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Capital Group · 14 hours ago

Relationship Manager, Insurance General Accounts

Los Angeles

Full-time

Onsite

Senior Level

$165K/yr - $190K/yr

5+ years exp

Capital Group is a company dedicated to improving people's lives through successful investing. 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, focusing on deepening existing client engagement and ensuring exceptional service delivery.

Financial Services

Comp. & Benefits

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

Qualification

Relationship ManagementInstitutional KnowledgeInvestment StrategiesCFA CertificationSeries 7 LicenseCommunication SkillsProblem-Solving SkillsInterpersonal SkillsStrategic Mindset

Required

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

Strong communication and interpersonal skills with a strategic mindset and entrepreneurial spirit

Deep understanding of the institutional landscape with substantial technical knowledge of different investment strategies and solutions deployed in the institutional space

Bachelor's degree in Business, Finance, or a related field

Series 7 and 66 (or equivalent) licenses