Mutual Opportunities
Investment Consultant
Springfield, Massachusetts; Boston, Massachusetts; New York, New York
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
Investment Consultant
Investment Strategy & Governance Team
Full-Time
Boston, MA, Springfield, MA or New York, NY
The Opportunity
Investment Management (IM) is looking for a highly motivated and engaged Investment Consultant. They must be task-driven and detailed oriented while having clear and concise written and verbal communication skills with the ability to orchestrate multiple simultaneous initiatives which will require excellent communication, organization, time management, and problem-solving skills. Other duties include SharePoint development and maintenance, employee and contractor onboarding and offboarding, and supporting BAU project needs. We are looking for someone who enjoys working in a fast-paced environment, is comfortable taking on complex tasks and enjoys working in partnership with others both on our team and across the enterprise. This position is based in Springfield, Boston, or New York with a hybrid schedule.
The Team
The Planning and Enablement team is part of the Investment Management (IM) Strategy and Governance Organization and is responsible for third party supplier management, financial planning and analysis, BAU project coordination, strategic communications, and the employee onboarding experience. The Strategy and Governance team drives IM’s strategy forward, optimizing governance and decision-making processes, analyzes, and establishes common metrics, processes, and tools and supports key internal and external stakeholders in progressing the IM target operating model. The team is also responsible for coordinating the department’s strategic initiatives, Investment Compliance, Investment Due-Diligence and Investment Data Strategy and Governance.
The Impact
- Serve as the division’s Unit Information Consultant, managing information storage across the division with the support of identified sub coordinators
- SharePoint development and maintenance for the Investment Management Portal
- Support preparation of presentation materials to communicate the team’s overall progress to achieve its goals and escalate any risks, issues and/or decisions where appropriate
- Support the onboarding and off-boarding activities of employees and contingent resources
- Assists with employee engagement, team building, event planning and other organizational functions as needed
- Assist with oversight and coordinating of BAU project status, budgets (actuals, plan and forecast), milestones and risks, actions, issues, decisions (RAID) logs
- Prepare and support BAU project artifact preparation and maintenance
- Handles small project tasks and coordinates or performs activities as needed
- Troubleshoot issues with process, tools and/or reporting
The Minimum Qualifications:
- Associate’s degree or 5+ years of equivalent professional experience
- 2+ years of related experience as an investment consultant, project coordinator or similar role
The Ideal Qualifications:
- Bachelor’s Degree
- 3+ years of work experience as an experience as an investment consultant, project coordinator or similar roles, preferably in an investment management business
- Can-do, positive attitude and comfortable working with senior, executive and external stakeholders
- Team Player/Relationship Building: Collaborative with strong interpersonal skills; able to relate to and build strong relationships with diverse internal and external audiences; leverages the ability to deliver effectively
- Innovation: Continually looks within and beyond their job, anticipating business needs and opportunities.
- Expert knowledge and comfort working with advanced versions of Microsoft Office suite (Word, Excel, PowerPoint, etc.)
- Working knowledge of Smartsheet, Resource Management, Clarity and Microsoft Project
- Strong communication skills with the ability to communicate effectively using verbal and written methods to all levels within the organization
- High-level of attention to detail and time management, with a strong understanding of the importance of being responsive and proactive in a deadline driven environment
- Collaborative approach, demonstrates openness and provides assistance as urgent situations and ad hoc needs arise
- Previous experience working in a financial services/insurance organization
What to Expect as Part of MassMutual and the Team:
- Regular meetings with the Planning and Enablement Team
- Focused one-on-one meetings with your manager
- Access to mentorship opportunities
- 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-FT1
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: $86,200.00-$113,100.00
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 embrace diversity in every sense, focusing on building 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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