Senior Strategic Relationship Lead, Wealth Management

The Hartford; Wayne (NJ); Hybrid; USD 175,000 - 200,000; Full time

Job summary

A leading insurance company based in Wayne, NJ, seeks a Strategic Relationship Management Lead Account Manager to manage significant wealth management relationships. The role focuses on developing account plans, identifying growth opportunities, and ensuring competitive visibility for financial products. Candidates must have over 10 years in asset distribution management, strong communication skills, and a Bachelor’s degree. The position offers a hybrid work model with a salary range of $175,000 - $200,000.

Qualifications

• 10+ years of experience in asset management distribution or wealth management.
• Demonstrated ability to lead through influence and align stakeholders.
• Practical knowledge of platform economics and due-diligence expectations.

Responsibilities

• Manage relationships with national large wealth management firms.
• Develop account plans to support organic growth.
• Identify new opportunities and manage platform risk.

Skills

Asset management distribution

Key account management

Client-centric approach

Communication skills

Stakeholder alignment

Education

Bachelor’s degree

Advanced degree or industry designations

Tools

Series 7

Series 63

Job description

A leading insurance company based in Wayne, NJ, seeks a Strategic Relationship Management Lead Account Manager to manage significant wealth management relationships. The role focuses on developing account plans, identifying growth opportunities, and ensuring competitive visibility for financial products. Candidates must have over 10 years in asset distribution management, strong communication skills, and a Bachelor’s degree. The position offers a hybrid work model with a salary range of $175,000 - $200,000.