Insurance Relationship Manager Analyst

MetLife Investment Management; New York (NY); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Bonus

Benefits

Job summary

PineBridge Investments, a MetLife Investment Management company, seeks an Analyst, Insurance Relationship Manager in Whippany, NJ. This client-facing role supports Insurance GCG, coordinating across Public Fixed Income, Private Fixed Income Real Estate, Alternatives and insurance asset management teams.

You will quarterback deliverables, maintain CRM records, and help with new business and cross-selling while building strong internal and external relationships. Hybrid work arrangement expected.

Qualifications

• 1-2 years investment management industry experience required.
• Client service experience servicing large institutional clients; will consider related experience.
• Experience with equity, fixed income strategies and alternatives strategies.
• Series 7 and 63 licenses would be an advantage.
• Strong written and oral communication, presentation skills.
• Proficient in Microsoft Word, Excel, PowerPoint.
• CRM database experience a plus.

Responsibilities

• Support lead relationship managers on insurance client relationships; high-touch clients with complex needs.
• Day-to-day contact to facilitate clients’ servicing needs; keep Senior Relationship Managers and Portfolio Managers informed.
• Coordinate servicing needs with internal constituencies; onboarding and reporting deliverables.
• Coordinate and participate in client and prospect meetings; act as a quarterback with internal teams.
• Develop strong relationships with internal stakeholders including investment teams and operations.
• Maintain accurate CRM records and support new business and cross-selling.
• Participate in team projects to enhance processes; work with Insurance Client Team on events as needed.

Skills

Client service

Relationship management

Communication skills

Microsoft Office

CRM experience

Analytical skills

Education

Series 7 and 63 licenses (advantage)

Tools

CRM software

Excel

PowerPoint

Job description

Analyst, Insurance Relationship Manager, Institutional Client Group – PineBridge Investments, A MetLife Investment Management company.

MetLife Investment Management (MIM) has successfully acquired PineBridge as of December 30, 2025. MetLife Investment Management and PineBridge Investments now have more to offer; broader reach, deeper insights and specialized capabilities – forming a top-tier global investment platform. Together, we have more than $700 billion in assets under management as of March 2026 and aim to deliver consistent risk‑adjusted returns. From multi‑asset, equities, and fixed income to private credit and real estate, we offer specialized capabilities backed by a broader global reach and regionally grounded insights tailored to investor needs. What sets us apart isn’t just the breadth of our platform and capabilities — it’s how we partner. Across both firms, we share a strong investment culture that prioritizes partnership, transparency and accountability. We believe that our clients benefit from direct access to decision‑makers and reinforced by a culture that views decisions through the client’s perspective. Join us and experience the excitement of working with the brightest minds in the industry, shaping the future of asset management.

The role will be based in Whippany, NJ with the expectation of a hybrid work model.

Institutional Client Group

The Global Client Group (GCG) is responsible for driving the firm’s strategy and business development efforts with institutional investors and consultants, globally. The Insurance team, part of MetLife Investment Management’s (MIM’s) Global Client Group, oversees $126 billion in assets under management across over 150 insurance clients invested across MIM’s platform in public and private assets, which represents 39% of MIM’s unaffiliated client AUM.

The Role

The Insurance Relationship Manager analyst will be a client facing role, working with Insurance GCG members, investment professionals across Public Fixed Income, Private Fixed Income Real Estate, Alternatives, and other key stakeholders such as MIM’s Insurance Asset Management team to provide proactive, focused client service to insurance clients. The Insurance Relationship Manager analyst will support senior relationship managers on client accounts, often quarterbacking client deliverables and initiatives internally and externally.

