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Corient

Fiduciary wealth management and investment advisory

Head of Insurance Solutions

InsuranceUpdated on Nov 13
Full-timeChicago, IL, USA

About the Job

Requirements

  • A Bachelor's degree in Finance, Business, Economics, Insurance, or a related field.
  • At least 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.
  • Experience supporting high-net-worth and ultra-high-net-worth clients.
  • Experience within a private wealth management, family office, private bank, or registered investment advisor environment.
  • Must be at least 18 years of age.
  • Must have unrestricted work authorization to work in the United States; the employer generally hires U.S. citizens or permanent residents, with exceptions based on shortages of qualified candidates, and requires proof of work authorization.
  • Must be willing to execute the Employee Agreement or Confidentiality and Non-Disclosure Agreement, including post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

Responsibilities

  • Define and lead the national Insurance & Risk Management offering, aligning it 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.
  • Serve as the firm's senior subject matter expert for life insurance, long-term care, disability, annuities, private placement life insurance, and advanced insurance planning strategies.
  • Support advisors in reviewing, designing, and implementing sophisticated insurance planning opportunities.
  • Deliver advisor training, education, and thought leadership on emerging insurance and risk management trends.
  • Develop and oversee the 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 insurance-related partners.
  • Build and oversee the national private placement life insurance strategy and platform.
  • Collaborate with investment teams to build and incorporate firm-managed investment solutions and insurance dedicated funds where appropriate.
  • Establish educational programs and implementation protocols to increase advisor adoption of private placement life insurance strategies.
  • Design scalable workflows and operational processes to improve efficiency, compliance, and advisor adoption.
  • Create and manage the process for transitioning acquired firms' insurance businesses into the firm's preferred operating model.
  • Act as the firm's insurance thought leader internally and externally.
  • Support client acquisition and retention by participating in complex prospect and client meetings.
  • Identify emerging market trends and innovations that enhance the firm's competitive differentiation.

About the Company

Corient

Fiduciary wealth management and investment advisory

Corient Capital Partners provides wealth management and investment advisory services for ultra-high-net-worth individuals and families. It acts as a fiduciary, offering holistic financial planning, investment management, tax and trust services, lending, and an alternatives platform that can include private equity, hedge funds, and real estate funds. The firm differentiates itself through its client-first fiduciary standard and its integration within the CI Financial network, unifying multiple legacy firms under a single brand to access diverse investment strategies. Its goal is to preserve and grow client wealth across generations while expanding its U.S. presence with backing from its parent company and strategic partners.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
Newport Beach, CA
Founded
2015

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