2 weeks ago Be among the first 25 applicantsDirect message the job poster from Yoh, A Day & Zimmermann CompanyRelationship Manager, Strategic AccountsLocation: This role requires 3+ days a week in our Hudson Yards NYC or Bethlehem PA office.
5% travel to other offices as needed.This Competitive Intelligence (CI) Senior Manager role focuses on supporting the Individual Markets Insurance (including Wealth Management) business, with an emphasis on life and disability insurance, annuities, retirement products, and additional enterprise-wide client services through timely intelligence and insights.You Have:Technical knowledge of the Individual Markets Insurance Benefits industry (including life and disability insurance, annuities, etc.)
and Wealth Management industry (investments, financial services, and retirement planning).Bachelor's degree in Marketing, Business Administration, Finance, Statistics, or a related field.Experience leveraging a wide range of proprietary and public intel sources, including quarterly earnings and trending data, to develop insights-based recommendations that support strategic decision-making.Ability to effectively curate, digest, and interpret financial data, and to present insights clearly to executive-level audiences.Experience explaining industry market headwinds and tailwinds impacting the business.Experience partnering with executives to deliver strategic insights.Strong analytical skills with a deep understanding of operational and economic business realities; comfort with numbers, statistics, and financial data.Advanced Excel and document management skills for database management, including tracking of competitor metrics and market trends.Strong project management skills, including survey management and data synthesis, with the ability to coordinate internal teams and vendors efficiently.Excellent storytelling skills, attention to detail, and ability to produce clear, concise, and high-quality reports.Estimated Min Rate: $98,000.00Estimated Max Rate: $140,000.00Note: Pay ranges are estimations.
Actual pay depends on experience, expertise, and qualifications.
All qualified applicants are encouraged to apply.Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer.
Consideration for employment is provided without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.Visit for accommodation requests during the application process.For California applicants, employment considerations include the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act, which consider criminal history in employment decisions.Additional DetailsSeniority level: Not ApplicableEmployment type: Full-timeJob function: ManagementIndustries: InsuranceReferrals can increase your chances of interviewing at Yoh by 2x.Get notified about new Competitive Intelligence Manager jobs in Bethlehem, PA.We're unlocking community knowledge in a new way, with insights added directly into each article with AI support.
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