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Investment Sales Associate - Institutional Client Group

Date Posted: Sep 3, 2021

Location: Philadelphia, PA, US, 19103

Company: MetLife

Role Value Proposition: 

MetLife Investment Management (MIM) is one of the largest institutional investors and asset managers in the world, with over $651 billion in combined managed assets, and has consistently generated superior returns for both policyholders and shareholders. The enterprise has more than 900 dedicated professionals with extensive experience and expertise across public and private fixed income and private assets, including real estate.  Visit us at www.metlife.com/investments to learn more.

 

The Sales Associate will be a shared and dedicated resource to all sales team members in the Institutional Client Group helping identify direct marketing opportunities and obtaining fill-in meetings for scheduled business trips.  They will serve as an internal liaison for our relationships (clients, consultants, prospects) taking the day to day requests and ensuring they are routed appropriately. Identifies talent for the future – a stable of professionals who could fill needed roles as firm continues to grow its client base and improve marketing effort – potential development of distribution pieces based on consultant/client/prospect feedback.

 

Key Responsibilities:  

Support the sales and distribution team with day to day workflow:

  • Point person for understanding and coordinating meeting materials; generate target lists
  • Point of presence in office when sales team is traveling
  • Monitor and handle compliance issues (guidelines, trade errors, etc.)

Salesforce management:

  • Maintain and ensure accuracy of Salesforce for use by sales team
  • Handle meeting notes and upload into CRM and distribute to the team

Support the sales and distribution team with filling out trips

  • Leveraging Salesforce to put forward any current client, prospect, or consultant the sales team could visit
  • Leverage MMD to put forward any possible new relationships we could synthesize by area or plan type
  • Identify any under targeted consultants, plans and field branches

Assist with the planning and coordinating of quarterly reviews:

  • Assist with reaching out to clients/consultants to set-up the quarterly review call
  • Coordinating schedules between the sales team and investment team

Ad-Hoc requests:

  • Prepare ad-hoc requests from a client/consultant/prospect either with the investment team, operations, compliance or personally

Due diligence onsite:

  • Sit in to learn and coordinate which investment team member or operations/compliance/IT members will be needed; create agendas

 

Essential Business Experience and Technical Skills:

Required:

  • 2-3 years of relevant experience in the asset management industry
  • Proficient with MS Office (Excel & PowerPoint)
  • Proficient with CRM tools, ideally Salesforce

 

Preferred:

  • Bachelor’s degree in Economics, Finance or a related discipline
  • Series 7 & 63 licenses

 

Business Category

Investments

 

Number of Openings

1

 

#MIM

 

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:

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 www.metlife.com 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 accommodations@metlife.com 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 #: 118452

 


Nearest Major Market: Philadelphia