Insurance Relationship Strategist

NACBA

New York, Northern (NY, KY)

Hybrid

USD 110,000 - 125,000

Full time

14 days+

Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

AB seeks an Insurance Relationship Manager to support and grow relationships within our institutional insurance business. You will be the primary contact for insurance clients, partnering with portfolio managers, investment specialists, operations, accounting, legal, compliance, and senior leadership to deliver a high-quality client experience and deepen strategic partnerships.

This role combines relationship management, client service, and new business development responsibilities.

Qualifications

4–7 years of experience in asset management, insurance investing, institutional relationship management, client coverage, consulting or related financial services.
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.
Ability to manage multiple priorities and coordinate cross-functional teams.
Interest in client development and business growth; strong commercial mindset.

Responsibilities

Serve as the primary day-to-day contact for a portfolio of insurance company clients.
Build trusted relationships with CIOs, investment heads, portfolio managers and treasury teams.
Lead client engagement activities including portfolio reviews and investment updates.
Coordinate timely responses to inquiries, requests, and opportunities.
Prepare investment, business, and relationship reviews for clients and senior management.
Develop client coverage plans and align objectives with investment solutions.