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MetLife Client Services Consultant in Whippany, New Jersey

Job Location: United States : New Jersey : Whippany

Role Value Proposition:

MetLife Investment Management (MIM), is a leading global asset manager specializing in public fixed income, private debt and real estate investment solutions for institutional investors world-wide . We are currently seeking a highly motivated professional to join its growing team in a role that will focus primarily on RFP Project Management and Institutional Consultant Databases. RFPs and institutional databases are a critical component in successfully developing new business for MIM’s platform. The position is responsible for drafting and/or coordinating responses to Requests for Proposal (RFPs), Due Diligence Questionnaires (DDQs), consultant questionnaires and databases. This role requires the ability to effectively collaborate with key stakeholders and subject matter experts to create consistent and competitive responses that meets prospective client and consultant relationship demands. The position is also responsible for managing the proposal database (Qvidian). A broad knowledge and understanding of investment management, including trading, operations, investment instruments, management reporting and related data needs is essential for this position.

Key Responsibilities:

  • Serves as project manager for entire RFP process, which includes drafting responses, collaborating with key stakeholders across multiple departments and ensuring Legal/Compliance approval/sign-off

  • Partners with the Institutional Client Group team in identifying and qualifying potential RFP opportunities

  • Responds to all ad-hoc inquiries from both prospects and consultants which can include RFIs (Requests for Information), data requests and operational due diligence questionnaires

  • Manages the firm’s standard answer database (Qvidian)

  • Populates all MIM strategies on a quarterly basis to key consultant databases, including but not limited to eVestment, Wilshire Associates, Callan Associates, Mercer Consulting, Cambridge Associates, Morningstar, Informais, etc.

  • Ability to assist in preparing various forms of distribution materials, including formal pitchbook presentations and product factsheets

  • Product Knowledge: Stay abreast of new product developments in terms of structure, staffing, performance and competitive strengths.

  • Branding: Understand and uphold high editorial standards to express MIM’s voice with authority and consistency with the firm’s brand.

Essential Business Experience and Technical Skills:


  • Prior experience drafting RFPs for private fixed income, real estate debt and real estate equity asset classes. In addition, prior experience drafting RFPs for public fixed income is preferred

  • Proficient with all Microsoft Office applications

  • Prior experience working within institutional consultant databases and responding to tight deadlines

  • Excellent organizational, interpersonal, and communication skills, both written and verbal


  • Ability to work autonomously; effectively handle multiple tasks, prioritize deadlines appropriately

  • BS/BA degree

  • Experience with Qvidian and eVestment Analytics

  • 3 plus years of relevant experience

  • Prior knowledge with Vermilion



Business Category


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 is a proud equal opportunity/affirmative action employer committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. It is MetLife's policy to ensure equal employment opportunity without discrimination or harassment based on 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.

For immediate consideration, click the Apply Now button. You will be directed to complete an on-line profile. Upon completion, you will receive an automated confirmation email verifying you have successfully applied to the job.

Requisition #: 110322