Relationship Manager, Insurance General Accounts

“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 at work. Your 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 

“I can succeed as the Relationship Manager, Insurance General Accounts at Capital Group.”

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 bring depth of knowledge in the institutional segment, with insurance general account knowledge a plus, and a consultative approach to managing complex client relationships.  This role prioritizes long-term client success by aligning Capital Group’s comprehensive investment and risk management solutions with the insurance client's specific business and investment objectives. 

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.  We are looking for critical thinkers with an understanding of the end-to-end institutional ecosystem with strong problem-solving skills, the ability to simplify complex matters, and the ability to work cross-functionally to build strong relationships with partner teams and clients.

Key Responsibilities:

• 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.

“I am the person Capital Group is looking for.”

• 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. 

Base Pay Range

$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 successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.‎ 

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In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, 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, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.