Client Onboarding Manager - Insurance

Location: New York, NY, United States

Company

Fintech software platform providing advisor-facing solutions for researching, purchasing, and managing alternative investments and annuities.

What you will do

• Lead end-to-end onboarding for annuity and life insurance distributor clients, managing timelines, deliverables, and stakeholder expectations.
• Create project plans, onboarding documentation, and status reports tailored to each client’s structure and distribution model.
• Coordinate Product, Engineering, and Operations teams to align platform configuration with client requirements.
• Conduct platform demos, training sessions, and workshops for home office teams, operations, marketing, and financial advisors.
• Support product configuration, marketing content setup, in-force policy integrations, and implementation quality control.
• Identify risks, remove obstacles, escalate issues, and transition clients to relationship management and client success teams.

Requirements

• 5+ years of experience in the annuity and/or life insurance industry, preferably with a distributor, carrier, or fintech platform.
• Strong understanding of annuity and life insurance sales processes, product types, and advisor workflows.
• Project management or implementation experience in a SaaS or fintech environment.
• Strong client-facing, communication, organizational, and stakeholder management skills.
• Familiarity with CRM tools such as Salesforce, HubSpot, or Zoho and project management software such as Jira, Smartsheet, or Coda.
• Ability to travel occasionally to client sites or industry events.

Culture & Benefits

• Work with a multi-issuer, multi-wholesaler, and multi-product investment technology platform.
• Collaborate across Product, Engineering, Operations, relationship management, and client success functions.
• Engage with distributor clients, home office teams, operations groups, marketing teams, and financial advisors.
• Occasional travel to client sites or industry events is expected.