Focus Financial Partners · 1 day ago
Head of Insurance
St. Louis, MO
Full-time
Onsite
Director/Executive
$300K/yr - $350K/yr
15+ years expFocus Financial Partners is a leading partnership of fiduciary wealth management and related financial services firms. They are seeking a strategic and operationally focused Head of Insurance to lead their insurance platform, overseeing product strategy and advisor enablement while ensuring compliance and integration across partner firms.
Asset ManagementFinanceFinancial ServicesWealth Management
Responsibilities
Lead the development and execution of the firm’s insurance strategy aligned with broader wealth management goals
Partner with internal stakeholders to integrate insurance planning into the broader financial planning and investment framework
Develop training, tools, and resources to support advisor confidence and adoption of insurance solutions
Serve as a subject matter expert and trusted advisor to financial advisors on insurance planning strategies
Collaborate with regional and partner firm leaders to drive insurance engagement across the advisor base
Manage relationships with insurance carriers, wholesalers, and platform providers
Negotiate carrier agreements and oversee due diligence processes
Evaluate and implement technology and third-party tools to enhance insurance product delivery and service
Partner with Legal and Compliance to ensure insurance practices adhere to all regulatory requirements
Maintain proper licensing protocols, policy documentation, and risk oversight mechanisms
Ensure ongoing adherence to suitability and best-interest standards
Coordinate with marketing, client experience, financial planning, operations, and technology teams to support cohesive insurance delivery
Support acquisition and onboarding efforts to ensure seamless integration of insurance capabilities for new partners
Track insurance production metrics and develop KPIs to assess advisor engagement and platform performance
Provide regular reporting to executive leadership on insurance revenue, growth opportunities, and strategic risks
Manage a team of insurance strategists and operations specialists to deliver a best-in-class client experience
Build relationships with key advisors, creating a network of advisor advocates that help support our risk management strategy
Qualification
Required
15+ years of experience in the insurance and/or wealth management industry, with a focus on high-net-worth clientele
Proven leadership experience overseeing insurance distribution or platform management within a financial advisory environment
Strong understanding of insurance planning strategies, product structures, and advisory integration
Demonstrated experience working with financial advisors and cross-functional business leaders
Experience working directly with clients on implementing insurance strategies
Familiarity with broad range of insurance products including life, disability, long-term care, annuities, property and casualty
Insurance licensed in life, disability, long-term care, and fixed annuities
Benefits
Annual cash bonus
Comprehensive benefits package
Company
Focus Financial Partners
Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$85M2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M
Leadership Team
Michael Nathanson
Chief Executive Officer
Adam Birenbaum
President
Recent News
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