Business Development, Client Relationship Manager – Insurance

Franklin Templeton

Client Relationship Manager driving business development and managing relationships for insurance clients at Franklin Templeton. Focused on bespoke investment strategies and client-centric solutions.

Posted 5/1/2026full-timeNew York City • California, New York • 🇺🇸 United StatesSeniorLead💰 $190,000 - $225,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

insurance salesclient strategyregulatory frameworksaccounting frameworks

Soft Skills

relationship managementpresentation skillsleadership

Certifications

CFA