Overview:
WHO are we looking for?
CAPTRUST is seeking a Wealth Solutions Insurance Manager to support financial advisors in delivering comprehensive wealth management solutions, with a focus on life insurance and annuities strategy and integration. This individual will lead insurance strategy and execution, serve as a key resource to advisors, and manage relationships with external insurance partners. The role also includes supporting sales activity, ensuring regulatory oversight, and collaborating across teams to enhance our service model. The ideal candidate brings strong life insurance and annuity experience, thrives in a collaborative environment, and can effectively manage priorities while delivering a high standard of client service.
Responsibilities:
- Oversight of our wealth management insurance solutions
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Lead insurance strategy development and implementation
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Work with insurance licensed and unlicensed advisors to connect them with our insurance resources
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Own relationships with external insurance brokers
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FINRA supervision and suitability reviews related to our broker dealer, as needed
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Ongoing insurance sales support
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Coordination with internal M Financial agents
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Work with wealth leadership, advisors, and project teams to enhance our services and support model
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Track metrics, monitor activities, automate functions where possible
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Create and manage project plans and lead projects, as needed
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Build and maintain strong relationships with technology, product, and business teams across the firm
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May work, when necessary, beyond normal working hours
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Very minimal travel expected
Qualifications:
Minimum Qualifications:
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Bachelor’s degree in related field or equivalent experience
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6+ years of Life Insurance experience
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Registered representative with wealth management industry experience
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Series 24 license required
Desired Qualifications/Skills:
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Product or vendor management experience
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Wealth management client facing experience
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Family offices services and ultra-high net worth client experience
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Strong communication skills, both written and verbal
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Strong interpersonal skills, includes being polished, courteous, professional, and patient
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Good organizational skills such as multi-tasking, adapting priorities, and meeting deadlines
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Strong background/knowledge with financial planning strategies
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Technology savvy, proficient with Microsoft Office
WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
WHERE will you be working?
Any CAPTRUST office location.
Due to the nature of the role, this is not a remote or work from home position, however there is flexibility.
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
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Ability to build successful, collaborative, and trusting relationships
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Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
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A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
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Inherent desire to give back to our communities and enrich the lives of those around us
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An other-centered mindset
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Integrity through maintaining objectivity
EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #mid-senior
This position will remain open until filled.
