Financial Institutions Analyst

Winged Keel Group; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical and dental benefits

401(k) plan

Flexible Spending Account

Job summary

A leading life insurance brokerage firm in Boston is seeking an Institutions Case Design Associate to manage the design and implementation of insurance portfolios. The role requires coordination among various stakeholders and relationship building with external financial advisors. Candidates should have a minimum of 3 years of experience in the life insurance industry and advanced proficiency in Excel. The position offers a comprehensive benefits package and a competitive salary based on experience.

Qualifications

• Minimum of 3 years of experience in the life insurance industry.
• Ability to perform advanced financial math calculations.
• Understanding of life insurance products, tax laws, and estate planning is a plus.
• Strong ability to understand, evaluate, and present technical and analytical information clearly.

Responsibilities

• Gather data from various stakeholders to support portfolio design.
• Illustrate approved life insurance and annuity products.
• Coordinate implementation of insurance portfolios and manage deadlines.
• Coordinate implementation of portfolios across underwriting/new business and assist Financial Advisors with internal systems.
• Serve as liaison between CRM and financial advisor to ensure consistency when CRM is unavailable.
• Ensure compliance with NASD/MHS and insurance regulations when presenting information on securities.
• Manage deadlines, anticipate requests, and move cases through implementation.
• Maintain records in the firm's CRM (Salesforce).
• Attend advisor/client calls and document key points and actions.
• Support transition from design to underwriting and to client services.

Skills

Life insurance experience

Advanced proficiency in Excel

Financial math aptitude

Presentation skills

Strong communication

Project management

Team collaboration

Attention to detail

Critical thinking

Education

Bachelor’s in Economics or Finance

Tools

Microsoft Excel

Salesforce

Microsoft PowerPoint

Microsoft Word

Job description

Firm Summary

Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax‑efficient, multi‑generational wealth accumulation and wealth transfer strategies for ultra‑high net worth families. With offices in Boston, Houston, New York, Richmond, San Francisco, Washington, D.C., Atlanta, and Denver, the firm specializes in the structuring and administration of large blocks of traditional life insurance and large portfolios of private placement variable life insurance and annuities.

Position Summary

The primary function of the Institutions Case Design Associate is to manage the design and implementation of insurance portfolios sourced within the Institution Channel. This requires coordination between internal and external stakeholders including external institutional advisors, Winged Keel Group institutional‑focused Client Relationship Managers (CRMs), internal Winged Keel Group departments including underwriting, new business, and client services, and issuing insurance companies. Life insurance portfolio design includes the creation of presentations to assist clients as they make decisions about the portfolio, structure, and funding of new life insurance, or how to optimize the performance of their existing life insurance portfolios.

The successful candidate will also build relationships with external Financial Advisors taking over as point‑of‑contact for key, strategic relationships. This is an exciting role for someone who possesses the ability to meet deadlines in a fast‑paced environment, manage projects, stay organized, complete highly detail‑oriented work, is intellectually curious, enjoys an entrepreneurial environment, and has strong technical, financial math, and analytical skills.

Position Responsibilities

• Gather data from Client Relationship Managers, insurance carriers, legal resources, professional advisors, etc.
• Support models of the strategies utilized to fund estate planning life insurance structures.
• Illustrate the full spectrum of approved life insurance and annuity products for major life insurance carriers including traditional life insurance products and private placement life insurance products.
• Coordinate the implementation of insurance portfolios across the underwriting/new business teams as well as assisting Financial Advisors with internal systems, i.e. drop ticket systems.
• Act as a liaison between the CRM and the financial advisor to ensure consistency when the primary CRM is unavailable.
• Assure compliance with NASD/MHS, external institutions compliance teams, and insurance regulations around presenting information related to securities transactions.
• Manage internal/external deadlines, minimize unnecessary requests from advisors and clients, anticipate client/CRM requests, and proactively move cases through the implementation process.
• Maintain appropriate records tracking prospecting and client activity within the firm’s client relationship management system (i.e., Salesforce).
• Attend advisor/client calls documenting the key points of the meeting and follow‑up or delegate the appropriate action items.
• Support transition of each sold case beyond design, into the implementation group (Underwriting), and finally to the administration group (Client Service).

Ideal Candidate

• MUST HAVE A minimum of 3 year’s experience in the life insurance industry.
• Bachelor’s in Economics or Finance preferred.
• Advanced proficiency in Microsoft Excel (Vlookup, If/Then formulas, Goal Seek, Conditional Formatting, NPV, and IRR).
• Superior financial math aptitude with the ability to perform advanced number crunching.
• Strong ability to understand, evaluate, and present technical and analytical information in a concise and clear manner.
• Ability to work effectively with senior management and Principals.
• Advanced proficiency in Microsoft PowerPoint and Word.
• Strong presentation skills.
• High attention to detail.
• Effective listener and communicator.
• Ability to prioritize and meet deadlines in a fast‑paced sales/entrepreneurial environment.
• Ability to work well both independently and in a team environment.
• Critical reviewer and creative thinker.
• Understanding of technical aspects in life insurance strategies preferred.
• Knowledge of life insurance products, tax laws, and estate planning a plus.
• Positive, can‑do attitude.

Working Conditions/Demands/Complexity

• Attractive annual compensation package is commensurate with experience.
• Comprehensive benefit package includes medical, dental, life, disability, 401(k), Flexible Spending Account, and other voluntary benefits.