Investment Management Strategy and Planning Director

2 weeks ago

Braintree, Massachusetts, United States MassMutual Full time
Job Summary

We are seeking a highly motivated and experienced leader to lead Investment Management's strategic initiative planning and execution. This individual will be the primary liaison between our business and the newly formed Corporate Functions PMO.

Key Responsibilities
  • Lead strategic initiative planning, prioritization, and coordination across IM and understand/navigate interdependencies
  • Accountable for the intake and creation of the master inventory of discretionary and BAU strategic initiatives, projects, programs, and continuous improvement needs across IM
  • Accountable for investment management strategic initiative prioritization. Work with senior leaders on a regular cadence to reconfirm prioritized initiatives given the rapidly changing market
  • Responsible to 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 portfolio of IM strategic initiatives align 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
  • In conjunction with the demand/capacity process, understand resource allocation across IM
  • Understand initial project elements to determine if initiative qualifies for the SP&D portfolio and/or execution by CFPMO
  • Ensure alignment and work as cross-collaboration point person for internal and/or external stakeholders on goals, approach, and requests. Including ETX and corporate functions.
  • Monitor regular communications to key stakeholders and executive management on project progress, status, and challenges from CFPMO and SP&D and provide feedback as necessary
  • Support development of governance frameworks to drive clear, transparent, and efficient decision making
  • Partner with CFPMO and SP&D on IM's compliance with enterprise standards and act as a point person to ensure execution of operating model and process changes across IM
  • Point Person for the IM Portfolio Management lead from CFPMO
  • Lead demand/capacity on behalf of IM and be key point person for inquiries and process changes across the demand capacity process
  • Monitor and flag issues and interdependencies between Investment Management and enterprise shared services and suggest opportunities for resolution/path forward proactively, promptly, and tactfully
  • Develop a cohesive communication plan (in coordination with internal communications) and deliver high-impact presentations and reports for c-suite, board of directors, and other key stakeholders effectively communicating business impacts. Develop artifacts (create reports and presentations) related to IM priorities including committees and other strategy team deliverables.
  • Develop and strengthen internal communications with staff at all levels throughout the organization
  • 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. Work to enhance employee engagement and morale.
  • Develop and implement a change management strategy for IM
  • Understand the evolving needs of our organization and proactively execute a change management discipline to support ongoing changes
  • Design and execute comprehensive change management plans that align with the department's goals, ensuring a smooth transition for all stakeholders
  • Evaluate the departments readiness for change by conducting assessments, surveys, and feedback sessions, identifying potential change challenges and areas for improvement
  • Design and oversee the delivery of training programs to equip employees with the necessary skills and knowledge to adapt to new processes, systems, and structures
  • Partner with leaders to provide guidance and support throughout the change process, ensuring they are equipped to lead their teams through the transition
  • Progress the governance models across IM. Understand the different governance forums and look for ways to enhance and ensure compliance
  • Identify opportunities for process improvement and operational efficiency
  • Implement best practices standard operating procedures across the organization
  • Identify and resolve issues that may affect the organization, anticipate potential challenges, and develop proactive solutions
  • Data analysis and decision support – analyze data to support decision making and provide insight and recommendations based on data analysis
  • Support Board of Director operations for IM
  • Be willing to roll up your sleeves and chip in when-and-wherever needed; adaptable and ability to pivot based on shifting priorities.
Requirements
  • 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, with a demonstrated ability to think strategically, enjoy managing multiple projects simultaneously, and handling difficult situations
  • High degree of integrity and ability to maintain confidentiality with business & 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

  • Investment Planning Coordinator

    3 weeks ago

    Braintree, Massachusetts, United States Capital Analysts of New England, Inc. Full time

    Investment Planning CoordinatorCapital Analysts of New England, Inc. is seeking a detail-oriented and analytical individual to join our team as an Investment Planning Coordinator. This role combines investment analysis and financial planning support, providing an exciting opportunity to contribute to our clients' financial success.Key Responsibilities:Assist...

