Private Client Manager

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  "source_hash": "e4b15bb2db52b36f0c274c000a6bd38a98490e966ce129d70459ea806cf729c5",
  "last_changed_at": "2026-05-29T06:58:03.824Z",
  "active_status": "active"
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  "location": {
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    "region": null,
    "country": "United States",
    "is_remote": true,
    "confidence": 0.95
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  "salary_min": 85000,
  "inferred_at": "2026-06-06T07:56:35.473Z",
  "launch_scope": {
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    "included": true,
    "language": "en",
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      "United States"
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  "remote_policy": "remote",
  "salary_period": "year",
  "workplace_type": "remote",
  "salary_currency": "USD"
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{}

{
  "lists": [
    {
      "text": "What You'll Do:",
      "content": "<div>\n\n<li>Counsel advisory firm clients on full-cycle life insurance — including policy reviews, case design, underwriting, and placement through in-force delivery</li>\n<li>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</li>\n<li>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</li>\n<li>Represent Modern Life at industry events and cultivate relationships across the RIA and wealth management community</li>\n<li>Collaborate with the CEO on early partnerships, gradually taking greater ownership of the deal cycle as the process matures</li>\n<li>Design and refine the outreach and onboarding workflow, building a framework the team can scale on</li>\n<li>Work cross-functionally with marketing, product, and operations to ensure new firm partners have a seamless experience</li>\n<li>Drive toward closed partnerships, a healthy pipeline, and a growing book of active cases within the first six months</li>\n\n</div>"
    },
    {
      "text": "Who You Are",
      "content": "<div>\n\n<li>7+ years of experience in private client services, wholesale distribution, advisory firm partnerships, or a related relationship-driven role in financial services</li>\n<li>Strong technical knowledge of life insurance products, underwriting, case design, and policy placement — you can drive the full case lifecycle.</li>\n<li>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</li>\n<li>You have a strong understanding of the independent advisor landscape, how they evaluate platforms, what matters to them, and what gets in their way</li>\n<li>You're a clear, confident communicator who builds trust quickly and is credible in a room full of RIA principals</li>\n<li>You're energized by building something new and contributing to how a growing company goes to market</li>\n<li>Working knowledge of wealth management, financial planning, and the intersection with life insurance distribution</li>\n\n</div>"
    }
  ],
  "country": "US",
  "createdAt": 1773328764952,
  "updatedAt": null,
  "categories": {
    "team": "Insurance",
    "location": "Remote (US)",
    "commitment": "Full Time",
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      "Remote (US)"
    ]
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