Winged Keel Group

Client Services Senior Associate

3-5 years client service in insurance; 2-4 years leadership; bachelor’s degree; Series 6, 63, Life licenses; proficient in Excel/Outlook; life insurance product knowledge; strong communication and leadership.

3-5 years client service in insurance; 2-4 years leadership; bachelor's degree; licenses a plus; strong communication and Excel skills.

3-5 years client service in insurance; 2-4 years leadership; Bachelor's degree; Industry licenses; Excel proficiency; knowledge of life insurance products; strong leadership and communication.

Executive Assistant

Five-plus years of executive support experience preferred; excellent interpersonal and communication skills; strong judgment, discretion, and prioritization; ability to manage multiple tasks in a fast-paced environment; proficient in MS Office, Salesforce, and calendar management.

Title	Location	Date
Client Services Senior Associate Full Time · 3+ YOE New York City, New York, United States · Onsite	New York City, New York, United States Onsite	Apr 24, 2026
Client Services Senior Associate Full Time · 3+ YOE Richmond, Virginia, United States · Onsite	Richmond, Virginia, United States Onsite	Apr 24, 2026
Client Services Senior Associate Full Time · 3+ YOE Boston, Massachusetts, United States · Onsite	Boston, Massachusetts, United States Onsite	Apr 24, 2026
Executive Assistant Full Time · 3+ YOE Manhattan, New York, United States · Onsite	Manhattan, New York, United States Onsite	Feb 24, 2026

Activities	Life insurance brokerageEstate planningInsurance administrationWealth accumulation strategiesPrivate placement life insurance
Headquarters	US
Industries	Financial ServicesInsurance
Name	Winged Keel Group
Employees	130
Type	Private
Parent Company	GTCR
Subsidiaries	BryanMark GroupBridge Life
Tagline	Provides customized life insurance solutions for ultra-affluent clients.
Founded	1,989
Website	wingedkeel.com
Latest Funding Round	Private Equity
Latest Funding Year	2,025
Latest Investors	GTCR

Winged Keel Group

About Winged Keel Group