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Winged Keel Group · 1 month ago

Client Relationship Manager, Analyst

Boston, MA

Full-time

Onsite

New Grad, Entry Level

Winged Keel Group is an independent life insurance brokerage firm that specializes in tax-efficient wealth strategies for ultra-high net worth families. The Client Relationship Analyst will develop into a Client Relationship Manager, responsible for sourcing and placing new opportunities while mastering financial products and analytics.

BankingFinancial ServicesVenture Capital

Comp. & Benefits

Responsibilities

Gain knowledge of life insurance products and assist in the preparation of financial analytics and reporting for the firm’s ultra-high net worth clients

Run term, permanent, and private placement illustrations and work within the WKG Excel templates in support of other Designers on the team

Assist with preparing meeting materials for client meetings and calls by accessing SharePoint for grab-n-go documents and coordinating with Designers for custom materials

Monitor and review the Client Relationship Manager’s calendars to note new appointments and identify needs for meeting materials

Create periodic updates of key WKG spreadsheets and modify for bespoke client fact patterns

Shadow a Senior Client Relationship Manager

Observe calls with Clients and Centers of Influence

Take notes from client meetings and circulate to the appropriate parties

Opportunity to attend certain industry networking and informational events

Learn the fundamentals of prospecting, applying these strategies to building one’s own book of business

Qualification

Financial modelingSalesmanshipClient presentationsMicrosoft OfficeAnalytical orientationEffective business writingPresentation skillsDetail orientedPositive attitude