Source Job

$100,000–$125,000/yr
US

  • Counsel advisory firm clients on full-cycle life insurance, including policy reviews, case design, underwriting, and placement through in-force delivery.
  • Develop and manage the firm acquisition pipeline: research and identify target firms, build relationships with principals, educate them on the platform, and guide them through onboarding.
  • Serve as a trusted life insurance resource for generalist advisors — delivering educational content on fundamentals, trusts, and planning concepts to establish credibility and attract firms to the platform.

Financial Services Life Insurance Business Development

20 jobs similar to Private Client Manager

Jobs ranked by similarity.

US

  • Performs routine and complex audits on phone calls and claims adjudication.
  • Researches claim processing problems and errors to determine their origin and appropriate resolution.
  • Provides prompt customer service to members, providers, billing departments, and other insurance companies regarding claims.

University of Utah Health is an integrated academic healthcare system with five hospitals, community health centers, and a health plan. It is nationally ranked and recognized for academic research, quality standards and overall patient experience with over 1,600 providers.

Global 5w PTO

  • Design and implement high-quality features in React + TypeScript using Atlassian Forge platform.
  • Collaborate with product managers and designers to create intuitive, scalable frontend experiences for Jira Cloud.
  • Write clean, maintainable, well-tested code and participate actively in code reviews.

Appfire provides software that empowers teams to break silos and collaborate seamlessly. They have 850+ employees (who they call fireflies) across 28 countries and foster an environment where everyone is respected.

US

  • Demonstrates teamwork, integrity, and excellence in daily interactions and work.
  • Maintains patient plan of care through timely collaboration with treating physical therapist assistants.
  • Assumes responsibility for patient management from initial contact to discharge.

Northwestern Medicine is a healthcare leader that prioritizes a patient-first approach. As part of their team, employees can contribute to better healthcare with competitive benefits like tuition reimbursement, loan forgiveness, 401(k) matching, and lifecycle benefits.

$150,000–$175,000/yr
US 4w PTO

  • Manage Trupanion’s worldwide subsidiaries and parent company governance.
  • Support securities law compliance and SEC reporting for our public company filings.
  • Assist with our proxy statement, annual meeting and year-end processes.

Trupanion is a leading provider of medical insurance for cats and dogs in North America with a mission to help loving, responsible pet owners budget and care for their pets. They offer a collaborative, casual, and pet-friendly environment where everyone is encouraged to be themselves.

US

  • Conduct assessments, establish care goals, and deliver telephonic coaching and education to support clients in managing chronic conditions.
  • Perform first‑level Utilization Review for inpatient and outpatient services based on plan guidelines.
  • Document all condition management activities, track client progress, and report outcomes, savings, and quality improvements.

HealthCheck360 focuses on reducing medical costs while increasing employee engagement and productivity. They accomplish this by providing onsite biometric screenings, engaging participants through technology and programming, educating the participant with risk-specific targeted communications, and supporting positive behavior change through Health Coaching and Condition Management programs.

$133,000–$193,000/yr
US Canada

  • Own the global marketing strategy and joint go-to-market planning for AWS and priority technology alliance partners
  • Build and execute integrated co-marketing campaigns including digital programs, events, content, webinars, marketplace initiatives, and field activation
  • Drive measurable pipeline and revenue contribution through partner-sourced and partner-influenced initiatives

1Password is building the foundation for a safe, productive digital future. They innovated the market-leading enterprise password manager and pioneered Extended Access Management, a new cybersecurity category built for the way people and AI agents work today; over 180,000 businesses trust 1Password. They prioritize collaboration, clear and transparent communication, receptiveness to feedback.

$52,200–$104,400/yr
US

  • Support the process and approval of new supplier and partnership set up.
  • Supports the manufacture, partner and factory set up process for Social Compliance.
  • Support education and communication, internally and externally to employees, shareholders, grantees, and suppliers.

Nordstrom is a fast-moving fashion company that started as a shoe store in 1901. They provide convenience and true connection for their customers, empowering their people to be innovative, creative and focused on providing the best service.

Africa

  • Own and optimize HubSpot CRM as the central platform supporting lead management.
  • Design and implement multi channel automation strategies including email, WhatsApp, SMS.
  • Architect and maintain data flows and integrations between HubSpot and internal and external systems.

ALX Africa is dedicated to unlocking the potential of Africa's digital future by providing world-class tech skills training and career acceleration programmes. They aim to empower 2 million Africans to secure sustainable tech careers by 2030 with hubs in 8 cities across Africa.

