and senior advisors.
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• Entrepreneurial mindset with the ability to contribute to process design and scale new initiatives.
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• Familiarity with wealth management and financial planning as it relates to life insurance distribution.
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Benefits:

• Competitive base salary: $100,000 - $125,000 with OTE up to $200,000.
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• Remote-friendly work environment and flexible schedule.
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• Opportunity to drive high-impact partnerships and shape company growth.
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• Professional development and mentorship opportunities.
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• Collaborative, fast-growing, and innovative team culture.
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• Participation in industry events and networking opportunities.
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Why Apply Through Jobgether?

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.