Product Filing Consultant

2 weeks ago

Boston, United States MassMutual Full time

Product Filing Consultant, Variable Product SEC Filing Team, Insurance Product & Operations Law

Full-Time Boston, MA or Springfield, MA (Hybrid)

The Opportunity

We are seeking an experienced professional to join our team and become an integral member of MassMutual’s Law Department – Variable Product SEC filing team. This is an excellent opportunity to be part of a growing business by providing support for MassMutual’s variable annuity and variable life products. You will assist in drafting, updating, and filing with the U.S. Securities and Exchange Commission (“SEC”) disclosure documents for MassMutual’s variable annuity and variable life products. Minimum of 10 years’ experience preparing regulatory documents for print, mail and SEC filing.

The Team

Do you want to be part of a team that encourages your growth, supports your ambitions, and makes it a priority for you to reach your goals. This is an excellent opportunity to be part of a growing business by providing support for MassMutual’s Variable Product SEC filing team.

The Impact:

  • Assists attorneys in the preparation of various EDGAR SEC disclosure documents, and EDGAR SEC filings for our variable annuity and life product prospectuses, and related supplements.
  • Distributes draft documents to subject matter experts for review and obtain attorney approval of changes.
  • Works with financial printer to file HTML/XBRL documents with the SEC and manages the distribution instructions for printing, mailing, and updating our company website.
  • Leads the disclosure delivery process, maintains product and underlying fund data files, generates requirements as necessary to add or change product data, performs testing and sign-off of upgrades.
  • Supports and helps manage annual and semi-annual underlying fund shareholder report projects.
  • Monitors underlying funds supplement filings and prepares prospectus supplement filings for impacted variable products, as applicable.
  • Update desktop procedures as needed and perform document retention processes for accurate and complete record-keeping following 38a-1 guidelines.

The Minimum Qualifications

  • 6+ years’ experience in providing support to SEC EDGAR Filings, variable products or mutual funds.

The Ideal Qualifications

  • Experienced in the production of Prospectus and Supplements print and filings preferred.
  • Experienced working with financial print vendors.
  • Strong time management skills.
  • Able to work in a fast-paced environment/under pressure, multi-task and shift priorities to meet moving and demanding deadlines.
  • Strong communication skills (written and verbal).
  • Ability to navigate and leverage resources across the enterprise and with our vendors with minimal oversight.
  • Ability to think critically.
  • Ability to work collaboratively and work effectively in a team environment.
  • Excellent problem resolution, including the ability to collaborate with peers and business partners.
  • Strong computer skills, including proficiency in Microsoft Office and SharePoint environment.
  • Strong organizational and project management skills and attention to detail.
  • Experience with content management software preferred.
  • Utilizes content management system to update documents and proofreads for accuracy.
  • Preparation of various EDGAR SEC disclosure documents, and EDGAR SEC filings for our variable annuity and life product prospectuses, and related supplements.

What to Expect as Part of MassMutual and the Team

  • Regular meetings with the Variable Product SEC Filing Team
  • Focused one-on-one meetings with your manager
  • Access to mentorship opportunities
  • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused 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

#LI-SC1

MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

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