This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Wealth Solutions Insurance Manager based in United States.
This role sits at the intersection of wealth management and insurance strategy, supporting advisors in delivering integrated financial solutions for high-value clients. You will play a key role in shaping and executing life insurance and annuity strategies that enhance holistic wealth planning outcomes. Acting as a central resource, you will partner closely with advisors, internal teams, and external insurance providers to ensure seamless execution and strong client service. The position requires a balance of strategic oversight and hands-on support across sales, operations, and compliance activities. You will also contribute to improving processes, strengthening governance, and optimizing insurance-related workflows. This is a collaborative, client-focused environment where precision, responsiveness, and relationship-building are essential.
Accountabilities:
- Lead the development, execution, and oversight of insurance strategies within wealth management solutions, with a focus on life insurance and annuities integration.
- Support financial advisors by connecting both licensed and unlicensed professionals with internal insurance resources and expertise.
- Manage and maintain relationships with external insurance brokers and partners to ensure effective product access and service delivery.
- Provide ongoing insurance sales support, including coordination with internal M Financial agents and wealth leadership teams.
- Ensure compliance with FINRA supervision requirements, including suitability reviews when applicable within broker-dealer activities.
- Track performance metrics, monitor operational activities, and identify opportunities to automate and improve insurance-related processes.
- Lead or support project planning initiatives, collaborating across business, product, and technology teams to enhance service models and execution.
Requirements:
- Bachelor’s degree in Business, Finance, or a related field, or equivalent professional experience.
- 6+ years of experience in life insurance, annuities, or related wealth management insurance functions.
- Active Series 24 license and experience as a registered representative within the wealth management industry.
- Strong knowledge of insurance products, financial planning strategies, and high-net-worth client servicing.
- Experience working with advisors, product vendors, or insurance distribution partners in a collaborative environment.
- Excellent communication and interpersonal skills, with the ability to simplify complex financial and insurance concepts.
- Strong organizational skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.