We have other current jobs related to this field that you can find below

  • Senior Strategist Investment Product Specialist

    4 weeks ago

    Boston, United States MFS Investment Management Full time

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...

  • Director, Investment Product

    2 days ago

    Boston, United States Fidelity Investments Inc. Full time

    Job Description:The Role The Director, Investment Product will be responsible for managing and leading due diligence efforts associated with Fidelity’s alternatives strategies. Most notably, the role will focus on managing the firm’s virtual data rooms across Fidelity’s alternatives strategies, which will include: Preparing and reviewing key documents...

  • Director, Investment Product

    2 weeks ago

    Boston, United States Fidelity Investments Inc. Full time

    Job Description:The RoleThe Director, Investment Product will be responsible for managing and leading due diligence efforts associated with Fidelity’s alternatives strategies. Most notably, the role will focus on managing the firm’s virtual data rooms across Fidelity’s alternatives strategies, which will include:Preparing and reviewing key documents...

  • Director, Investment Product

    2 months ago

    Boston, United States Fidelity Investments Full time

    Job Description : The Director, Investment Product will assist in the product strategy, development, management, and advocacy of Fidelity’s suite of investment products and services we make available to institutional customers. The primary focus of this role will be in support of our institutional solutions business for the Fidelity Asset Management...

  • Director, Investment Product

    2 months ago

    Boston, United States Fidelity TalentSource LLC Full time

    Job Description:The RoleThe Director, Investment Product will be responsible for managing and leading due diligence efforts associated with Fidelity s alternatives strategies. Most notably, the role will focus on managing the firm s virtual data rooms across Fidelity s alternatives strategies, which will include:Preparing and reviewing key documents from...

  • Senior Strategist Investment Product Competitive Analysis

    1 week ago

    Boston, United States MFS Investment Management Full time

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...

  • Director, Investment Product

    1 month ago

    Boston, United States Soteriare Full time

    Director, Investment Product Location: Boston, MA Time Type: Full time Posted on: 8 Days Ago Job Requisition ID: 2097531 Job Description: The Director, Investment Product will be responsible for managing and leading due diligence efforts associated with Fidelity’s alternatives strategies. Most notably, the role will focus on managing the firm’s virtual...

  • Director, Investment Product

    2 weeks ago

    Boston, United States Fidelity Full time

    Job Description: The Director, Investment Product will assist in the product strategy, development, management, and advocacy of Fidelity’s suite of investment products and services we make available to institutional customers.  The primary focus of this role will be in support of our institutional solutions business for the Fidelity Asset Management...

  • IT Strategy Consultant

    1 month ago

    Boston, United States SpiceOrb Full time

    Hello, Spiceorb is looking for Strategy Consultant - Investment Management, if you feel you are a good fit, please let me know if you are comfortable with the below JD. Role: Strategy Consultant - Investment Management Job Location: - Candidates need to travel Twice or Thrice in a Month to Client Location at Boston, MA. Client will bear the expenses for...

  • Director, Investment Product

    2 months ago

    Boston, United States Fidelity TalentSource LLC Full time

    Job Description:The Director, Investment Product will assist in the product strategy, development, management, and advocacy of Fidelity s suite of investment products and services we make available to institutional customers. \u00A0The primary focus of this role will be in support of our institutional solutions business for the Fidelity Asset Management...

  • Sr. Director

    4 weeks ago

    Boston, United States MFS Investment Management Full time

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...

  • Strategy Consultant Investment Management Real Estate

    1 month ago

    Boston, United States Chabez Tech Full time

    Job Description Strategy Consultant - Investment Management Job Location:- Boston, MA Candidates needs to travel Twice or Thrice in a Month to Client Location. The client will bear the expenses for the Travel Domin: Real Estate Job Description: Key Responsibilities: Client Advisory: Collaborate with clients to understand their investment goals, challenges,...

  • Strategy Consultant

    4 weeks ago

    Boston, United States Chabez Tech Full time

    Job DescriptionJob DescriptionJob DescriptionStrategy Consultant - Investment Management Job Location:- Boston, MACandidates needs to travel Twice or Thrice in a Month to Client Location.The client will bear the expenses for the Travel Domin: Real EstateJob Description:Key Responsibilities: Client Advisory: Collaborate with clients to understand their...

