Insurance Client Strategy & Relationship Lead

International Association of Insurance Professionals (IAIP); New York, Northern (NY, KY); Hybrid; USD 110,000 - 125,000; Full time

Job summary

AB in New York seeks an Insurance Relationship Manager to support and grow relationships within its institutional insurance business. You will be the primary contact for insurance clients, collaborating with portfolio managers, operations, accounting, legal, compliance, and senior leadership to deliver high-quality client experiences.

The role blends relationship management, client service, and new business development, partnering with senior advisors to identify opportunities, support

Qualifications

• 4-7 years of experience in asset management, insurance investing, institutional relationship management, client coverage, 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 Word, PowerPoint, and Excel; Salesforce.com a plus.

Responsibilities

• Serve as a primary day-to-day contact for a portfolio of insurance company clients.
• Build trusted relationships with CIOs, investment heads, portfolio managers, treasury and finance teams.
• Develop understanding of client objectives, priorities, structure, and goals.
• Lead regular client engagement activities including reviews and updates.
• Coordinate timely responses to inquiries, requests, and opportunities.
• Monitor relationship health and identify opportunities to deepen partnerships.
• Prepare investment, business, and relationship reviews for clients and senior management.
• Maintain awareness of industry developments affecting insurance investors.

Skills

Relationship management

Client coverage

Communication skills

Cross-functional teamwork

Education

MBA (preferred)

CFA/CAIA (preferred)

MBA or CFA path (preferred)

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce.com

Job description

AB in New York seeks an Insurance Relationship Manager to support and grow relationships within its institutional insurance business. You will be the primary contact for insurance clients, collaborating with portfolio managers, operations, accounting, legal, compliance, and senior leadership to deliver high-quality client experiences.

The role blends relationship management, client service, and new business development, partnering with senior advisors to identify opportunities, support