Investment Services Specialist

RequirementsBachelor's Degree: Bachelor's degree required.Investment Experience: ~8+ years of investments, investment management, portfolio or financial services experience.CFA Certification: Chartered Financial Analyst (CFA) at time of application, currently enrolled in CFA program or willing to enroll upon hire.This position requires minimal travel and due...

About the RoleWe're looking for a skilled Investment Portfolio Specialist to join our team. As a key member of our wealth management organization, you'll be responsible for managing complex investment portfolios and providing expert advice to clients.Key Responsibilities:Develop and implement comprehensive investment strategies for high net worth...

The Opportunity As an Investment Services Specialist you will process required paperwork and provide customer service for new business submissions. This may include new business applications, maintenance items, transfer paperwork and various other supplemental accounting paperwork. In this role, as well as all roles within MassMutual, you will...

Are you looking for a challenging and rewarding role in investment accounting?MassMutual Careers is seeking an Investment Accounting Specialist to join our Investment Controllership team.The ideal candidate will have a strong background in accounting and investments, with experience working with U.S. GAAP and/or STAT.Responsibilities include:Ensuring the...

About the JobAs an Investment Services Specialist at MassMutual Careers, you will be responsible for processing new business submissions, reviewing paperwork, and providing excellent customer service. This role requires strong analytical skills, attention to detail, and effective communication abilities.

Job Description:The Transitional Financial Advisor (TFA) role is a three-year program with a focus on providing financial planning guidance and selling investment management solutions. As a TFA, you will work with clients to understand their financial goals and develop personalized plans to help them achieve those goals.Your Responsibilities:You will...

Relationship Director - Global Platforms/ARGMFS Investment Management Boston, United StatesTHE ROLEThis position is responsible for leveraging all available resources to grow and diversify sales and retain assets by covering assigned gatekeeper/professional buyer research teams. The primary coverage will be with Defined Contribution (DC) consulting firms,...

Company OverviewWe are MassMutual Careers, a leading provider of investment solutions. Our team is dedicated to delivering exceptional results for our clients.The Client Portfolio & Research Analyst role plays a critical part in achieving this goal.

Investment ConsultantInvestment Strategy & Governance TeamFull-TimeBoston, MA, Springfield, MA or New York, NYThe OpportunityInvestment Management (IM) is looking for a highly motivated and engaged Investment Consultant. They must be task-driven and detailed oriented while having clear and concise written and verbal communication skills with the ability to...

About MassMutual CareersMassMutual is a leading financial services company that offers a range of products and services to individuals, businesses, and institutions. Our mission is to help our clients achieve their financial goals and secure their futures.We are seeking an experienced Investment Coordination Consultant to join our team. As an Investment...

Investment Tax Manager - Special Projects & Strategic Initiatives Investment Taxes, Corporate Tax DepartmentFull-TimeSpringfield MA, or Boston MAThe OpportunityAs an Investment Tax Manager in the Investment Tax group, you will work in a dynamic and collaborative environment, primarily supporting securities tax operations, including system and process...

Company OverviewMassMutual is a leading insurance company with a rich history dating back to 1851. Our organization is committed to delivering exceptional services and products to our customers while fostering a culture of inclusivity, diversity, and growth.We are seeking an experienced professional to join our team as a Director Investment Controllership-...

Investment Coordination Consultant Investment Strategy & Governance Team Full-Time Investment Management (IM) is looking for a highly motivated and engaged Investment Coordination Consultant. Other duties include SharePoint development and maintenance, employee and contractor onboarding and offboarding, and supporting BAU project needs. We are looking for...

Senior Tax Consultant - Special Projects & Strategic Initiatives Investment Taxes, Corporate Tax Department Full-Time Springfield MA, or Boston MA The Opportunity As a Senior Tax Consultant in the Investment Tax group, you will work in a dynamic and collaborative environment, primarily supporting securities tax operations, including system and...

Sales Growth and Client Engagement SpecialistMFS Investment Management seeks a results-driven professional to drive sales growth and enhance client engagement across various geographies.KEY RESPONSIBILITIESDevelop and implement strategies to drive sales growth and revenue expansion across the globe.Build and maintain strong relationships with key...

Summary We are seeking a highly motivated and experienced Derivatives Product Owner to drive the vision, strategy, and roadmap of our middle and back-office processing solutions for derivatives. The ideal candidate will have a deep understanding of derivatives asset classes, including associated business processes and internal/vended technology...

About the RoleWe are seeking a highly organized and detail-oriented Investment Portfolio Coordinator to join our team. As an Investment Portfolio Coordinator, you will be responsible for processing new business submissions, reviewing paperwork for accuracy, and providing exceptional customer service.Key ResponsibilitiesReview broker dealer new business...

Company OverviewMassMutual Careers is a leading provider of financial services, dedicated to helping individuals and families achieve their long-term goals. Our commitment to innovation, excellence, and customer satisfaction has made us a trusted partner in the industry.About the RoleWe are seeking a highly motivated and detail-oriented Financial Services...

Investment Manager Oversight Consultant Investment Management Strategy and Planning Full-Time, Hybrid (3 days/week in office) Springfield, MA or Boston, MA The Opportunity Investment Management (IM) is looking to hire a skilled and dynamic relationship manager to drive strategic partnerships and foster relationships with our investment managers....

Cash & Securities Management Consultant, Corporate ActionsFull-TimeSpringfield, MA, Boston, MA or New York, NYThe OpportunityAs a Cash & Securities Management Consultant, Corporate Actions in our Investment Operations organization, you are responsible for transaction processing and oversight over the lifecycle of invested assets and their portfolios for the...