About Us:We're a fast-growing, privately held insurance company on a path to becoming a leading U.S. retail platform. We believe every client and customer relationship holds the potential to become something great and the same is true for our people. As we grow, we're redefining how great talent connects with meaningful work, enabling our ambitious strategy while building a culture of high performance, creativity, and partnership. If leading national financial institution relationships, driving enterprise-level growth strategies, and contributing to high performing teams excites you, this role offers the opportunity to make a meaningful impact.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.What You'll Do: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
Business Development & Market Intelligence
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 positioningDrive 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.
Governance, Risk & Compliance
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, collaboration, and continuous improvement.Contribute to the ongoing development and scaling of Strategic Accounts capabilities, processes, and best practices.
What You'll Bring:
8+ years of experience in life insurance, annuity distribution, national account management, institutional distribution, or financial institution relationship management.Demonstrated success managing and growing complex strategic partnerships and distribution relationships.Experience working with broker-dealers, banks, RIAs, insurance marketing organizations, digital platforms, or other institutional channels preferred.Proven ability to influence and build relationships with executive-level stakeholders.Strong understanding of life insurance and annuity products, distribution models, and partner economics.Experience driving revenue growth, business development initiatives, and strategic account expansion.Exceptional communication, presentation, negotiation, and relationship management skills.Strong analytical, organizational, and problem-solving capabilities.Ability to manage multiple priorities in a fast-paced and collaborative environment.Willingness and ability to travel as business needs require.
Technical Skills
Proficient in Microsoft Office Suite (Outlook, Excel, PowerPoint, and Word).Experience utilizing CRM platforms, sales analytics tools, and executive reporting dashboards.Ability to analyze account performance metrics and translate complex information into actionable business insights.Experience leveraging AI-enabled tools and technologies to enhance productivity, decision making, and client engagement.
Core Competencies:
Strategic Thinking: Develops and executes long-term account strategies that align partner objectives with enterprise growth goals.Executive Relationship Management: Builds trusted partnerships and influences stakeholders at all organizational levels.Business & Market Acumen: Understands financial drivers, market dynamics, and institutional distribution modelsCollaboration & Influence: Drives alignment across stakeholders and effectively leads through influence.Leadership & Talend Development: Leads team, mentors others, coaches, and develops high-performing teams that contribute to organizational growth.Communication & Executive Presence: Communicates with confidence, clarity, and professionalism in both internal and external settings.Problem Solving & Decision Making: Addresses complex challenges with sound judgment, accountability, and a solutions-oriented mindset that assesses all options
What We Offer:
A collaborative, inclusive environment that values authenticity, accountability, and partnershipThe opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what's nextA variable compensation package with a base range of $155,000 - $175,000 annually and competitive incentive compensationA competitive benefits package including comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insuranceRemote/hybrid work arrangement; relocation available to Austin, TX if interested.
At Prosperity, we are committed to equal employment opportunity and encourage people from all backgrounds to apply. We make hiring decisions based on merit and do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, disability, or any other protected status.We strive for a meaningful interview experience for all candidates. If you need an adjustment or accommodation due to a disability or medical condition during the hiring process, please let your recruiter know.