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
This role sits within the MMLIS Investment Advisory Platform Team and oversees the Orion platform, including the co-advisory program and WMS Orion enhancements. Responsibilities include collaborating with Legal and Compliance on ADV updates, testing new releases for downstream impacts, and addressing field escalations. The platform, currently at $1B AUM, is projected to grow to $10B. The team also manages Orion’s integrated tech stack, including Redtail, Hidden Levers, and Orion Planning.
The Team
At MM Wealth Management, we recognize the dynamic nature of the financial landscape. As part of our team, you'll collaborate with experts across Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments, and Operations to deliver innovative solutions that support advisors and clients. Our mission is to transform how clients manage and grow their wealth. The Wealth Management Product team empowers advisor practices and agencies by offering open architecture solutions and investment expertise to help clients achieve their financial goals.
The Impact
Our Wealth Management Product team empowers advisors, agencies, and MassMutual by offering open architecture investment and brokerage solutions. We help clients achieve their financial goals through informed investing, strategic planning, and seamless execution.
Key Responsibilities include, but are not limited to:
- Lead product development and enhancement efforts for the Orion platform, ensuring competitiveness and alignment with advisor needs.
- Collaborate with Sales, Marketing, Legal, Compliance, and senior leadership to define market requirements, manage risk, and update regulatory documents (e.g., ADVs).
- Oversee daily Orion operations and coordinate enhancements with MMLIS teams, including Innovation, Operations, and business line leaders.
- Evaluate Orion releases for advisor usability, communicate updates via field calls (AAX/GAX), and maintain the Compass page.
- Maintain the Orion technology roadmap and ensure alignment with broader platform strategies (e.g., Envestnet, Tamarac, Wealthscape).
- Support data integration and reporting across systems like Envestnet Intelligence and Trualytics.
- Test new configurations for expanding WMS offerings, including Advisory 529 Plans, HSA, DC Participant Advice via Pontera, Advisory Annuities, Structured Notes, and Cash Management.
- Liaise with Banking and Lending to integrate products into Orion.
The Minimum Qualifications
- 7+ years’ experience in the financial services industry
- Series 7 at time of application or must obtain within 1 year of hire
- 2+ years' participating in product implementation projects
- 2+ years' proven ability to organize tasks, prioritize competing deadlines, and execute deliverables efficiently across cross-functional teams
The Ideal Qualifications
- 7+ years in the use of configuration, implementation and enhancement of product technology platforms
- 3+ years experience in relationship management
- Proven capabilities in design that can give the broker dealer a competitive edge in competing against the likes of LPL, Osaic, Raymond James, Cetera and Ameriprise in this space
- Persuasive communication and presentation skills as the position will often be required to present to the Field Force
- Strong problem-solving skills
- Proficient in the Microsoft suite of products (Excel, PowerPoint, and Word)
- Proven capabilities in building out investment advisory enhancements and programs that are cutting-edge within the investment advisory marketplace
What to Expect as Part of MassMutual and the Team
- Regular meetings with the 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
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: $121,800.00-$159,800.00
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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