  • Financial Planning and Investment Coordinator

    1 month ago

    Braintree, Massachusetts, United States Capital Analysts of New England, Inc. Full time

    About Capital Analysts of New England, Inc.We are a leading wealth management firm, headquartered in Braintree, Massachusetts, with a rich history dating back to 1972. Our company has been at the forefront of the financial planning movement and has evolved into one of the industry's most innovative providers of diverse financial services. We value integrity,...

  • Investment and Financial Planning Coordinator

    2 weeks ago

    Braintree, Massachusetts, United States Capital Analysts of New England, Inc. Full time

    Overview:Capital Analysts of New England, Inc. is a leading wealth management firm, located in Braintree, Massachusetts. Founded in 1972, we were a pioneer of the financial planning movement and today we are one of the industry's most innovative providers of diverse financial services. We place great value on integrity, enthusiasm, and teamwork. We also...

  • Financial Planning and Investment Analysis Specialist

    2 months ago

    Braintree, Massachusetts, United States Capital Analysts of New England, Inc. Full time

    Overview:Capital Analysts of New England is a prominent wealth management firm, recognized for its innovative approach to financial services. We prioritize integrity, enthusiasm, and teamwork, creating a supportive environment that fosters long-term growth and offers competitive compensation.Position Summary:We are looking for a proactive individual to fill...

  • Investment Analyst

    4 weeks ago

    Braintree, Massachusetts, United States Capital Analysts of New England, Inc. Full time

    About Capital Analysts of New England, Inc.We are a leading wealth management firm, dedicated to providing innovative financial services to our clients. Our team is passionate about delivering exceptional results and building long-term relationships.Job SummaryWe are seeking a highly skilled Investment and Financial Planning Coordinator to join our team....

  • Tax Director

    2 weeks ago

    Braintree, Massachusetts, United States Jobot Full time

    Urgent Tax Director OpportunityWe are seeking a highly experienced Tax Director to join our team at Jobot. As a leading public accounting and consulting firm, we offer a unique opportunity for a Tax Director to take on a leadership role in our commercial services department.About the Role:Lead a team of tax professionals in providing commercial services to...

  • Marketing Director

    1 day ago

    Braintree, Massachusetts, United States Wave Resort Full time

    Marketing Director Job DescriptionWave Resort is seeking a highly skilled Marketing Director to lead our marketing efforts and drive business growth. As a key member of our team, you will be responsible for developing and executing a comprehensive marketing strategy that showcases our brand and attracts new customers.Key Responsibilities:Develop and...

  • Tax Director

    2 weeks ago

    Braintree, Massachusetts, United States Jobot Full time

    Unlock Your Tax ExpertiseJobot is seeking a seasoned Tax Director to spearhead our finance team's tax strategy and compliance. As a key member of our dynamic team, you will oversee all tax-related activities, ensuring accuracy and compliance with tax laws and regulations.Key Responsibilities:Develop and implement strategic tax planning for federal and state...

  • Tax Director

    3 days ago

    Braintree, Massachusetts, United States Jobot Full time

    About the RoleWe are seeking a highly experienced Tax Director to join our team at Jobot. As a key member of our public accounting firm, you will be responsible for leading our tax practice and providing expert guidance to clients.ResponsibilitiesLead tax teams and provide strategic guidance to clientsDevelop and implement tax strategies to minimize client...

  • Tax Director

    4 weeks ago

    Braintree, Massachusetts, United States Jobot Full time

    Unlock Your Potential as a Tax DirectorAre you a seasoned Tax Director looking for a new challenge? Do you have a passion for commercial tax services and a proven track record of leadership? We're seeking a highly skilled and experienced Tax Director to join our team at Jobot, a leading public accounting and consulting firm.About the RoleAs a Tax Director,...

