Strategic Relationship Management Lead Account Manager

Reposted 14 Days Ago
Be an Early Applicant
Wayne, PA, USA
In-Office
175K-200K Annually
Senior level
Fintech • Payments • Financial Services
The Role
The Lead Account Manager will manage relationships with major wealth management firms, develop account plans, and drive organic growth while coordinating with various stakeholders to ensure alignment and execution.
Summary Generated by Built In
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.   

         

Overview of the role:

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/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

Skills Required

  • 10+ years of experience in asset management distribution, wealth management, or key account management
  • Strong working knowledge of national broker-dealers, wirehouses, banks, and regional firm platforms
  • Clear, confident communication skills with senior executives and internal partners
  • Bachelor's degree required; advanced degree or industry designations preferred
  • Series 7 & 63 required

The Hartford Financial Services Group, Inc. Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The Hartford Financial Services Group, Inc. and has not been reviewed or approved by The Hartford Financial Services Group, Inc..

  • Retirement Support The retirement savings plan pairs matching with an additional company contribution and guidance, strengthening long‑term financial security. Consistent 401(k) generosity elevates perceived total compensation across roles.
  • Leave & Time Off Breadth Paid time off, holidays, and paid leaves are described as generous and accessible, supporting work‑life balance. The ability to take meaningful time away adds value beyond base pay.
  • Healthcare Strength Health, dental, and vision options are comprehensive, with supplemental coverages that help manage out‑of‑pocket costs. Mental health resources, EAP access, and wellness programs further reinforce overall benefits value.

The Hartford Financial Services Group, Inc. Insights

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The Company
HQ: Hartford, Connecticut
20,002 Employees
Year Founded: 1810

What We Do

Human achievement is at the heart of what we do. We put our belief into action by not only ensuring individuals and businesses are well protected, but by going even further – making an impact in ways that go beyond an insurance policy

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