
Greg Seaver, CIMA®
Relationship Manager

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About me
Defined Contribution Investment Professional
Education

Boston University
1987 - 1991BS School of Management
Questrom School of Business, Boston University
2001 - 2004MBA Finance, Marketing
Experience

Scudder
Jan 1999 - Jan 2002Relationship ManagerManaged 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 2005Regional Director Client RelationsDeveloped 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 2011Responsible 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 2011Regional Vice President
Mar 2005 - Jan 2010

Hartford Funds
Jan 2012 - Jun 2023Vice President, Defined Contribution InvestmentsLeverage 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 - nowMarket Director - Investment Only
Licenses & Certifications

Certified Investment Management Analyst (CIMA)
Investments & Wealth InstituteSept 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.
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