  • Tax Director

    2 days ago

    Braintree, Massachusetts, United States recruiterboom Full time

    About the Tax Director RoleWe are seeking a highly skilled Tax Director to join our Tax Department in Braintree. As a Tax Director, you will be responsible for delivering exceptional client service and providing expert tax guidance.Key Responsibilities:Review and analyze tax returns, workpapers, and projections to ensure accuracy and compliance.Develop and...

  • Tax Director

    4 weeks ago

    Braintree, Massachusetts, United States Jobot Full time

    Job Title: Tax DirectorJobot is seeking an experienced Tax Director to join our dynamic team in the Finance industry. This challenging and rewarding role offers the opportunity to play a pivotal role in the strategic tax planning and compliance for our organization.Responsibilities:Oversee the preparation and filing of all tax returns, including partnership...

  • Tax Director

    1 day ago

    Braintree, Massachusetts, United States Jobot Full time

    Job OpportunityJobot is seeking a highly experienced Tax Director to join our team. As a key member of our public accounting firm, you will be responsible for leading tax teams and providing expert advice to clients.About the RoleThis is a senior-level position that requires a strong background in tax consulting and leadership. You will be responsible for...

  • Tax Director

    2 weeks ago

    Braintree, Massachusetts, United States Jobot Full time

    About the RoleWe are seeking a highly experienced Tax Director to join our team at Jobot. As a Tax Director, you will be responsible for leading our tax practice and providing expert advice to clients on tax planning and compliance.Key ResponsibilitiesLead a team of tax professionals and provide guidance on tax planning and complianceDevelop and implement...

  • Tax Director

    3 days ago

    Braintree, Massachusetts, United States recruiterboom Full time

    About the JobWe are seeking a highly skilled Tax Director to join our Tax Department in Braintree. As a Tax Director, you will be responsible for delivering exceptional client service and providing expert tax guidance.Key Responsibilities:Review and analyze tax returns, tax workpapers, and tax projections to ensure accuracy and compliance.Develop and...

  • Tax Director

    4 weeks ago

    Braintree, Massachusetts, United States Jobot Full time

    Urgently Hiring Tax Director for Top 25 Public Accounting FirmThis is a unique opportunity to join one of the most prominent public accounting and consulting firms in the US. As a Tax Director, you will be responsible for leading commercial services teams and providing expert tax guidance to clients.About the RoleWe are seeking a highly experienced Tax...

  • Senior Investment Control Specialist

    2 weeks ago

    Braintree, Massachusetts, United States SS&C Technologies Full time

    SS&C is a leading global provider of investment and financial services and software tailored for the financial services and healthcare sectors. Recognized on the Fortune 1000 list as a top U.S. company by revenue, SS&C is headquartered in Windsor, Connecticut, employing over 20,000 professionals across more than 90 offices in 35 countries. Approximately...

  • Tax Director

    2 weeks ago

    Braintree, Massachusetts, United States Jobot Full time

    About UsFounded in the 1970s, our company is one of the nation's largest professional services firms, providing a wide range of services including attest, tax, advisory, and business consulting. With over 200 partners and 1,500 employees across the US, we have built a reputation for delivering smart solutions to companies and high net worth individuals.Why...

  • Executive Director

    3 weeks ago

    Braintree, Massachusetts, United States Sunrise Senior Living Full time

    About the RoleWe are seeking a highly skilled and experienced Executive Director to join our team at Sunrise Senior Living. As a leader in the senior living industry, we pride ourselves on providing exceptional care and services to our residents. The Executive Director will be responsible for overseeing the overall leadership, management, and success of...

  • Investment Control Liaison III

    3 weeks ago

    Braintree, Massachusetts, United States SS&C Technologies Full time

    Job Title: Investment Control Liaison IIISS&C Technologies is seeking an experienced Investment Control Liaison III to join our team. As a key member of our operations team, you will be responsible for identifying exceptions, balancing systems, and reports, reconciling cash and shares, and identifying risk items.Key Responsibilities:Perform cash...