AVP/Insurance Relationship Manager

AllianceBernstein L.P.; New York (NY); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Commissions and incentives

Health insurance

Life and disability insurance

Retirement savings plan

Paid holidays and vacation

Job summary

AllianceBernstein L.P. seeks an Insurance Relationship Manager to support and grow relationships within its institutional insurance business.

You will be the primary contact for insurance company clients, working closely with portfolio managers, operations, accounting, and compliance to deliver a high‑quality client experience. You will lead client engagement, prospecting, and business development activities, coordinate resources across teams, prepare reviews for clients and senior management,

Qualifications

• 4–7 years in asset management or related financial services
• Experience with institutional investors or sophisticated clients
• Strong knowledge of fixed-income and multi-asset investing

Responsibilities

• Serve as primary day-to-day contact for insurance company clients.
• Build trusted relationships with CIOs, investment teams, treasury, and finance.
• Lead client engagement activities, including portfolio reviews and updates.
• Support prospecting, RFPs, and new business development.
• Coordinate firm-wide resources to deliver proactive solutions for clients.
• Prepare investment, business, and relationship reviews for clients and senior management.

Skills

Relationship management

Communication skills

Financial services knowledge

Multi-asset investing

Cross-functional coordination

Sales / business development

Education

CFA/CAIA/MBA (progress)

Tools

Salesforce.com

Microsoft Office

Job description

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.

What You’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.

Relationship 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.

Strategic Account Management

• 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.

Business Development & Commercial Support

• Partner with senior advisors on strategic business development initiatives and prospect coverage.
• Participate in all phases of the new business lifecycle, including prospect research, meeting preparation, proposal development, and mandate implementation.
• Support RFPs, due diligence meetings, presentations, and prospect materials.
• Attend client and prospect meetings alongside advisors and investment professionals.
• Help maintain and advance opportunity pipelines through consistent follow‑up and relationship development.
• Identify opportunities to expand existing client relationships through additional investment solutions, capabilities, and strategic partnerships.
• Develop increasing responsibility for direct prospect interaction and relationship management over time.

Internal Leadership & Coordination

• Serve as the central coordinator across portfolio management, client reporting, operations, accounting, legal, compliance, and other support teams.
• 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.

What We’re Looking For

• 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 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.
• Professional certifications or progress toward: CFA, CAIA, MBA, or similar.

Benefits

Base Salary Range: $100,000.00 to $120,000.00 (actual base salaries may vary based on education, training, experience, and other job‑related factors).

• Commissions and year‑end incentive compensation.
• Short‑ and long‑term incentives and Department‑specific awards.
• Health insurance coverage and employee wellness program.
• Life and disability insurance.
• Retirement savings plan.
• Paid holidays, sick and vacation time off.

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.