Head of Private Client Management

3 days ago

Windsor, Connecticut, United States MassMutual Full time
The Opportunity

MassMutual Trust Company, a private wealth business, has been providing complex investment, fiduciary, trust, and high-end service capabilities for over two decades. The company's objective is to attract and retain financial advisors and high net-worth clients by offering concierge-level solutions tailored to the more complex needs of higher net-worth families. With over $5B in assets under management, the role of Head of Private Client Management sits at the epicenter of our business model.

The Team

Reporting to the President of MassMutual Trust Company, this leadership role is critical in driving the growth and success of our private wealth and trust business. You will lead a team of 15 private client managers and serve as a key thought leader for designing and implementing strategies that deepen our client relationships and position the company to compete at the highest ends of the wealth management markets.

Sales Interface

Given the role of relationship management and case design, there is critical, daily and ongoing coordination with our sales team and sales activities. This role serves as leader of the new business and account onboarding process and seeks to align private client managers with the needs of specific advisors and clients. It serves as the primary leadership interface with MassMutual's 7,000 financial advisors to ensure problems are solved and that our team of private client managers/trust officers are effectively servicing these advisors.

Develop, Communicate and Execute on Strategic Priorities

As a key member of the senior leadership team, you will be responsible for bringing market and data-driven insights, along with the voice of our advisors and clients, into the design and development of the MassMutual Trust company's long term strategy. This requires having an external orientation with a strong understanding of the needs of advisors and high net-worth clients. From this understanding, the role will work closely with the Head of Strategy and President of MassMutual Trust to create a strategic plan to continue to solve problems and position the business to compete in a growing private wealth marketplace.

Fiduciary Controls & Financial Reporting

Monitor fiduciary standards within the Private Client Management team; guide multiple aspects of financial reporting; and serve as a voting member of internal regulatory committees.

The Ideal Qualifications

  • Inspirational leadership and the ability to galvanize a workforce towards delivering an elite level of client and advisor services
  • Ten years of experience in higher level client services, relationship management, and a track record of strengthening client and/or advisor relationships
  • Experience with complex investments, estate planning and trust administration
  • Experience managing, leading, and developing a dispersed team
  • Demonstrated ability to problem solve and to create a team culture around problem solving
  • Demonstrated ability to gather and synthesize voice of customer insights
  • Certified Trust & Financial Advisor designation is preferred
  • Commitment to enhancing the experience of advisors, clients, and your team of employees

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