Develop and launch the wealth protection strategies department, including service offerings, client onboarding processes and internal workflows.
Facilitate consultation and needs assessment with individuals and families, including strategies for insurance policies, financial resources, and specific needs related to health, life, property, and other assets.
Work closely with wealth managers to create integrated wealth protection strategies plans that align with clients’ overall financial strategies.
Ensure that all wealth protection strategies services comply with legal, tax and financial regulations, and keep up to date with evolving legislation.
Cultivate strong client relationships through regular communication, reviews of wealth protection strategies plans and proactive updates.
Provide ongoing training and support to wealth managers and staff on wealth protection concepts and strategies, enabling them to identify opportunities for client engagement.
Drive revenue generation by promoting wealth protection services to existing and prospective clients, and identifying cross-selling opportunities within the wealth management practice.
Report to senior leadership on key performance indicators, adoption rates and client satisfaction.

Insurance Licensing or other relevant professional certification in insurance, risk or financial services.
At least 5 years of Long-term-care (LTC) insurance advisory experience
Deep knowledge of Disability Insurance, Life Insurance, LTC Insurance and other similar products and services
2 years in a leadership role
Excellent communication and interpersonal skills, with a client-focused mindset
Successful track record of building solutions
Proficiency in insurance solutions software and financial management tools including CRMs (Salesforce)
Strong understanding of the wealth management industry and regulatory environment
Bachelor’s degree in finance, business, or related field (preferred)

Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

Wealth Protection Strategies Manager

Key skills