National Accounts Director - 85SK2E
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.
Overview of the role: The Head of Strategic Relationship Management (SRM) is a key member of Hartford Fund’s Sales Leadership team and responsible for developing and cultivating key home office relationships with the firm’s most valuable institutional and intermediary clients. Leading a team of national account managers, the role will drive revenue growth, client retention and long-term partnerships by aligning client needs with the firm’s investment solutions and services.
This role can be based in Philadelphia, New York City or Boston.
Responsibilities:
Strategic Leadership
- Develop and execute the overall key account management strategy aligned with corporate goals
- Responsible for all firm relationships, including new business, asset retention, increasing flows, expanding product offerings with existing relationships and client satisfaction
- Segment key accounts and define tailored engagement strategies
- Lead strategic account planning and ensure alignment across sales, marketing, product, and client service teams
- Promote investment product sales through frequent client meetings/discussions about investment strategy and investment performance
- Lead the team in promoting our brand within the marketplace and increase platform exposure
Client Relationship Management
- Build and maintain senior-level relationships with key clients (e.g., broker-dealers, RIAs, banks, consultants)
- Act as the escalation point for major accounts to ensure satisfaction and issue resolution
- Serve as a trusted advisor, understanding client business models, investment needs, and strategic priorities
Revenue Growth & Commercial Strategy
- Identify upselling and cross-selling opportunities across investment products and services
- Understand different firms’ product selection criteria and be able to expertly articulate how Hartford Funds products meet those criteria
- Collaborate with distribution and product teams to drive commercial forecasting and growth plans
- Monitor account performance and report regularly to executive leadership
Team Leadership & Development
- Lead, coach, and develop and motivate a team of National/Key Account Managers
- Set clear goals and performance objectives
- Foster a client-centric culture and continuous improvement mindset
Cross-Functional Collaboration
- Align closely with investment, operations, compliance, and marketing teams to deliver on client commitments
- Ensure seamless client experience through coordinated internal efforts
Qualifications:
- A bachelor’s degree: MBA or CFA preferred
- 10+ years of experience in investment management or financial services, with a focus on client relationship management
- Proven success in managing strategic accounts and leading high-performing teams
- Strong understanding of investment products (mutual funds, ETFs, SMAs, alternatives)
- Established relationships with both wire and non-wire firms
- Excellent communication, negotiation, and influencing skills
- High emotional intelligence and client empathy
- Sets high standards for self and others
- A confident public speaker
- Series 7 and 63 Licenses
- Series 24 required (must obtain within 90 days)
Preferred Skills:
- Strategic thinking and long-term planning ability
- Data-driven decision-making and analytical mindset
- Experience with CRM systems and account planning tools
- Ability to navigate complex organizational structures and drive alignment
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:
$225,000 - $275,000
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
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