Senior Relationship Manager, Insurance General Accounts
About The Position
The Senior Relationship Manager, Insurance General Accounts is responsible for leading strategic relationship management efforts for Capital Group’s Insurance General Accounts business. This role focuses on deepening existing client engagement, driving revenue growth, and ensuring exceptional service delivery. The ideal candidate will bring strong leadership, depth of knowledge in the insurance general account space, 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 to think strategically about a new business area for the firm. We are looking for critical thinkers with an understanding of the end-to-end insurance ecosystem, 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
- 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
- Series 7, 66 (or equivalent) and 24 licenses.
Nice To Haves
- CFA and/or advanced business degree is preferred.
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 developing the business, team 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 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 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.
Benefits
- Competitive salary
- Bonuses
- Benefits
- Company-funded retirement contribution
- Generous time-away and health benefits from day one, with the opportunity for flexible work options
- 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
- Individual annual performance bonus
- Capital’s annual profitability bonus
- Retirement plan where Capital contributes 15% of your eligible earnings
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Number of Employees
5,001-10,000 employees
