Private Client Manager at Jobgether – United States

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.

• Counsel advisory firm clients on life insurance, including policy reviews, case design, underwriting, and placement.

• Develop and manage the firm acquisition pipeline, identifying and onboarding new advisory partners.

• Serve as a trusted resource for generalist advisors, providing educational content and guidance on life insurance and planning concepts.

• Represent the company at industry events and build relationships across the RIA and wealth management community.

• Collaborate with executive leadership on early partnerships and progressively take ownership of deal cycles.

• Design, refine, and scale outreach and onboarding workflows for firm partners.

• Work cross-functionally with marketing, product, and operations to ensure seamless partner experiences.

Requirements:

• 7+ years of experience in private client services, advisory firm partnerships, or a relationship-driven financial services role.

• Strong technical knowledge of life insurance products, underwriting, case design, and policy placement.

• Proven experience building and managing a book of business or partnership portfolio.

• Deep understanding of the independent advisor landscape and platform evaluation criteria.

• Excellent communication skills, with credibility in meetings with RIA principals and senior advisors.

• Entrepreneurial mindset with the ability to contribute to process design and scale new initiatives.

• Familiarity with wealth management and financial planning as it relates to life insurance distribution.

Benefits:

• Competitive base salary: $100,000 – $125,000 with OTE up to $200,000.

• Remote-friendly work environment and flexible schedule.

• Opportunity to drive high-impact partnerships and shape company growth.

• Professional development and mentorship opportunities.

• Collaborative, fast-growing, and innovative team culture.

• Participation in industry events and networking opportunities.