Who We Are:
Financial Architects Partners (part of NFP, an Aon company) is a highly specialized life insurance firm focusing on generational wealth preservation for super affluent clients and their families. We manage the entire process of analyzing, acquiring, and servicing top tier life insurance portfolios for our clients as well as offer our assistance with sophisticated estate and insurance planning techniques. The portfolio administration department’s main responsibilities revolve around portfolio management, inforce analysis, and maintaining relationships. Our dedication to ongoing administration and our commitment to excellence continue to distinguish our firm from others in the marketplace.
We’re part of NFP, a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
Summary: Financial Architects Partners is a highly specialized life insurance firm focusing on generational wealth preservation for affluent clients and their families. We manage the entire process of analyzing, acquiring and servicing top tier life insurance portfolios for our clients as well as offer our assistance with sophisticated estate and insurance planning techniques. The portfolio construction and marketing department’s main responsibilities revolve around illustration software use, portfolio analysis, and presentation development. Our dedication to client service and our commitment to excellence continue to distinguish our firm from others in the marketplace.
The Portfolio Construction Manager responsibilities include, but are not limited to:
- Provides day-to-day leadership, supervision, and works closely with FAP producers, upper management, and internal departments on final portfolio construction and presentation design.
- Achieving an extensive knowledge of carrier proprietary illustration systems and products.
- Focuses on sales efforts by studying existing and potential advantages and disadvantages of core and non-core carrier life product lines.
- Running iterations of insurance illustrations for demonstrative purposes
- Analyzing portfolio options, funding strategies, and planning integration techniques.
- Analyzes, prepares, and generates basic and advanced life sales proposals and presentations; effectively communicates and applies the intricacies of the design.
- Maintains in-depth knowledge of life products and software systems for case design, analysis and presentation and basic/complex one pagers.
- Instrumental in the facilitation of the Premium Finance, Private Placement, and other conceptual processes by collaborating with all parties involved in the transaction.
- Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks. Maintains professional and technical knowledge by attending educational seminars.
- Supports management in the coordination of training strategies, including the development and maintenance of the portfolio construction training curriculum.
- Mentors and supports others in the department.
- Prioritizes workload, delegates and escalates appropriately.
- Problem solving, follow through finding client and carrier data for portfolio analysis and construction.
Necessary skills include:
- 5 + years of related experience
- Bachelor’s Degree, preferably in Finance, Mathematics, or Actuarial Science
- Proficiency in Microsoft office, especially Microsoft Excel
- Ability to work in a team, as well as the ability to work autonomously
- Ability to perform well under pressure
- Strong attention to detail
- Ability to organize, prioritize and manage multiple tasks
- An understanding of financial concepts such as net present value and internal rate of return
- Effective verbal and written communication skills
- Willingness and ability to contribute to inter-departmental projects
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $88,000 to $104,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP and Financial Architects Partners is an inclusive Equal Employment Opportunity employer.