Key Relationships

Reports to: Senior Relationship Manager, Managing Director – Insurance

Direct reports/team: None

Key Stakeholders: Global Co‑Heads of Insurance, Insurance Relationship Managers, investment and functional support teams across MIM

Primary Responsibilities

• Support lead relationship managers on the management of insurance client relationships, which are high‑touch clients given the complexity of their business.
• Day‑to‑day contact to facilitate clients’ servicing needs; while ensuring Senior Relationship Managers, Portfolio Managers and other internal partners are briefed as required.
• The successful candidate may also serve as primary relationship management coverage for designated clients.
• Analyst will coordinate servicing needs with internal constituencies; including the coordination of account opening and delivering on reporting requirements.
• Coordinating and participating as appropriate in client and prospect meetings.
• Effective quarterbacking and delivering value – coordinate with investment teams, client service and other stakeholders to ensure clients’ needs are being met, requests are being addressed on a timely basis, and the team is thinking and acting proactively.
• Develop strong, effective, and collaborative relationships with key internal stakeholders including investment teams and operations.
• Maintain an accurate and current record of all activity in CRM.
• Support new business and cross selling with existing relationships.
• Participate in team projects to enhance internal procedures and processes in accordance with industry best practices.
• Work with broader Insurance Client Team, including Insurance Solutions and Business Development on projects and event management on an as‑needed basis.

Qualifications

• 1-2 years investment management industry experience required.
• Client service experience within the investment management industry with primary focus on servicing the needs of large institutional clients; will consider relevant experience in other areas.
• Experience with equity, fixed income strategies and alternatives strategies.
• Series 7 and 63 licenses would be an advantage.
• A proven ability to build and develop strong internal and external relationships.
• Highly motivated team player with excellent presentation, writing and oral communication skills.
• Creative, enthusiastic, self‑starter.
• Strong analytical and problem solving, coordination skills.
• Strong team player and active listening skills.
• Proficient in Microsoft Word, Excel, PowerPoint.
• Prior CRM database experience a plus.

About PineBridge

PineBridge is proud of our award‑winning culture, which reflects our commitment to empowering employees and fostering a collaborative work environment. For six consecutive years (2020-2025), PineBridge has been named a ‘Best Place to Work in Money Management’ by Pensions & Investments, a leading industry designation which recognizes the best employers in the asset management industry by evaluating employer benefits, policies, and responses to an employee survey. In 2023, PineBridge received Hong Kong Institute for HR Management Elite awards for ‘Best Workplace’ and ‘Learning & Development’ and in 2024 we received Merit awards for ‘Talent Acquisition’ and ‘Employee Benefits.’ Alongside this, in 2023 and 2024 PineBridge was recognized as a finalist at the 100 Women in Finance’s APAC Industry Diversity, Equity & Inclusion Award.

Our Benefits

• We offer a wide range of family friendly benefits including comprehensive healthcare, back‑up childcare program to support working parents and flexible work arrangements so you can be there for the people you care about.
• We also provide a competitive retirement plan and tuition reimbursement.
• Furthermore, we have a robust list of professional development opportunities with the goal of engaging, retaining, and developing our talent.

Our Values

We value our clients, investment excellence, collaboration with our distributed team members, empowerment, and independence as we honor our heritage and our roots.

Salary Range

• Salary Range: $80,000‑$90,000 annually + bonus + benefits
• The above represents the expected salary range for this job requisition.
• Ultimately, in determining your pay, we’ll consider your location, experience, and other job‑related factors.

Equal Opportunity Statement

PineBridge is proud to be an Equal Opportunity Employer committed to fostering an inclusive workplace, providing opportunities for all qualified persons and maintaining an environment free from all forms of harassment and discrimination for its employees. PineBridge is dedicated to recruiting, hiring, training and promoting into all job levels the most qualified applicants without regard to actual or perceived age, race, creed, color, religion, national origin, ancestry, height, weight, sex, gender (including gender identity), disability, pregnancy, marital status, domestic partner status, sexual orientation, AIDS/HIV status, military status, alienage or citizenship status, genetic information, domestic violence victim status or any other basis protected by applicable federal, state or local laws. At PineBridge, we strive to create an inclusive environment that attracts, retains, and develops the best global talent, leveraging the unique backgrounds, skills, and perspectives that all our people bring to work.