Mutual Opportunities
Investment Product Consultant
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
The Opportunity
As an Investment Product Consultant you will play a pivotal role in supporting advisors by providing in-depth product education and analytical expertise related to a range ofthird-party investment products including but not limited to mutual funds, ETFs, UITs, 529s, closed-end funds, stocks, and bonds. In this dynamic and fast-paced role, you will help advisors enhance their client portfolios with innovative investment solutions while working alongside a collaborative, forward-thinking team. You will be updating systems for product offerings and working with internal teams to grow our product shelf. This is an opportunity to be part of a growing business with new products and processes constantly coming to the marketplace.
The Team
The Investment Product team’s mission is to empower advisor practices, agencies, and MassMutual to excel in the investment advisory and brokerage space by offering open architecture solutions and expertise. We are dedicated to helping clients achieve their financial goals to grow and transition their wealth through informed investing.
The Impact:
As an Investment Product Consultant, you will support the Investment Product team with a variety of internal and external stakeholders, including fund sponsors, the internal new business team/operations, the platform team, the WMIT team and financial advisors on a comprehensive range of offerings. You will assist in monitoring and answering the Product team mailbox as well.
Key responsibilities include:
Accountable for being subject matter expert on certain security types and assisting advisors with education and ad hoc implementation questions
Respond to compensation questions from the Field related to product additions or restrictions
Spreadsheet monitoring in DTCC regarding cusip type. Understand and effectively communicate MMLIS’ investment capabilities pertaining to both brokerage and advisory
Actively monitor the mutual fund share classes on platform and assist in any share class conversion projects
Partners with internal Business Development teams to develop training courses and educate the field on available offerings
Monitor the add logs, close logs, merger logs of mutual funds, Vas, VLs, CITs, Alts
Assist in maintenance and responding to Products Operations In-box
Monitor Null report – for anything that hits the product UI in BRAC
Leverage technology to drive process efficiencies and improve team workflows
Complete all Investment Product billing and reporting requirements
Assist in maintaining policies and procedures and internal communications.
Support senior team members projects and initiatives; collaborate with operations, legal, compliance, and other internal teams to roll out new products
Occasional travel may be required
The Minimum Qualifications
Bachelor’s Degree
Series 7 at time of application or must obtain within 180 days
2+ years of experience with investments in the financial services industry and/or within financial institutions (banks, credit unions, wires, broker dealers
3+ years of proven experience working with Microsoft Suite (Work, Excel, PowerPoint)
The Ideal Qualifications
In-depth knowledge of investment vehicles such as mutual funds, ETFs, UITs, etc. as well as industry regulations
Analytical mindset
Experience working with investment-oriented databases
Excellent interpersonal skills and strong desire to solve unique problems.
Proven client service skills with stakeholders and clients.
Self-motivated with excellent organizational skills and keen attention to detail.
Ability to thrive in a fast-paced environment.
Strategic mindset with the capability to work cross-functionally in a collaborative environment.
What to Expect as Part of MassMutual and the Team
Regular meetings with the Product and Investments team.
Focused on 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-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: $82,000.00-$107,600.00
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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