North America

  • Communicate with customers and use your knowledge of the market to assess and provide essential load information, budget, value, and strategic pricing.
  • Develop and create customized shipping solutions based on budget and customer needs.
  • Manage the day-to-day operations of all related accounts, including the formulation and implementation of strategic transportation plans.

Arrive Logistics is a leading transportation and technology company in North America, with plans to continue to significantly grow year over year. They're committed to providing employees with a meaningful work experience and have established an award-winning culture that supports personal and career development in a fun, casual, and collaborative environment.

South Africa

  • Maintain regular client communication to provide updates and gather feedback.
  • Manage ongoing client projects, ensuring timely and quality deliverables.
  • Coordinate cross-functional teams to execute client campaigns effectively.

Jobgether is a platform that uses AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

US

  • Own the planning process for our Tier 1 integrated marketing campaigns.
  • Build and manage campaign timelines, deliverables, dependencies, and stakeholder ownership.
  • Own planning and logistics for key industry events and hosted activations, including conferences, partner events, ancillary events, etc.

tvScientific is the first and only CTV advertising platform purpose-built for performance marketers. They leverage massive data and cutting-edge science to automate and optimize TV advertising to drive business outcomes.

US

  • You will design, build, and operate core systems that enable autonomous agents to function reliably in production.
  • You’ll build production-grade agentic workflows, retrieval and memory systems, multi-model execution, and tool-calling integrations that interact safely with enterprise systems.
  • You’ll explore new approaches, prototype quickly, and turn what works into durable production systems.

Kindo is an agent automation platform for DevOps and SecOps teams. They help organizations automate high-friction operational work using autonomous agents. Kindo is a small, highly technical team with strong customer traction and real enterprise revenue.

US

  • Lead the organization’s evaluation function, ensuring that insights are actionable and drive strategic decision-making.
  • Oversee a team of evaluation professionals, guiding methodological rigor, and establishing best practices for data collection.
  • Contribute to thought leadership, presenting evaluation insights to internal and external audiences.

Jobgether is a company that uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

5w PTO

  • Develop and maintain web application features
  • Integrate applications with APIs and databases
  • Write clean, efficient, and maintainable code

Erbis is a thriving tech powerhouse specializing in building cutting-edge software solutions that drive success for businesses worldwide. At Erbis, we don’t just develop software; we create impact and need the best talent in the industry.

US

  • Provides acquisition strategy, systems engineering, and programmatic integration support.
  • Works with the Technology Maturation Program within NASA’s Space Technology Mission Directorate.
  • Builds roadmaps and shortfall closure strategies via Broad Agency Announcements to solve NASA’s technology challenges.

Stellar Solutions provides systems engineering expertise to aerospace, defense, intelligence, and other high technology clients. They are a nationally recognized Great Place to Work that values collaboration and innovation.

US

  • Coordinate scheduling of Zoom interviews for candidates.
  • Conduct reference checks on finalist candidates and prepare notes.
  • Help facilitate new hire arrivals with ordering gifts and coordinating with IT.

HealthEdge is dedicated to optimizing the healthcare system through innovative software solutions. They foster a collaborative culture where employees are their greatest asset, building incredible teams and expanding together.

$65,000–$75,000/yr
US Unlimited PTO

  • Serve as the primary point of contact for clients after onboarding
  • Develop and maintain strong relationships with key-stakeholders
  • Schedule, coordinate, and conduct agent training sessions

First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers. We’ve got thousands of active agents with hundreds joining monthly, and we plan to accelerate our growth.

Global

  • Write high-quality code for complex scenarios with good test coverage.
  • Lead design and code reviews to ensure adherence to best practices and high quality.
  • Mentor and offer technical guidance to junior engineers, fostering a culture of innovation.

Columbia General focuses on designing, developing, and maintaining complex software systems. They value creativity and support professional development across the software lifecycle.

US

  • Responsible for delivery of site activation readiness within the assigned country/sites.
  • Preparation of Clinical Trial Application Forms and submission dossier for submission to CA, EC, and other applicable local bodies.
  • Act as SME for collection and maintenance of site level critical path to Site Activation data points.

Precision Medicine Group is an organization that works in the medical field. They are an Equal Opportunity Employer, with employment decisions made without regard to race, color, age, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other characteristics protected by law.

$180,000–$230,000/yr
US

  • Collaborate with client teams to understand products and create regulatory strategies.
  • Implement strategies by engaging regulatory authorities and authoring submissions.
  • Proactively influence the regulatory environment to achieve business goals.

EVERSANA provides next-generation commercialization services to the life sciences industry, serving over 650 clients from biotech startups to established pharmaceutical companies. They have a global team of more than 7,000 employees committed to creating a healthier world by bringing innovative therapies to market and supporting patients.