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Senior Director NQ Funding Strategy

7/9/2025

No location specified

Job Summary

A company is looking for a Senior Director Funding Strategy & NQ Deferred Compensation.

Key Responsibilities
  • Serve as a subject matter expert in nonqualified informal funding strategies, particularly COLI products
  • Lead a team providing pre- and post-sale consulting related to informal funding strategies
  • Manage relationships with life insurance carriers and oversee the revenue of the NQ COLI insurance book of business
Required Qualifications
  • Bachelor's degree or related experience
  • 10+ years of industry experience
  • High-level knowledge of NQ products, including COLI and the financial services industry
  • FINRA Series 6, 26, and 63, and Life Insurance licenses within established timelines
  • Demonstrated experience in navigating complex organizations and managing employees

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