Investment Product Consultant

Investment Product Consultant at MassMutual summary: The Investment Product Consultant manages and enhances the Proprietary Home Office Models platform, working closely with Legal, Compliance, and cross-functional teams to support asset growth and platform stability. Responsibilities include testing new releases, updating compliance documentation, and monitoring impacts on advisors. The role requires strong product implementation experience, financial services knowledge, and collaboration across multiple departments within wealth management. The OpportunityAs an Investment Product Consultant, you will manage and enhance the Proprietary Home Office Models (PHOM) platform, collaborating with Legal and Compliance to update ADVs and related documentation.With assets under management expected to grow from $3B to $10B, your role will include testing new releases, assessing downstream impacts, and monitoring field escalations that may stem from recent enhancements. Your attention to detail and proactive issue tracking will be key to ensuring platform stability and advisor satisfaction.The TeamAt MM Wealth Management, we’re committed to transforming how clients manage and grow their wealth. As part of our team, you’ll collaborate with experts across Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments, and Operations to deliver innovative solutions.The ImpactOur Wealth Management Product team empowers advisors, agencies, and MassMutual by offering open architecture investment and brokerage solutions. We help clients achieve their financial goals through informed investing, strategic planning, and seamless execution.Key Responsibilities include, but are not limited to:Product Development & EnhancementLaunch and manage new model products and platform enhancements.Cross-Functional CollaborationPartner with MMLIS (MassMutual Investors Services, LLC) Trading Desk, Legal & Compliance (ADV updates), Envestnet and Orion Relationship Management.Program Testing & ExpansionTest new configurations on the Wealth Management Services (WMS) platform to support fee-based advisory growth.Support upcoming WMS programs like DC Participant Advice and Advisory HSA, which may interface with PHOM.Data & Reporting AlignmentWork with the Data Reporting team and Envestnet Intelligence product team to ensure accurate data capture.Technology Roadmap IntegrationAlign PHOM updates with broader system roadmaps (Envestnet, Wealthscape, A360, M&O Compensation), ensuring data reporting is considered in all enhancements.The Minimum Qualifications5+ years’ experience in the financial services industrySeries 7 at time of application or must obtain within 1 year of hire2+ years participating in product implementation projects2+ years proven ability to organize tasks, prioritize competing deadlines, and execute deliverables efficiently across cross-functional teamsThe Ideal Qualifications5+ years in the use of configuration, implementation and enhancement of product technology platformsPersuasive communication and presentation skills as the position will often be required to present to the Field ForceStrong problem-solving skillsProficient 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 marketplaceProven capabilities in design that can give MMLIS a competitive edge in competing against the likes of LPL, Osaic, Raymond James, Cetera and Ameriprise in this spaceWhat to Expect as Part of MassMutual and the TeamRegular meetings with the TeamFocused 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 GroupsAccess to learning content on Degreed and other informational platformsYour ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits#LI-DK1MassMutual 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. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page. Keywords: investment product consultant, wealth management, product implementation, compliance update, financial services, asset management, platform enhancement, cross-functional collaboration, investment advisory, testing and reporting