Executive Vice President and Head of Global Customer Service and Operations
Merrilee Matchett is the head of Global Customer Service & Operations and is a member of the Strategic Advisory Group. In this role, she directs a team of more than 10,000 people responsible for managing the operations and servicing teams that support and enable the U.S. Group Benefits, Retirement & Income Solutions, MetLife Holdings, and Asia, EMEA, and LATAM businesses across more than 40 global markets.
Matchett joined MetLife in 2021 from Bank of America, where she was responsible for fulfillment and operations for global wealth management, private banking, and institutional and personal retirement businesses supporting more than $3 trillion in client balances. She also was the Chairperson of Financial Data Services, LLC, a wholly owned legal entity of Bank of America, responsible for the end-to-end operational support of domestic and offshore mutual funds.
Previously, Matchett was the head of Asia servicing and operations for Bank of America’s wholesale banking business, based in Singapore. She also served as the treasury payment operations executive for Europe, the Middle East, and Africa based in London. Prior to joining Bank of America, she spent six years at Westpac Banking Corporation in Australia, leading their Global Operations.
Matchett has been an advocate for diversity and women in financial services throughout her 30-year career and has been recognized with numerous market awards for outstanding service and operations performance.
She holds a B.A. in management with a law major from the University of Canberra, Australia. Additionally, she is FINRA accredited and licensed to trade and run a broker-dealer.