Vice President, Insurance Client Coverage

Vice President, Insurance Client Coverage

About the Company

Manages a substantial and growing book of insurance capital.

Industry
Investment Management

Type
Privately Held

About the Role

The Company is seeking a Vice President for Insurance Client Coverage. The successful candidate will serve as a senior insurance specialist, deepening engagement with insurance clients both in the US and internationally. This role is pivotal in the areas of capital formation, client relationship management, and investor coverage. The VP will be responsible for a portfolio of insurance client relationships, engaging the firm's investment platform on their behalf, and contributing to the origination and structuring of new business. Additionally, the role involves coordinating on-boarding and ongoing servicing workflows, as well as supporting the growth of the insurance franchise through industry engagement and internal partnerships.

Applicants should have 5-10 years' of experience in financial services, with a significant focus on insurance clients. Established relationships with insurance investors across various lines, including life, annuity, health, and property and casualty, are highly valued. The role requires a professional with a deep understanding of insurance industry dynamics, including balance sheet management, capital and solvency frameworks, and regulatory environments. The ideal candidate will be fluent in investment strategies and have the ability to translate these into insurance-appropriate solutions. Strong communication, project management, and attention to detail are essential, as is the ability to operate independently across multiple work streams. A Bachelor's degree in a related field is required, with advanced credentials such as an MBA, CFA, or CAIA being favorable.

Functions

Sales/Revenue
Business Development
Account Management/Optimization