Client Relationship Manager, Analyst
Winged Keel GroupBoston, Massachusetts, United States
Posted November 13, 2025
Full Time
About the Company
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.
Job Description
Winged Keel Group is seeking a Client Relationship Manager, Analyst to develop into a market-facing Client Relationship Manager. The role requires a strong analytical capability, communication, sales, and relationship building skills. The individual will assist in the preparation of financial analytics and reporting, run illustrations, and prepare meeting materials for client meetings and calls.
Requirements
- Bachelor's degree from a top tier school with a graduation date of May 2024 or May 2025
- Demonstrated salesmanship; ability to be persuasive, professional and tactful in both written and verbal communication
- Strong technical and analytical orientation; ability to create financial models in Excel
- Proficiency in Microsoft Office
- Excellent presentation skills
- Positive, can-do attitude
- Working Conditions/Demands/Complexity: Required to work on a computer for a substantial part of the day
Benefits
- Annual profit sharing bonus
- Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits