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Senior Relationship Manager, Insurance General Accounts

$217k - $261k

Capital Group

Senior Relationship Manager, Insurance General Accounts Senior Relationship Manager, Insurance General Accounts is responsible for leading strategic relationship management efforts for Capital Group's Insurance General Accounts business. The role focuses on deepening existing client engagement, driving revenue growth, and ensuring exceptional service delivery. The ideal candidate brings strong leadership, depth of knowledge in the insurance general account space, and a consultative approach to managing complex client relationships. The role prioritizes long‑term client success by aligning Capital Group's comprehensive investment and risk‑management solutions with the insurance client's specific business objectives. Key Responsibilities Serve as the primary point of contact for general account clients, ensuring high levels of satisfaction and retention. Develop and execute strategic expansion into the insurance general account segment, including business, team, and internal readiness. Collaborate cross‑functionally with internal teams (Investment Group, Product, Operations, Compliance & Legal) to deliver tailored solutions and an exceptional service experience. Analyze client portfolios to identify investment opportunities and mitigate risks. Lead client meetings, presentations, and negotiations with senior stakeholders across investment and operations functions. Ensure compliance with regulatory requirements and partner with compliance, legal and investment teams; educate on evolving National Association of Insurance Commissioners regulations and be the firm subject‑matter expert. Partner with the retail insurance business development team on firm strategy and coverage for the Life & Annuity space. Represent Capital Group at industry events, conferences, and consultant forums. Qualifications 10+ years of experience in relationship management with a proven track record of managing large, complex accounts and driving strategic growth in the insurance space. Strong communication, negotiation, and interpersonal skills with a strategic mindset and entrepreneurial spirit. Ability to lead cross‑functional initiatives and influence at all levels. Deep understanding of the insurance landscape with substantial technical knowledge of different investment strategies and solutions deployed in the insurance space. Bachelor's degree in Business, Finance, or a related field; CFA and/or advanced business degree preferred. Series 7, 66 (or equivalent) and 24 licenses. Benefits Enjoy generous time‑away and health benefits from day one, with the opportunity for flexible work options. Receive 2‑for‑1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love. Access on‑demand professional development resources that allow you to hone existing skills and learn new ones. Base Pay Range $217,000 - $261,000 In addition to a highly competitive base salary, you will receive two annual bonuses and a generous retirement contribution. Capital contributes 15% of your eligible earnings. We are an equal‑opportunity employer; we comply with all federal, state and local laws that prohibit discrimination. Our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex, pregnancy, childbirth and related medical conditions, age, disability, marital status, sexual orientation, citizenship status, political activities, military or veteran status, and other characteristics protected by law. #J-18808-Ljbffr Capital Group

Vacancy posted 2 days ago
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