Mutual Opportunities
Strategy and Analytics Partner – Lending and Banking Services
Boston, Massachusetts; Springfield, Massachusetts
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 the Strategy and Analytics Partner, you don’t just influence you architect the future of Lending and Banking within our Wealth Management platform. This role serves as a trusted partner to the Head of Lending and Banking, responsible for turning vision into execution, unlocking growth, and delivering measurable results. You will own the strategy, business performance, and data-driven decisions that will shape organizational priorities, drive operational excellence, and scale a high-impact profit center.
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:
Strategic Planning & Operational Leadership
Own the 3–5 year strategic roadmap. Identify high-impact growth opportunities, prioritize initiatives, and direct resources to maximize profitability and scalability.
Architect a best-in-class operating model: Implement structured governance, compliance frameworks, and rigorous business reviews and senior leadership presentations accelerating execution and accountability.
Convert market intelligence, internal data, and financial trends into sharp and actionable strategies.
Translate the big picture into tactical execution: Lead initiatives across lending products, referral programs, cash management, advisor enablement, and marketing including the adoption of new tools and systems.
Drive alignment across product, legal, compliance, technology, and operations to propel key initiatives.
Scale advisor distribution by enhancing engagement models, training enablement, and tool adoption turning advisors into lending advocates.
Leverage advisor feedback and satisfaction metrics to drive continuous improvements in products, processes, and digital experiences.
Financial Performance & Analytics
Own the KPI framework: Define, track, and report on advisor adoption, revenue performance, and profitability ensuring absolute alignment with business goals.
Partner with Finance to build business cases, CBAs, ROI models, and P&L tracking across multiple revenue streams.
Lead enhancements to data architecture and reporting governance driving faster, more accurate decision-making through clean, consistent, real-time insights.
Market Intelligence & Growth Acceleration
Lead competitive intelligence: Benchmark peer products, pricing, partnerships, and distribution strategies to sharpen our competitive edge.
Conduct competitive research and monitor industry trends, regulatory shifts, and client needs to future-proof strategy and capture emerging opportunities.
Evaluate and assess potential strategic partnerships including fintech and banking partnerships to expand capabilities and value to the field.
The Minimum Qualifications
Bachelor’s degree
5+ years' experience in a strategy, business operations, consulting, or product management role within wealth management, lending, banking, or fintech.
2+ years of demonstrated ability to think strategically, connect solutions to business outcomes, and guide stakeholders through ambiguity.
2+ years of experience delivering business updates to leadership, including crafting concise executive summaries for senior stakeholders.
2+ years' experience leading strategic planning, business transformation, or product innovation that delivered measurable growth.
1+ year of experience leveraging data including a familiarity with data analytics techniques and being able to analyze to draw out insights and implications
Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA.
The Ideal Qualifications
Proficient in tools such as Excel, PowerPoint, and data visualization platforms (e.g., Tableau, PowerBI); not expected to be a technical expert but comfortable working within a business intelligence ecosystem.
Strong understanding of how data and analytics support business operations, particularly within underwriting domains.
Exposure to business intelligence concepts such as KPIs vs metrics, data governance, or data literacy.
Master's in Business Administration.
FINRA Series 6, 7, or 24.
Strong communication and presentation skills and skilled at influencing senior leaders, aligning cross-functional teams, and translating strategy into results.
Track record of leading strategic planning, business transformation, or product innovation that delivered measurable growth.
Data-driven decision-maker with sharp analytical skills and a strong track record of operational execution.
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: $128,000.00-$168,000.00
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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