5 дней назад
Business Development & Client Relationship Manager, Insurance GA
190 000 - 225 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Business Development & Client Relationship Manager, Insurance GA (Insurance Asset Management): Developing and executing sales strategies while managing complex insurance client relationships and customized investment solutions with an accent on insurance-sector expertise, regulatory frameworks, and bespoke portfolio mandates. Focus on identifying cross-sale opportunities, coordinating investment and solutions teams, delivering client presentations, and building relationships through frequent travel.
Location: New York, NY or Pasadena, CA, United States; extensive travel required.
Salary: $190,000–$225,000 annual base salary for U.S. candidates, plus discretionary bonus.
Company
is a global asset and wealth management firm with fintech activities and diversified investment capabilities.
What you will do
- Develop and execute the sales strategy for Insurance General Account clients.
- Manage and grow relationships with complex insurance companies and banks through customized investment strategies.
- Partner with investment and solutions teams to create bespoke insurance mandates.
- Identify cross-sale opportunities and determine appropriate investment solutions.
- Coordinate client communications, including reports, presentations, RFPs, RFIs, questionnaires, and ad hoc requests.
- Meet with clients frequently and travel extensively to build relationships and drive business growth.
Requirements
- Deep understanding of life, health, property and casualty, and reinsurance sectors.
- Expertise in insurance investment management, ALM, customized benchmarking, RBC, book yield optimization, and statutory filings.
- Proven leadership experience in insurance sales and client strategy with measurable growth results.
- Strong relationship management, presentation, and cross-functional leadership skills.
- Minimum 10 years of experience servicing insurance clients at an investment firm, including direct sales strategy and execution.
- Undergraduate degree in Finance or a related field; experience may offset academic requirements.
Nice to have
- Master’s degree or CFA.
- Experience managing multinational clients and coordinating across global offices.
Culture & Benefits
- Annual discretionary bonus and competitive total rewards package.
- Three weeks of paid time off in the first year, plus holidays, sick leave, parental and caregiving leave, bereavement leave, and volunteering time.
- Medical, dental, vision, insurance, and disability coverage.
- 401(k) plan with an 85% company match up to IRS limits.
- Employee stock investment plan, learning assistance, career development resources, and employee investment benefits.
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