Client Portfolio Specialist

2 weeks ago


Hartford, Connecticut, 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. As a key member of our team, you'll be responsible for implementing best practices in portfolio management, collaborating with our broader Wealth Management organization, and delivering exceptional client experiences.

The Team

Our dynamic and energetic team is a powerhouse of problem-solvers, innovators, and thought leaders. We welcome diverse perspectives, debate, and innovation, and are committed to evolving our team to achieve our mission. We're incentivized to solve investment problems and connect with our clients' goals and objectives.

The Impact

  • Drive efficiencies and scale for an organization with significant growth potential.
  • Interact with advisors and their staff to deliver exceptional client experiences during onboarding and ongoing relationships.
  • Monitor clients' investment portfolios to ensure alignment with their objectives and market conditions.
  • Stay up-to-date with MMLIS product offerings, investment and trading 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.

The Minimum Qualifications

  • 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.

The Ideal Qualifications

  • 2+ years of wealth management and/or client portfolio management experience.
  • CFA or progress towards becoming a CFA Charterholder or other industry designations.
  • Series 66 and/or Series 7 at time of application.
  • Exceptional analytical, problem-solving, and communication skills.

What to Expect as Part of MassMutual and the Team

  • Regular meetings with the Advice & Client Solutions team.
  • Focused one-on-one meetings with your manager.
  • Access to mentorship opportunities.
  • Networking opportunities, including access to Business Resource Groups.
  • Access to learning content on Degreed and other informational platforms.
  • Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry-leading pay and benefits.


  • Hartford, Connecticut, United States MassMutual Full time

    The OpportunityWe're seeking a highly motivated and ambitious individual to fill the role of Client Portfolio Consultant at MassMutual.Your work will be fast-paced and innovative, requiring you to marshal resources across the organization and interface frequently with our broader Wealth Management organization.You'll help us implement best practices of...

  • Travel Nurse RN

    3 weeks ago


    Hartford, Connecticut, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RN - Neurology SpecialistWe are seeking a skilled Travel Nurse RN - Neurology Specialist to join our team at HealthEcareers - Client. As a Travel Nurse RN - Neurology Specialist, you will be responsible for providing high-quality patient care in a neurology setting.Job Summary:Provide direct patient care to patients with neurological...


  • Hartford, Connecticut, United States UMB Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Agricultural Portfolio Manager to join our team at UMB Bank. As a key member of our Commercial Agricultural portfolio, you will be responsible for leading a team of professionals in shaping solutions to entice prospective companies to award new business to UMB.Key ResponsibilitiesBuild and...

  • Travel Nurse RN

    3 weeks ago


    Hartford, Connecticut, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RN - Neurology SpecialistHealthEcareers - Client is seeking a skilled Travel Nurse RN - Neurology Specialist to join their team. As a Travel Nurse RN - Neurology Specialist, you will be responsible for providing high-quality patient care in a neurology setting.Job Summary:Provide direct patient care to patients with neurological...


  • Hartford, Connecticut, United States Beacon Hill Full time

    Job Title: IT Infrastructure Portfolio ManagerWe are seeking a highly skilled IT Infrastructure Portfolio Manager to join our team at Beacon Hill Technologies. As a key member of our team, you will be responsible for managing external vendor relationships and partnerships, as well as providing customer service and support.Key Responsibilities:Manage and...


  • Hartford, Connecticut, United States SCRAM Systems Full time

    Job Title: Client Retention SpecialistSCRAM Systems is seeking a highly skilled Client Retention Specialist to join our team. As a key member of our customer service team, you will be responsible for building and maintaining strong relationships with our clients, ensuring their satisfaction and loyalty to our company.Key Responsibilities:Make outbound and...


  • Hartford, Connecticut, United States Willis Towers Watson Public Limited Company Full time

    Job SummaryWe are seeking a highly skilled Surety Client Service Specialist to join our team at Willis Towers Watson Public Limited Company. In this role, you will be responsible for representing the surety team by demonstrating expertise, decision-making skills, and comprehensive business knowledge.Key ResponsibilitiesAbility to place new client business...


  • Hartford, Connecticut, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse ICU SpecialistJob Type: Travel NursingLocation: Hartford, ConnecticutJob Description:About the JobHealthEcareers - Client is seeking a skilled Travel Nurse ICU Specialist to join their team in Hartford, Connecticut. As a critical care travel nurse, you will be responsible for providing high-quality patient care in a fast-paced ICU...


