Vice President of Client Coverage, Business Development

Wilton Re Ltd.; Norwalk, Northern (CT, KY); Hybrid; USD 180,000 - 240,000; Full time

Benefits offered by this job

Hybrid Structure

Travel Required

Job summary

Wilton Re is seeking a Vice President, Client Coverage, to join its Business Development team in Norwalk, CT. This role reports to the Co-Head of Business Development and focuses on industry coverage and origination of new opportunities, collaborating with the Group CEO and US CEO on client meetings and market insights.

You will lead a coverage program across insurance companies, engage with C-suite executives, investors, bankers, and brokers, and develop materials for client dissemination.

Qualifications

• 7+ years in investment banking/M&A/reinsurance.
• Strong US life and annuity market knowledge.
• Experience managing a coverage program for life insurance.
• Ability to summarize market trends for executives.
• Network with Corporate Development and senior contacts is a plus.

Responsibilities

• Own Wilton Re’s coverage program across constituencies.
• Lead insurer executive discussions and with investors.
• Develop and manage materials for client dissemination.
• Attend conferences and client meetings.
• Collaborate with CEO's and BD team to expand relationships.

Skills

Investment banking

M&A

Reinsurance

C-suite discussions

Education

Bachelor's degree

MBA

CFA

Actuarial certifications

Job description

Vice President of Client Coverage, Business Development

Full Time

Norwalk, CT

About the Company:

Wilton Re is an industry leader in the life (re)insurance space, specializing in the acquisition of in-force life insurance and annuity (as well as long termcare) blocks through reinsurance and run-off entities. We are highly experienced industry specialists focused on risk management, capital efficiency and operational needs of our clients’ businesses, with a specialty in the long-term run-off of legacy insurance liabilities on our administrative platform. Wilton Re has the resources and expertise to pursue and successfully manage materially complex life and annuity transactions in the market.

Position Summary:

Wilton Re is seeking an individual to join its Business Development team as Vice President, reporting to the Co-Head of Business Development. This role will serve as an integrated member of our Business Development team with primary responsibility for industry coverage and the origination of new opportunities (the “VP of Client Coverage”). This person will also work very closely with Wilton Re’s Group CEO and US CEO on industry facing and public facing meetings. The VP of Client Coverage will be both a strategic thinker and a practical hands‑on executor—able to advise on market trends, individual company strategies, competition and the makeup of transactions at a high level while also rolling up their sleeves and engaging directly in detailed analysis, as needed.

Key Responsibilities:

• Own Wilton Re’s coverage program across constituencies, with heavy emphasis on insurance companies
• Insurance company executive/ C‑Suite discussions
• Investors in insurance/ reinsurance companies
• Certain partners
• Bankers
• Brokers
• Certain consultants
• Maintain the coverage universe: All potential counterparties in the US life and annuity industry
• Thoughtful prioritization/ tiering supported by underlying analysis based on company situation, current relationship, and Wilton Re opportunity set
• Near term and longer term targeting
• Actively maintained, with more formal quarterly updates
• Targeting list (quarter and 12‑month outlook) actively managed, with appropriate coverage responsibilities among the CEO’s and BD team members. Note: The CEOs and senior business development team will have specific client coverage responsibilities. The Vice President of Client Coverage will work closely and collaboratively with the other team members in targeting, planning, meeting, expanding relationships and pushing forward ideas for transactions, while ensuring planned actions are achieved.
• Quarterly actuals vs targeting reported to the board
• Advise on approach; arrange meetings, dinners, entertainment
• Develop and manage Wilton Re materials for client dissemination
• Company overviews
• Client Specific opportunity/ solution sets (e.g. administrative reinsurance)
• Specific idea generation for clients
• “In the room” leadership for most client meetings
• Active development/ stewardship of relationships with Corporate Development teams and C‑Suite
• Primary interface with bankers
• Attend important conferences, hold client meetings and events
• Key support for, and participation in, targeted discussions with key partners, life insurance investors and competitors
• Quarterly market commentary for Board of Directors meeting; attendance at key meetings
• Primary author of annual Business Development plan, working collaboratively with Co-Head of Business Development, CEO’s and others.
• Support for R&D/ new markets, as needed
• Management of transactions, where needed

Basic Qualifications:

• Minimum 7 years of relevant investment banking/ M&A/ Reinsurance experience, preferably at a top investment bank and/or reinsurance or insurance company
• Strong experience with insurance/reinsurance transactions and/or M&A
• Excellent knowledge of the US life and annuity industry, and reinsurance market including developing c‑suite level overviews of the market and underlying trends
• Strong experience with managing a coverage program in the life insurance industry
• Beneficial if the individual has an established network of Corporate Development and other senior contacts in the industry
• Familiarity with life insurance products and regulatory frameworks
• Proven ability to manage independently
• Excellent communication and presentation skills, with ability to summarize complex details depending on audience
• Strong business acumen and ability to provide practical, risk‑based advice
• Ability to manage multiple priorities in a dynamic environment

Required Education / Certifications:

Undergrad; MBA, CFA, Actuarial certifications helpful but not necessary

Pay/Location:

Norwalk, CT

Hybrid Structure

Travel Required

Base salary/hourly rate range for this position in Connecticut is between$180,000 and $240,000. Please note that specific compensation decisions are based upon a variety of job‑related factors as permitted by law, including geographic location, credentials, skills, education, training and experience.

Wilton Re strives to attract, develop, and retain a diverse workforce. We are committed to providing an inclusive and accessible work environment where all associates feel valued, respected, and supported. Our commitment to inclusivity is reflected in the safeguards, policies and commitments we have in place to remove barriers and provide equal opportunities to prospective and current associates, without discrimination. A Human Resources representative is available to consult with applicants who require accommodation in the application or recruitment process. Any information shared by the applicant about an accommodation will be treated as confidential.