Relationship Manager, Insurance General Accounts

Capital Partners Mortgage LLC

Base: $165,000 - $190,000; bonus: two annual perfo...
5-10 years relationship management experience
Institutional segment knowledge
Series 7 and 66 licenses
The role focuses on deepening existing client engagement and ensuring exceptional service delivery within the institutional segment

Job Summary

  • The role focuses on deepening existing client engagement and ensuring exceptional service delivery within the institutional segment.
  • Candidates will collaborate cross-functionally with Investment Group, Product, Operations, and Compliance teams to deliver tailored solutions.
  • The company offers a competitive salary, two annual bonuses, and a retirement contribution of 15% of eligible earnings.

Matching Summary

The role focuses on deepening existing client engagement and ensuring exceptional service delivery within the institutional segment.

Salary

Base: $165,000 - $190,000; Bonus: Two annual performance bonuses plus profitability bonus; Benefits: 15% retirement contribution

Skills & Requirements

Must-have

  • 5-10 years relationship management experience
  • Institutional segment knowledge
  • Series 7 and 66 licenses
  • Bachelor's degree in Business or Finance
  • Consultative approach to complex clients

Nice-to-have

  • Insurance general account knowledge
  • CFA or advanced business degree
  • Entrepreneurial spirit
  • Understanding of NAIC regulations
  • Cross-functional collaboration skills

Key Requirements

  • 5-10 years of relationship management experience
  • Series 7 and 66 licenses required
  • Bachelor's degree in Business, Finance, or related field
  • Deep understanding of institutional landscape

Work Rights

Not specified

Tailored Resume

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