Strategic Insurance Relationship Manager

AllianceBernstein

New York (NY)

On-site

USD 110,000 - 125,000

Full time

12 days ago
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Benefits offered by this job

Health insurance coverage
Employee wellness program
Life and disability insurance
Retirement savings plan
Paid holidays
Sick and vacation time off

Job summary

AllianceBernstein in New York, NY is seeking an Insurance Relationship Manager to deepen partnerships with institutional insurance clients. You will be the primary day-to-day contact for general account assets and collaborate with portfolio managers, operations, legal, and senior leadership to deliver exceptional client service.

This role blends relationship management, client service, and business development, with opportunities to advance into senior coverage or advisory positions as you grow

Qualifications

  • 4–7 years of experience in asset management or related financial services.
  • Experience with institutional investors and client coverage.
  • Strong understanding of fixed income and multi-asset investing.
  • Proficient in MS 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 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.

Skills

Asset management
Insurance investing
Relationship management
Communication skills
Microsoft Office
Salesforce

Education

CFA/CAIA/MBA in progress

Tools

Salesforce.com
Excel
PowerPoint

Job description

AllianceBernstein in New York, NY is seeking an Insurance Relationship Manager to deepen partnerships with institutional insurance clients. You will be the primary day-to-day contact for general account assets and collaborate with portfolio managers, operations, legal, and senior leadership to deliver exceptional client service.

This role blends relationship management, client service, and business development, with opportunities to advance into senior coverage or advisory positions as you grow

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