Investment Management Strategy and Planning Director

2 days ago


Hartford, Connecticut, United States MassMutual Full time
The Opportunity

MassMutual's Investment Management team is seeking a highly motivated and experienced leader to lead strategic initiative planning and execution. This individual will be the primary liaison between our business and the Corporate Functions PMO, driving efficient and effective design and architecture across the IM portfolio of strategic initiatives.

This role will partner closely with senior leaders across investment management to help articulate our mission, vision, and strategy. You will have a unique opportunity to seamlessly move from planning to execution by innovating, collaborating, designing, inspiring, and communicating key strategies and initiatives.

The Team

The Strategy and Planning team is part of the Investment Management (IM) Strategy and Governance Organization. The team drives IM's strategy forward, optimizing governance and decision-making processes, analyzing, and establishing common metrics, processes, and tools.

Impact/Key Responsibilities
  • Lead strategic initiative planning, prioritization, and coordination across IM, understanding and navigating interdependencies.
  • Partner with junior stakeholders across IM to intake and prioritize strategic initiatives.
  • Facilitate collaboration among senior leadership, key stakeholders, and cross-functional teams to ensure strategic initiatives are fully aligned with business objectives and operational capabilities.
  • Ensure the portfolio of IM strategic initiatives aligns with IM's long-term goals.
  • Coordinate cross-department and cross-enterprise connection points in regard to initiatives, including annual planning cycles for budget and resourcing.
  • Monitor regular communications to key stakeholders and executive management on project progress, status, and challenges.
  • Support development of governance frameworks to drive clear, transparent, and efficient decision-making.
  • Develop a cohesive communication plan and deliver high-impact presentations and reports for c-suite, board of directors, and other key stakeholders.
  • Lead and help support elements of the IM strategic planning design and process.
  • Review CIO and SLT objectives, vision, goals, and priorities to ensure alignment with IM strategy.
  • Design strategic connectivity to enterprise goals and objectives.
  • Lead, role model, champion, and promote the evolution of the IM culture and foster a positive and collaborative work environment.
  • Develop and implement a change management strategy for IM.
Minimum Qualifications
  • Bachelor's degree.
  • 10-12 years of related business and leadership experience in a subset of the following: investment management, insurance, consulting, strategy, project management, or financial services.
  • Demonstrated project or portfolio management and experience with scorecards, metrics, and dashboards.
  • Proven ability to establish and maintain strong relationships with peers and key partners throughout the organization.
  • Comfortable working collaboratively across the organization in a complex, fast-paced, dynamic, and continually evolving business environment.
  • Understanding of how to manage and deploy large-scale, cross-organization programs and employ a creative approach to problem-solving.
  • High degree of integrity and ability to maintain confidentiality with business and organizational information.
  • Able to garner support and gain momentum to bring new ideas through to implementation.
  • Demonstrated ability to understand how tasks and milestones collaborate and connect across related department objectives.
  • Prior track record in building partnerships with all levels of the organization.
  • Experience building communication plans and communicating and/or presenting to senior leaders.
  • Experience developing change management discipline/functions.
  • Willingness to volunteer and lean in.
  • Outstanding verbal, written, and interpersonal communication skills.
  • Expert presentation and artifact creation.
Ideal Qualifications
  • Higher degree, MBA, or equivalent.
  • Experience in consulting.
  • Investment management or buy-side experience.
  • Understanding of the financial markets.
  • Experience in the insurance industry.
  • High emotional intelligence.


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