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Client Portfolio Manager

Remote - US Investment Management R15517
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The Opportunity

We’re looking for a motivated and ambitious Client Portfolio Manager to join our growing wealth management organization!  Your work will be fast-paced and innovative and will require marshaling resources across the organization. You’ll interface frequently with our broader Wealth Management organization and help us implement best practices of portfolio management.

The Team

Our team is a dynamic, energetic, and problem-solving powerhouse that continues to grow, evolve, learn, adapt and solve problems. We come from a diverse set of backgrounds and thought processes, and welcome debate, innovation, better ways of thinking and help evolving our team towards accomplishing our mission. We are incentivized to solve investment problems, and

connect to the purpose to using investment tools to thoughtfully and helpfully accomplish the goals and objectives of our clients.

The Impact:

  • Helping create efficiencies and scale for an organization with meaningful growth potential

  • Working with Advisors to understand and implement the specific needs of clients, particularly high net worth.

  • Constructing customized investment portfolios informed by market conditions and economic trends

  • Monitoring and managing client’s investment portfolios to ensure aligned with investor’s objectives as well as market conditions and outlook

  • Supporting Advisors in prospect and client meetings, covering the economic and market environment as well as client’s investment portfolio

  • Staying up to date with MMLIS product offerings as well as relevant investment and trading news, and economic trends.

  • Interacting with the broader investment organization designed around solving real client problems

  • Contribute to the growth of the MassMutual Investment Management business.  Proactively research and address client investment management needs, and interact with the broader investment organization to develop solutions

The Minimum Qualifications

  • Bachelor’s degree in business, economics, or finance

  • 5+ years wealth management or client portfolio management experience

  • Series 66 and Series 7 at time of application or must obtain within 180 days

  • Located within the following regions - Southeast, Southwest or West Coast

The Ideal Qualifications

  • Located in one of the following states - Florida, Texas, Colorado, California, Arizona

  • CFA, or progress towards becoming a CFA Charterholder

  • Series 66 and Series 7 at time of application

  • Exceptional analytical, problem solving, and communication skills

What to Expect as Part of MassMutual and the Team

  • Regular meetings with the Advice & Client Solutions team

  • Focused one-on-one meetings with your manager

  • Access to mentorship opportunities

  • 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

**Candidates residing within 50 miles of our Springfield or Boston, MA office will be required to work from the office 3 days a week

#LI-CR41

#LI-REMOTE

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.
EEO Statement

MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment.

Salary Range: $115,900.00-$152,100.00 Apply

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At MassMutual, we believe in the value of being together in our offices and in personal flexibility.

Our work environment is one where the majority of our team members work a hybrid schedule — working at least three days in the office (Tuesday, Wednesday and a third day) and the rest remotely, balancing flexibility with in-person collaboration. While the majority of our employees follow this hybrid model, some of our roles continue to be 100% on-site and others may be 100% remote, subject to business needs.

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, policyowners and customers, we are defined by mutuality and our vision to put customers first. 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. At MassMutual, we Live Mutual.

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