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Client Portfolio Consultant

2 months ago

BOSTON, United States MassMutual Full time

The Opportunity 

We’re looking for a motivated and ambitious Client Portfolio Consultant to join our growing wealth management organization  Your work will be fast-paced and innovative and will require marshaling resources across the organization. You’ll interface frequently with our broader Wealth Management organization and help us implement best practices of portfolio management. 

 

The Team 

Our team is a dynamic, energetic, and problem-solving powerhouse that continues to grow, evolve, learn, adapt and solve problems. We come from a diverse set of backgrounds and thought processes, and welcome debate, innovation, better ways of thinking and help evolving our team towards accomplishing our mission. We are incentivized to solve investment problems, and connect to the purpose to using investment tools to thoughtfully and helpfully accomplish the goals and objectives of our clients. 

 

The Impact 

  • Helping create efficiencies and scale for an organization with meaningful growth potential  

  • Interacting with advisors and their staff to deliver great client experience during onboarding and ongoing relationship 

  • Monitoring client’s investment portfolios to ensure aligned with investor’s objectives as well as market conditions and outlook  

  • Staying up to date with MMLIS product offerings as well as relevant investment and trading news, and economic trends.  

  • Collaborating with the broader investment organization designed around solving real client problems  

  • Contribute to the growth of the MassMutual Investment Management business.  Proactively research and address client investment management needs, and interact with the broader investment organization to develop solutions  

 

The Minimum Qualifications  

  • Bachelor’s degree 

  •  2+ years operational or service experience in the financial services industry 

  • Series 66 and Series 7 at time of application or must obtain within 180 days of hire  

 

The Ideal Qualifications 

  • 2+ years wealth management and/or client portfolio management experience  

  • CFA, or progress towards becoming a CFA Charterholder or other industry designations  

  • Series 66 and/or Series 7 at time of application  

  • Exceptional analytical, problem solving, and communication skills 

 

What to Expect as Part of MassMutual and the Team 

  • Regular meetings with the Advice & Client Solutions 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 

#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.