Wealth Insurance Strategy Lead

CAPTRUST; Denver (CO); On-site; USD 115,000 - 180,000; Full time

Benefits offered by this job

Discretionary bonus

Health, dental, and vision coverage

401(k) with company match

Job summary

CAPTRUST is seeking a Wealth Solutions Insurance Manager to support financial advisors in delivering comprehensive wealth management solutions, with a focus on life insurance and annuities strategy and integration. This individual will lead insurance strategy and execution, serve as a key resource to advisors, and manage relationships with external insurance partners.

The ideal candidate brings strong life insurance and annuity experience, thrives in a collaborative environment, and can

Qualifications

• Bachelor's degree or equivalent required with 6+ years Life Insurance experience.
• Registered representative with wealth management industry experience.
• Series 24 license required.

Responsibilities

• Oversee wealth management insurance solutions and strategy.
• Lead insurance strategy development and implementation.
• Coordinate with licensed/unlicensed advisors and external brokers.
• Ensure FINRA supervision and suitability reviews as needed.
• Collaborate across teams to enhance service model and track metrics.

Skills

Life Insurance

Annuities

Relationship Management

Financial Advisory Support

Regulatory Oversight

Communication

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Regulatory systems

Job description

CAPTRUST is seeking a Wealth Solutions Insurance Manager to support financial advisors in delivering comprehensive wealth management solutions, with a focus on life insurance and annuities strategy and integration. This individual will lead insurance strategy and execution, serve as a key resource to advisors, and manage relationships with external insurance partners.

The ideal candidate brings strong life insurance and annuity experience, thrives in a collaborative environment, and can