Relationship Manager - Insurance, North America

Role Overview
We are seeking a commercially driven investment professional to contribute to the growth of our insurance segment across North America. This role combines insurance sector expertise with business development responsibilities, focusing on originating, developing, and progressing client opportunities within the insurance market. Working closely with the global insurance team led by Ravi Rastogi and the CEO, David Vafai, the individual will build pipeline, engage prospective clients, and convert opportunities into revenue over time. The role is designed to evolve into a full client‑coverage and revenue‑ownership position as commercial success is demonstrated. Success will be measured by contribution to pipeline development, client engagement, and progression toward revenue generation within the insurance segment.

Key Responsibilities
Business Development & Client Engagement

Drive origination efforts across the insurance segment, including pipeline development, meeting generation, and opportunity progression.

Contribute to the development of proposals, pitch materials, and client solutions.

Lead or participate in client meetings with senior stakeholders (CIO, CFO, CRO, investment teams), developing credibility over time.

Represent the firm at industry events and support relationship‑building efforts across the insurance ecosystem.

Contribute directly to revenue generation by progressing opportunities through the sales cycle in partnership with North American Directors.

Insurance Segment Development

Maintain and develop a strong understanding of the U.S. insurance investment landscape, including regulatory considerations and portfolio construction approaches.

Extend market intelligence across insurers, asset managers, and key industry participants.

Support the development of insurance‑specific insights, thought leadership, and client‑facing content.

Partner with global insurance leadership and research teams to translate technical capabilities into market‑relevant positioning.

Help define target client segments and prioritization strategy within the U.S. insurance market.

Coordinate closely with global research, advisory, and implementation teams to support client opportunities.

Ensure alignment between insurance segment priorities and broader North American commercial strategy.

Contribute to internal planning discussions related to segment development and growth.

Candidate Profile
Experience

Typically 7+ years of experience in insurance asset management origination roles.

Background may include: (a) insurance investment teams within an insurance company; (b) asset management (insurance coverage or solutions/sales roles); (c) investment consulting or advisory with a demonstrable growth element.

Familiarity with insurance asset allocation, governance, and regulatory frameworks.

Skills & Attributes

Demonstrated interest or experience in business development, client engagement, or revenue generation.

Strong interest in expanding expertise within the insurance segment.

Ability to communicate effectively with both technical and commercial stakeholders.

Collaborative approach, with the ability to work across teams and geographies.

Self‑starter with a proactive and entrepreneurial mindset.

Education

Bachelor’s degree required; CFA or CAIA (or progress toward) preferred.

Additional Information

Willingness to travel across North America and internationally.

Compensation will reflect the commercial nature of the role and include performance‑based incentives.

bfinance operates in the United States through a registered broker‑dealer and registered investment adviser structure. Individuals in this role may be required to obtain and maintain applicable FINRA registrations and licenses, unless already appropriately licensed.

Required licenses may include Series 7, Series 63/65/66, Series 82, or other registrations depending on role responsibilities.

The firm will sponsor and support licensing where required.

Continued employment is contingent upon maintaining required registrations and compliance with regulatory standards.

#J-18808-Ljbffr