Relationship Manager, Insurance General Accounts

Capital Group•Los Angeles, CA

About The Position

The Relationship Manager, Insurance General Accounts is responsible for executing and supporting the strategic relationship management efforts for Capital Group’s Insurance General Accounts business. This role focuses on deepening existing client engagement, including ensuring exceptional service delivery. The ideal candidate will bring depth of knowledge in the institutional segment, with insurance general account knowledge a plus, and a consultative approach to managing complex client relationships. This role prioritizes long-term client success by aligning Capital Group’s comprehensive investment and risk management solutions with the insurance client's specific business and investment objectives. The ideal candidate will be high-energy, results-oriented, and passionate about performance with a desire and ability to support a new business area for the firm. We are looking for critical thinkers with an understanding of the end-to-end institutional ecosystem with strong problem-solving skills, the ability to simplify complex matters, and the ability to work cross-functionally to build strong relationships with partner teams and clients.

Requirements

You have 5-10 years of experience in relationship management with a proven track record of managing large, complex accounts and driving strategic growth in the institutional space.
You have strong communication and interpersonal skills with a strategic mindset and entrepreneurial spirit.
You have a deep understanding of the institutional landscape with substantial technical knowledge of different investment strategies and solutions deployed in the institutional space.
You have a Bachelor’s degree in Business, Finance, or a related field
You have the Series 7 and 66 (or equivalent) licenses.

Nice To Haves

a CFA and/or advanced business degree is preferred

Responsibilities

Deliver service excellence for general account clients, ensuring high levels of satisfaction and retention.
Support and execute strategic expansion into the insurance general account segment, including business development responsibilities and internal readiness.
Collaborate cross-functionally with internal teams (e.g. 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 and support 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 self on evolving National Association of Insurance Commissioners regulations and be 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.