Mutual Opportunities
Head of MMLIS Specialty Product Services
Springfield, Massachusetts; Boston, 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
Head of MMLIS Specialty Product Services
Full-Time, Hybrid - Springfield (MA), Boston (MA)
The Opportunity
This role leads the specialty product services, managing all referral relationships to MMLIS, including IAFF and Mariner, as well as all referral and TAMP relationships from MMLIS, such as BNY Mellon Private Wealth, Wilmington Trust, JP Morgan, SEI, and AssetMark. The position is also responsible for overseeing all WMS advisory fee billing services on Envestnet, Orion, and Reporting Away Programs like Fidelity Retirement Markets Participant Advice. Additionally, the role serves as the gatekeeper for affiliated RIAs, including Catalyst, NewSquare, Bull Harbor, and Fortis Capital.
The successful candidate will lead the team managing the PHOM (proprietary home office model) platform and all captive insurer relationships, working to build strategic partnerships. The team will focus on developing an institutional business line for MMLIS as we grow and establish more institutional relationships.
WMS is our exclusive fee-based advisory platform administered on Envestnet technology, while NFS Wealthscape provides our brokerage technology. Both areas are of strategic importance to the firm. The ideal candidate will identify opportunities with referral relationships, collaborate closely with general agents to develop new initiatives, and troubleshoot and resolve issues. Attention to detail, problem-solving skills, collaboration, and project management are critical for success in this role.
The Team
At MM Wealth Management, we understand that the financial landscape is constantly evolving. 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.
This position is within the MML Investors Services (MMLIS) Broker Dealer and Corporate RIA and is a part of the MMLIS Product Team. The Product Team of MMLIS is responsible for product management, relationship management & implementation of investment and protection product offerings including Mutual Funds, ETFs, UITs, Closed-end funds, 529 offerings, Variable Annuities, Variable Life, DC Recordkeeping relationships, Alternative products and Bank Structured Notes and a full suite of Advisory Models and Platforms through the MMLIS Corporate Registered Investment Advisor “CRIA”.
This role will have a staff of 3 Product Consultants that are the main point of contact and subject matter experts for these offerings, relationships and platform offerings and their responsibilities include research and assessment project planning skills, field communications, a thorough understanding of fees and expenses tied to investment offerings, creation of program policies and accompanying product manuals. This is a fast-paced team with vast responsibilities and a heavy workload. The ability to prioritize, collaborate and think critically are key.
The Impact
In this leadership role, you will provide product and platform expertise, acting as a key point of escalation for general agents, sales consultants, and investment advisor representatives. You will discuss program features and offerings, ensuring clarity and understanding. Your strategic influence will be felt as you attend industry conferences and maintain a robust network of contacts, gaining insight into the competitive landscape.
Your deep knowledge of the Investment Advisory and Brokerage business, along with the functionality of the MMLIS Wealth Management Platforms, will be crucial. You will leverage this expertise to understand and optimize the platforms supporting both Investment Advisory business and Clearing and Custody operations. Collaborating closely with senior leadership at Envestnet, Orion, and Fidelity, you will drive strategic initiatives and foster strong custodial relationships.
Your persuasive communication skills will be essential as you roll out new relationships, features, and offerings to a Field Force of approximately 6,000 advisors and registered representatives. Your impact will be measured by your ability to identify opportunities, resolve issues, and implement successful projects that contribute to the growth and success of MMLIS.
Key Achievements include:
Successfully manage and resolve escalations, enhancing client satisfaction and trust.
Establish and maintain strategic partnerships, drive growth and competitive advantage.
Lead the rollout of new features and offerings, resulting in increased adoption and positive feedback from the Field Force.
Minimum Requirements
Bachelor's degree in a related field or equivalent experience.
10 yrs.+ relevant experience
Series 7 required. Series 66 & 24 preferred (or willingness to obtain)
Preferred Requirements
Advanced Education/Industry designations or in pursuit
Deep working knowledge of Investment Advisory and Broker Dealer Products and the overall financial service industry
Project Management experience
Strong analytic & research skills
#LI-LS1
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.
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: $176,400.00-$231,500.00
Hiring Process
Explore
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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?
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Service Management Consultant
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Head of Experience Journey Mapping
where we work
Springfield Office
1295 State Street, Springfield, MA
Boston Office
10 Fan Pier Blvd, Boston, MA
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2 Park Ave,
New York, NY
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