Institutions Case Design Associate

Firm Summary

Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax‑efficient, multi‑generational wealth accumulation and wealth transfer strategies for ultra‑high net worth families. With offices in Boston, Houston, New York, Richmond, San Francisco, Washington, D.C., Atlanta, and Denver, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities.

Position Summary

The primary function of the Institutions Case Design Associate is to manage the design and implementation of insurance portfolios sourced within the Institution Channel. This requires coordination between internal and external stakeholders, including external institutional advisors, Winged Keel Group institutional‑focused Client Relationship Managers (CRMs), internal departments such as underwriting, new business, and client ser...