Relationship Manager, Insurance General Accounts

Capital Partners Mortgage LLC

Multiple Locations
Base: $165,000 - $190,000; bonus/equity: two annua...
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Exceptional service delivery
Institutional segment knowledge
Cross-functional collaboration
** Capital Partners Mortgage LLC is seeking a Relationship Manager for their Insurance General Accounts division. The role emphasizes relationship management, exceptional service delivery, and strategic growth within the institutional segment, requiring candidates to have experience in managing complex accounts. **

Job Summary

  • 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.
  • This role focuses on deepening existing client engagement, including ensuring exceptional service delivery.
  • The ideal candidate will be high-energy, results-oriented, and passionate about performance with a desire and ability to support a new business area for the firm.

Matching Summary

Match Score: 75

** Capital Partners Mortgage LLC is seeking a Relationship Manager for their Insurance General Accounts division. The role emphasizes relationship management, exceptional service delivery, and strategic growth within the institutional segment, requiring candidates to have experience in managing complex accounts. **

Salary

Base: $165,000 - $190,000; Bonus/Equity: Two annual bonuses; Benefits: Generous retirement contribution

Skills & Requirements

Must-have

  • Exceptional service delivery
  • Institutional segment knowledge
  • Cross-functional collaboration
  • Analyze client portfolios
  • Deliver tailored solutions

Nice-to-have

  • Entrepreneurial spirit
  • High-energy, results-oriented
  • Passion for performance
  • Desire to support new business

Key Requirements

  • 5-10 years of experience in relationship management
  • Proven track record in institutional space
  • Bachelor’s degree in Business, Finance, or related field
  • Series 7 and 66 licenses

Work Rights

Not specified

Tailored Resume

Cover Letter