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Separate Accounts Reporting Consultant

Date Posted: Sep 19, 2021

Location: Bridgewater, NJ, US, 8807

Company: MetLife



The Retirement & Income Solutions (“RIS”) business is part of MetLife’s U.S. Business.  RIS delivers business-to-business retirement and benefit funding solutions in specialized financial and insurance markets. 

RIS is a leading provider of stable value products, structured settlements, annuities for employer sponsored plans and life insurance funding products (corporate-owned/bank-owned life insurance). As part of the RIS Life Products organization, this role works closely with the pricing/actuarial team, sales, client services and legal teams to provide separate account reporting to new and existing customers.


Role Value Proposition: 

This role is primarily responsible for the management and distribution of separate account reporting for the various investment options available within RIS’ corporate-owned and bank-owned life insurance products.    


Key Responsibilities:

  • Consults with client servicing team to understand client separate account reporting needs.
  • Tracks separate account reporting deliverables and ensures reporting is delivered timely and accurately.
  • Manages a reporting infrastructure that supports regulatory reporting requirements.
  • Acts as liaison with investment managers & subadvisors for separate account reporting.
  • Posts separate account-related materials and updates content to the website.
  • Facilitates quarterly investment manager webinars.
  • Tracks monthly guideline compliance and quarterly 817(h) diversification compliance
  • Monitors group mailbox for separate account reporting.
  • Assists with separate account related inquiries.
  • Develops detailed process plans, metrics and status reports.
  • Works collaboratively to streamline processes and controls.
  • Assists with project work.
  • Performs other related duties as assigned or required.


Essential Business Experience and Technical Skills:


  • 1-3+ years experience in investments, life insurance, financial services, or other related field
  • Detail-oriented, organized, hands on, results driven personality with an excellent work ethic
  • Excellent verbal and written communication skills
  • Proven ability to work cross functionally to achieve goals
  • Ability to work on multiple projects and meet deadlines
  • Advanced Microsoft Office skills, particularly Excel (VLOOKUP, pivot tables, advanced formulae, etc…)



  • Bachelor’s Degree strongly preferred; Advanced degree a plus
  • Exposure to and understanding of investments space in a professional or personal context
  • Appetite and ability to secure Series 6 license (with team support) after acclimating to role
  • Self-motivated to proactively learn about the business and develop relevant skills/knowledge base


Business Category

Retirement & Income Solutions


Number of Openings




At MetLife, we’re leading the global transformation of an industry we’ve long defined. United in purpose, diverse in perspective, we’re dedicated to making a difference in the lives of our customers.



MetLife, through its subsidiaries and affiliates, is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help its individual and institutional customers navigate their changing world. Founded in 1868, MetLife has operations in more than 40 countries and holds leading market positions in the United States, Japan, Latin America, Asia, Europe and the Middle East.


We are one of the largest institutional investors in the U.S. with $642.4 billion of total assets under management as of March 31, 2021. We are ranked #46 on the Fortune 500 list for 2021. In 2020, we were named to the Dow Jones Sustainability Index (DJSI) for the fifth year in a row. DJSI is a global index to track the leading sustainability-driven companies. We are proud to have been named to Fortune magazine's 2021 list of the "World's Most Admired Companies." 


MetLife is committed to building a purpose-driven and inclusive culture that energizes our people. Our employees work every day to help build a more confident future for people around the world.  Visit us at to learn more about our brand, history, and values. 


We want to make it simple for all interested and qualified candidates to apply for employment opportunities with MetLife.  If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to or call our Employee Relations Department at 1-877-843-3711.


MetLife is a proud Equal Employment Opportunity and Affirmative Action employer dedicated to attracting, retaining, and developing a diverse and inclusive workforce. All qualified applicants will receive consideration for employment at MetLife without regards to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.


MetLife maintains a drug-free workplace.


Requisition #: 118766