Business Development & Client Relationship Manager – Insurance GA

Franklin Templeton; New York (NY); On-site; USD 190,000 - 225,000; Full time

Benefits offered by this job

Three weeks paid time off

Medical, dental and vision insurance

401(k) Retirement Plan with generous 8

Employee Stock Investment Program

Tuition Assistance Program

Job summary

Franklin Templeton is seeking a Client Relationship Manager for Insurance GA in New York or Pasadena. You will drive business development, manage key insurer relationships, and deliver customized investment solutions across the firm’s platform.

Ideal candidates bring 10+ years serving insurance clients, deep industry expertise, and a proven sales track record. Expect travel to maintain high-touch client engagement and cross-functional collaboration across global offices.

Qualifications

• Deep understanding of the insurance industry and its investment management implications.
• Proven leadership in insurance sales and client strategy, with growth and relationship outcomes.
• Expert knowledge of regulatory and accounting frameworks impacting investment decisions in insurance.
• An articulated sales process with trackable results that met or exceeded goals.
• Strong relationship management and presentation skills.
• Ability to manage complex, multinational clients and coordinate across global teams.
• 10+ years servicing insurance clients with investment firms, with direct sales strategy involvement.
• Strong work ethic and ability to lead cross-functional initiatives.
• Finance-related degree; Master’s/CFA a plus; experience may offset formal education.

Responsibilities

• Develop and execute the sales strategy for Insurance GA clients, owning business development and ongoing relationships.
• Manage and grow relationships with complex insurance clients, delivering customized investment strategies.
• Coordinate with investment and solutions teams to meet client needs and regulatory requirements.
• Review client communications and deliver compelling presentations and reports.
• Meet with clients regularly to deepen relationships and drive growth; travel as needed across regions.

Skills

Relationship management

Sales strategy

Presentation skills

Cross-functional leadership

Leadership experience

Regulatory knowledge

Education

Undergraduate degree in Finance or related field

Master’s Degree / CFA a plus

Job description

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world!

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

The Global Insurance General Account team at Franklin Templeton is responsible for business development, client engagement and strategic relationship management activities across the Insurance Industry. Currently Franklin Templeton manages $64 billion in General Account assets across multiple asset classes and investment strategies on our platform. Growing our Insurance GA assets has become a priority for our firm and we are embracing a One FT approach which brings together all of our investor capabilities to create compelling solutions for insurance firms.

As Client Relationship Manager covering Insurance GA, you will drive business development and manage client relationships by developing and executing the sales strategy for the Global Insurance & Institutional Asset Solutions team. This role reports to the Head of Global Insurance and Institutional Asset Solutions and may be based in New York, NY or Pasadena, CA.

What are the ongoing responsibilities?

• Demonstrate expertise in the life, health, property & casualty, and reinsurance sectors, in areas including, but not limited to, ALM, customized benchmarking, RBC, book yield optimization, and statutory filings.
• Develop and execute the sales strategy for Insurance General Account (GA) clients, with full accountability for business development and ongoing client relationships.
• Manage and grow relationships with complex insurance clients, delivering highly customized investment strategies tailored to insurers and banks, utilizing the full platform of Franklin Templeton.
• Champion a client-centric approach to solution creation, emphasizing the bespoke nature of insurance mandates and the diversity of Franklin Templeton’s solutions across the platform.
• Partner closely with investment and solutions teams to meet insurance client needs.
• Maintain detailed knowledge of the customized portfolios for each client, their regulatory regime(s), investment process, philosophy and performance, as well as keep current on investment strategies, market conditions and key occurrences in the global marketplace, in particular in the global insurance industry.
• Identify and assess cross sale opportunities and determine appropriate investment solutions.
• Embrace a client-centric approach to solution creation, incorporating the highly-customized nature of insurance company mandates.
• Review and coordinate all client communications (reports, presentations, RFPs, RFIs, questionnaires, ad hoc requests, etc.).
• Create, develop and deliver presentations to clients, coordinating the involvement of other relevant internal constituencies as needed.
• Meet with clients frequently in order to gain knowledge, visibility and momentum in building a value-added relationship, consistent with the Firm’s premise that success covering the insurance industry requires a high-touch approach.
• Extensive travel is required to maintain strong client relationships and drive business growth.

What ideal qualifications would help someone to be successful?

• Deep understanding of the unique characteristics of the insurance industry and how that impacts insurance investment management.
• Proven leadership experience in insurance sales and client strategy, with a track record of driving growth and deepening client relationships.
• Expert knowledge of regulatory and accounting frameworks that impact the investment management decision-making process of companies in the insurance industry.
• An articulated sales process with a track record of identifiable results that met or exceeded goals.
• Strong relationship management, and presentation skills.
• Ability to manage complex clients, often multinational, and coordinate across functional areas of the firm and global offices.
• A minimum of 10 years of experience servicing insurance clients with an investment firm, with direct involvement in sales strategy and execution.
• Strong work ethic with the ability to thrive in a collaborative environment and the ability to lead cross-functional initiatives.
• Undergraduate degree in Finance or related field. Master’s Degree / CFA a plus. Experience may offset academic requirements.

Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary – designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. For U.S. candidates, we expect the base salary for this position to range between $190,000 – $225,000, depending on level of relevant experience, plus discretionary bonus.

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights of our benefits include:

• Three weeks paid time off the first year
• Medical, dental and vision insurance
• 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
• Employee Stock Investment Program
• Tuition Assistance Program
• Purchase of company funds with no sales charge
• Onsite fitness center and recreation center*
• Onsite cafeteriaOnly applicable at certain locations

Learn more about the wide range of benefits we offer at Franklin Templeton

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

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