Head of Insurance Solutions

** Join a team that values your ambition and empowers your growth
** At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team.

If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
** Responsibilities:
**** Insurance Strategy & Platform Leadership
*** Define and lead Corient's national Insurance & Risk Management offering, ensuring alignment with the firm's wealth planning offering and fiduciary standards.
* Establish standards, best practices, and planning frameworks for insurance-related client engagements.
* Partner with Wealth Strategy, Investments, and Tax teams to integrate insurance solutions into comprehensive planning recommendations.
** Advisor Support & Technical Expertise
*** Serve as the firm's senior subject matter expert for life insurance, long-term care, disability, annuities, PPLI, and advanced insurance planning strategies.
* Support advisors in the review, design, and implementation of sophisticated insurance planning opportunities.
* Deliver advisor training, education, and thought leadership on emerging insurance and risk management trends.
** Strategic Partner Management
*** Develop and oversee Corient's insurance service model, including defining internal versus external delivery capabilities.
* Evaluate, select, and manage preferred insurance providers, brokers, and consultants.
* Negotiate and maintain strategic partnerships to ensure high-quality client service, competitive pricing, and scalable operational support.
* Establish service-level expectations and performance metrics for all insurance-related partners.
** Private Placement Life Insurance (PPLI) Leadership
*** Build and oversee Corient's national PPLI strategy and platform.
* Collaborate with investment teams to build and incorporate Corient-managed investment solutions and IDFs where appropriate.
* Establish educational programs and implementation protocols to increase advisor adoption of PPLI strategies.
** Insurance Operations
*** Design scalable workflows and operational processes that improve efficiency, compliance, and advisor adoption.
* Create and manage the process for transitioning acquired firms' insurance businesses into Corient's preferred operating model.
** Business Development & Thought Leadership
*** Act as Corient's insurance thought leader internally and externally.
* Support client acquisition and retention efforts by participating in complex prospect and client meetings.
* Identify emerging market trends and innovations that enhance Corient's competitive differentiation.
** Success Metrics
*** Advisor adoption and bringing insurance expertise into client and prospect situations
* Expansion and utilization of Corient's PPLI platform.
* Life insurance cash value and variable annuity wallet share capture
* Establish strategic partnerships to improve client and advisor experience in regards to service, pricing, and planning.
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* Qualifications:

*** Bachelor's degree in Finance, Business, Economics, Insurance, or related field.
* 10+ years of experience in insurance, wealth management, financial planning, private banking, or a related advisory business.
* Deep expertise in life insurance and advanced estate planning applications for affluent clients.
* Demonstrated success building and managing insurance platforms or advisory businesses.
* Strong understanding of wealth transfer planning, trust…