Strategic Relationship Management Lead Account Manager

The Hartford; Wayne (PA); On-site; USD 175,000 - 200,000; Full time

Job summary

The Hartford is seeking an experienced Lead Account Manager to own major wealth-management relationships and coordinate enterprise engagement. You will align Hartford Funds’ investment capabilities with partner priorities, driving growth and ensuring strong, long‑term partnerships across large firms.

Based in Wayne, PA, the role requires travel as needed and a focus on strategic relationship leadership, executive communications, and cross‑functional collaboration to deliver sustained outcomes.

Qualifications

• 10+ years in asset management distribution or wealth management with large/complex relationships.
• Strong knowledge of national broker-dealers, wirehouses, banks and firm platforms.
• Ability to lead via influence and align multiple stakeholders.
• Understanding of platform economics, product positioning and due‑diligence.
• Clear communication with executives and partners.
• Highly organized, detail‑oriented, accountable.
• Bachelor’s degree required; advanced degree/designations preferred.
• Collaborative and client‑centric approach; willingness to travel.
• Series 7 & 63 required.

Responsibilities

• Own and manage relationships with national wealth management firms as Hartford Funds’ strategic contact.
• Develop and execute account plans for organic growth and model placements.
• Identify opportunities across channels: shelf expansion, ETFs, SMAs, and firm initiatives.
• Maintain health of platform relationships; ensure competitive visibility and support.
• Proactively manage platform risk and review cycles.
• Translate priorities into actionable opportunities for distribution teams.
• Increase Hartford Funds’ visibility at firm events and advisor meetings.
• Strengthen connections between sales, home office, and partner firms.
• Coordinate with sales leadership and cross‑functional partners for aligned strategy.

Skills

Asset management distribution

Wealth management

Key account management

Leadership by influence

Clear communication

Education

Bachelor’s degree

Advanced degree preferred

Tools

Series 7 & 63

Broker-dealers knowledge

Investment platforms

Job description

Overview of the role

Retail National Accounts Mgr - 86SN3E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future. Hartford Funds is seeking an experienced Lead Account Manager to serve as the primary strategic owner of several of our most significant wealth management relationships. This role focuses on strengthening long‑term partnerships, supporting sustained growth, and ensuring Hartford Funds remains a trusted, well‑positioned partner across complex organizations. The Lead Account Manager will play a key role in coordinating enterprise‑level engagement across assigned accounts, aligning Hartford Funds’ investment capabilities with partner firm priorities, and supporting consistent execution across the organization. In this role, you will serve as the center point and relationship lead across internal and external stakeholders, providing direction, continuity, strategic perspective, and leadership, while driving outcomes through a collaborative, team‑based approach.

ESSENTIAL RESPONSIBILITIES AND JOB RESULTS

• Own and manage relationship with assigned national and large wealth management firms, serving as Hartford Funds’ primary strategic point of contact.
• Develop and execute focused account plans that support organic growth through platform engagement, product expansion, model placements, and research advocacy.
• Identify and advance new opportunities across existing and emerging channels, including incremental shelf expansion, third‑party model inclusion, ETFs, SMAs, and firm‑specific initiatives.
• Maintain the health and stability of existing platform relationships by ensuring Hartford Funds’ strategies remain competitive, visible, and well‑supported.
• Proactively manage platform risk by preparing for review cycles, addressing concerns, and working to mitigate potential downgrades or product removals.
• Translate platform priorities into clear, actionable opportunities for distribution teams, supporting asset retention and advisor‑level adoption.
• Increase Hartford Funds’ visibility through participation in key firm events, senior‑level meetings, and advisor‑facing initiatives.
• Strengthen access across partner firms by supporting divisional engagement and facilitating connections between sales teams and home‑office decision‑makers.
• Coordinate closely with sales leadership, Strategic Relationship Managers, and cross‑functional partners to ensure aligned strategy, shared intelligence, and consistent execution.
• Represent Hartford Funds with professionalism and credibility, reinforcing long‑term partnerships and supporting a collaborative, results‑driven culture.

Qualifications

• 10+ years of experience in asset management distribution, wealth management, or key account management, with direct responsibility for large or complex relationships.
• Strong working knowledge of national broker‑dealers, wirehouses, banks, and regional firm platforms, including their operating models and decision‑making processes.
• Demonstrated ability to lead through influence, align multiple stakeholders, and drive follow‑through across teams.
• Practical understanding of platform economics, product positioning, and due‑diligence expectations.
• Clear, confident communication skills with the ability to engage both senior executives and internal partners.
• Highly organized mindset with strong attention to detail and accountability.
• Bachelor’s degree required; advanced degree or industry designations preferred.
• Collaborative, disciplined, and client‑centric approach that aligns with Hartford Funds’ culture and values.
• Willingness to travel as needed in support of assigned accounts.
• Series 7 & 63 required.

Compensation

The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short‑term or annual bonuses, long‑term incentives, and on‑the‑spot recognition. The annualized base pay range for this role is: $175,000 - $200,000

Equal Opportunity Employer

Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

About Us | Our Culture | What It’s Like to Work Here | Perks & Benefits

Every day, a day to do right. Showing up for people isn’t just what we do. It’s who we are – and have been for more than 200 years. We’re devoted to finding innovative ways to serve our customers, communities and employees—continually asking ourselves what more we can do. Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever‑changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable? That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined. And while how we contribute looks different for each of us, it’s these values that drive all of us to do more and to do better every day.