Sr. Manager, Strategic Accounts

About the Role

The Senior Manager, Strategic Accounts is responsible for managing and growing a defined portfolio of national accounts, financial institution partners, digital platforms, and industry organizations within the life insurance and annuities business.

Serving as the strategic relationship lead for assigned partners, this role is accountable for driving revenue growth, client satisfaction, shelf placement strategies, and execution of strategic account plans. The Senior Manager partners closely with the Vice President, Head of Strategic Accounts and cross‑functional leaders across Sales, Marketing, Product, Operations, and Compliance to develop and execute high‑impact distribution strategies that deepen relationships and accelerate growth.

This position requires a strategic thinker with strong relationship management, business development, and organizational leadership capabilities. The role offers opportunities to mentor others, influence enterprise initiatives, and contribute to the continued growth and evolution of the Strategic Accounts organization.

Strategic Account Management Strategy & Execution

• Develop and execute comprehensive strategic account plans that support enterprise growth objectives and maximize partner engagement.
• Serve as the primary relationship manager for assigned national accounts, financial institutions, digital platforms, and trade organizations.
• Build and maintain executive‑level relationships with key stakeholders, decision makers, and centers of influence.
• Drive revenue growth, retention, and account expansion through proactive planning, business development initiatives, and partnership with internal sales teams.
• Lead regular business reviews, strategic planning discussions, and client engagements to strengthen partnerships and identify growth opportunities.
• Collaborate with wholesaler teams to align account priorities with field execution and sales strategies.
• Support enterprise distribution initiatives and contribute to broader strategic account planning efforts.
• Identify emerging distribution opportunities, industry trends, and competitive developments that impact strategic partners and the broader market.
• Utilize partner insights and market intelligence to influence strategic recommendations, product positioning, and business priorities.
• Evaluate account performance metrics and growth opportunities to support revenue forecasting and business planning.
• Leverage data to provide insights that support enterprise growth goals.

Cross‑Functional Collaboration

• Partner with Sales, Marketing, Product, Operations, Finance, and Compliance teams to execute coordinated account strategies.
• Advocate for partner needs and help align organizational resources to support key initiatives and business objectives.
• Support development and execution of marketing programs, client events, educational initiatives, and engagement strategies that enhance depth brand positioning.
• Drive collaboration and accountability across internal stakeholders to ensure successful execution of partner priorities.

Client Experience & Service Excellence

• Maintain a high standard of client satisfaction through proactive relationship management, issue resolution, and service oversight.
• Coordinate internal resources to ensure timely, consistent, and effective support for strategic partners.
• Anticipate partner needs and develop solutions that strengthen relationships and improve business outcomes.
• Lead complex issue resolution efforts with professionalism, sound judgment, and executive presence.
• Maintain awareness of regulatory, compliance, and operational requirements impacting life insurance and annuity distribution.
• Partner with Compliance, Legal, and Operations teams to ensure activities, agreements, and communications are executed in accordance with company policies and regulatory requirements.
• Support governance processes, partner due diligence, reporting, and risk management activities associated with strategic account relationships.

Leadership & Organizational Impact

• Provide leadership, mentorship, and strategic guidance to colleagues and cross‑functional partners.
• Foster a culture of accountability,…