Senior Relationship Manager, Insurance General Accounts

Capital Partners Mortgage LLC

Base: $217,000 - $261,000; bonus: two annual bonus...
10+ years relationship management experience
Deep understanding of insurance landscape
Series 7, 66, and 24 licenses required
The Senior Relationship Manager leads strategic relationship management efforts for Capital Group's Insurance General Accounts business while driving revenue growth

Job Summary

  • The Senior Relationship Manager leads strategic relationship management efforts for Capital Group's Insurance General Accounts business while driving revenue growth.
  • Candidates must possess a deep understanding of the end-to-end insurance ecosystem and substantial technical knowledge of investment strategies deployed in the space.
  • The role offers a competitive base salary ranging from $217,000 to $261,000, two annual bonuses, and a company-funded retirement contribution of 15%.

Matching Summary

The Senior Relationship Manager leads strategic relationship management efforts for Capital Group's Insurance General Accounts business while driving revenue growth.

Salary

Base: $217,000 - $261,000; Bonus: Two annual bonuses plus profitability bonus; Benefits: 15% retirement contribution matching

Skills & Requirements

Must-have

  • 10+ years relationship management experience
  • Deep understanding of insurance landscape
  • Series 7, 66, and 24 licenses required
  • Cross-functional collaboration skills
  • Regulatory knowledge of NAIC

Nice-to-have

  • CFA or advanced business degree preferred
  • Entrepreneurial spirit and strategic mindset
  • Ability to simplify complex matters
  • High-energy results-oriented approach
  • Passion for performance and new business areas

Key Requirements

  • Bachelor's degree in Business or Finance
  • Series 7, 66, and 24 securities licenses
  • 10+ years in insurance relationship management
  • Experience managing large complex accounts
  • Knowledge of National Association of Insurance Commissioners regulations

Work Rights

Not specified

Tailored Resume

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