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About bfinance

bfinance is an award winning specialist consultant that provides differentiated data driven insights and modular end to end investment services to institutional investors around the globe. Founded in 1999, the London headquartered firm has conducted engagements for more than 600 clients in over 45 countries and has 12 offices globally. Services span manager search, strategy development & implementation, ongoing oversight, governance, and program management, empowering clients with the information they need for key decisions making. With fully customised processes tailored to each client, bfinance combines deep sector specific expertise from portfolio management, research, consultancy, and academia with a global perspective, providing clients with a leading partner for data, knowledge, and analysis in investment strategy and implementation. For a brief company history visit: https://www.bfinance.com/who-we-are/celebrating-25-years

Role Overview

bfinanceisseekinga commercially driven investment professional to contribute to the growth of its insurance segment across North America. Globally, insurance remains a strategically important segment, building on a 25-year history; as at end 2025, bfinance had conducted almost 300 assignments for 100+ insurers, of every variety, spanning 24 countries.

This role combines insurance sectorexpertisewith business development responsibilities, with a strong emphasis on originating, developing, and progressing client opportunities within the insurance market.

Working closely with the global insurance team led by Ravi Rastogi, and the CEO, David Vafai, the individual will play an active role in building pipeline, engaging prospective clients, and converting opportunities into revenue over time.

The role is designed to evolve into a full client coverage and revenue ownership position as the individualdemonstratescommercial success.

Success in this role will be measured by contribution to pipeline development, client engagement, and progression toward revenue generation within the insurance segment.

Key Responsibilities

Business Development & Client Engagement

• Drive origination efforts across the insurance segment, including pipeline development, meeting generation, and opportunity progression

• Contribute to the development of proposals, pitch materials, and client solutions

• Lead/Participatein client meetings with senior stakeholders (CIO, CFO, CRO, investment teams), developing credibility over time

• Representbfinanceat industry events anddrive/support relationship-building efforts across the insurance ecosystem

• Contribute directly to revenue generation by progressing opportunities through the sales cycle in partnership with North American Directors

Insurance Segment Development

• Maintain /Develop a strong understanding of the U.S. insurance investment landscape, including regulatory considerations (e.g., NAIC) and portfolio construction approaches

• Extendmarket intelligence across insurers, asset managers, and key industry participants

• Support the development of insurance-specific insights, thought leadership, and client-facing content

• Partner with global insurance leadership and research teams to translate technical capabilities into market-relevant positioning

• Help define target client segments andprioritizationstrategy within the U.S. insurance market

Platform Collaboration

• Coordinate closely with global research, advisory, and implementation teams to support client opportunities

• Ensure alignment between insurance segment priorities and broader North American commercial strategy

• Contribute to internal planning discussions related to segment development and growth

Candidate Profile

Experience

• Typically7+ years of experience ininsurance asset management origination roles.

• Background may include:(a) Insurance investment teamswithin an insurance company; (b) Asset management (insurance coverage or solutions/ salesroles); (c) Investment consulting or advisorywith a demonstrable growth element

• Familiarity with insurance asset allocation, governance, and regulatory frameworks (e.g., NAIC)

Skills & Attributes

• Demonstrated interest or experience in business development, client engagement, or revenue generation

• Strong interest inexpandingexpertisewithin the insurance segment

• Ability to communicate effectively with both technical and commercial stakeholders

• Collaborative approach, with the ability to work across teams and geographies

• Self-starter with a proactive and entrepreneurial mindset

Education

• Bachelors degreerequired; CFA or CAIA (or progress toward) preferred

Additional Information

• Willingness to travel across North America and internationally.

• Compensation will reflect the commercial nature of the role and include performance-based incentives.

bfinanceoperates in the United States through a registered broker-dealer and registered investment adviser structure. Individuals in this role maybe requiredto obtain andmaintainapplicable FINRA registrations and licenses, unless already appropriately licensed.

• Required licenses may include Series 7, Series 63/65/66, Series 82, or other registrations depending on role responsibilities.

• bfinancewill sponsor and support licensing whererequired.

• Continued employment is contingent uponmaintainingrequired registrations and compliance with regulatory standards.