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MassMutual Investment Product Management Consultant in Springfield, Massachusetts

The Opportunity

We’re seeking an Investment Product Consultant to join the Product team within the MML Investors Services Broker Dealer “MMLIS”. In this position, you’ll be primarily responsible for the management of the Brokerage Platform, Direct Advisory programs and Manager Referral programs.

The Team

The mission of the MMLIS Product team is to provide competitive and expansive product offerings and solutions that meets the need of our advisors and their clients. The team is currently comprised of seven experienced individuals, who specialize in certain areas, but also are agile in adapting to different roles on the team when needed. Collaboration, teamwork, and open communications make this team a reliable resource in creating and enhancing product offerings and solutions for more than 8,000 advisors. We are unique in our focus on building MassMutual’s wealth management organization into a leading provider of investment products and services with over 53 billion in assets under management today.

The Impact:

As an Investment Product Consultant, your responsibilities will include but not be limited to the following:

  • Maintenance of the Mutual Fund and ETF buy list

  • Management of the direct and brokerage 529 product offering

  • Execution of share class conversions across the Wealth Management Services platform

  • Day to day Management of the Direct Advisory and Manager Referral programs

  • Updating and maintaining the Direct Advisory and Manager Referral programs’ policy and procedure guides in collaboration with operations, legal, compliance

  • Oversight of the Product mailbox

The Minimum Qualifications

  • 3+ years of experience in wealth management or asset management

  • Currently hold Series 7 or ability to obtain within 180 days of hire

  • Bachelor’s Degree

  • Strong communication and presentation skills

  • Strong project management skills

  • Creative problem-solving skills

  • Pro-active, self-starter with ability to organize, prioritize and execute various projects across multiple functional areas simultaneously, in a fast-paced environment

  • Proficient in the Microsoft suite of products (Excel, PowerPoint and Word)

The Ideal Qualifications

  • 3+ years of experience in a product management role within wealth management or asset management

What to Expect as Part of MassMutual and the Team

  • Regular meetings with the Product team

  • Focused one-on-one meetings with your manager

  • Access to mentorship opportunities

  • 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

About MassMutual

We’ve been around since 1851. During our history, we’ve helped millions of people find financial freedom, offer financial protection, and plan for the future.

Today, we continue to develop meaningful relationships with our customers by building their trust, being knowledge problem solvers and always prioritizing their needs. MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It’s more than our company structure – it’s our way of life.

#LI-BC1

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 (talentacquisition@massmutual.com) and share the specifics of the assistance you need.

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