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VP / Client Advisor, Insurance

abglobal · Chicago

New
Hybrid Senior 250,000 - 300,000 USD/year 🇬🇧 English
Risk Based Capital (RBC) Portfolio management Credit analysis Risk management

Job description

About the role

AB is looking for a senior, client-facing Advisor with a proven track record in insurance general account sales to join its growing North American Insurance team. The team serves and retains existing general account clients and grows the business across the US, Canada and Bermuda. The Advisor partners with Insurance Business Development, Investment, Distribution and Operations/IT/Fiduciary Services teams to lead a team approach with insurers, building relationships with Chief Investment Officers, Chief Financial Officers and Chief Risk Officers.

Key responsibilities

  • Serve, grow and retain existing clients and develop new business with prospects
  • Support firm-wide initiatives such as knowledge sharing, global insurance strategy, new product development and talent development
  • Grow the general account client base in breadth, depth of services and existing client growth
  • Build strategic partnerships with large, complex insurance, reinsurance and private equity-backed companies
  • Lead and facilitate prospecting meetings, emphasizing quality over quantity
  • Help develop the general account territory strategy and prospecting and base management plans
  • Partner with AB's thought leaders on intellectual capital and new product development
  • Serve as a mentor and coach for DEI efforts and professional development programs

Required profile

  • 10+ years of successful insurance general account sales and client servicing experience; insurance portfolio management or fixed income portfolio management experience is especially valued
  • Bachelor's degree; MBA and/or CFA, FSA, CAIA, etc. preferred
  • FINRA Series 7 and 66 (or equivalent), which can be acquired after hiring
  • Willingness to travel as required

Required skills

  • Technical fluency in portfolio management, risk management or credit analysis
  • Familiarity with insurance needs such as Risk Based Capital (RBC) constraints, regulatory/NAIC frameworks and accounting/reporting requirements
  • Strong communication, synthesis and storytelling abilities

What we offer

  • Base salary range of $250k to $300k, with possible variation
  • Possible commissions, year-end incentive compensation and department-specific awards
  • Health insurance, wellness program, life and disability insurance, retirement savings plan, paid holidays and sick and vacation time
  • Hybrid work arrangement

Questions fréquentes

Le salaire proposé pour ce poste est de 250-300k USD par an. Le détail figure dans l'annonce.
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Source : ats:workday

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Published 2 days ago

Expires 1 month from now

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abglobal

Chicago