[Hiring] Head of Case Design @Acumen Financial Advantage

Role Description

The Head of Case Design is a working leader responsible for the quality, accuracy, and throughput of all proposals produced by the Case Design team. This role combines active, hands-on case work with team oversight, serving as the primary person for complex nonqualified plan designs, including:

• Supplemental executive retirement plans (SERPs)
• Nonqualified deferred compensation (NQDC)
• Employee Benefit Plan offsetting strategies
• Charitable Donation Account strategies
• Other AFA strategies

The Head of Case Design will work closely with advisors seeking guidance on plan structure and proposal strategy.

Qualifications

• 5 or more years of experience in case design, executive benefits, or advanced nonqualified plan design within a financial services environment
• Deep technical expertise in SERPs, nonqualified deferred compensation, and split-dollar life insurance arrangements

Requirements

• Provide day-to-day oversight, direction, and mentorship for the Case Design team, currently comprising four specialists
• Review and approve all proposals, including annual reviews prepared by team members for accuracy and client-readiness
• Serve as the escalation point for complex design questions and advisor inquiries
• Monitor team workload and prioritize assignments to ensure timely delivery across all cases
• Support the professional development of team members through regular feedback, coaching, and skills building
• Maintain an active SERP caseload, developing and delivering proposals on a daily basis
• Design various plan structures for nonqualified plan designs
• Collaborate with advisors and relationship managers to tailor case design to client-specific executive benefit or yield enhancement goals
• Serve as a design matter expert for advisors navigating complex case scenarios
• Communicate clearly and professionally with both internal stakeholders and external clients on case status, design rationale, and next steps
• Establish and enforce quality standards for all case design output produced by the team
• Identify workflow inefficiencies and implement process improvements to increase capacity and accuracy
• Maintain organized case files, documentation, and tracking in alignment with AFA systems and protocols

Benefits

• Familiarity with carrier illustration software and platforms
• Experience in a high-growth, lean financial services environment
• Demonstrated experience managing or leading a team in a production or analytical environment
• Strong understanding of executive benefit funding vehicles, including life insurance product mechanics
• Excellent written and verbal communication skills; ability to present complex plan designs clearly to advisors and clients
• High attention to detail with a track record of producing accurate, client-ready deliverables under deadline