Life Insurance Strategist

The Life Insurance Strategist is a senior level role within the broader Insurance Solutions group and the larger Rockefeller Global Investment Management organization. The role reports directly to the Head of Insurance and Annuities and serves as a key resource for Private Advisors across the firm. This is a highly visible, advisor-facing position that combines strategic planning, client presentation, implementation oversight, and ongoing relationship management. The Life Insurance Strategist acts as the public face of life insurance for the firm, representing Rockefeller in national advisor calls, internal conferences, and complex client engagements. The primary objective of the role is to identify appropriate insurance strategies, drive execution from planning...