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.

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.

Responsibilities

• 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.

Requirements

• 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.
• Proficient in Microsoft Office Suite (Outlook, Excel, PowerPoint, and Word).
• Experience utilizing CRM platforms, sales analytics tools, and executive reporting dashboards.
• Experience leveraging AI-enabled tools and technologies to enhance productivity, decision making, and client engagement.

Qualifications

• 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 models.
• Collaboration & Influence: Drives alignment across stakeholders and effectively leads through influence.
• Leadership & Talent 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.

Benefits

At Prosperity, we offer a collaborative, inclusive environment that values authenticity, accountability, and partnership. The opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what’s next, is also available. Our benefits package includes comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insurance. Remote/hybrid work arrangement; relocation available to Austin, TX if interested.