Client Portfolio Specialist
5 days ago
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
-
Portfolio Management Specialist
2 weeks ago
Springfield, Massachusetts, United States MassMutual Full timeThe OpportunityWe are seeking a highly motivated and ambitious Client Portfolio Consultant to join our growing wealth management organization. As a key member of our team, you will be responsible for marshaling resources across the organization and interfacing frequently with our broader Wealth Management organization to implement best practices of portfolio...
-
Small Business Specialist
5 days ago
Springfield, Massachusetts, United States TD Bank Group Full timeJob Title: Small Business SpecialistWe are seeking a highly motivated and experienced Small Business Specialist to join our team at TD Bank Group. As a Small Business Specialist, you will be responsible for deepening relationships with existing Small Business customers within a specified territory.Key Responsibilities:Proactively initiate contact with all...
-
Client Support Specialist
1 month ago
Springfield, Massachusetts, United States Gandara Mental Health Center, Inc. Full timeJob OverviewPosition: Case ManagerLocation: Springfield, MA* Bilingual Candidates Encouraged to Apply* EOE M/F/D/VThe Gándara Center is dedicated to providing a range of essential services including residential support, mental health care, substance abuse treatment, and preventive services for individuals and families throughout the Pioneer Valley and...
-
Client Support Specialist
1 month ago
Springfield, Massachusetts, United States Gandara Mental Health Center, Inc. Full timeJob OverviewPosition: Case ManagerLocation: Springfield, MA* Bilingual Candidates Encouraged to Apply* EOE M/F/D/VThe Gándara Center is dedicated to delivering comprehensive residential, mental health, substance use, and preventive services tailored for children, adults, and families throughout the Pioneer Valley and surrounding regions. Our commitment to...
-
Housing Specialist
1 week ago
Springfield, Massachusetts, United States South Middlesex Opportu Full timeJob Title: Housing SpecialistSouth Middlesex Opportu is seeking a skilled Housing Specialist to join our team. As a Housing Specialist, you will play a critical role in providing housing search services to assist in relocating homeless individuals to safe and permanent housing.Key Responsibilities:Provide housing search assistance to clients, including...
-
Field Marketing Specialist
1 week ago
Springfield, Massachusetts, United States Sodexo Full timeJob Title: Field Marketing SpecialistSodexo is seeking a highly skilled Field Marketing Specialist to join our team. As a Field Marketing Specialist, you will be responsible for developing and implementing marketing strategies to drive sales and revenue growth for our clients.Key Responsibilities:Develop and execute marketing plans to increase sales and...
-
Security Specialist
4 weeks ago
Springfield, Massachusetts, United States MSCCN Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Security Specialist to join our team at MSCCN. As a Security Specialist, you will play a critical role in maintaining a safe and secure environment for our clients by actively monitoring premises, enforcing regulations, and providing exceptional customer service.Key Responsibilities:Monitor and...
-
Medical Facility Credentialing Specialist
5 days ago
Springfield, Massachusetts, United States Behavioral Health Network Full timeJob SummaryThe Medical Facility Credentialing Specialist is a key member of our team at Behavioral Health Network, responsible for ensuring the smooth operation of our facility credentialing process. This role requires strong organizational skills, attention to detail, and effective communication with various stakeholders.Key ResponsibilitiesManage a...
-
Tax Compliance Specialist
3 weeks ago
Springfield, Massachusetts, United States HonorVet Technologies Full timeJob Title: Tax Compliance Specialist At HonorVet Technologies, we are seeking a highly skilled Tax Compliance Specialist to join our team. As a Tax Compliance Specialist, you will play a critical role in ensuring the accuracy and timeliness of tax filings and payments for our clients. Responsibilities: * Support tax functions and special projects related...
-
Early Intervention Specialist
4 weeks ago
Springfield, Massachusetts, United States Thom Child And Family Services Full timeJob DescriptionJob Title: Developmental SpecialistJob Summary:Thom Child and Family Services is seeking a highly skilled and compassionate Developmental Specialist to join our team. As a Developmental Specialist, you will play a critical role in providing early intervention services to infants and toddlers with developmental delays and their families.Key...
