Private Client Manager

🕒 March 12

🇺🇸 United States – Remote

💵 $100k - $125k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🤝 Client Partner

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Modern Life

WebsiteLinkedInAll Job Openings

11 - 50 employees

☁️ SaaS

Insurance • Technology • SaaS

Modern Life is a technology-driven insurance service company that provides innovative solutions for life insurance advisors and producers. The company offers a proprietary brokerage platform that accelerates the insurance placement process, catering to both individual and corporate clients with a variety of life insurance products, including Term Life, Permanent Life, Long-Term Care, Disability, and Annuities. Modern Life partners with over 30 national carriers to offer comprehensive and competitive insurance products. The company emphasizes the combination of intuitive technology and expert support to streamline insurance processes, making it easier for advisors to serve their clients' sophisticated needs. Modern Life operates nationwide as a licensed insurance producer.

📋 Description

• 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

🎯 Requirements

• 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