Mutual Opportunities
Lending Transaction Manager – Lending and Banking Services
New York, New York; Boston, Massachusetts; Springfield, Massachusetts
Thank you to our employees for voting us one of the top places to work in Massachusetts for seven 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
Lending Transaction Manager – Lending and Banking Services,
Full-Time, Hybrid, New York, NY, Boston, MA, Springfield, MA
The Opportunity
As Lending Transaction Manager, you will step into a rare opportunity to shape the future of lending at MassMutual Wealth Management (MMWM) from the ground up. This is not a support role, a back-office function, or a product explainer position. This is a front-line leadership role designed for someone who thrives on accountability, moves decisively, and takes pride in turning strategy into real, closed business.
You will sit at the intersection of advisors, clients, lenders, and enterprise partners owning lending opportunities end to end and directly influencing how advisors deploy lending as a core wealth management strategy. Your mandate is simple and powerful: drive adoption, close transactions, and elevate outcomes for advisors and their most sophisticated clients.
You will guide advisors through live transactions, navigate real market conditions, and translate complex credit structures into decisive action. Every interaction you have will matter and your impact will be visible, measurable, and meaningful.
The Team
You will join the Wealth Management organization at MMWM, a collaborative, high-performing group of experts across Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments, Technology, and Operations. This is a team united by a shared ambition: to redefine how advisors deliver value and how clients build, preserve, and access wealth. We operate with urgency, intellectual rigor, and a deep commitment to innovation. If you’re energized by creative people, big ideas, and the freedom to execute, you’ll thrive here.
Lending & Banking Services delivers sophisticated solutions to strengthen a client’s overall wealth management strategy. Reporting directly to the Head of Lending Product and Pricing, you will collaborate closely with senior leaders across product, risk, operations, and technology, as well as external lenders and vendors, operating in an environment where decisions move fast and results matter.
The Impact
This role exists to drive growth. You will be a catalyst for expanding lending adoption across High Net Worth, Ultra High Net Worth, and Business Owner segments by building deep advisor relationships and owning the execution of complex lending strategies from start to finish.
You will:
Directly influence advisor behavior and client outcomes
Own a diversified pipeline across multiple lending verticals
Proactively identify opportunities, solve problems, and close deals
Shape the evolution of MassMutual’s Wealth Management Lending platform
This is a role for a leader who wants to leave a mark, someone who is energized by responsibility, autonomy, and the opportunity to build something enduring.
Key Responsibilities but not limited to:
Advisor & Transaction Leadership
Serve as a trusted lending expert for financial advisors, guiding live business cases with confidence and judgment.
Proactively partner with advisors to identify lending strategies that enhance liquidity, optimize balance sheets, and support broader wealth goals.
Lead advisors and clients through complex decisions, delivering clarity, conviction, and results through tailored recommendations supporting advisors to ensure successful client outcomes.
Own every transaction end to end, from opportunity assessment and solution design through underwriting, approval, and funding.
Translate sophisticated credit concepts into actionable guidance that accelerates momentum and builds advisor confidence.
Triage inquiries, manage exceptions, and escalate critical issues with urgency and professionalism.
Lending Execution & Deal Management
Manage a dynamic pipeline across securities-based lending, personal lending, business lending, and specialty lending solutions.
Coordinate seamlessly with legal, compliance, operations, marketing, and product partners to drive efficient, compliant execution.
Identify and remove friction points to improve cycle times, advisor experience, and client outcomes.
Maintain rigorous standards for documentation, regulatory adherence, and audit readiness.
Partner with marketing and distribution to lead high-impact campaigns that drive lending adoption.
Platform Adoption & Growth
Coach advisors on when, why, and how to use lending as part of holistic financial planning.
Track and analyze key performance metrics, including pipeline volume, conversion rates, utilization, and time to close.
Contribute to initiatives that simplify workflows, enhance scalability, and elevate the end-to-end lending experience.
Influence product strategy by gathering market insights, testing feasibility, and validating new offerings.
Monitor field feedback, analyze usage trends, and use insights to drive enhancements and solve friction points.
The Minimum Qualifications
Bachelor’s degree.
FINRA Series 7 at time of application or must obtain within 90 days of hire.
6+ years’ financial services experience; including at least 4 years of lending transaction management experience.
Due to the nature of this position, as 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
Proven ability to organize and manage multiple live transactions, prioritize under pressure and drive deals forward at speed.
Skilled communicator: proactive and effective written and verbal communication able to effectively align cross-functional teams and collaborate with internal and external stakeholders.
Sharp attention to detail with a mindset for scalability and operational precision.
Previous experience at a private bank or wealth management lender.
Exceptional advisor-facing communication skills, able to distill complex lending situations into clear value propositions and guide advisors with confidence.
Proficiency with Microsoft Word, Excel, PowerPoint.
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-RS1
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
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: $144,800-$190,000
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*
- 85% of employee respondents say they are proud to work at MassMutual
-
90
% of employee respondents say the work they do at MassMutual is meaningful - 85% of employee respondents say they feel encouraged to come up with new and better ways of doing things
*Source: 2025 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?
Candy
Marketing Consultant
Atsam
Head of Advisor/Client Experience & Business Excellence
Erica
Head of Procurement
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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