AVP/Insurance Relationship Manager

About the role

The Insurance Client Strategy Team, part of AB’s Global Insurance team, works closely with various departments including Sales, Solutions, Operations, Marketing, Portfolio Management, and RFP teams. Analysts provide support to existing clients, assist in business development, and collaborate with marketing and product management teams. They also engage in strategic asset allocation, peer analysis, and M&A activities.

Responsibilities

• Serve as a primary point of contact for insurance clients, focusing on general account assets.
• Build and maintain relationships with key stakeholders across client organizations.
• Develop and execute client coverage plans aligned with investment objectives.
• Coordinate firm-wide resources to deliver tailored solutions for clients.
• Prepare and present investment, business, and relationship reviews for both clients and senior management.
• Monitor relationship health and identify opportunities for enhanced engagement and partnership value.
• Partner with senior advisors on strategic business development initiatives and prospect coverage.
• Support RFPs, due diligence meetings, presentations, and prospect materials.
• Attend client and prospect meetings alongside advisors and investment professionals.
• Maintain and advance opportunity pipelines through consistent follow-up and relationship development.
• Expand existing client relationships through additional investment solutions, capabilities, and strategic partnerships.
• Drive accountability and execution on client-related initiatives.
• Ensure the timely delivery of reporting, analytics, portfolio reviews, and other client commitments.
• Contribute to process improvements that enhance client service quality and scalability.
• Share market intelligence, client feedback, and industry developments with relevant 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 with Salesforce.com a plus.

Preferred Experience

• 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.