The Hartford · 2 months ago
Head of Strategic Relationship Management
Wayne, PA
Full-time
Hybrid
Director/Executive
$225K/yr - $275K/yr
10+ years expThe Hartford is an insurance company committed to making a difference and helping others achieve their goals. The Head of Strategic Relationship Management will lead a team focused on developing key relationships with institutional and intermediary clients, driving revenue growth, and ensuring client satisfaction through effective account management strategies.
Auto InsuranceCommercial InsuranceEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceProperty Insurance
Responsibilities
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
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
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
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
Align closely with investment, operations, compliance, and marketing teams to deliver on client commitments
Ensure seamless client experience through coordinated internal efforts
Qualification
Required
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)
Preferred
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
Benefits
Short-term or annual bonuses
Long-term incentives
On-the-spot recognition
Company
The Hartford
The Hartford is an industry leading provider of property and casualty insurance, group benefits and mutual funds.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1995-12-15IPO
Leadership Team
Christopher Swift
Chief Executive Officer
Recent News
2025-12-09
2025-12-08
EIN Presswire
2025-12-02
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