Mutual Opportunities
Associate Regional Director, Wealth Management
Remote - US
Thank you to our employees for voting us one of the top places to work in Massachusetts for seven consecutive years!
Overview
At MassMutual, our wealth management offering is more than just a suite of products—it’s a mission to empower our network of financial professionals and advisors to help clients build lasting legacies. The MassMutual Wealth Management team plays a pivotal role in helping them elevate their practices. We’re proud of our growing portfolio of investment and protection solutions, which enable them to deliver personalized, holistic guidance that spans generations.
Through coaching programs, strategic practice management, and a strong commitment to our digital platform, we support financial professionals and advisors in scaling their businesses and reaching more people with meaningful financial guidance.
“Our team of wealth management professionals in our home office, many of whom are credentialed, is focused on the incredible opportunity for our network of financial professionals to provide more Americans with sound financial guidance alongside protection and investment products and services to build, grow, and pass on their wealth to future generations. Building on our reputation as a recognized and respected provider of protection solutions, we remain committed to helping our network of more than 6,500 financial professionals serve their clients across the full spectrum of their protection and investment needs. MML Investors Services, LLC — MassMutual’s independent broker-dealer — has leveraged its robust open-architecture platform to drive significant growth, earning a spot among the top ten largest independent broker-dealers in the United States by revenue in 2024, according to Financial Planning’s IBD Elite 2025 report. Joining our winning team means being a part of the next chapter of our growth by providing ever more sophisticated solutions and services to our financial professionals across the full range of clients’ financial lives.”
MassMutual Wealth Management is a business line of MassMutual. Securities, investment advisory, and wealth management services offered through MML Investors Services, LLC, Member SIPC, and a MassMutual subsidiary. 1295 State Street, Springfield, MA 01111-0001.
Job Description
The Opportunity
As an Associate Regional Director, you will be responsible for developing and executing strategies focused on coaching advisors on financial planning, investment management, practice management and client acquisition within your geographical area. In partnership with a Regional Director and Regional Consultants, you’ll educate advisors to help them grow their wealth and financial planning businesses, including making introductions to subject matter experts in home office.
The Team
Financial products by themselves are worth little; financial advice for a client and the people and causes they care about are worth everything. Our mission is to enable advisor practices, agencies, and MassMutual to thrive in the advice, planning, protection and investment management market by coaching to solutions and expertise that:
Helps clients protect the ones they love
Guides advisors and clients through advice that helps them achieve their financial goals
Helps clients grow wealth through wise investing
The Impact
In partnership with the Regional Director, you’ll develop and execute a strategic plan for your geographical territory, supporting the field in achieving their Wealth Management goals. Key responsibilities include, but are not limited to:
Tactical execution of written plan in each agency
1x1 advisor coaching and support for novice and high potential experienced advisors to grow their wealth and financial planning business
Conduct regular coaching program advisor focus groups for high potential wealth advisors, and support bootcamps as necessary
Execute WM sessions at Field conferences (MassMutual Academy, Career Development School, etc.)
Deliver agency training on key concepts including: 6 Step Financial Planning Process, Client Service Models, Client Engagement Frameworks, Product Sales Conversations, Net Flows Strategies, Advisor Book of Business Assessments and Action plans for advisors, including practice management approaches for asset management
The Minimum Qualifications
Bachelor’s degree or HS Diploma with 10+ years of experience working in the investment management and financial planning space
5+ years of sales experience selling investment management and financial planning products & solutions
2+ years of experience working and developing in-depth knowledge of insurance, wealth management and any associated products and services
Ability to travel upwards of 50%
Due to the nature of the position, as a part of our background check process, candidates must be able to pass a non-registered fingerprinted background check to qualify as a fingerprinted person under FINRA
Must reside in one of the following states: TX, OK, KS, CO, NM, AZ, UT, WY, MT, ID, NV, OR, WA, CA,
The Ideal Qualifications
Bachelor’s degree in Business/Economics or other similar degree
FINRA Licensing - Series 7 at time of application
FINRA Licensing - 66 (or 65 + 63) at time of application
Deep understanding of the issues facing financial advisors as small business owners
Understands Financial, Wealth and Insurance Products and the demands these disciplines place on an advisor practice
Proven sales across multiple products
Strong presentation skills in both live and virtual formats
Self-motivated team player with a consultative and collaborative mindset
Problem solver with strong business acumen and interpersonal skills
Can vary their communication style between either coaching or consulting based on the demands of the situation
Ability to clearly communicate nuanced concepts and navigate sometimes complex interpersonal dynamics
Compensation:
$80-100K base salary plus sales-based incentive opportunity resulting in a total target compensation package of $125-200K
What to Expect as Part of MassMutual and the Team
Regular meetings with the Head of Business Development, Regional Director, Regional Consultants and Regional Sales Partners to drive strategic implementation and execution.
Focused one-on-one meetings with your manager.
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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-REMOTE
#LI-JA1
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.
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?
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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