  • Strategy Consultant Investment Management Real Estate

    1 month ago

    Boston, Massachusetts, United States Chabez Tech Full time

    Job DescriptionStrategy Consultant - Investment ManagementJob Location:- Boston, MACandidates needs to travel Twice or Thrice in a Month to Client Location.The client will bear the expenses for the TravelDomin: Real EstateJob Description:Key Responsibilities:Client Advisory:Collaborate with clients to understand their investment goals, challenges, and...

  • Investment / Product Specialist

    1 month ago

    Boston, United States Fanning Personnel Full time

    Are you curious about the markets and have an analytical mind? This premier Boston Finance firm is looking for someone to join their Multi-Strategy Product Team in search of elements that will provide exposure while mitigating risk. They are looking for a "big picture" analyst that has experience with due diligence, quantitative programming, and risk...

  • Investment / Product Specialist

    1 month ago

    Boston, United States Fanning Personnel Full time

    Are you curious about the markets and have an analytical mind? This premier Boston Finance firm is looking for someone to join their Multi-Strategy Product Team in search of elements that will provide exposure while mitigating risk. They are looking for a "big picture" analyst that has experience with due diligence, quantitative programming, and risk...

  • Investment Specialist

    4 weeks ago

    Boston, United States Wellington Management Company, LLP Full time

    About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...

  • Investment Specialist

    3 days ago

    Boston, United States Wellington Management Company, LLP Full time

    About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...

  • Director – Product Management, Derivatives

    2 months ago

    Boston, Massachusetts, United States MFS Investment Management Full time

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions...

  • Director - Product Management, Derivatives

    4 weeks ago

    Boston, United States MFS Investment Management Full time

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...

Investment Product Consultant

2 months ago

Boston, United States MassMutual Full time

The Opportunity We’re looking for an experienced Investment Product Consultant to join our growing Wealth Management team The Investment Product Consultant is a high-profile position, and you will be the primary point of contact for our growing suite of wealth management offerings. You’ll work closely with advisors to achieve client investment objectives by navigating advisors and their clients across a wide range of investment products and services, helping to build and manage client portfolios, delivering regular market commentary, and promoting the wealth management organization through presentations and conference calls. The work will be fast-paced and innovative and will require marshaling resources across the organization. You’ll interface regularly with our broader Wealth Management team, help implement portfolio management best practices, and use your critical thinking skills to highlight areas of improvement while pushing our strategic evolution as an investment organization. The Team The Wealth Management Investment Team (WMIT) is a fast-growing entrepreneurial team devoted to solving investment problems and helping clients achieve their goals and objectives. An integral part of MassMutual’s overall business strategy, we are a dynamic, energetic, and problem-solving powerhouse that continues to grow, evolve, learn, adapt, and provide innovative investment solutions. We come from a diverse set of backgrounds and thought processes, and believe open debate leads to innovation and better ways of thinking that help our team accomplish its mission. The Impact: As an Investment Product Consultant your responsibilities will include but not be limited to the following: Work directly with advisors to help build their wealth management business. This may include activities related to:

Product Questions: Provide in-depth information regarding Wealth Management products and how they align with specific investment objectives. Portfolio Review: Evaluate strategies and holdings, and propose changes where applicable. Case Consulting: Help determine the best approach for handling large or complex cases. General Consulting: Advise on various situations and steer towards appropriate Wealth Management products and services. Sales Assistance: Provide competitive analysis, product selection, and key talking points for sales pitch to the client. Practice Management: Provide advisors with guidance on how to structure their wealth management practice.

Produce and disseminate a Weekly Market Commentary. Regular presentations on Wealth Management products and services, including a Quarterly New Advisor Call and occasional in-person conferences. Organize and participate in the monthly Asset Allocation Committee meeting. Maintain a working knowledge of the different investment offerings available through MMLIS. Interact with the broader investment organization designed around solving real client problems. The Minimum Qualifications Bachelor’s degree. 5+ years of investment or portfolio management experience. CFA or actively working towards becoming a CFA. 3+ years of experience in quantitative analysis and portfolio optimization. The Ideal Qualifications Bachelor's degree in economics, finance, or business. 7+ years of investment or portfolio management experience. Exceptional organizational, analytical, problem solving and communication skills.

#J-18808-Ljbffr