Client Portfolio Specialist

5 days ago


Springfield, Massachusetts, United States MassMutual Full time

The Opportunity

We're seeking a skilled and ambitious Client Portfolio Consultant to contribute to our wealth management organization's growth. Your role will involve collaborating with our team to implement best practices in portfolio management, leveraging resources across the organization to drive innovation and efficiency.

The Team

Our dynamic team is a powerhouse of problem-solving, innovation, and learning. We welcome diverse perspectives, debate, and creative thinking to drive our mission forward. As a Client Portfolio Consultant, you'll be part of a collaborative environment that values teamwork, adaptability, and a passion for solving investment challenges.

The Impact

  • Drive efficiency and scalability in our organization with meaningful growth potential
  • Deliver exceptional client experiences through onboarding and ongoing relationships with advisors and their staff
  • Monitor client portfolios to ensure alignment with investor objectives and market conditions
  • Stay up-to-date with MMLIS product offerings, investment news, and economic trends
  • Collaborate with the broader investment organization to develop solutions for real client problems
  • Contribute to the growth of the MassMutual Investment Management business by researching and addressing client investment management needs

Requirements

  • Bachelor's degree
  • 2+ years of 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

Preferred Qualifications

  • 2+ years of wealth management and/or client portfolio management experience
  • CFA or progress towards becoming a CFA Charterholder or other industry designations
  • 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 with diverse Business Resource Groups
  • Access to learning content on Degreed and other informational platforms
  • A company with a strong and stable ethical business, industry-leading pay, and benefits


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