Mutual Opportunities
Field Engagement Strategist – Lending and Banking Services
Boston, Massachusetts; Springfield, Massachusetts; New York, New York
Thank you to our employees for voting us one of the top places to work in Massachusetts for five consecutive years!
Overview
A career with us means you’ll work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are at the foundation of what enables MassMutual to deliver on our purpose to help people secure their futures and protect the ones they love.
We embrace the idea that we all are stronger and better through our support for one another. We strive to create a culture where employees feel valued and are celebrated for who they are.
“Since our founding in 1851, mutuality has put our policyowners at the center of everything we do. At our core, we’re a company of people helping people in their time of need, and that spirit extends to the culture we’ve built at our company. Our employees support and rely on each other each day, collaborating to deliver the best solutions for our customers and help millions more secure their future and protect the ones they love.”
Job Description
The Opportunity
As a Field Engagement Strategist, you will be the driving force behind our lending and cash management adoption strategy. You’ll partner directly with top-performing advisors, General Agents, and firm leaders to embed lending solutions into their practice by delivering impactful training, and equipping the field with tools that enhance holistic financial planning to deepen client relationships. Your mission: fuel advisor success, unlock client value, and accelerate firm growth. You lead from the front—with bold execution, expert guidance, and relentless focus on outcomes.
The Team
The Lending and Banking Services team is focused on providing proactive advice and planning to help meet client needs by delivering strategic borrowing solutions allowing advisors to strengthen their client's overall wealth management strategy. As a member of the Wealth Management organization, you will join a team of passionate experts across multiple disciplines including Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations. Whether it’s advice on investment strategies, retirement planning, estate planning, lending and banking, or trust services, our goal is to provide innovative and effective solutions that positively impact advisors and clients. We are committed to transforming the way our clients manage their wealth and plan for the future.
You will report to the Head of Lending and Banking Services and work with other product teams in the Wealth Management division in addition to partnering with vendors, banks, and enterprise partners supporting business owner products. The collaborative and dynamic team environment includes members with extensive background and experience in financial products and asset management.
The Impact
You will drive business growth, develop expertise and lead initiatives while working closely with cross-functional teams to achieve results and contribute to the organization’s success. In your position, you will help enhance MassMutual Wealth Management Lending offerings and play an integral role on teams driving high-impact initiatives with a high degree of visibility.
Key responsibilities include, but are not limited to:
Advisor Engagement & Adoption
Build high-trust partnerships with Financial Advisors, Sales Managers, and General Agents to position our full suite of lending and deposits solutions business lending, securities-backed lending, student lending, and beyond as essential components of wealth management.
Lead strategic consultations that surface client needs and match them with lending strategies that drive better outcomes that are immediately actionable and deeply valuable.
Own the narrative around lending as a core planning tool. Show advisors how to deliver “found money” strategies that deepen client relationships and boost their book of business.
Training, Enablement & Tools
Design and deliver dynamic training including virtual, in-office, and on stage, that drives real adoption. You don’t just inform, you transform how advisors think and operate.
Create field-ready tools: job aids, playbooks, pitch decks, and step-by-step guides that facilitate lending conversations and make execution seamless.
Power the launch of new lending programs by giving every advisor the confidence, clarity, and tools to succeed from day one.
Program Execution & Field Support
Orchestrate cross-functional execution: You connect the dots between Product, Marketing, Legal, Compliance, and Operations making sure every initiative lands flawlessly.
Monitor advisor adoption and client engagement: Identify trends, measure impact, and turn insights into actions that accelerate growth.
Own pipeline visibility: Lead proactive pipeline calls with lender partners, track deal volume, remove bottlenecks, and keep momentum high.
Field Insights & Continuous Improvement
Stay on the pulse of the field: Gather real-time feedback through office visits, events, surveys, and direct conversations.
Turn wins into playbooks: Capture success stories, share data-backed insights, and fuel peer-to-peer learning that multiplies results across the network.
Be the field’s voice: Escalate roadblocks, advocate for process improvements, and influence product development to simplify the advisor and client experience.
The Minimum Qualifications
Bachelor’s degree.
4+ years' experience in financial services.
2+ years' experience in a field facing role working closely with advisors or field leadership.
1+ years' experience influencing, consulting, and driving adoption among internal or external stakeholders.
1+ years' experience with Excel, PowerPoint or other project management tools.
Occasional travel as needed.
The Ideal Qualifications
Experience inlending, deposits, wealth management, or advisory distribution.
Experience delivering high-stakes presentations, facilitating workshops, and distilling complex concepts into simple, actionable advice.
Collaborate with stakeholders and execute projects with precision.
Action oriented with strategic mindset able to bring together both the big picture and the tactical steps to get there.
FINRA Series 6 & 26, 7 & 24, or lending certifications.
What to Expect as Part of MassMutual and the Team
Regular meetings with the Wealth Management Team
Focused one-on-one meetings with your manager
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
Access to learning content on Degreed and other informational platforms
Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-CR41
MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment. The job description includes the main duties of this position, which may evolve over time. You may be required to perform other duties not listed.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.
Salary Range: $107,700.00-$141,300.00
Hiring Process
Explore
Explore our open jobs by clicking 'search jobs' to find a position that aligns with your experience and skills. You may also consider joining our Talent Network.
Apply
Click the “apply” button on that job posting to complete and submit your application. Your application will be reviewed by a recruiter, which, due to the volume of applications received, may take some time as we carefully consider each application.
Screen
After your application has been reviewed, if you meet the qualifications for the role, a recruiter will reach out to you to start a conversation.
Interview
If you are invited for an interview, you will be scheduled to meet with the hiring manager and hiring team.
Offer
If you are extended an offer to join MassMutual and accept, your start will be contingent upon a satisfactory background check.
Hire
If you accept the offer, we will be so excited to welcome you to the MassMutual community!
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
By the numbers*
- 88% of employee respondents say they are proud to work at MassMutual
-
90
% of employee respondents say they feel encouraged to bring forth new ideas - 86% of employee respondents say MassMutual cares about and supports the well-being of their employees
*Source: 2024 MassMutual employee engagement survey
Award-Winning Culture
MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company operated for the benefit of our members and participating policyowners, we are defined by mutuality and our vision to provide financial well-being for all Americans. It’s more than our company structure — it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources and rely on each other when it counts.
We strive to build a thriving community where everyone is valued, included, and feels that they belong.
At MassMutual, we Live Mutual.
How We Work
MassMutual’s flexible workplace approach combines the importance of connecting in person and the flexibility of working remotely. Our hybrid model puts collaboration first with employees coming in at least three days per week to our spectacular campus settings and also enjoying the flexibility of remote Fridays, company-wide remote weeks, and a bank of flexible remote weeks to use throughout the year.
Benefits for the whole you (and your loved ones)
There’s more to your life than your job and there’s more to your aspirations than a paycheck. We take a holistic view of compensation and benefits that provides the flexibility to create a healthy balance in your life for work, family, and community. We offer the benefits you’d expect, like medical, dental, 401(k), and generous vacation time, but we also offer ones you might not expect, like three paid days for volunteering, a $1,250 annual Well-Being Wallet, and up to 320 hours of caregiver leave.
Explore some of our offerings below. Benefit details can be found here.
Why MassMutual?
Kevin
Compliance Consultant
Seth
Service Management Consultant
Kymberly
Head of Experience Journey Mapping
where we work
Springfield Office
1295 State Street, Springfield, MA
Boston Office
10 Fan Pier Blvd, Boston, MA
New York Office
2 Park Ave,
New York, NY
Virtual
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