Head of Insurance General Account Solutions

Overview

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world!

Franklin Templeton Investment Solutions (FTIS) is a collaborative, multi-disciplinary group focused on delivering customised investment solutions across public and private markets. The team brings together asset allocation, portfolio construction, manager research, risk analytics, and implementation expertise to support institutional clients with complex objectives. FTIS works closely with specialist investment managers, distribution, product, legal, and client service teams to deliver outcome-oriented solutions for insurers and other institutional investors.

The Head of Insurance General Account Solutions - US is a senior leadership role responsible for shaping and delivering Franklin Templeton’s insurance solutions offering for US insurance clients, with a primary focus on General Account portfolios. The role combines strategic leadership, client engagement, and solution design, working closely with investment teams and internal stakeholders to address insurers’ evolving regulatory, accounting, capital, and asset and liability modelling/matching (ALM) requirements.

The role partners closely with the broader insurance leadership globally and contributes to the development of a coherent insurance ecosystem across regions. Success in this position requires strong technical insurance knowledge (statutory, US GAAP, and capital requirements), credibility with senior insurance executives, and the ability to work collaboratively across teams to translate complex requirements into actionable investment solutions.

Key Responsibilities

• Strategic Leadership

  • 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.

• Client Engagement & Business Development

  • 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.

• Insurance Solutions & Portfolio Design

  • Design and support insurance-specific cross-asset class 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.

• Regulatory, Accounting & Framework Expertise

  • Strong working…