Top Tech Jobs & Startup Jobs

Territory-focused brokerage manager driving life and annuity production through independent advisors. Build and manage a book of advisors, generate new business via consultative selling, forecast and report sales, collaborate with internal support on proposals, and track cases from submission through completion while maintaining product and industry knowledge.

Handle incoming life insurance applications and documentation, enter data into company systems, create tasks for case managers, manage case files, pre-populate applications, verify agent licensing, mail policies, and support team workflow and projects.

Source, attract, screen, and hire experienced financial advisors for the wealth management division. Build relationships with industry contacts, universities, and networks; manage full-cycle recruitment from forecasting needs through onboarding; collaborate with leadership to align hiring with business goals.

Provide controller-level accounting leadership for Wealth operations. Lead automation, AI agent implementation, systems integrations, and data integrity efforts. Improve reconciliations, reporting, and BI solutions while advising finance leadership on AI governance and enabling more efficient, accurate accounting workflows.

Manage employment-related litigation and disputes (pre-litigation, mediations, arbitrations, appeals), oversee outside counsel, develop litigation strategy, advise HR on employment law and policies, draft and update handbooks and training, ensure compliance, and monitor legal trends.

Manage and grow advisor relationships across RIA and brokerage platforms by driving business development, delivering investment analysis and proposals, supporting onboarding and training, partnering with product providers, producing AUM and activity reporting, and creating marketing and sales tools to increase advisor engagement and assets under management.

Greet visitors, answer and route phone calls, take and relay messages, schedule appointments, perform data entry, accept and distribute packages, and handle general clerical duties to support office operations.

Full-cycle recruiter sourcing and hiring 1099 independent insurance agents. Manage high-volume interviews, candidate onboarding and licensing, build pipelines via social media and community outreach, create engaging content, and track activity in the ATS to meet recruitment goals.

Support sales team and financial advisors by coordinating life, disability, LTC, and annuity business. Generate illustrations and quotes, respond to agent/broker inquiries, log opportunities in CRM, stay current on carrier underwriting and submission requirements, and help determine appropriate products based on risk and underwriting factors.

Manage relationships with new financial representatives through recruiting and onboarding. Provide training on policies and procedures, coordinate with recruiting, lead onboarding improvement projects, and assist with marketing materials and related duties.