Private Client Manager
At a glance
Manager-level role at Modern Life. Remote, United States · full-time · $85,000–$100,000 base.
remoteroles summary, based on the employer's posting.
What you'll do
- Guide advisory clients through policy reviews, life insurance design, underwriting and placement through delivery
- Find prospective advisory firms, build principal relationships, explain the platform and bring partners through onboarding
- Teach generalist advisors life insurance basics, trusts and planning concepts to build credibility and attract firms
- Represent the platform at industry events and develop connections in the RIA and wealth management community
- Shape outreach and onboarding workflows, working with the CEO and internal teams to build repeatable partnerships
What you bring
- At least seven years in private client services, wholesale distribution, advisory partnerships or a related financial-services relationship role
- Strong technical command of life insurance products, underwriting, case design and placement across the full case process
- A track record of building a business book or partner portfolio and developing relationships into lasting partnerships
- Knowledge of independent advisors and how they assess platforms, alongside familiarity with wealth management and financial planning
Who this fits
This manager-level role suits someone who combines life insurance expertise with relationship development and enjoys building a new function. You’ll work with the CEO on early partnerships, then take on more of the deal process as it develops. The role is remote in the United States.
From the employer
Join our team and accelerate your career.
Life insurance is a complex and consequential purchase that impacts hundreds of millions of Americans. With our powerful and integrated digital tools, expert support, and leading insurance products, we empower advisors to better serve their clients, grow their businesses, and bring the future of the industry to life.
We are a high-growth, AI-driven brokerage backed by $35M from top-tier investors, including Thrive Capital (major investors in OpenAI, Stripe, Instagram, Spotify, Slack, and SpaceX), New York Life, and Northwestern Mutual.
We're hiring a Private Client Manager to drive the full lifecycle of life insurance business development and case advisory for Modern Life's platform. In this role, you'll build relationships with advisory firm principals, counsel their clients on life insurance solutions, and drive cases from initial design through in-force placement. You'll also develop the firm acquisition pipeline — identifying, educating, and onboarding new partners onto the platform. You'll collaborate closely with the CEO on early partnerships while building toward independent execution and a repeatable, scalable process.
This is a role for someone who combines deep life insurance expertise with a business development mindset. You'll have real ownership and the space to shape how this function works — we're looking for someone who brings both technical knowledge and commercial drive.
What You'll Do:
- 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
Who You Are
- 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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