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About the Role

The Insurance Client Strategy Team partners with various internal teams to service and support existing insurance clients and develop new business. This role combines relationship management, client service, and new business development responsibilities, aiming to grow relationships within the institutional insurance business, specifically focusing on general account assets.

Responsibilities

• Serve as a primary day-to-day contact for a portfolio of insurance company clients.
• Build trusted relationships across client organizations.
• Develop a deep understanding of each client's investment objectives, business priorities, and strategic goals.
• Lead regular client engagement activities, including portfolio reviews and investment updates.
• Anticipate client needs and coordinate timely responses to inquiries.
• Monitor relationship health and identify opportunities to enhance client engagement.
• Develop and maintain client coverage plans for assigned relationships.
• Partner with investment teams to align client objectives with investment solutions.
• Coordinate firm-wide resources to deliver proactive solutions for clients.
• Prepare investment, business, and relationship reviews.
• Maintain awareness of industry, market, accounting, regulatory, and competitive developments.
• Partner with senior advisors on strategic business development initiatives.
• Participate in all phases of the new business lifecycle.
• Support RFPs, due diligence meetings, and proposal development.
• Attend client and prospect meetings.
• Maintain and advance opportunity pipelines.
• Identify opportunities to expand existing client relationships.
• Serve as the central coordinator across portfolio management, client reporting, operations, accounting, legal, and compliance teams.
• Drive accountability and execution on client-related initiatives.
• Ensure the timely delivery of reporting, analytics, and client commitments.
• Contribute to process improvements that enhance client service quality.
• Share market intelligence, client feedback, and industry developments with internal stakeholders.

Requirements

• 4–7 years of experience in asset management, insurance investing, institutional relationship management, client coverage, consulting, capital markets, or related financial services roles.
• Demonstrated experience working directly with institutional investors or sophisticated financial clients.
• Strong understanding of fixed income and multi-asset investing.
• Excellent communication, presentation, and relationship-building skills.
• Proven ability to manage multiple priorities and coordinate cross-functional teams.
• Strong commercial mindset with an interest in client development and business growth.
• Strong fluency in Microsoft Word, PowerPoint, and Excel.
• Experience supporting insurance company general account assets.
• Knowledge of insurance investing, statutory accounting, regulatory considerations, and insurance balance sheets.
• Experience supporting RFPs, business development initiatives, or institutional sales processes.
• CFA, CAIA, MBA, or progress toward a professional designation.

Skills

• Relationship Management
• Client Service
• New Business Development
• Fixed Income Investing
• Multi-Asset Investing
• Communication
• Presentation
• Relationship-Building
• Microsoft Word
• Microsoft PowerPoint
• Microsoft Excel
• Salesforce.com

Location

• New York, New York

Work Type

• Full-time

Experience Level

• 4-7 years

Education Level

• CFA
• CAIA
• MBA

Salary/Compensations

• $100,000.00 - $120,000.00

Benefits

• Health insurance coverage
• Employee wellness program
• Life and disability insurance
• Retirement savings plan
• Paid holidays
• Sick and vacation time off

About the Company

• We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe.
• With over 4,600 employees across 54 cities operating in 27 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world.
• Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work.
• We are fully invested in you.

Equal Opportunity

• AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law.
• AB’s policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.