The posting
Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Responsibilities:
Insurance Strategy & Platform Leadership
- Define and lead Corient's national Insurance & Risk Management offering, ensuring alignment with the firm's wealth planning offering and fiduciary standards.
- Establish standards, best practices, and planning frameworks for insurance-related client engagements.
- Partner with Wealth Strategy, Investments, and Tax teams to integrate insurance solutions into comprehensive planning recommendations.
Advisor Support & Technical Expertise
- Serve as the firm's senior subject matter expert for life insurance, long-term care, disability, annuities, PPLI, and advanced insurance planning strategies.
- Support advisors in the review, design, and implementation of sophisticated insurance planning opportunities.
- Deliver advisor training, education, and thought leadership on emerging insurance and risk management trends.
Strategic Partner Management
- Develop and oversee Corient's insurance service model, including defining internal versus external delivery capabilities.
- Evaluate, select, and manage preferred insurance providers, brokers, and consultants.
- Negotiate and maintain strategic partnerships to ensure high-quality client service, competitive pricing, and scalable operational support.
- Establish service-level expectations and performance metrics for all insurance-related partners.
Private Placement Life Insurance (PPLI) Leadership
- Build and oversee Corient's national PPLI strategy and platform.
- Collaborate with investment teams to build and incorporate Corient-managed investment solutions and IDFs where appropriate.
- Establish educational programs and implementation protocols to increase advisor adoption of PPLI strategies.
Insurance Operations
- Design scalable workflows and operational processes that improve efficiency, compliance, and advisor adoption.
- Create and manage the process for transitioning acquired firms' insurance businesses into Corient's preferred operating model.
Business Development & Thought Leadership
- Act as Corient's insurance thought leader internally and externally.
- Support client acquisition and retention efforts by participating in complex prospect and client meetings.
- Identify emerging market trends and innovations that enhance Corient's competitive differentiation.
Success Metrics
- Advisor adoption and bringing insurance expertise into client and prospect situations
- Expansion and utilization of Corient's PPLI platform.
- Life insurance cash value and variable annuity wallet share capture
- Establish strategic partnerships to improve client and advisor experience in regards to service, pricing, and planning.
Qualifications:
- Bachelor's degree in Finance, Business, Economics, Insurance, or related field.
- 10+ years of experience in insurance, wealth management, financial planning, private banking, or a related advisory business.
- Deep expertise in life insurance and advanced estate planning applications for affluent clients.
- Demonstrated success building and managing insurance platforms or advisory businesses.
- Strong understanding of wealth transfer planning, trust and estate planning, taxation, and business succession strategies.
- Experience leading teams and influencing senior stakeholders in a complex organization.
- Exceptional relationship management and executive communication skills.
- Experience supporting HNW and UHNW clients.
- Experience within a private wealth management, family office, private bank, or registered investment advisor environment.
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Individuals in this job family drive adoption of the Corient investment platform, serving as a subject matter expert on the breadth of investment solutions available across traditional and alternative asset classes.
This position is exempt and is paid according to the laws of the State of Illinois. The pay range for this position is $200,000 - $270,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
Physical Requirements
- This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
- This position may require the ability to lift up to 15 pounds.
- This position is required to work onsite 4 days per week.
U.S. Eligibility Requirements
- Must be 18 years of age or older.
- Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
- Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
- Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
What You Can Expect from Us
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
- 401(k) Plan with Employer Matching
- Four Medical Plan options that is generously subsidized by Corient
- Employer paid Dental, Vision & Life and AD&D Insurance
- Employer paid Short-term & Long-term Disability
- Paid Maternity & Parental Leave
- Flexible Spending Accounts & Health Savings Accounts
- Dependent Care FSA
- Commuter & Transit FSA
- Corporate Discount Program - Perkspot
- Training Reimbursement
- Paid Professional Designations
- Giving back to the community - Volunteer days
Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.
