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 position is within the MML Investors Services, LLC Broker Dealer and Corporate RIA (MMLIS) on the Investment Products Team. This position will manage the current Envestnet platform investment offerings in the various WMS programs. The role will be highly visible and expected to work with legal, compliance, trading, and operations to ensure MMLIS investment offerings are best in class. The WMS platform is expected to grow from a current $100 billion to $250 billion AUM in the future. The consultant will monitor for Field Escalation issues – as any impact could be presenting itself as a result of new enhancements put into production. You are expected to be a self-starter and eager to find creative solutions.
The Team
At MM Wealth Management, we understand that the financial landscape is constantly evolving. As a member of the Wealth Management organization, you will join a team of passionate experts across multiple disciplines including Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations. Whether it’s advice on investment strategies, retirement planning, estate planning, lending, and banking, or trust services, our goal is to provide innovative and effective solutions that positively impact advisors and clients. We are committed to transforming the way our clients manage their wealth and plan for the future. The Wealth Management 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
The position has the following responsibilities:
- The Product Management / Development function is responsible for developing new products and/or solutions, ensuring the competitiveness of existing products. The function strengthens the sales effort by working with Sales and Marketing to define competitive market requirements and identify opportunities as well as models profit and loss, or risk control.
- Manage the overall investment options on the Envestnet platform and interact with asset manager partners as necessary on a daily basis. Work closely with the MMLIS Innovation team, MMLIS Ops and MMLIS business line heads in determining how investment options should work for investment advisory offerings.
- Review new additions from Envestnet and determine which are additive for advisors.
- Articulate new investment options on Field calls and presents use cases for advisors to understand impact on their practice.
- Maintenance of internet as well as as well as working with Marketing and Readiness in communicating to advisors our capabilities.
- Employee occupying the role must be knowledgeable in the data captured across the various databases at MML and leverage this data to inform decisions.
- Participate in driving the strategy for new offerings on the WMS platform and ensure all offerings have a best in class product shelf to support them.
- Liaison with the Banking and Lending segment of the business and assist in integrating their product offerings into the overall Orion technology platform.
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
- 3+ years' participating in product implementation projects
- 3+ years' experience in relationship management
The Ideal Qualifications
- 7+ years in the use of configuration, implementation and enhancement of product technology platforms
- Proven capabilities in design that can give the broker dealer a competitive edge
- Persuasive communication and presentation skills
- 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
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: $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*
- 85% of employee respondents say they are proud to work at MassMutual
-
90
% of employee respondents say the work they do at MassMutual is meaningful - 85% of employee respondents say they feel encouraged to come up with new and better ways of doing things
*Source: 2025 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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