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Director, Institutional Sales, Southeast, MetLife Investment Management

Date Posted: Oct 6, 2021

Location: Tampa, FL, US, 33647 Austin, TX, US, 78701 Miami, FL, US, 33156 Dallas, TX, US, 75240 Atlanta, GA, US, 30328 Houston, TX, US, 77042 Jacksonville, FL, US, 32216

Company: MetLife


Job Location: Southeastern US (Florida to Texas)



Based in Whippany, New Jersey, MetLife Investment Management (MIM) is one of the largest institutional investors and asset managers in the world. With $642.4 billion of total assets under management as of March 31, 2021, MIM has consistently generated strong returns for both policyholders and shareholders. The enterprise has more than 900 dedicated professionals with extensive experience and expertise in all asset classes, with a strength in public and private fixed income and private assets, including real estate.  Visit us at to learn more.


MIM’s Institutional Client Group (ICG) is responsible for driving the firm’s strategy and business development efforts with institutional investors, globally.


The Role:

Reporting directly to the MD and Head of North America Institutional Distribution within ICG, the Director, Institutional Sales, will be responsible for expanding our client base in the Southeast territory, including prospecting and developing relationships with new clients as well as managing relationships for existing clients to maximize cross-sales, ensure retention, and provide a consistent first class client experience. He or she must be an experienced salesperson with the proven ability to develop consultative relationships with clients to best position MetLife as a value-add solutions provider.  The successful candidate will also be a true team player who thrives in a collaborative global environment and is motivated to help drive strategic initiatives to build MIM’s overall business.  


Key Responsibilities:

  • Develop and grow new relationships with institutional prospects within the Southeast territory to include Public, Corporate, E&F, Taft Hartley, and Hospital & Healthcare entities
  • Act as primary senior relationship manager for the Southeast Institutional marketplace, marshalling MetLife resources to deliver differentiated solutions and best-in-class client experience
  • Develop and maintain a deep understanding of MIM products and services across diverse asset classes
  • Contribute to idea generation and development of new products to help grow the insurance business
  • Execute the MIM sales process systematically, with emphasis on teamwork, transparency, and accountability, using appropriate tools, e.g. and other mediums
  • Coordinate cross-functionally within MetLife to facilitate a collaborative approach to winning and supporting mandates
  • Seek to continuously improve ICG and the service and products we bring to the market
  • Leverage and contribute to the development of our sales support and client service capabilities; coordinate with the RFP and Client Service teams to produce timely and thoughtful responses to Requests for Information, Requests for Proposals, Due Diligence Questionnaires and other ad hoc questions from potential and existing clients
  • Recommend innovative marketing tools and strategies to further grow the business and experience of MIM clients


Key Relationships:

Reports to:  Managing Director, Head of North America Institutional Distribution , Institutional Client Group

Key Stakeholders:  Portfolio managers, product specialists, Research, Operations, Legal and Compliance, Marketing; externally, institutional clients


Candidate Qualifications:

Essential Business Experience and Technical Skills:

  • 7+ years of institutional asset management experience, ideally including 5+ years specifically focused on Institutional
  • Deep understanding of the institutional investment landscape, including clients, drivers, competitors, sales process, and tools, and the proven ability to develop  and sustain relationships with investors and consultants
  • Demonstrated success attracting, retaining, and growing AUM
  • Expertise in investments products and solutions, preferably public and private fixed income and real estate
  • Strong team player skills; excellent communication with the broader sales and consultant relations team and the ability to build trusted  relationships with senior investment professionals internally and externally
  • Understanding of service & operational aspects of institutional sales; proven ability to partner internally to ensure excellent client management
  • Organizational intelligence and ability to navigate a large, matrixed, global organization
  • Self-starter with the ability to work both independently and collaboratively and the drive to build and develop a business in a complex, performance oriented environment
  • Willingness to embrace new ideas and contribute to a culture of experimentation to achieve and exceed goals
  • Excellent written,  oral, and presentation skills
  • FINRA Series 7 and Series 63 license required


MetLife Success Principles  

  • Experiment with Confidence – Courageously learn and test new ideas without fear of failure
  • Act with Urgency – Demonstrate speed to action with agility and determination 
  • Seek Diverse Perspectives – Source ideas and feedback to expand thinking and make informed decisions
  • Seize Opportunity – Drive responsible growth and identify areas for continuous improvement
  • Champion Inclusion – Foster an environment where everyone is valued, heard, and can speak up
  • Create Alignment – Partner with others across the organization with candor and transparency
  • Take Responsibility – Be accountable and act in pursuit of the right outcomes
  • Enable Solutions – Anticipate and address obstacles while managing risk
  • Deliver What Matters – Execute meaningful priorities and follow through on commitments



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 US 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. 



Nearest Major Market: Tampa