other
Posted Mar 12Private Client Manager
at Modern Life
Remote
Requirements
- 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.
Benefits
- 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'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.
- This is a role for someone who combines deep life insurance expertise with a business development mindset.
Additional details
- 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.
- 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.