Trading Manager >>

Lighthouse Life; Conshohocken (Montgomery County); A distancia; USD 70.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Comprehensive health, dental, vision benefits

401(k) with match

Flexible PTO

Descripción de la vacante

Lighthouselife, based in Conshohocken, is seeking a Trading Manager to oversee the full lifecycle of deal management in life settlements. The ideal candidate will evaluate potential policy acquisitions and drive resale execution, ensuring profitability. This role allows for flexible remote work anywhere in the U.S., offering a competitive salary, performance-based bonuses, and comprehensive benefits.

The company promotes innovation and collaboration, fostering a supportive work environment that values client relationships and integrity.

Formación

• Preferred two years of professional experience in financial services or life insurance.
• Ability to absorb and apply detailed policies and procedures quickly.
• Experience managing multiple cases without oversight.

Responsabilidades

• Own the pricing decision on potential policy acquisitions.
• Evaluate incoming cases and set purchase price parameters.
• Maintain structured contact with asset investors.

Conocimientos

Attention to detail

Client-first mindset

Strong communication skills

Creative problem solving

Herramientas

Salesforce

Microsoft 365

Zoom

Descripción del empleo

Take the next step in your career and join our team!

Company Description

Every year, millions of seniors lapse or surrender their life insurance policies for little or no value in return from their insurance company. Life Settlements help seniors by giving them the option to sell their policy instead, receiving significantly more value than had they otherwise given up their policy. The money we pay seniors helps meet retirement needs, healthcare costs, long term care expenses, or whatever else they’d like.

Lighthouse Life is a member of the growing group of companies owned by LHL Strategies, Inc. ("LHL" or "LHL Strategies"), providing vertically integrated services and solutions for asset managers to acquire and manage life policies and portfolios. Clients of the LHL companies benefit from working inside the industry’s only integrated platform for policy acquisition and trading, policy and portfolio valuation, management, and now, portfolio servicing.

Our atmosphere encourages innovation and collaboration throughout the organization. We promote a healthy work‑life balance and have created an open and fun environment. That said, we are driven to exceed expectations and want to share our days with those who raise their hand, step forward, and work hard.

Our compensation package is highly competitive for the position and includes comprehensive benefits as well as a flexible and generous PTO policy.

Lighthouse Life is a remote‑first company. This role can be located anywhere within the U.S. with potential for travel for meetings and/or other events. Lighthouse Life’s offices are located in Conshohocken, Pennsylvania, less than 10 miles outside of the city of Philadelphia, and steps from the regional commuter train line.

Role Purpose

The Trading Manager is the relationship‑management trader at LHL Strategies. This role owns the full deal lifecycle: evaluating and pricing potential policy acquisitions, managing institutional fund buyer relationships, and driving resale execution to maximize gross profit. The Trading Manager is supported by a second trader (initially focused on resale execution, capable of flexing to acquisitions) and two support managers who handle follow‑up calls, documentation collection, and pipeline progression.

This is a revenue‑generating position. Compensation is directly tied to deal production across both acquisition and resale activity.

Responsibilities

• Own the pricing decision on every potential policy acquisition. Determine whether a case can be acquired and resold at 20%+ gross profit within 90 days. This is the gate that controls deal flow into the company.
• Evaluate incoming cases and set purchase price parameters based on policy characteristics, life‑expectancy reports, and current fund appetite.
• Make initial contact calls on acquisition opportunities. Direct support managers to handle follow‑up, documentation collection, and pipeline movement.
• Maintain pricing discipline. Every acquisition must have a clear resale thesis before purchase commitment.
• Track acquisition volume and conversion rates. Target: 250 policy acquisitions annually.
• Coordinate with underwriting on LE support documentation required for pricing decisions.

B. Fund Relations & Resale Execution

Own all asset investor relationships and drive the bid solicitation process from case distribution through final bid collection and award recommendation.

• Maintain structured frequent contact with every active buyer. Calls logged in Salesforce with outcomes, appetite signals, and follow‑up actions.
• Drive full bid solicitation for all cases cleared for market. Maximize bid coverage within required timeframes.
• Analyze bid results and present structured comparisons to the CBO, including net offer, fund reliability, closing history, and recommended award rationale.
• Expand the institutional buyer network. Identify and onboard new fund buyers on an ongoing basis.
• Gather competitive market intelligence on pricing trends, fund mandates, and competitor activity during each fund interaction.
• Track bid‑to‑close ratios by fund and report trends monthly.
• Direct the second trader on resale execution tasks. Direct support managers on follow‑up calls and documentation to keep deals progressing to bid or close.

Maintain working knowledge of all active cases. Provide weekly pipeline briefings and exception‑based escalation for time‑sensitive issues.

• Own Salesforce as the system of record for all case data, bid activity, fund interactions, and stage movements.
• Deliver a weekly pipeline briefing to the CBO: cases by stage, pending actions, decisions needed, and at‑risk items.
• Proactively escalation time‑sensitive cases, compliance holds, expiring authority letters, and fund deadline conflicts as they arise.
• Identify stalled cases and develop action plans to advance them, coordinating with underwriting, ops, and the support team.
• Report key pipeline metrics weekly: case count by stage, average days in stage, pending bid cases, and cases at risk.

D. Cross‑Functional Coordination

• Communicate bid requirements, fund‑specific documentation needs, and timeline constraints to underwriting and ops with adequate lead time.
• Participate in weekly deal review meetings with the CBO, underwriting lead, and operations with a prepared pipeline update.
• Provide fund market context to case strategy discussions: who is buying, at what multiples, under what LE parameters.

Knowledge and Experience

• Preferred two years of professional experience; background in financial services or life insurance is a strong plus.
• An ability to absorb and apply detailed policies and procedures quickly.
• A natural eye for detail — you notice when something doesn’t add up and you dig until you find the answer.
• A bias toward action and creative problem‑solving.
• Self‑motivation that doesn’t depend on someone looking over your shoulder.
• The ability to juggle multiple active cases without letting anything slip through the cracks.
• A client‑first mindset — you’d rather do right by a customer than force a deal that isn’t in their best interest.
• Strong written and verbal communication skills.
• Experience with Salesforce, Microsoft 365, and Zoom a plus.

Base Salary: Competitive, commensurate with experience

Bonus: Performance‑based incentive compensation

Benefits: Comprehensive health, dental, vision; 401(k) with match; flexible PTO

Remote Work: Flexible remote/hybrid arrangement

Personal Attributes

• You’re confident, coachable, and comfortable in high‑trust conversations.
• You’re organized and relentless about follow‑up — no leads or partners “fall through the cracks.”
• You’re metrics‑driven but people‑first: you build long‑term relationships, not quick wins.
• You have a bias for action and can operate independently while collaborating tightly with a team.
• You lead with integrity and take compliance seriously without losing momentum.