Wealth Solutions Insurance Manager

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.

• 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.
• Proficiency with Microsoft Office and general technology tools used in financial services environments.
• Experience supporting ultra-high-net-worth clients or family office services is a strong plus.

Benefits:

• Competitive base salary ranging from 115,000 to 180,000 USD depending on experience and location.
• Annual discretionary bonus opportunity.
• Comprehensive health coverage including medical, dental, and vision plans.
• Retirement benefits including 401(k) with company match.
• Life insurance, short-term disability, and long-term disability coverage provided by the company.
• Flexible spending accounts, health savings accounts, and additional voluntary benefits options.
• Paid time off and/or paid sick leave depending on eligibility.
• Collaborative culture with strong emphasis on professional growth and long-term career development.