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Capital Group · 3 hours ago

Senior Relationship Manager, Insurance General Accounts

Los Angeles, CA

Full-time

Onsite

Senior Level, Lead/Staff

$217K/yr - $261K/yr

10+ years exp

Capital Group is committed to fostering a strong sense of belonging in a respectful workplace. The Senior Relationship Manager, Insurance General Accounts is responsible for leading strategic relationship management efforts for Capital Group’s Insurance General Accounts business, focusing on deepening client engagement and driving revenue growth.

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 collaborationCFA certificationSeries 7 licenseSeries 66 licenseBachelor's degreeProblem-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

Preferred

CFA and/or advanced business degree

Benefits

Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options

Receive 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

In addition to a highly competitive base salary, you will receive two annual bonuses and a generous retirement contribution.

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.