Senior Relationship Manager, Insurance General Accounts

Overview

Capital Group invites applicants to join a culture where authenticity and belonging are paramount. We celebrate diverse perspectives and commit to fostering respectful workplaces that empower associates to bring their best selves to work.

• Competitive salary and performance‑based bonuses
• Generous retirement contribution and 2‑for‑1 charitable gift matching
• Flexible work options and comprehensive health benefits from day one
• On‑demand professional development resources

The Senior Relationship Manager, Insurance General Accounts leads strategic relationship management for Capital Group’s Insurance General Accounts business. This role deepens client engagement, drives revenue growth, and delivers exceptional service delivery by aligning investment and risk solutions with client objectives.

• Serve as the primary point of contact for general account clients, ensuring high satisfaction and retention.
• Develop and execute strategic expansion into the insurance general account segment, including internal readiness.
• Collaborate cross‑functionally with Investment, Product, Operations, Compliance & Legal to deliver tailored solutions.
• Analyze client portfolios to identify investment opportunities and mitigate risks.
• Lead client meetings, presentations, and negotiations with senior stakeholders.
• Ensure compliance with regulatory requirements and partner with compliance, legal, and investment teams.
• Partner with retail insurance business development on firm strategy and coverage for Life & Annuity.
• Represent Capital Group at industry events, conferences, and consultant forums.

• 10+ years of relationship management with a proven track record managing large, complex accounts.
• Strong communication, negotiation, and interpersonal skills with strategic and entrepreneurial mindset.
• Ability to lead cross‑functional initiatives and influence at all levels.
• Deep understanding of the insurance landscape and technical knowledge of investment strategies.
• Bachelor’s degree in Business, Finance, or related field; CFA and/or advanced business degree preferred.
• Series 7, 66 (or equivalent) and 24 licenses required.

$217,000 – $261,000 base salary, plus two annual bonuses and a generous retirement contribution.

Ready to join us? Apply now to begin the next step in our recruiting process. If this role isn’t a match, explore our other opportunities and join our talent community.

Capital Group is an equal opportunity employer and complies with all federal, state, and local discrimination laws. Our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, marital status, sexual orientation, citizenship status, Genetics, AIDS/HIV status, military or veteran status, status as a victim of domestic violence, assault or stalking, or any other characteristic protected by law.