Private Client Manager

Modern Life; New York (NY); On-site; USD 120,000 - 165,000; Full time

Job summary

Modern Life seeks a Private Client Manager to drive the full lifecycle of life insurance business development and case advisory for our platform in New York. You will build relationships with advisory firm principals, counsel clients on life insurance solutions, and guide cases from design through in-force placement.

You will shape an onboarding pipeline for new partners, collaborate with the CEO on early partnerships, and develop a scalable process that blends deep technical knowledge with a

Qualifications

• Responsibilities include driving the full lifecycle of life insurance business development and case advisory.
• Build relationships with advisory firm principals and counsel clients on life insurance solutions.
• Guide cases from initial design through in-force placement.
• Develop the firm acquisition pipeline by identifying and onboarding partners.

Job description

We are 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. You'll also develop the firm acquisition pipeline — identifying, educating, and onboarding new partners onto the platform.

You will collaborate closely with the CEO on early partnerships while building toward independent execution and a repeatable, scalable process. This role is for someone who combines deep life insurance expertise with a business development mindset. You will 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.