Portfolio Management Specialist

1 week ago

Hartford, Connecticut, United States MassMutual Full time
The Opportunity

We're seeking a highly motivated and ambitious individual to fill the role of Client Portfolio Consultant at MassMutual.

Your work will be fast-paced and innovative, requiring you to marshal resources across the organization and interface frequently with our broader Wealth Management organization.

You'll help us implement best practices of portfolio management and contribute to the growth of the MassMutual Investment Management business.

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 of using investment tools to thoughtfully and helpfully accomplish the goals and objectives of our clients.

The Impact

You'll be responsible for helping create efficiencies and scale for an organization with meaningful growth potential.

You'll interact with advisors and their staff to deliver great client experience during onboarding and ongoing relationships.

You'll monitor client's investment portfolios to ensure alignment with investor's objectives as well as market conditions and outlook.

You'll stay up-to-date with MMLIS product offerings as well as relevant investment and trading news, and economic trends.

You'll collaborate with the broader investment organization designed around solving real client problems.

You'll contribute to the growth of the MassMutual Investment Management business.

You'll proactively research and address client investment management needs, and interact with the broader investment organization to develop solutions.

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
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

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

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