Wealth Solutions Insurance Manager

CAPTRUST; Lone Tree (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

Paid time off

Job summary

CAPTRUST seeks a Wealth Solutions Insurance Manager to steer life insurance and annuities strategy, support financial advisors, and manage external partner relationships. You will lead strategy, supervise FINRA activities, and collaborate across wealth, product, and technology teams to strengthen service models.

The ideal candidate has 6+ years of life insurance experience, wealth management exposure as a registered representative, and a Series 24 license, with strong communication and

Qualifications

• Bachelor’s degree in related field or equivalent experience.
• 6+ years of Life Insurance experience.
• Registered representative with wealth management industry experience.
• Series 24 license required.

Responsibilities

• Oversight of wealth management insurance solutions and insurance strategy.
• Lead insurance strategy development and implementation.
• Collaborate with both licensed and unlicensed advisors to connect them with resources.
• Own relationships with external insurance brokers.
• Perform FINRA supervision and suitability reviews as needed for broker dealer.
• Coordinate with internal M Financial agents and cross‑functional teams.
• Enhance services and support models with leadership and project teams.
• Track metrics, monitor activities, and automate where possible.
• Create and manage project plans; lead projects as needed.
• Build strong relationships with technology, product, and business teams.
• Occasionally work beyond normal hours; minimal travel.

Skills

Wealth management experience

Strong communication

Interpersonal skills

Organizational skills

Financial planning

Technology savvy

Microsoft Office

Education

Bachelor's degree or equivalent

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 role also includes supporting sales activity, ensuring regulatory oversight, and collaborating across teams to enhance our service model. The ideal candidate brings strong life insurance and annuity experience, thrives in a collaborative environment, and can effectively manage priorities while delivering a high standard of client service.

• Oversight of our wealth management insurance solutions
• Lead insurance strategy development and implementation
• Work with insurance licensed and unlicensed advisors to connect them with our insurance resources
• Own relationships with external insurance brokers
• FINRA supervision and suitability reviews related to our broker dealer, as needed
• Coordination with internal M Financial agents
• Work with wealth leadership, advisors, and project teams to enhance our services and support model
• Track metrics, monitor activities, automate functions where possible
• Create and manage project plans and lead projects, as needed
• Build and maintain strong relationships with technology, product, and business teams across the firm
• May work, when necessary, beyond normal working hours
• Very minimal travel expected

Minimum Qualifications:

• Bachelor’s degree in related field or equivalent experience
• 6+ years of Life Insurance experience
• Registered representative with wealth management industry experience
• Series 24 license required

Desired Qualifications/Skills:

• Wealth management client facing experience
• Family offices services and ultra-high net worth client experience
• Strong communication skills, both written and verbal
• Strong interpersonal skills, includes being polished, courteous, professional, and patient
• Good organizational skills such as multi-tasking, adapting priorities, and meeting deadlines
• Strong background/knowledge with financial planning strategies
• Technology savvy, proficient with Microsoft Office

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• Company discretionary bonus
• Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
• Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
• Paid time off (PTO) or Paid Sick Leave (PSL)
• Compensation range (depending on location and experience): $115,000 - $180,000

WHERE will you be working?

Any CAPTRUST office location.

Due to the nature of the role, this is not a remote or work from home position, however there is flexibility.

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #mid-senior

This position will remain open until filled.