Trading Manager
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Sales
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Business
Job Description & How to Apply Below
Take the next step in your career and join our team!
Company DescriptionEvery year, millions of seniors lapse or surrender their life insurance policies for little or no value in return from their insurance company. Life Settlements help seniors by giving them the option to sell their policy instead, receiving significantly more value than had they otherwise given up their policy. The money we pay seniors helps meet retirement needs, healthcare costs, long term care expenses, or whatever else they’d like.
Lighthouse Life is a member of the growing group of companies owned by LHL Strategies, Inc. ("LHL" or "LHL Strategies"), providing vertically integrated services and solutions for asset managers to acquire and manage life policies and portfolios. Clients of the LHL companies benefit from working inside the industry’s only integrated platform for policy acquisition and trading, policy and portfolio valuation, management, and now, portfolio servicing.
Our atmosphere encourages innovation and collaboration throughout the organization. We promote a healthy work‑life balance and have created an open and fun environment. That said, we are driven to exceed expectations and want to share our days with those who raise their hand, step forward, and work hard.
Our compensation package is highly competitive for the position and includes comprehensive benefits as well as a flexible and generous PTO policy.
Lighthouse Life is a remote‑first company. This role can be located anywhere within the U.S. with potential for travel for meetings and/or other events. Lighthouse Life’s offices are located in Conshohocken, Pennsylvania, less than 10 miles outside of the city of Philadelphia, and steps from the regional commuter train line.
Role PurposeThe Trading Manager is the relationship‑management trader at LHL Strategies. This role owns the full deal lifecycle: evaluating and pricing potential policy acquisitions, managing institutional fund buyer relationships, and driving resale execution to maximize gross profit. The Trading Manager is supported by a second trader (initially focused on resale execution, capable of flexing to acquisitions) and two support managers who handle follow‑up calls, documentation collection, and pipeline progression.
This is a revenue‑generating position. Compensation is directly tied to deal production across both acquisition and resale activity.
Responsibilities- Own the pricing decision on every potential policy acquisition. Determine whether a case can be acquired and resold at 20%+ gross profit within 90 days. This is the gate that controls deal flow into the company.
- Evaluate incoming cases and set purchase price parameters based on policy characteristics, life‑expectancy reports, and current fund appetite.
- Make initial contact calls on acquisition opportunities. Direct support managers to handle follow‑up, documentation collection, and pipeline movement.
- Maintain pricing discipline. Every acquisition must have a clear resale thesis before purchase commitment.
- Track acquisition volume and conversion rates. Target: 250 policy acquisitions annually.
- Coordinate with underwriting on LE support documentation required for pricing decisions.
Own all asset investor relationships and drive the bid solicitation process from case distribution through final bid collection and award recommendation.
- Maintain structured frequent contact with every active buyer. Calls logged in Salesforce with outcomes, appetite signals, and follow‑up actions.
- Drive full bid solicitation for all cases cleared for market. Maximize bid coverage within required time frames.
- Analyze bid results and present structured comparisons to the CBO, including net offer, fund reliability, closing…
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