The Project Manager leads planning and execution of projects, ensuring they meet scope, budget, and deadlines while managing cross-functional teams and stakeholder communication.

The Life Insurance Underwriting Director manages underwriting and case management for institutional clients, ensuring compliance, operational efficiency, and team leadership. Responsibilities include oversight of underwriting processes, strategic collaboration, and team development.

The Life Insurance Financial Analyst prepares client presentations and supports financial modeling for life insurance strategies, ensuring compliance and effective communication of complex data.

The Client Relationship Analyst supports client relationship managers by analyzing insurance products, preparing financial analytics, and creating materials for client meetings, while developing sales skills for future opportunities.

The Client Relationship Manager will build and maintain relationships with financial advisors to drive sales in life insurance, requiring 10 years' experience in institutional sales.

The Client Relationship Analyst will learn to prepare financial analytics for ultra-high net worth clients, assist with presentations, and shadow senior managers to develop sales skills.

As a Talent Acquisition Senior Associate, manage full-cycle recruitment, develop strategies for attracting talent, enhance internship programs, and represent the company at career fairs.

The Life Insurance Underwriting Associate manages underwriting processes, negotiates with carriers, coordinates medical exams, and ensures timely policy issuance, while providing proactive client service and case updates.

Support the Client Services team by managing insurance information, preparing documents, communicating with clients, and ensuring compliance with procedures.

The Client Services Associate supports ultra-high net worth clients by managing insurance portfolios, processing claims, and preparing financial reports while ensuring compliance and high-quality service delivery.