Winged Keel Group · 1 month ago
Project Manager – Senior Director
Needham, MA
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expWinged Keel Group is the premier independent life insurance brokerage firm for high and ultra-net worth individuals, families, and institutions. The Project Manager, Senior Director is responsible for overseeing the case management function, leading a team, and ensuring efficient and accurate progress of opportunities in alignment with exceptional client service.
BankingFinancial ServicesVenture Capital
Responsibilities
Provide strategic leadership, direction, and oversight for the Project Management team, including two Directors of Project Management and CRM trainees
Establish and maintain department-wide workflows, standards, and quality control processes
Lead performance management, professional development, and skills training initiatives for Project Managers and trainees
Serve as the primary escalation point for complex case strategy, operational issues, and cross-departmental coordination
Partner with senior leadership to align departmental objectives with firmwide goals and operational priorities
Manage select high-impact or complex life insurance opportunities from inception through placement
Ensure accurate and timely setup and maintenance of all case documentation, including Salesforce entries, case logs, internal drives, and opportunity records
Prepare and/or oversee production of illustrations, in-force reviews, analytical materials, and presentation decks
Draft communications for CRMs, advisors, and clients to support case movement and ensure clarity and accuracy
Guide underwriting strategy, including carrier negotiation, capacity considerations, cover letter positioning, and analysis of offers
Oversee all aspects of the formal application process, including documentation collection, application preparation, and communication with signers and advisors
Provide servicing support for in-force policies and guidance to team members on servicing requirements
Qualification
Required
10+ years of experience in life insurance, financial services, or related project management functions
Strong technical knowledge of life insurance products, underwriting processes, carrier guidelines, and case design principles
Demonstrated leadership experience, including managing and developing teams
Exceptional written and verbal communication skills, with the ability to craft precise and professional communications for clients and advisors
High level of organizational skill, attention to detail, and ability to manage multiple priorities in a fast-paced environment
Proficiency with CRM/case management systems (Salesforce preferred), Microsoft Office Suite, and digital workflow tools
Bachelor's degree required
Preferred
Advanced degree or professional designation (CLU®, ChFC®, CFP®, MBA, etc.) preferred
Benefits
Medical
Dental
Life
Disability
401(k)
Section 125
Other voluntary benefits
Company
Winged Keel Group
Winged Keel Group is a financial services company specializing in structuring and administration of insurance portfolios.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2025-01-13Acquired
Recent News
Morningstar.com
2025-09-29
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