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Insurance Relationship Manager - Institutional Client Group

Date Posted: Jan 5, 2022

Location: Whippany, NJ, US, 7981

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.  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 to learn more.


The Institutional Client Group (ICG) is responsible for driving the firm’s strategy, business development and ongoing client management with institutional investors globally.  The Insurance Relationship Manager (IRM) will work in close partnership with the Insurance ICG team members, investment professionals and other key stakeholders to ensure we are delivering the highest service level to our insurance clients. The IRM will partner with Insurance ICG salesperson to support all facets of client relationship management and cross-sales.


Key Responsibilities:  

  • Primary client contact for insurance clients for ongoing investment related activities, including ad hoc questions and access to broader platform.
  • Coordination of, and active participant in client meetings, including portfolio reviews, Investment Committee meetings, and Strategic Client Annual Reviews (scheduling, attending, notes, follow ups).
  • Support of senior salesperson in cross-sale opportunities (new products/upsizes).
  • Complete fund subs/redemption docs and coordinate with CSG to get processed internally.
  • Act as primary ICG liaison in onboarding process; organize annual client training.
  • Coordinate with investment teams, client service and other stakeholders to ensure the client’s needs are being met, requests are being addressed on a timely basis, and the team is thinking and acting proactively.
  • Maintain client information including Salesforce data, relationship plans, client briefing notes (as needed).
  • Work with PMs to coordinate legal documentation amendments for SMAs, i.e. upsizes, guideline changes, IMA updates.
  • Coordinate with CSG and act as an escalation point for operational issues i.e., front end/portal, billing, ad hoc questions, compliance issues, etc.


Essential Business Experience and Technical Skills:


  • 5+ years of related experience in asset management and with institutional clients.
  • Series 7 & 63 licenses required within six months of service at MIM.
  • Excellent written and oral communication skills.
  • Highly motivated team player with a collaborative mindset and strong interest in building a business in a complex and performance-oriented environment.
  • Understanding of MIM products and services, as well as the role of consultants and institutional investors.
  • Extensive knowledge of Microsoft Office (Word, Excel, PowerPoint).



  • Bachelor’s degree.
  • Insurance asset management experience.
  • Fixed income, private asset, real estate knowledge base.


Business Category




Up to 20% domestic


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.



We want to make it simple for all interested and qualified candidates to apply for employment opportunities with MetLife.  For further information about how to request a reasonable accommodation, please click on the Disability Accommodations link below.



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 #: 121824