Head of Insurance General Account Solutions – US

About the role

The Head of Insurance General Account Solutions - US is a senior leadership role responsible for shaping and delivering Franklin Templeton’s insurance solutions offering for US insurance clients, with a primary focus on General Account portfolios. The role combines strategic leadership, client engagement, and solution design, working closely with investment teams and internal stakeholders to address insurers' evolving regulatory, accounting, capital, and asset and liability modelling/matching (ALM) requirements.

Responsibilities

• Contribute to the definition and execution of the US insurance solutions strategy, aligned with Franklin Templeton’s global insurance objectives.
• Work in close partnership with US leadership and international counterparts to ensure consistency of approach while reflecting local market needs.
• Maintain awareness of global insurance trends and ensure US solutions benefit from international experience and best practices.
• Build and maintain strategic relationships with key decision-makers at US insurers, including CIOs, CFOs, CROs, and heads of ALM.
• Support business development efforts by articulating Franklin Templeton’s insurance capabilities and identifying opportunities across public and private markets.
• Lead or support client discussions focused on portfolio construction, capital optimisation, yield enhancement, liquidity management, and governance.
• Work with distribution teams to position Franklin Templeton as a long-term strategic partner, not solely a product provider.
• Design and support insurance-specific cross-asset class investment solutions for General Account portfolios.
• Translate insurance constraints into practical portfolio design, considering capital charges, accounting treatment, liquidity, duration, and risk appetite.
• Collaborate with FTIS and internal investment and risk teams to develop analytical frameworks, modelling tools, and client materials appropriate for insurance decision-making.
• Contribute to the evolution of insurance capabilities over time, identifying gaps and working with internal teams to address them in a pragmatic and commercially sound manner.

Requirements

Experience, Education & Certifications:

• 15+ years of experience in asset management, investment banking, or insurance, with a focus on insurance investments or insurance solutions.
• Proven track record of working with US insurance General Account portfolios and senior insurance stakeholders, leading US client coverage teams or business units within institutional asset management and / or insurance companies.
• Solid understanding of US and Bermuda insurance markets, regulatory and accounting frameworks.
• Knowledge of global regulatory frameworks.
• Strong commercial acumen, negotiation skills, and the ability to navigate complex institutional relationships.
• Experience across multiple asset classes, including fixed income, private credit, structured products, and multi-asset portfolios.
• Strong analytical skills combined with the ability to communicate complex concepts clearly to non-technical audiences.
• Proven ability to work effectively in cross-functional, collaborative environments.
• Bachelor’s degree required; advanced degree (MBA, CFA, or actuarial credentials) preferred.

Qualifications

Qualifications:

• Strong technical insurance knowledge (statutory, US GAAP, and capital requirements).
• Credibility with senior insurance executives.
• The ability to work collaboratively across teams to translate complex requirements into actionable investment solutions.

Skills

Skills:

• Strategic thinking and problem-solving.
• Client relationship management.
• Collaborative teamwork.
• Technical expertise in insurance and related financial regulations.
• Ability to communicate complex ideas clearly and concisely.

Benefits

Benefits:

• Competitive salary range: $200,000 to $300,000, plus an annual discretionary bonus, depending on location and level of relevant experience.
• 401(k) retirement plan with a generous match.
• Healthcare benefits, including medical, dental, and vision insurance.
• Employee stock investment program.
• Tuition assistance program.
• Paid time off, including vacation, holidays, sick leave, parental and caregiving leave, bereavement, and volunteer time.
• Well-being programs.

Pay

Annual salary range: $200,000 to $300,000, plus an annual discretionary bonus, depending on location and level of relevant experience.

Schedule

Standard working hours: Hybrid (Four days in office) Work Locations: Preferred Location: Pasadena, CA or New York City, NY Secondary Locations: Chicago, IL, Boston, MA or San Mateo, CA Travel: US Region – approximately 10 business days per month on average

Application Instructions

To apply, please submit your resume/CV along with your cover letter.