Head of Insurance Solutions

CI Financial • Chicago, IL

21h • $200,000 - $270,000 • Onsite

About The Position

The Head of Insurance Solutions will define and lead Corient’s national Insurance & Risk Management offering, aligning it with the firm’s wealth planning services and fiduciary standards. The role serves as the firm’s senior insurance subject matter expert and supports advisors in developing and implementing sophisticated insurance strategies for high- and ultra-high-net-worth clients. It also leads Corient’s Private Placement Life Insurance (PPLI) strategy, develops the insurance service model and strategic partner network, and establishes scalable operational processes. The position contributes to business development, client acquisition and retention, advisor education, and Corient’s internal and external insurance thought leadership. The role is required to work onsite four days per week.

Requirements

• Bachelor’s degree in Finance, Business, Economics, Insurance, or a 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.
• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States and provide proof of work authorization.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement.

Responsibilities

• Define and lead Corient’s national Insurance & Risk Management offering, aligned 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, PPLI, 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 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 support client service, competitive pricing, and scalable operational support.
• Establish service-level expectations and performance metrics for insurance-related partners.
• 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.
• 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 Corient’s preferred operating model.
• Act as Corient’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 Corient’s competitive differentiation.

Benefits

• 401(k) plan with employer matching.
• Four medical plan options generously subsidized by Corient.
• Employer-paid dental, vision, life, and AD&D insurance.
• Employer-paid short-term and long-term disability.
• Paid maternity and parental leave.
• Flexible Spending Accounts and Health Savings Accounts.
• Dependent Care FSA.
• Commuter and Transit FSA.
• Corporate discount program through Perkspot.
• Training reimbursement.
• Paid professional designations.
• Volunteer days.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior