Private Client Manager

Join our team and accelerate your career.

Life insurance is a complex and consequential purchase that impacts hundreds of millions of Americans. With our powerful and integrated digital tools, expert support, and leading insurance products, we empower advisors to better serve their clients, grow their businesses, and bring the future of the industry to life.

We are a high-growth, AI-driven brokerage backed by $35M from top-tier investors, including Thrive Capital (major investors in OpenAI, Stripe, Instagram, Spotify, Slack, and SpaceX), New York Life, and Northwestern Mutual.

We're hiring a Private Client Manager to drive the full lifecycle of life insurance business development and case advisory for Modern Life's platform. In this role, you'll build relationships with advisory firm principals, counsel their clients on life insurance solutions, and drive cases from initial design through in-force placement. You'll also develop the firm acquisition pipeline — identifying, educating, and onboarding new partners onto the platform. You'll collaborate closely with the CEO on early partnerships while building toward independent execution and a repeatable, scalable process.

This is a role for someone who combines deep life insurance expertise with a business development mindset. You'll have real ownership and the space to shape how this function works — we're looking for someone who brings both technical knowledge and commercial drive.

What You'll Do:

Who You Are