Greg Seaver, CIMA®

Greg Seaver, CIMA®

Relationship Manager

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location of Greg Seaver, CIMA®West Hartford, Connecticut, United States

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  • Timeline

  • About me

    Defined Contribution Investment Professional

  • Education

    • Boston University

      1987 - 1991
      BS School of Management
    • Questrom School of Business, Boston University

      2001 - 2004
      MBA Finance, Marketing
  • Experience

    • Scudder

      Jan 1999 - Jan 2002
      Relationship Manager

      Managed multiple mid-sized 401(k) plan relationships. Responsible for oversight of all client service functions including marketing and communications, plan investments, legal compliance, and recordkeeping. Conducted formal investment reviews with fiduciary committees and consultants. Effectively communicated relationship management capabilities in sales final presentations.

    • ING

      Jan 2002 - Jan 2005
      Regional Director Client Relations

      Developed and executed Defined Contribution Client Relationship Management strategy in New England territory. Set priorities for and effectively managed a staff of four Relationship Managers. Responsible for relationship management activities within major client accounts and key distribution partners in territory.

    • ING

      Mar 2005 - Oct 2011

      Responsible for Defined Contribution sales in geographic territory. Develop and manage multiple distribution channels (broker, consultant and third party administrator).Key Accomplishments:• Consistently met or exceeded sales goals and sales activity guidelines, i.e., proposals sent, sales calls, meetings with distribution, and finals presentations. • Met 92% of 2005 annual production goal within 9 months of moving to territory. • 2008 – National Highest Sales to Objective Award Show less

      • Vice President - Mid Market Sales

        Jan 2010 - Oct 2011
      • Regional Vice President

        Mar 2005 - Jan 2010
    • Hartford Funds

      Jan 2012 - Jun 2023
      Vice President, Defined Contribution Investments

      Leverage long-standing advisor, aggregator, consultant and recordkeeper relationships to increase Hartford Funds’ Defined Contribution Investment Only assets in territory. Develop distribution and product marketing strategy for key aggregator firms in partnership with consultant relations and national accounts teams. Utilize extensive DC experience to add value to advisor practice management.

    • Principal Asset Management

      Oct 2023 - now
      Market Director - Investment Only
  • Licenses & Certifications

    • Certified Investment Management Analyst (CIMA)

      Investments & Wealth Institute
      Sept 2014
  • Honors & Awards

    • Awarded to Greg Seaver, CIMA®
      NAPA Advisor Allies 2021, 2022 & 2023 National Association of Plan Advisors (NAPA) Jun 2023 Advisor Allies are the defined contribution wholesalers recognized by their advisor partners for the help and resources they provide. Selected as a top 100 DC Wholesaler.
    • Awarded to Greg Seaver, CIMA®
      Sales Leadership - DCIO Hartford Funds Jul 2019 #1 DCIO Territory - 2018
    • Awarded to Greg Seaver, CIMA®
      Sales Leadership Award - DCIO Hartford Funds Jul 2018 #1 DCIO Territory - 2017
    • Awarded to Greg Seaver, CIMA®
      Sales Leadership Award - DCIO Hartford Funds Jul 2017 #1 DCIO territory - 2016
    • Awarded to Greg Seaver, CIMA®
      Highest Sales and % of Objective ING Feb 2009 Highest sales and % of sales objective for 2008 calendar year.