Analyst, Insurance Relationship Manager, Institutional Client Group
-The role will be based in Whippany, NJ with the expectation of a hybrid work model.
Institutional Client Group:The Global Client Group (GCG) is responsible for driving the firm's strategy and business development efforts with institutional investors and consultants, globally. The Insurance team, part of MetLife Investment Management's (MIM's) Global Client Group, oversees $126 billion in assets under management across over 150 insurance clients invested across MIM's platform in public and private assets, which represents 39% of MIM's unaffiliated client AUM.
The Role:The Insurance Relationship Manager analyst will be a client facing role, working with Insurance GCG members, investment professionals across Public Fixed Income, Private Fixed Income Real Estate, Alternatives, and other key stakeholders such as MIM's Insurance Asset Management team to provide proactive, focused client service to insurance clients. The Insurance Relationship Manager analyst will support senior relationship managers on client accounts, often quarterbacking client deliverables and initiatives internally and externally.
Key Relationships:- Reports to: Senior Relationship Manager, Managing Director - Insurance
- Direct reports/team: None
- Key Stakeholders: Global Co-Heads of Insurance, Insurance Relationship Managers, investment and functional support teams across MIM
Primary Responsibilities:- Support lead relationship managers on the management of insurance client relationships, which are high-touch clients given the complexity of their business.
- Day-to-day contact to facilitate clients' servicing needs; while ensuring Senior Relationship Managers, Portfolio Managers and other internal partners are briefed as required.
- The successful candidate may also serve as primary relationship management coverage for designated clients.
- Analyst will coordinate servicing needs with internal constituencies; including the coordination of account opening and delivering on reporting requirements.
- Coordinating and participating as appropriate in client and prospect meetings.
- Effective quarterbacking and delivering value - coordinate with investment teams, client service and other stakeholders to ensure clients' needs are being met, requests are being addressed on a timely basis, and the team is thinking and acting proactively.
- Develop strong, effective, and collaborative relationships with key internal stakeholders including investment teams and operations
- Maintain an accurate and current record of all activity in CRM
- Support new business and cross selling with existing relationships
- Participate in team projects to enhance internal procedures and processes are in accordance with industry best practices.
- Work with broader Insurance Client Team, including Insurance Solutions and Business Development on projects and event management on an as-needed basis.
Qualifications:- 1-2 years investment management industry experience required. Client service experience within the investment management industry with primary focus on servicing the needs of large institutional clients; will consider relevant experience in other areas.
- Experience with equity, fixed income strategies and alternatives strategies.
- Series 7 and 63 licenses would be an advantage
- A proven ability to build and develop strong internal and external relationships
- Highly motivated team player with excellent presentation, writing and oral communication skills
- Creative, enthusiastic, self-starter
- Strong analytical and problem solving, coordination skills
- Strong team player and active listening skills
- Proficient in Microsoft Word, Excel, PowerPoint
- Prior CRM database experience a plus
Our benefits: We offer a wide range of family friendly benefits including comprehensive healthcare, back-up childcare program to support working parents and flexible work arrangements so you can be there for the people you care about. We also provide a competitive retirement plan and tuition reimbursement. Furthermore, we have a robust list of professional development opportunities with the goal of engaging, retaining, and developing our talent.
Our values: We value our clients, investment excellence, collaboration with our distributed team members, empowerment, and independence as we honor our heritage and our roots.
*Salary Range: $80,000-$90,000 annually + bonus + benefits
*The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
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