Build and lead Farther's national insurance desk — designing the model, standing it up, and scaling it to support hundreds of advisors across the country
Own the product shelf: curate a preferred lineup of insurance products (IUL, LTC, VUL, annuities, disability) that actually fit our UHNW and HNW client base
Negotiate and manage relationships with carriers, BGAs, and technology vendors
Integrate insurance into Farther's broader planning ecosystem — making protection a core part of our estate planning, tax strategy, and comprehensive wealth management offering
Build and run advisor training and enablement programs so advisors can confidently incorporate insurance into client conversations
Own the P&L: manage revenue sharing, overrides, and profitability targets for the FIG business unit
Drive adoption of insurance tech platforms that improve the end-to-end advisor and client experience
Establish compliance and governance frameworks in partnership with Legal and Operations
Set up reporting infrastructure — KPIs, dashboards, and analytics tracking adoption, production, and client impact
Eventually hire and build a team of licensed specialists, case designers, and ops staff to scale the platform

10+ years in insurance leadership within a national RIA, broker-dealer, or large financial institution
Deep product expertise across life, annuities, LTC, and disability — and how they integrate with holistic financial planning
Proven experience building an insurance org or desk from the ground up, not just managing one that already exists
Active Life & Health license; familiarity with compliance and regulatory requirements in an RIA/BD context
Track record of getting advisors engaged — you've built training programs, driven adoption, and made insurance a part of advisor workflows.
Experience at the intersection of broker-dealer and RIA structures
FINRA Series 6, 7, or 65/66
Advanced credentials (CLU®, ChFC®, CFP®, MBA)
Hands-on experience with insurance tech platforms (iPipeline, Annuity Rate Watch, digital underwriting tools)

Director

Key skills