Overview
In this role, you will lead the Global Insurance and Institutional Asset Solutions team in EMEA, driving sales and strategic relationships with insurance and official institution clients. You will deliver tailored investment solutions across Franklin Templeton’s platform and partner with investment teams to meet complex client needs. The role combines deep client engagement with cross-functional collaboration in a global, inclusive culture. You will help shape client outcomes through ALM, RBC, and portfolio optimization insights while expanding key partnerships.
Responsibilities
- Develop and execute sales strategies for Insurance General Account and Official Institutions clients
- Build, manage, and expand strategic client relationships
- Deliver tailored investment solutions using Franklin Templeton’s full platform
- Advise clients on Asset Liability Management (ALM), Risk-Based Capital (RBC), benchmarking, and portfolio optimization
- Partner with investment and solutions teams to address client needs
- Maintain deep knowledge of client portfolios, regulations, and market developments
- Identify cross-selling opportunities and recommend appropriate solutions
- Oversee client communications, including reports, presentations, RFPs, and RFIs
- Deliver impactful client presentations and coordinate internal stakeholders
- Maintain frequent client engagement to strengthen long-term partnerships
- Travel extensively to support business growth and relationship management
Key requirements
- Extensive experience serving insurance clients within an investment management firm
- Proven success developing and executing sales strategies
- Strong track record of achieving or exceeding business objectives
- Bachelor’s degree in Finance or related discipline
- Master’s degree or CFA designation preferred
- Relevant experience may be considered in lieu of academic qualifications
- Excellent relationship management capabilities
- Strong presentation and communication skills
- Ability to influence and collaborate across teams
- Deep understanding of insurance investment management
- Expertise in insurance regulatory and accounting frameworks
- Ability to manage complex, multinational client relationships
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