---
title: 'Private Client Manager at Modern Life'
canonical: 'https://feeny.ai/job/private-client-manager-modern-life-united-states-ss6n6t0qccve'
type: 'job'
last_seen: '2026-10-18'
---

# Private Client Manager at Modern Life

- **Company:** Modern Life
- **Location:** United States
- **Compensation:** $85k–$100k
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-03-12
- **Last confirmed live:** 2026-10-18
- **Apply:** https://jobs.lever.co/modernlife/71ce1656-6e40-4daa-95cf-f12bee4cf0d4

## Job description

Join our team and accelerate your career. Life insurance is a complex and consequential purchase that impacts hundreds of millions of Americans. With our powerful and integrated digital tools, expert support, and leading insurance products, we empower advisors to better serve their clients, grow their businesses, and bring the future of the industry to life. We are a high-growth, AI-driven brokerage backed by $35M from top-tier investors, including Thrive Capital (major investors in OpenAI, Stripe, Instagram, Spotify, Slack, and SpaceX), New York Life, and Northwestern Mutual. We're hiring a Private Client Manager to drive the full lifecycle of life insurance business development and case advisory for Modern Life's platform. In this role, you'll build relationships with advisory firm principals, counsel their clients on life insurance solutions, and drive cases from initial design through in-force placement. You'll also develop the firm acquisition pipeline — identifying, educating, and onboarding new partners onto the platform. You'll collaborate closely with the CEO on early partnerships while building toward independent execution and a repeatable, scalable process. This is a role for someone who combines deep life insurance expertise with a business development mindset. You'll have real ownership and the space to shape how this function works — we're looking for someone who brings both technical knowledge and commercial drive.

What You'll Do:

- Counsel advisory firm clients on full-cycle life insurance — including policy reviews, case design, underwriting, and placement through in-force delivery
- Develop and manage the firm acquisition pipeline: research and identify target firms, build relationships with principals, educate them on the platform, and guide them through onboarding
- Serve as a trusted life insurance resource for generalist advisors — delivering educational content on fundamentals, trusts, and planning concepts to establish credibility and attract firms to the platform
- Represent Modern Life at industry events and cultivate relationships across the RIA and wealth management community
- Collaborate with the CEO on early partnerships, gradually taking greater ownership of the deal cycle as the process matures
- Design and refine the outreach and onboarding workflow, building a framework the team can scale on
- Work cross-functionally with marketing, product, and operations to ensure new firm partners have a seamless experience
- Drive toward closed partnerships, a healthy pipeline, and a growing book of active cases within the first six months

## Who You Are

- 7+ years of experience in private client services, wholesale distribution, advisory firm partnerships, or a related relationship-driven role in financial services
- Strong technical knowledge of life insurance products, underwriting, case design, and policy placement — you can drive the full case lifecycle.
- You've built and maintained a book of business or partnership portfolio and know what it takes to develop relationships from introduction to long-term partnership
- You have a strong understanding of the independent advisor landscape, how they evaluate platforms, what matters to them, and what gets in their way
- You're a clear, confident communicator who builds trust quickly and is credible in a room full of RIA principals
- You're energized by building something new and contributing to how a growing company goes to market
- Working knowledge of wealth management, financial planning, and the intersection with life insurance distribution

## About Modern Life

## Company Overview
- **One-liner**: Modern Life is an AI-powered life insurance brokerage that enables financial professionals to serve their clients’ protection needs with faster quoting, expert support, and a digital platform.
- **Entity Type**: Private, Series A ($20M raised November 2025, total $35M)
- **Headquarters**: New York, NY, USA
- **Founded**: 2021
- **Founders**: Michael Konialian (CEO) and Ryan Pripstein (Board Member)

## Core Business
- **Primary industry**: Life insurance brokerage (financial services)
- **Target customers**: B2B – financial advisors, insurance agents, brokerage managers
- **Mission**: Help everyone protect what matters most

