Mutual Opportunities
Investment Product Consultant - Advisory Platform
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
As the Investment Platform Consultant- Advisory Platform, you will support the Corporate Registered Investment Advisor (CRIA) business. Primarily focusing on maintaining, enhancing and providing white glove service for the Wealth Management Services (WMS) platform. Additional opportunities exist in supporting the Tamarac and Orion platforms. The role requires a working knowledge of the Advisory business as well as an understanding of the technology platforms that support both Investment Advisory business and Clearing and Custody operations. Project management skills and ability to work independently, while collaborating as needed, are critical skillsets to the role.
The Team
This team works in a collaborative manner as product development and project management by implementing the service features they develop. Our team members share a passion for wanting to have the best investment advisory platforms in the industry. They always place the client first in delivering their wealth management platform and programs and share a passion for working with advisors. The growth of the platform has been outstanding, moving from $18 million of AUM only a few years ago, to $94 billion of AUM today.
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:
Investment Platform Consultants are the main point of contact and subject matter experts for CRIA product lines. You are tasked with further developing the advisory platform and its features and be responsible to deliver these initiatives completed and communicated. Examples of initiatives include, but are not limited to: streamlining billing, client reporting, asset classification, program mergers, improving system productivity, creating product training, writing program manuals, compiling securities lists, developing new workflows, training internal business partners, hosting external training sessions, data mining and solving complex issues.
Key Responsibilities Include:
Experience with workflows and project management are essential to the success of this position.
System testing and problem solving to achieve desired results.
Collaborating with multiple departments (e.g. Compliance, Legal, Operations, Top Investment Advisory Representative councils) to deliver high demand solutions.
Serve as key contact and resource for strategic product firms and product subject matter expert for cross-functional departmental initiatives.
Coordinate marketing initiatives with strategic partners.
Negotiate and facilitate product and service agreements.
Create and maintain department policies/procedures.
Help educate producers on available products/programs that may fit client needs.
Review and determine viability or new product requests for further consideration.
Implement new products.
Provide product updates and training to product sponsors and internal staff.
Assist in planning conferences.
Perform and administer business and compliance review of sales material produced by sponsors.
The Minimum Qualifications
Bachelor’s degree
5+ years' experience working in a Broker Dealer or RIA
FINRA Series 7 at time of application or must obtain within 180 days
3+ years' experience facilitating or participating in project management or strategic initiatives
The Ideal Qualifications
FINRA Series 7 at time of application
3+ years' experience with the Envestnet platform
3+ years' project management experience
Knowledge of Envestnet, the MMLIS Wealth Management Services Platform
Deep working knowledge of Investment Advisory and Broker Dealer Products and the overall financial service industry
Strong analytical & research skills
Strong Excel and/or Alteryx skills
Project management and system testing experience
Advanced Education/Industry designations
#LI-CR41
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: $104,900.00-$137,700.00
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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