Head of Strategic Relationship Management

The Hartford•Wayne, PA

61d•$225,000 - $275,000

About The Position

We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. Overview of the role: The Head of Strategic Relationship Management (SRM) is a key member of Hartford Fund's Sales Leadership team and responsible for developing and cultivating key home office relationships with the firm's most valuable institutional and intermediary clients. Leading a team of national account managers, the role will drive revenue growth, client retention and long-term partnerships by aligning client needs with the firm's investment solutions and services. This role can be based in Philadelphia, New York City or Boston.

Requirements

A bachelor's degree: MBA or CFA preferred
10+ years of experience in investment management or financial services, with a focus on client relationship management
Proven success in managing strategic accounts and leading high-performing teams
Strong understanding of investment products (mutual funds, ETFs, SMAs, alternatives)
Established relationships with both wire and non-wire firms
Excellent communication, negotiation, and influencing skills
High emotional intelligence and client empathy
Sets high standards for self and others
A confident public speaker
Series 7 and 63 Licenses
Series 24 required (must obtain within 90 days)

Nice To Haves

Strategic thinking and long-term planning ability
Data-driven decision-making and analytical mindset
Experience with CRM systems and account planning tools
Ability to navigate complex organizational structures and drive alignment

Responsibilities

Strategic Leadership
Develop and execute the overall key account management strategy aligned with corporate goals
Responsible for all firm relationships, including new business, asset retention, increasing flows, expanding product offerings with existing relationships and client satisfaction
Segment key accounts and define tailored engagement strategies
Lead strategic account planning and ensure alignment across sales, marketing, product, and client service teams
Promote investment product sales through frequent client meetings/discussions about investment strategy and investment performance
Lead the team in promoting our brand within the marketplace and increase platform exposure
Client Relationship Management
Build and maintain senior-level relationships with key clients (e.g., broker-dealers, RIAs, banks, consultants)
Act as the escalation point for major accounts to ensure satisfaction and issue resolution
Serve as a trusted advisor, understanding client business models, investment needs, and strategic priorities
Revenue Growth & Commercial Strategy
Identify upselling and cross-selling opportunities across investment products and services
Understand different firms' product selection criteria and be able to expertly articulate how Hartford Funds products meet those criteria
Collaborate with distribution and product teams to drive commercial forecasting and growth plans
Monitor account performance and report regularly to executive leadership
Team Leadership & Development
Lead, coach, and develop and motivate a team of National/Key Account Managers
Set clear goals and performance objectives
Foster a client-centric culture and continuous improvement mindset
Cross-Functional Collaboration
Align closely with investment, operations, compliance, and marketing teams to deliver on client commitments
Ensure seamless client experience through coordinated internal efforts