  • Hartford, Connecticut, United States eTeam Full time

    About the RoleeTeam is seeking a highly skilled Contract Management Specialist to join our Legal and Commercial Services team. As a key member of our team, you will play a crucial role in maximizing value for our clients and our company.Key ResponsibilitiesLeadership/Engagement: Lead/participate in contract management teams on specific projects or accounts,...

  • Travel Nurse RN

    4 weeks ago


    Hartford, Connecticut, United States HealthEcareers - Client Full time

    Job SummaryHealthEcareers - Client is seeking a skilled Travel Nurse RN to join their team as a Telemetry Specialist. This is a 13-week assignment with 36 hours of work per week, requiring a 12-hour night shift schedule.Job ResponsibilitiesMonitor patients' vital signs using electrocardiogram or other life sign-measuring devices.Provide care to patients with...


  • Hartford, Connecticut, United States Willis Towers Watson Public Limited Company Full time

    Job SummaryIn this role, you will represent the surety team by demonstrating expertise, decision-making skills, and comprehensive business knowledge. Your primary responsibilities will include:Placing new client business with the maClient Service, Specialist, Service, Client, RetailKey ResponsibilitiesYou will be responsible for:Representing the surety team...


  • East Hartford, Connecticut, United States Bank of America Full time

    Job Title: Senior Portfolio Manager - Credit ReviewAt Bank of America, we are committed to helping our clients achieve their financial goals through responsible growth. As a Senior Portfolio Manager - Credit Review, you will play a critical role in ensuring the quality of credit decisioning, portfolio management, and risk recognition practices across our...


  • East Hartford, Connecticut, United States Bank of America Full time

    Job Title: Senior Portfolio Manager - Credit ReviewAt Bank of America, we are committed to helping our clients achieve their financial goals through responsible growth. As a Senior Portfolio Manager - Credit Review, you will play a critical role in ensuring the quality of our credit decisioning, portfolio management, and risk recognition practices.Key...


  • East Hartford, Connecticut, United States Bank of America Full time

    Job Title: Senior Portfolio Manager - Credit ReviewAt Bank of America, we are committed to helping our clients achieve their financial goals through responsible growth. As a Senior Portfolio Manager - Credit Review, you will play a critical role in ensuring the quality of our credit decisioning, portfolio management, and risk recognition practices.Key...


  • Hartford, Connecticut, United States eTeam Full time

    About the RoleeTeam is seeking a highly skilled Contract Specialist to join our Legal and Commercial Services team. As a Contract Specialist, you will play a key role in maximizing value for our clients and our company.Key ResponsibilitiesLeadership/Engagement: Lead/participate in contract management teams on specific projects or accounts, working with...


  • Hartford, Connecticut, United States Indotronix International Corporation Full time

    Job Title: Credit/Collections/Dispute Resolution SpecialistIndotronix International Corporation is seeking a skilled Credit/Collections/Dispute Resolution Specialist to join our team in Hartford, CT.Job Summary:We are looking for a highly motivated and detail-oriented individual to handle credit and collections, as well as dispute resolution, for our...


  • East Hartford, Connecticut, United States Bank of America Full time

    Job Title: Senior Portfolio Manager - Credit ReviewAt Bank of America, we are committed to delivering exceptional results through our commitment to Responsible Growth. As a Senior Portfolio Manager - Credit Review, you will play a critical role in ensuring the quality of credit decisioning, portfolio management, and risk recognition practices across our...


  • Hartford, Connecticut, United States Indotronix International Corporation Full time

    Job Title: Credit/Collections/Dispute Resolution SpecialistIndotronix International Corporation is seeking a skilled Credit/Collections/Dispute Resolution Specialist to join our team in Hartford, CT.Job Summary:We are looking for a highly motivated and detail-oriented individual to handle credit and collections, as well as dispute resolution, for our...

  • Travel Nurse RN

    4 weeks ago


    Hartford, Connecticut, United States HealthEcareers - Client Full time

    Job SummaryHealthEcareers - Client is seeking a skilled Travel Nurse RN to join their team as a Post Anesthesia Care Specialist in Hartford, CT.Job ResponsibilitiesProvide high-quality patient care in the Post Anesthesia Care Unit (PACU)Assess and manage patients' physical and emotional needs after surgeryCollaborate with anesthesiologists, surgeons, and...


  • Hartford, Connecticut, United States HealthEcareers - Client Full time

    Job SummaryHealthEcareers - Client is seeking a skilled Mammography Technologist to join their team as a Diagnostic Imaging Specialist. This 13-week contract position offers a unique opportunity to work with a leading healthcare organization and contribute to the delivery of high-quality patient care.Key ResponsibilitiesPerform mammography procedures using...