Business Development, Client Relationship Manager – Insurance

🕒 May 1

🏢🏡 New York City – Hybrid

💵 $190k - $225k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

🦅 H1B Visa Sponsor

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Franklin Templeton

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1947

💸 Finance

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

Franklin Templeton is a global investment management organization that focuses on delivering innovative solutions to meet the investment needs of clients. With a long history of fund management, Franklin Templeton offers a range of investment strategies that emphasize various asset classes and regions. The company is dedicated to ensuring clients' privacy and providing personalized experiences through its online platforms.

📋 Description

• Drive business development and manage client relationships • Develop and execute sales strategy for Insurance General Account clients • Manage and grow relationships with complex insurance clients • Maintain detailed knowledge of customized portfolios and client needs • Create and deliver presentations to clients • Meet with clients frequently to build relationships • Conduct extensive travel to maintain strong client relationships

🎯 Requirements

• Minimum of 10 years of experience servicing insurance clients with an investment firm • Deep understanding of the unique characteristics of the insurance industry • Proven leadership experience in insurance sales and client strategy • Expert knowledge of regulatory and accounting frameworks • Strong relationship management and presentation skills • Ability to manage complex clients and coordinate across functional areas • Undergraduate degree in Finance or related field • Master’s Degree or CFA is a plus • Experience may offset academic requirements

🏖️ Benefits

• Annual discretionary bonus • 401(k) plan with a generous match • Comprehensive healthcare options • Disability benefits • Employee stock investment program • Learning resources • Career development programs • Tuition reimbursement • Paid time off (vacation, holidays, sick leave, parental leave) • Wellbeing program