Careers - Schechter Wealth

Careers

Join Our Team

Schechter named one of Crain’s 100 Best Places to Work

We are proud to share that Schechter was named as one of Crain’s 100 Best Places to Work in Southeast Michigan! The nomination is based on feedback our teammates have provided – check out our career site to see if we are a good fit for you, too!

Our Core Values

Client’s Needs First

A Complete “WOW” Experience

A special place to be and grow

We Are The Experts

Team Testimonials

“After more than 20 years at Schechter, joining the firm remains the best professional decision I’ve ever made. The opportunities for personal and professional growth, combined with a culture that truly lives its core values, have made my career incredibly rewarding. Working alongside talented colleagues and exceptional clients continues to challenge and inspire me every day. I’m grateful to be part of a team that values hard work, fosters excellence, and makes it hard to imagine working anywhere else.”

Therese Rasmussen

Senior Underwriting Case Manager

“I joined Schechter with industry experience, but joining this firm changed the trajectory of my career in ways I didn’t anticipate. From case design to leadership roles, I’ve been continually challenged to learn and develop. Our culture is built on expertise, collaboration, and an unwavering commitment to putting clients first. I’m grateful to be part of a team that inspires excellence and delivers an exceptional client experience every day.”

Kevin Giganti

Director of Insurance Operations and Chief Technology Officer

“I’ve been at Schechter Wealth for over 10 years — and the reason is simple: the people and the way we take care of our clients. My teammates are genuine, talented colleagues who make every project better and are always game to share ideas. Marc Schechter leads by example and truly invests in his team, giving us the tools and opportunities to grow. It’s a supportive, high-caliber environment, and I’m proud to be part of it.”

Melis Mandal

Designer, Marketing Specialist

“Schechter has provided me the opportunity to do what I enjoy most: helping clients achieve their financial objectives. I take pride in analyzing complex situations, identifying opportunities, and developing thoughtful strategies that align with one’s goals.”

Joseph Opiela, CFA®

Wealth Advisor, VP of Strategic Partnerships

“I enjoy working at Schechter because it truly feels like a place where I belong. I’m surrounded by talented people I respect, and I connect deeply with our core values—putting clients first, serving as trusted experts, and delivering a “wow” experience. Schechter is a special place to grow both personally and professionally, and the flexibility it offers helps me maintain a healthy balance while continuing to provide exceptional service to our clients.”

Lisa Sroczynski

Senior Client Care Professional

“I’ve been with Schechter since 2007, and it has always felt like more than just a workplace. The team is made up of knowledgeable professionals who are eager to collaborate, support one another, and share their expertise. What truly sets Schechter apart is its culture—it feels like an extended family. Despite having team members across different states, the company makes a genuine effort to keep everyone connected through team-building and bonding opportunities. I’m grateful to be part of an organization that values its people, encourages teamwork, and fosters a supportive environment.”

Tammy Leichtnam

Staff Accountant

Living Our Core Values

The Team Culture

A Special Place to Be and Grow

Personal Growth

We are the Experts

Available Position

Director of Strategic Partnerships

You know advanced insurance. But can you turn expertise into influence?

Schechter is looking for someone who can do more than understand advanced life insurance and premium financing.

We need someone who can sit across from a sophisticated advisor, understand what they are trying to accomplish, identify planning opportunities, and connect those opportunities to Schechter’s advanced insurance and premium financing expertise.

This role sits at the intersection of relationship development, advanced insurance planning, and business growth. Success comes from earning trust, asking insightful questions, uncovering opportunities, and helping advisors deliver more sophisticated solutions to their clients.

What You’ll Do

Build Strategic Partnerships

Build trusted relationships with successful financial advisors who can benefit from Schechter’s advanced planning expertise.
Develop relationships with BGAs, insurance carriers, producer groups, and other organizations that can introduce Schechter to prospective Strategic Partners.
Help Strategic Partners identify advanced life insurance, wealth transfer, estate planning, and premium financing opportunities within their existing client relationships.
Shape advisor understanding of advanced insurance planning strategies through education, collaboration, case discussions, and thought leadership.
Strengthen referral pipelines that create consistent, high-quality opportunities for both Strategic Partners and Schechter.
Become a trusted resource that advisors turn to when navigating complex planning situations.

Drive Advisor Growth

Lead discovery conversations with advisors to uncover client estate planning, tax mitigation, business succession, and wealth transfer needs.
Connect advisor needs with Schechter’s expertise, resources, and advanced planning capabilities.
Help advisors recognize opportunities they may not otherwise identify within their existing client relationships.
Participate in client meetings when invited by Strategic Partners and help communicate the value of advanced insurance solutions.
Develop relationships that position Schechter as a valuable extension of an advisor’s team and a trusted resource for sophisticated client planning.

Advance Complex Planning Opportunities

Present customized insurance and premium financing strategies tailored to each client’s objectives.
Collaborate with internal case design, underwriting, and operations teams to support advanced planning opportunities.
Maintain a strong understanding of carrier products, market trends, and planning considerations.
Help translate complex planning concepts into clear and meaningful opportunities for advisors and their clients.

You Will Be a Great Fit If

You have 7+ years of advanced life insurance or premium financing experience.
You know how to build trust with highly experienced financial professionals.
You ask thoughtful questions before offering solutions.
You can translate sophisticated planning strategies into practical business opportunities.
You naturally identify opportunities and connect client needs to planning solutions.
You enjoy helping successful advisors grow and strengthen their businesses.
You are comfortable discussing estate planning, trust structures, tax mitigation strategies, wealth transfer planning, and business succession concepts.
You have experience influencing centers of influence such as financial advisors, attorneys, CPAs, and insurance professionals.
You understand how to develop both direct advisor relationships and referral relationships with organizations that can introduce you to prospective advisors.

Send your resume to drose@schechterwealth.com