What are the responsibilities and job description for the MIM - Analyst - Institutional Sales position at MetLife?
Location(s)
- Posting Location: Whippany, New Jersey
- Posting Location: Philadelphia, Pennsylvania
City/Cities
Philadelphia, Whippany
Country
United States
Working Schedule
Full-Time
Work Arrangement
Hybrid
Travel Required
10%
Relocation Assistance Available
No
Posted Date
28-Jan-2025
Job ID
6138
Description and Requirements
Role Value Proposition:
Based in Whippany, New Jersey, MetLife Investment Management (MIM) is one of the largest institutional investors and asset managers in the world, with nearly $600.8 billion in combined managed assets, and has consistently generated superior returns for both policyholders and shareholders. The enterprise has more than 850 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 www.metlife.com/investments to learn more.
The Institutional Client Group (ICG) is responsible for driving the firm’s strategy and business development efforts with institutional investors and consultants, globally. Within ICG, the North America Institutional and Consultant Relations (NACR) team is tasked with developing new business opportunities and servicing existing relationships across North America while working in partnership with the Consultant Relations team to spread awareness of MIM’s investment capabilities with field consultants.
This role will directly support the firm’s goal of generating new business opportunities and actively promoting the firm’s platform across the pacific northwest territory of the United States of America. This role will involve direct engagement with the prospective clients, field consultants and current clients. Additionally, it is expected that this role will be the conduit for managing the day-to-day contact of all incoming requests within the defined territory and ensure that requests are answered accurately and in a timely manner.
Key Responsibilities:
- Generate sales target lists and develop successful strategies to promote MIM’s platform
- Coordinate meeting materials (i.e. agendas, pre-meeting briefs, marketing materials, etc.) are well-organized and vetted to key internal stakeholders, as applicable
- Serve as a point of contact in support of Sales Representatives for relationships in the pacific northwest
- Maintain and ensure thoroughness of activity/notes and follow-up requests to be catalogued in Salesforce
- Leverage Salesforce to identify current client, prospective client, or field consultant targets
- Utilize available resources (i.e. MarketLens, MMD, etc.) to assist with the generation of business opportunities
- Develop professional relationships with prospects and clients and lead quarterly investment review calls, as needed
- Coordinate schedules between NACR and MIM’s Investment teams
Essential Business Experience and Technical Skills:
Required:
- 3-5 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.
- Understanding of financial markets, as well as the role of consultants and institutional investors.
- Extensive knowledge of Microsoft Office (Word, Excel, PowerPoint).
- Self-starter with a drive to succeed, and the ability to work both independently and collaboratively
- Highly motivated team player with a collaborative mindset and strong interest in building a business in a complex and performance-oriented environment.
- Strong active listening skills
Preferred:
- Institutional asset management experience
- Fixed income, private asset, real estate knowledge base
- Team first mentality
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.
The salary range for applicants for this position is 90000 - 135000.
Benefits We Offer
Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!
Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the 2024 "World's Most Admired Companies", Fortune World’s 25 Best Workplaces™ for 2024, as well as the 2024 Fortune 100 Best Companies to Work For ®, 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 individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by empathy, we’re inspired to transform the next century in financial services. At MetLife, it’s #AllTogetherPossible. Join us!
Recognized on Fortune magazine's list of the 2024 "World's Most Admired Companies", Fortune World’s 25 Best Workplaces™ for 2024, as well as the 2024 Fortune 100 Best Companies to Work For ®, 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 individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by empathy, we’re inspired to transform the next century in financial services. At MetLife, it’s #AllTogetherPossible. Join us!
Equal Employment Opportunity/Disability/Veterans
If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.
MetLife maintains a drug-free workplace.
90000 - 135000
