Strategic Wealth Relationships Lead

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

Job summary

An insurance company is seeking an experienced Lead Account Manager to serve as the primary strategic owner of significant wealth management relationships. This role involves managing partnerships to drive growth and visibility. The ideal candidate will have over 10 years in asset management distribution, strong communication skills, and a bachelor's degree. The position offers a salary range of $175,000 to $200,000, reflecting the complexity of the role.

Qualifications

• 10+ years of experience in asset management distribution or key account management.
• Strong working knowledge of national broker-dealers and banks.
• Ability to lead through influence and align stakeholders.

Responsibilities

• Manage relationships with national and large wealth management firms.
• Develop account plans to support organic growth.
• Identify new opportunities across existing and emerging channels.

Skills

Asset management distribution

Wealth management

Stakeholder alignment

Communication skills

Education

Bachelor’s degree

Advanced degree or industry designations

Job description

An insurance company is seeking an experienced Lead Account Manager to serve as the primary strategic owner of significant wealth management relationships. This role involves managing partnerships to drive growth and visibility. The ideal candidate will have over 10 years in asset management distribution, strong communication skills, and a bachelor's degree. The position offers a salary range of $175,000 to $200,000, reflecting the complexity of the role.