Relationship Manager, Insurance General Accounts

Overview

"I can be myself at work." You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we're committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day:
Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

"I can influence my income." You want to feel recognized r performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

"I can lead a full life." You bring unique goals and interests to your job and your life. Whether you re raising a family, you re passionate about where you volunteer, or you want to explore different career paths, we ll give you the resources that can set you up for success.

• 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

• Deliver service excellence for general account clients, ensuring high levels of satisfaction and retention.
• Support and execute strategic expansion into the insurance general account segment, including business development responsibilities 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 and support 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 self 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.

• You have 5-10 years of experience in relationship management with a proven track record of managing large, complex accounts and driving strategic growth in the institutional space.
• You have strong communication and interpersonal skills with a strategic mindset and entrepreneurial spirit.
• You have a deep understanding of the institutional landscape with substantial technical knowledge of different investment strategies and solutions deployed in the institutional space.
• You have a Bachelor s degree in Business, Finance, or a related field; a CFA and/or advanced business degree is preferred.
• You have the Series 7 and 66 (or equivalent) licenses.

$165,000 - $190,000

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

"I can apply in less than 4 minutes." You ve reviewed this job posting and you re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn t what you re looking for, check out our other opportunities and join our talent community.

"I can learn more about Capital Group." At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That s why we offer a culture, compensation and opportunities that empower our associates to build…