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Capital Group · 1 hour ago

Senior Relationship Manager, Insurance General Accounts

Los Angeles

Full-time

Onsite

Senior Level, Lead/Staff

$217K/yr - $261K/yr

10+ years exp

Capital Group is a leading investment management firm dedicated to improving people's lives through successful investing. The Senior Relationship Manager, Insurance General Accounts is responsible for leading strategic relationship management efforts, deepening client engagement, driving revenue growth, and ensuring exceptional service delivery in the insurance general account space.

Financial Services

Comp. & Benefits

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

Qualification

Relationship managementInsurance knowledgeStrategic growthInvestment strategiesCommunication skillsNegotiation skillsCross-functional collaborationEntrepreneurial spiritCFA certificationSeries 7 licenseSeries 66 licenseSeries 24 licenseProblem-solving skillsInterpersonal skillsLeadership skills

Required

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; a CFA and/or advanced business degree is preferred

Series 7, 66 (or equivalent) and 24 licenses