As a Relationship Manager in Wealth Management, you will build and maintain long term client relationships. Responsible for providing investment solutions and ensuring compliance with regulatory requirements.
About the role
- Lead a team of Relationship Managers at The Hartford ensuring client growth and exceptional service. Collaborate across teams for integrated client solutions and oversee performance guarantee delivery.
Responsibilities
- Lead and coach a team of Relationship Managers, fostering engagement, professional growth, and an inclusive environment.
- Execute strategies that drive profitable growth, persistence, and exceptional customer experience across a portfolio of national accounts.
- Oversee renewal readiness, stewardship, and performance guarantee delivery, ensuring all client commitments are met on time.
- Orchestrate collaboration with underwriting, claims, billing, technology, and reporting teams to deliver integrated client solutions.
- Serve as the initial escalation point for complex client and broker issues and drive timely, effective resolution.
- Champion continuous improvement initiatives to enhance relationship management processes and best practices.
- Ensure market-facing activation plans are met, supporting ongoing customer and enrollment strategies.
- Track and report on team performance, upcoming renewals, escalated issues, and add-issue projections.
- Ensure all direct reports maintain required licenses for their territories and support ongoing professional development.
- Deliver clear leadership messaging, represent the field perspective to internal partners, and facilitate team huddles and 1:1s.
Requirements
- 5+ years of experience in group benefits account management, claims, or underwriting (employee benefits industry preferred).
- Prior leadership experience preferred.
- Strong financial acumen and understanding of employee benefits products and services.
- Demonstrated ability to build and maintain marketplace relationships.
- Effective communication skills with strength in writing, conflict resolution, and critical thinking.
- Proven coaching and feedback abilities.
- Experience collaborating across organizational lines to deliver results.
- Commitment to responsive customer service and continuous improvement.
- Willingness to travel within assigned territory and for select national events (up to 25%).
- Required to hold or obtain licenses for all states with in-force cases for direct reports.
Benefits
- Bonuses
- Long-term incentives
- On-the-spot recognition
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