Director, Strategic Accounts

🔥 19 minutes ago

🇬🇧 United Kingdom – Remote

💵 $70k - $80k / year

⏰ Full Time

🔴 Lead

👔 Director

👻 Ghost score 0%

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Osaic

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

Finance • B2B

Osaic is one of the nation’s largest providers of wealth management solutions. It is home to a diverse, service-driven community of professionals who emphasize transformative planning for the future rather than transactional approaches. With over 11,000 financial professionals and more than 270 financial institutions, Osaic manages assets exceeding $700 billion. The company offers comprehensive support and resources to help its partners enhance profitability and achieve personalized business goals. Osaic's community is built on diversity and collaboration, offering securities and investment advisory services through its broker-dealers and registered investment advisers.

📋 Description

• Manage account relationships with Highland’s National Account partners • Lead top-down projects and initiatives with Sales Management, Operations, Commissions, and IT teams • Own business analytics for the distribution channel • Serve as primary day-to-day contact and relationship manager for Strategic Account corporate customers • Support the Highland sales team on dedicated account matters • Drive proactive top-down business development initiatives with account heads and Sales Management • Partner with Sales Management on Sales VP engagement, account lead initiatives, carrier partnership initiatives, and VP territory analysis and reassignments • Perform business development with Account COIs alongside the Sales Team • Lead account-specific initiatives, including Internal VP Huddle Calls, targeted marketing campaigns, and in-market meetings • Identify growth opportunities and strategize on additional product lines, digital resources, and marketing capabilities • Own Sales VP territory and account assignments • Create and maintain Account Partnership Business Plans • Onboard new Sales VPs on account landscape, suitability, and compliance rules using the Account Playbook • Provide reporting and support during monthly management calls, including dashboard analytics, VP activity synopsis, and field conflict resolution

🎯 Requirements

• Bachelor's degree in business, insurance, finance or related field • Previous experience in insurance relationship management, banking or general agency brokerage is highly desirable • Excellent project management skills • Adept in technical writing and quality assurance • Advanced knowledge of standard MS Office suite • Ability to quickly learn new software platforms • Ability to understand HCB product carrier and broker dealer customer products and terminology • Must understand and articulate insurance compensation arrangements • Ability to read, analyze and interpret common journals, financial reports and legal documents • Ability to respond to common inquiries from producers, carriers, and other staff members • Ability to effectively present information to producers, carriers, and management representatives • Ability to define problems, collect data, establish facts and draw valid conclusions • Ability to interpret extensive variety of instructions in verbal or diagram form • Effective interpersonal and presentation skills • Ability to work as a team player without close supervision and demonstrate a positive and professional attitude

🏖️ Benefits

• Health insurance • Vision insurance • Dental insurance • 401(k) • Paid time away • Volunteer days