Senior Relationship Manager, Insurance General Accounts
Capital Group
Base: $217,000 - $261,000; bonus/equity: two annua...
10+ years relationship management experience
Deep understanding of insurance ecosystem
Series 7, 66, and 24 licenses required
The Senior Relationship Manager is responsible for leading strategic relationship management efforts for Capital Group's Insurance General Accounts business
Job Summary
The Senior Relationship Manager is responsible for leading strategic relationship management efforts for Capital Group's Insurance General Accounts business.
Candidates must possess a deep understanding of the insurance landscape with substantial technical knowledge of different investment strategies deployed in the space.
The role offers a competitive base salary ranging from $217,000 to $261,000, plus two annual bonuses and a retirement contribution of 15% of eligible earnings.
Matching Summary
The Senior Relationship Manager is responsible for leading strategic relationship management efforts for Capital Group's Insurance General Accounts business.
Salary
Base: $217,000 - $261,000; Bonus/Equity: Two annual bonuses plus profitability bonus; Benefits: 15% retirement contribution matching
Skills & Requirements
Must-have
10+ years relationship management experience
Deep understanding of insurance ecosystem
Series 7, 66, and 24 licenses required
Strong cross-functional collaboration skills
Experience with National Association of Insurance Commissioners regulations
Nice-to-have
CFA or advanced business degree preferred
Entrepreneurial spirit and strategic mindset
Ability to simplify complex matters
Passion for performance and results
Consultative approach to client relationships
Key Requirements
Bachelor's degree in Business, Finance, or related field
Series 7, 66 (or equivalent), and 24 licenses
10+ years of experience in relationship management