-
Developmental Specialist
2 weeks ago
Springfield, Massachusetts, United States Thom Child And Family Services Full timeEarly Intervention Specialist OpportunityThom Child and Family Services is seeking a dedicated and compassionate Early Intervention Specialist to join their team. As an Early Intervention Specialist, you will play a vital role in providing home and community-based early intervention services to infants and toddlers who have or are at risk for developmental...
-
Healthcare Law Specialist
3 weeks ago
Springfield, Massachusetts, United States Health Law Alliance Full timeHealthcare Law Specialist OpportunityWe are seeking a highly organized and detail-oriented Healthcare Law Specialist to join our team at Health Law Alliance. As a key member of our healthcare law practice, you will be responsible for:Key Responsibilities:Developing and implementing healthcare-related contracts and agreementsParticipating in high-stakes...
-
Dialysis Nurse Specialist
3 weeks ago
Springfield, Massachusetts, United States Healthcare Support Full timeJob Title: Dialysis Nurse SpecialistWe are seeking a skilled Dialysis Nurse Specialist to join our team at Healthcare Support. As a leading healthcare employment partner, we provide top-notch healthcare professionals with exciting opportunities to grow and thrive.Job Summary:Our client is seeking a highly experienced Dialysis Nurse to provide high-quality...
-
Central Registration Specialist
3 weeks ago
Springfield, Massachusetts, United States Center for Human Development Full timeJob SummaryThe Central Registration Specialist plays a vital role in the Center for Human Development, serving as the primary point of contact for community agencies, clients, and internal staff. This position is responsible for registering clients, verifying insurance benefits, and scheduling intake appointments for outpatient and psychiatric services.Key...
-
Travel Nurse RN
4 weeks ago
Springfield, Massachusetts, United States Triage Staffing Full timeJob Title: Travel Nurse RN - Telemetry SpecialistJob Summary:Triage Staffing is seeking a skilled Travel Nurse RN - Telemetry Specialist to join our team. As a Travel Nurse RN - Telemetry Specialist, you will be responsible for providing high-quality patient care in a fast-paced Telemetry environment.Responsibilities:Provide direct patient care to patients...
-
Developmental Specialist
3 weeks ago
Springfield, Massachusetts, United States Thom Child And Family Services Full timeJob Title: Developmental SpecialistThom Child and Family Services is seeking a highly skilled and compassionate Developmental Specialist to join our team. As a Developmental Specialist, you will play a vital role in providing early intervention services to infants and toddlers who have or are at risk for developmental delays and their...
-
Developmental Specialist
3 weeks ago
Springfield, Massachusetts, United States Thom Child And Family Services Full timeEarly Intervention Specialist OpportunityThom Child and Family Services is seeking a dedicated and compassionate Early Intervention Specialist to join our team. As a key member of our multidisciplinary team, you will work closely with families and young children to provide individualized and culturally sensitive services.Key Responsibilities:Conduct...
-
Financial Relationship Specialist
4 weeks ago
Springfield, Massachusetts, United States The Bank of America Corporation Full timeAbout the RoleWe are seeking a skilled Financial Relationship Specialist to join our team at The Bank of America Corporation. As a key member of our organization, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand their financial needs and...
-
Small Business Growth Manager
1 month ago
Springfield, Massachusetts, United States TD Bank Full timeJob Description:Job Title: Small Business Specialist IJob Summary:We are seeking a highly motivated and experienced Small Business Specialist I to join our team at TD Bank. As a Small Business Specialist I, you will be responsible for deepening relationships with existing small business customers within a specified territory. You will ensure equal access to...
-
Travel Nurse RN
4 weeks ago
Springfield, Massachusetts, United States Triage Staffing Full timeJob Title: Travel Nurse RN - ICU SpecialistTriage Staffing is seeking a skilled travel nurse RN ICU specialist to join our team.Job SummaryWe are looking for a dedicated and compassionate travel nurse RN ICU specialist to provide high-quality patient care in a fast-paced Intensive Care Unit environment.ResponsibilitiesProvide direct patient care to...