Mutual Opportunities
Investment Operations Director
Springfield, 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
The Opportunity
We have an opportunity within our Inforce Account Maintenance team for a Investment Operations Director. As an Investment Operations Director you will oversee a team of Investment Specialists, Consultants, Principals and be part of a highly structured, fast paced team-oriented environment focused on providing quality service and maintaining compliance standards. In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience, and self-awareness.
The Team
The team is comprised of 20+ team members with a background in Wealth Management. Their roles vary from leads who support the director in driving the team, principal roles which are licensed individuals responsible for more complex functions and analysts (“processors)” who support the processing of daily end client transactions and interaction with our external partners such as National Financial Services. The team has direct interaction with our advisors, their support staff, compliance, legal and other operational partners. They are high functioning, collaborative and are motivated to do what is best and right for the firm, our advisors, their clients as well as for each other. The team dynamic is unique in that we have members who have grown in role as the broker dealer has grown as well as members who bring an outside perspective or are fairly new to the financial services industry.
The Impact
- The Account Maintenance Director is expected to have a strong business acumen in the securities and wealth management space to ensure the team is prepared and educated to support strategic initiatives such as the rollout of new product offerings.
- The Director and by extension the team is accountable for ensuring processing service levels are consistently maintained.
- The ideal candidate for this role must demonstrate daily agility and ability to learn, adapt, implement continuous improvement in support of changing regulatory and competitive landscapes.
- Communication and leading others are key in this role. Collaborating with the team to communicate and establish clear goals, provide feedback, developmental opportunities and do so in a manner that is inclusive.
- Support strategic vision and growth trajectory of the broker dealer by providing transparent communication, working with the team to ensure readiness, identifying opportunities to improve ease of doing business.
The Minimum Qualifications
- High School Diploma
- Series 7 and Series 24 licenses required at time of application
- 5+ years Financial Services / Investments experience
- 1+ year leadership or 1:1 coaching/mentoring experience
The Ideal Qualifications
- 5+ Years Experience with customer service in the financial services field required
- Strong analytical/Problem solving skills
- Strong written, verbal, and interpersonal communication skills
- Listening skills
- Organization navigation skills
- Time Management (multi-tasking
- SME in multiple functions and proficient in most functions
What to Expect as Part of MassMutual and the Team
- Regular meetings with the MMLIS In-Force Operations 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-DK1
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: $95,100.00-$124,800.00
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 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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