AVP/Insurance Relationship Manager
Listed on 2026-09-18
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Sales
Client Relationship Management, Business Development, Insurance Sales
Who You’ll Work With
The Insurance Client Strategy Team resides within AB’s Global Insurance team, which sits within the firm’s Global Client Group. The team partners with the firm’s Insurance Sales, Solutions, Operations, Marketing, Portfolio Management teams, as well as the firm’s RFP team and Asset‑Class Business Development teams to service and support existing insurance clients and help develop new business in one of the firm’s key global growth initiatives.
More specifically, the team and its analysts will be responsible for client service for exiting insurance clients, prospecting and business development in partnership with Insurance Advisors & Insurance PM teams, marketing and product management support with our Global Head of Insurance Marketing and Asset Class Business Development teams, solutions support including strategic asset allocation, peer analysis and other quantitative/analytical work with Senior Insurance Strategists, M&A and strategic partnership support with the Head of Insurance Strategy and Partnerships, partnering with the RFP team to complete insurance RFPs and due diligence, product development support such as driving the development of new insurance composites, and business management support including executive presentations and activity tracking.
WhatYou’ll Do
We are seeking an Insurance Relationship Manager to support and grow relationships within our institutional insurance business. This individual will serve as a primary point of contact for insurance customers, specifically general account assets. The role will partner closely with AB’s portfolio managers, investment specialists, operations, accounting, legal, compliance, and senior leadership to deliver a high‑quality client experience and help deepen strategic partnerships.
The role combines relationship management, client service, and new business development responsibilities. In addition to supporting existing client relationships, the successful candidate will work closely with senior advisors to identify new opportunities, support prospecting efforts, and contribute to the growth of the firm’s insurance business. This role is designed for professionals interested in developing into a senior client coverage, advisory, or business development position over time.
Management & Client Coverage
- Serve as a primary day‑to‑day contact for a portfolio of insurance company clients.
- Build trusted relationships across client organizations, including CIOs, heads of investments, portfolio managers, treasury teams, finance teams, and other key stakeholders.
- Develop a deep understanding of each client’s investment objectives, business priorities, organizational structure, and strategic goals.
- Lead regular client engagement activities, including portfolio reviews, investment updates, and strategic discussions.
- Anticipate client needs and coordinate timely responses to inquiries, requests, and opportunities.
- Monitor relationship health and identify opportunities to enhance client engagement and long‑term partnership value.
- Develop and maintain client coverage plans for assigned relationships.
- Partner with investment teams to align client objectives with investment solutions across public and private markets.
- Coordinate firm‑wide resources to deliver thoughtful, proactive solutions for clients.
- Prepare investment, business, and relationship reviews for both clients and senior management.
- Maintain awareness of industry, market, accounting, regulatory, and competitive developments affecting insurance investors.
- Partner with senior advisors on strategic business development initiatives and prospect coverage.
- Participate in all phases of the new…
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