VP/Client Advisor, Insurance

CFA Institute; Chicago (IL); On-site; USD 250,000 - 300,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Life and disability insurance

Retirement savings plan

Paid holidays and vacation

Job summary

AB seeks a senior external-facing Advisor to manage and grow Insurance General Account relationships in North America. You will partner across Insurance, Investment, Distribution, and Operations teams to drive value with CIOs, CFOs and CROs, ensuring client retention and new business development.

The role emphasizes trust-building, collaboration, and leadership in a diverse, high-performance culture. Travel to meet clients is anticipated in this senior client-facing position.

Qualifications

• 10+ years of insurance GA sales and client servicing experience.
• Bachelor's degree; MBA and/or CFA, FSA, CAIA preferred.
• FINRA Series 7 and 66 (or equivalent; can be acquired post hire).
• Lifelong learning and coaching mindset.
• Ability to build trust through credibility and client focus.
• Bias toward action, execution, and accountability.
• Concise and clear communication, written and spoken.
• Technical fluency in portfolio management, risk management or credit analysis; RBC/NAIC familiarity.
• Willingness to travel as required.

Responsibilities

• Servicing, growth, and retention of existing GA clients.
• Develop new business with prospects.
• Support firm-wide initiatives like Global Client Group development.
• Contribute to insurance strategy, product development, talent development.
• Lead prospecting meetings with high-quality engagements.
• Collaborate with thought leaders to build intellectual capital.
• Mentor and coach for DEI and professional development programs.
• Collaborate across internal teams (Investment, Operations, Fiduciary Services).

Skills

Insurance GA sales

Client servicing

Strategic partnerships

Executive communication

Mentoring & coaching

Education

Bachelor's degree

MBA

CFA

FSA

CAIA

Job description

Who You'll Work With:

We are looking for a senior client facing Advisor with a successful track record in insurance General Account sales to join AB's growing North American Insurance team. Along with managing our broad insurance business, the team is responsible for serving and retaining our current General Account clients and to growing our business in North America (US, Canada and Bermuda). The candidate will partner across AB with our Insurance Business Development, Investment (Fixed Income, Private/Public Alternatives, Equities, Multi-Asset), Distribution (Subadvisory, Institutional, etc.) and Operations/IT/Fiduciary Services teams to quarterback a team approach for a select group of Insurers as we build relationships, deepen trust, and develop new business with Chief Investment Officers, Chief Financial Officers, Chief Risk Officers, and their staffs.

Our team builds trust daily and we value ("our DNA"):

• Clients First
• Partnership (collaborative, continuous feedback, supportive of each other)
• Grit (perseverance and passion for long-term goals) and Execution Orientation
• Clear/Concise/Compelling Communications
• Intellectually Curiosity

What You'll Do:

As a senior external-facing member of our North American Insurance team, critical responsibilities include the servicing, growth, and retention of existing clients and the development of new business with prospects. The Advisor will also support other firm-wide initiatives such as the broader Global Client Group's development and knowledge sharing, global insurance strategy development, new product development, talent development (especially for our future advisors).

To support AB's growth goals in the Insurance General Account (GA) space, success in the Advisor role will be tied to:

• Growth in AB's GA client base - breadth/number of clients, depth of services for each client, growth of existing clients.
• Leveraging experience to help build AB's brand as a leader in the Insurance GA management space
• Development of strategic partnerships with large, complex Insurance, Reinsurance and PE backed companies
• Building Trust with internal AB clients globally, especially with investment, insurance operations, and business development
• Proactive time management and focus on highest probability of success and value -added activities
• Helping to develop the GA base/territory strategy and then proactively creating a prospecting and base management plan including strategic overviews of key relationships
• Lead/Facilitate mutually agreed upon number of prospecting meetings (emphasizing quality over quantity)
• Partnering with AB thought leaders and experts to develop intellectual capital and new product development within our insurance, investment services, or broader firm focus areas
• Quickly becoming a valued partner who supports colleagues, values professional development and lifelong learning. Serves as a mentor and coach for AB's Diversity, Equity and Inclusion (DEI) efforts and professional development programs.

What We're Looking For:

The ideal candidate should have:

• 10+ years of successful insurance related GA sales and client servicing experience. Additional experience in insurance portfolio management or fixed income portfolio management would be especially valued.
• Bachelor's degree. MBA and/or CFA, FSA, CAIA, etc. is preferred.
• FINRA Series 7 and 66 (or equivalent; can be acquired post hire).
• Passion for lifelong learning and coaching.
• Courage to demonstrate unquestioned integrity and support for AB and personal values. Thrives in a culture of candor, admits when they don't have the answer, and seeks new perspectives. Values collaboration across all levels.
• Ability to build trust through credibility, reliability, intimacy, and a focus on our clients
• Bias towards action and execution with willingness to take calculated risks, ask questions, and remain accountable for results
• Concise and intuitive in both written and spoken language. Adept at synthesis to tell a story and arrive at a compelling conclusion
• Technical experience/fluency in portfolio management, risk management, or credit analysis. Familiarity with insurance specific needs such as Risk Based Capital (RBC) constraints, regulatory/NAIC frameworks, accounting/reporting requirements required
• Willingness to travel as required to meet internal and external client needs

About AB

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!

AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.

In accordance with applicable law, the minimum and maximum base annual salary for this role is as follows: Base Salary Range: $250k to $300k

Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation at AB, which may include, depending on eligibility, commissions, year-end incentive compensation, short- and long-term incentives and Department-specific awards.

In addition, AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off.

Chicago, ILNew York, New York