Head of Insurance General Account Solutions – US jobs in United States
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Franklin Templeton · 4 hours ago

Head of Insurance General Account Solutions – US

Franklin Templeton is a dynamic firm that focuses on asset management, wealth management, and fintech. They are seeking a Head of Insurance General Account Solutions to shape and deliver insurance solutions for US clients, focusing on General Account portfolios while collaborating with various internal teams and stakeholders.

Financial ServicesHedge FundsProfessional ServicesWealth Management

Responsibilities

Contribute to the definition and execution of the US insurance solutions strategy, aligned with Franklin Templeton’s global insurance objectives
Work in close partnership with US leadership and international counterparts to ensure consistency of approach while reflecting local market needs
Act as a subject matter expert on US insurance investing, providing insight into balance-sheet construction, capital efficiency, and ALM considerations
Maintain awareness of global insurance trends and ensure US solutions benefit from international experience and best practices
Build and maintain strategic relationships with key decision-makers at US insurers, including CIOs, CFOs, CROs, and heads of ALM
Support business development efforts by articulating Franklin Templeton’s insurance capabilities and identifying opportunities across public and private markets
Lead or support client discussions focused on portfolio construction, capital optimisation, yield enhancement, liquidity management, and governance
Work with distribution teams to position Franklin Templeton as a long-term strategic partner, not solely a product provider
Design and support insurance-specific cross-asset classe investment solutions for General Account portfolios
Translate insurance constraints into practical portfolio design, considering capital charges, accounting treatment, liquidity, duration, and risk appetite
Collaborate with FTIS and internal investment and risk teams to develop analytical frameworks, modelling tools, and client materials appropriate for insurance decision-making
Contribute to the evolution of insurance capabilities over time, identifying gaps and working with internal teams to address them in a pragmatic and commercially sound manner
Strong working knowledge of US insurance and relevant offshore domicile frameworks, including NAIC/RBC, Bermuda, statutory accounting, US GAAP, and asset adequacy considerations
For US-headquartered insurers that operate internationally, or non-US insurers operating in the US, bring an informed perspective on global insurance frameworks, such as Solvency II, ICS, RBC and IFRS, and understand synergies with US practice
Support clients and internal teams by explaining regulatory and accounting implications in a clear, practical, and commercially relevant way
Operate as a team player, fostering strong collaboration across FTIS, investment teams, distribution, product, and client service teams
Contribute to a culture of openness, shared ownership, and constructive challenge
In time, support the development of a broader insurance solutions team, helping to align priorities and ensure consistent delivery
Represent the insurance segment internally and externally, including conferences, media engagements, and client events
Provide updates to senior leadership on business performance metrics, deployment pipeline, capacity usage, and strategic progress to executive leadership
Ensure compliance with internal policies, regulatory standards, and risk management practices in all client interactions and product offerings

Qualification

Insurance solutions expertiseUS insurance knowledgeAsset liability managementInvestment banking experienceRegulatory framework knowledgePortfolio constructionAnalytical skillsNegotiation skillsCollaboration skillsCommunication skills

Required

15+ years of experience in asset management, investment banking, or insurance, with a focus on insurance investments or insurance solutions
Proven track record of working with US insurance General Account portfolios and senior insurance stakeholders, leading US client coverage teams or business units within institutional asset management and/or insurance companies
Solid understanding of US and Bermuda insurance markets, regulatory and accounting frameworks. Knowledge of global regulatory frameworks
Strong commercial acumen, negotiation skills, and the ability to navigate complex institutional relationships
Experience across multiple asset classes, including fixed income, private credit, structured products, and multi-asset portfolios
Strong analytical skills combined with the ability to communicate complex concepts clearly to non-technical audiences
Proven ability to work effectively in cross-functional, collaborative environments
Bachelor's degree required

Preferred

Advanced degree (MBA, CFA, or actuarial credentials) preferred

Benefits

Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
Employee Stock Investment Program
Tuition Assistance Program
Purchase of company funds with no sales charge
Onsite fitness center and recreation center
Onsite cafeteria

Company

Franklin Templeton

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Franklin Templeton is a investment firm that offers mutual funds for individuals and institutions.

Funding

Current Stage
Late Stage

Leadership Team

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Jenny Johnson
President and CEO
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Jennifer Johnston
Senior Vice President and Director of Municipal Bond Research
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Company data provided by crunchbase