## Products & Services
- **Platform (AI-driven brokerage)**: SaaS-based quoting, case management, and underwriting tools that integrate with 30+ national carriers. Includes features like an online client fact finder, e-HIPAA, digital trial app, and integrated case management.
- **Term Life Insurance**: Fixed-period coverage (10–30 years) for income protection, mortgage, and key person insurance.
- **Permanent Life Insurance**: Lifetime coverage with a tax-advantaged savings component for estate planning, retirement, and wealth transfer.
- **Long-Term Care Insurance**: Protection against care expenses due to old age or disability; available as standalone or as a rider.
- **Disability Insurance**: Income replacement in case of disability.
- **Annuities**: Fixed, variable, or indexed products for retirement income and wealth transfer.
- **Express Decision**: Proprietary capability that delivers instant coverage decisions (quote to approved in minutes).

## Market Standing
- **Valuation/Market Cap**: Not disclosed
- **Key Metric**: Total funding $35M (Seed + Series A); 35 employees
- **Notable Investors/Partners**: Thrive Capital (led both Seed & Series A), New York Life Ventures, Northwestern Mutual
- **Growth Signals**:
  - November 2025: $20M Series A announced, building on rapid progress since seed.
  - Platform delivers +30% higher placement rate and +20% average cost savings for advisors.
  - Licensing in all 50 states.
  - Expanding strategic partnerships nationwide and accelerating product development.

## Competitive Advantages
- **AI-driven underwriting and quoting** that reduces friction and speeds time-to-approval (Express Decision).
- **Concierge expert support** from advanced planning specialists, underwriters, and case designers – especially for impaired risks, jumbo cases, and complex scenarios.
- **30+ carrier partnerships** providing broad product selection and competitive pricing.
- **Data analytics** for thorough risk assessment, helping advisors find the best offer for the right coverage.
- **Integrated platform** that cuts quote-to-approval time by up to 50% vs. traditional processes.

## Strategic Focus
- Expand distribution network and deepen partnerships with national carriers.
- Continue to develop proprietary AI/ML capabilities for underwriting and client matching.
- Grow headcount (currently 35) and scale operations to serve a larger advisor base.
- Enhance end-to-end agency management features on the platform.

## Why Work Here
- **Culture**: Impact-driven, curious, entrepreneurial, with an ownership mindset. Described as “a team of entrepreneurs, technologists, and insurance experts.”
- **Hybrid office**: 4 days/week in-office in New York City (per current job listings); balance of modern office environment with flexibility.
- **Perks**: Unlimited PTO, quality health/insurance benefits (including life insurance), team meals, events, happy hours, and offsites.
- **Mission-oriented**: Opportunity to transform a massive industry and help people protect what matters most.
- **Growth stage**: Well-funded Series A – early enough for high impact, with strong backing from top-tier investors.

## Sources
1. [modernlife.com](https://www.modernlife.com/) – Main site, product descriptions
2. [modernlife.com/careers](https://www.modernlife.com/careers) – Careers page, culture, benefits
3. [modernlife.com/about](https://www.modernlife.com/about) – About, founders, mission
4. [modernlife.com/press-kit](https://www.modernlife.com/press-kit) – Press kit with Series A announcement, headcount, funding total
5. [jobs.lever.co/modernlife](https://jobs.lever.co/modernlife) – Current job openings, office policy

## Other roles at Modern Life

- [Executive Assistant & Office Manager](https://feeny.ai/job/executive-assistant-office-manager-modern-life-new-york-qkwzppa94b6f) — New York, NY
- [Director of Growth Marketing](https://feeny.ai/job/director-of-growth-marketing-modern-life-new-york-a50ncysgpd8f) — New York, NY
- [Design Lead](https://feeny.ai/job/design-lead-modern-life-new-york-4epmcny3rfby) — New York, NY
- [Life Insurance Brokerage Manager](https://feeny.ai/job/life-insurance-brokerage-manager-modern-life-united-states-ycch949nmtn4) — United States
- [Private Client Manager](https://feeny.ai/job/private-client-manager-kensington-united-states-nyvrjs8a322h) — United States
- [Private Client Manager](https://feeny.ai/job/private-client-manager-kensington-canada-t5h4q8ykbbt3) — Canada