The VP Medical Director will serve as a senior medical authority, bridging clinical medicine with risk management to set underwriting standards for Life, Disability, and Long Term Care products. They will provide medical consultations across various departments, train associate medical directors, and ensure regulatory compliance while promoting health and mortality prediction.
Provide cardiovascular medical expertise to underwriters by analyzing medical records, test results, and treatment plans for life and disability insurance cases. Facilitate risk assessment decisions and provide medical education and training to underwriting staff.
The Senior Director will provide sophisticated case consultation and strategic guidance on estate and business planning for high-net-worth clients. They will collaborate with advisors to develop comprehensive planning strategies, deliver thought leadership, and ensure coordinated execution of client objectives.
The Senior Tax Manager will provide advanced individual income tax planning and compliance support for high-net-worth clients while reviewing and signing federal and state tax returns. They will also collaborate with financial, legal, and tax professionals to integrate complex tax strategies into broader wealth and estate planning recommendations.
The consultant partners with financial advisors to enhance field productivity and profitability by providing expert guidance on financial planning, investment strategies, and sales processes. They also lead projects to develop tools, training, and centralized service models that support the growth and implementation of integrated planning practices.
The Senior Solutions Engineer will design and develop data-connected solutions using the Microsoft Power Platform and enterprise data assets to solve complex business challenges. They will lead discovery discussions, partner with stakeholders to translate operational needs into scalable technical solutions, and provide ongoing support and maintenance.
