Business Development & Client Relationship Manager, Insurance GA

At Franklin Templeton we believe success is built through powerful partnerships. As a forward thinking asset manager we build dynamic relationships with clients understand their goals and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented global teams bring expertise that is both broad and unique.

From our welcoming inclusive and supportive culture to our globally diverse business we offer opportunities not only to help you reach your potential but also to contribute to our clients success.

At Franklin Templeton were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management wealth management and fintech offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise thats both broad and unique. From our welcoming inclusive and flexible culture to our global and diverse business we provide opportunities to help you reach your potential while helping our clients reach theirs.

The Global Insurance General Account team at Franklin Templeton is responsible for business development client engagement and strategic relationship management activities across the Insurance Industry. Currently Franklin Templeton manages $64 billion in General Account assets across multiple asset classes and investment strategies on our platform. Growing our Insurance GA assets has become a priority for our firm and we are embracing a One FT approach which brings together all of our investor capabilities to create compelling solutions for insurance firms.

As Client Relationship Manager covering Insurance GA you will drive business development and manage client relationships by developing and executing the sales strategy for the Global Insurance & Institutional Asset Solutions team. This role reports to the Head of Global Insurance and Institutional Asset Solutions and may be based in New York NY or Pasadena CA.

What are the ongoing responsibilities

• Demonstrate expertise in the life health property & casualty and reinsurance sectors in areas including but not limited to ALM customized benchmarking RBC book yield optimization and statutory filings.

• Develop and execute the sales strategy for Insurance General Account (GA) clients with full accountability for business development and ongoing client relationships.

• Manage and grow relationships with complex insurance clients delivering highly customized investment strategies tailored to insurers and banks utilizing the full platform of Franklin Templeton.

• Champion a client-centric approach to solution creation emphasizing the bespoke nature of insurance mandates and the diversity of Franklin Templetons solutions across the platform.

• Partner closely with investment and solutions teams to meet insurance client needs.

• Maintain detailed knowledge of the customized portfolios for each client their regulatory regime(s) investment process philosophy and performance as well as keep current on investment strategies market conditions and key occurrences in the global marketplace in particular in the global insurance industry.

• Identify and assess cross sale opportunities and determine appropriate investment solutions.

• Embrace a client-centric approach to solution creation incorporating the highly-customized nature of insurance company mandates.

• Review and coordinate all client communications (reports presentations RFPs RFIs questionnaires ad hoc requests etc.).

• Create develop and deliver presentations to clients coordinating the involvement of other relevant internal constituencies as needed.

• Meet with clients frequently in order to gain knowledge visibility and momentum in building a value-added relationship consistent with the Firms premise that success covering the insurance industry requires a high-touch approach.

• Extensive travel is required to maintain strong client relationships and drive business growth.

What ideal qualifications would help someone to be successful

• Deep understanding of the unique characteristics of the insurance industry and how that impacts insurance investment management.

• Proven leadership experience in insurance sales and client strategy with a track record of driving growth and deepening client relationships.

• Expert knowledge of regulatory and accounting frameworks that impact the investment management decision-making process of companies in the insurance industry.

• An articulated sales process with a track record of identifiable results that met or exceeded goals.

• Strong relationship management and presentation skills.

• Ability to manage complex clients often multinational and coordinate across functional areas of the firm and global offices.

• A minimum of 10 years of experience servicing insurance clients with an investment firm with direct involvement in sales strategy and execution.

• Strong work ethic with the ability to thrive in a collaborative environment and the ability to lead cross-functional initiatives.

• Undergraduate degree in Finance or related field. Masters Degree / CFA a plus. Experience may offset academic requirements.

Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetary designed to supporttheir well-being and recognize their time talents and with base compensation employees are eligible for an annual discretionary bonus a401(k) plan with a generous match and recognition rewards. We also offer a comprehensive benefits package which includes a range of competitive healthcare optionsinsurance and disability benefits employee stock investment program learning resources career development programs reimbursement forcertain educationexpenses paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. For U.S. candidates we expect the base salary for this position to range between $190000 - $225000 depending on level of relevant experience plus discretionary bonus.

At Franklin Templeton we believe your benefits should support your life your goals and your future. Thats why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.

- Paid Time Off: Three weeks of PTO in your first year

- Health Coverage: Competitive medical dental and vision insurance to support your well-being

- Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions up to IRS limits

- Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities

- Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement

- Employee Investment Benefits: Opportunity to purchase company funds with no sales charge

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees and we evaluate qualified applicants without regard to ancestry age color disability genetic information gender gender identity or gender expression marital status medical condition military or veteran status national origin race religion sex sexual orientation and any other basis protected by federal state or local law ordinance or regulation.