Client Portfolio Consultant

MassMutual • Springfield, MA

3d

About The Position

We’re looking for a motivated and ambitious Client Portfolio Consultant to join our growing wealth management organization! Your work will be fast-paced and innovative and will require marshaling resources across the organization. You’ll interface frequently with our broader Wealth Management organization and help us implement best practices of portfolio management. The Team Our team is a dynamic, energetic, and problem-solving powerhouse that continues to grow, evolve, learn, adapt and solve problems. We come from a diverse set of backgrounds and thought processes, and welcome debate, innovation, better ways of thinking and help evolving our team towards accomplishing our mission. We are incentivized to solve investment problems, and connect to the purpose to using investment tools to thoughtfully and helpfully accomplish the goals and objectives of our clients. The Impact This role focuses on helping create efficiencies and scale across an organization with significant growth potential, while delivering a high‑quality experience for advisors and their clients. The individual partners closely with advisors and their staff to support a seamless client onboarding process and maintain strong, ongoing relationships.

Requirements

• Bachelor’s degree
• 2+ years of operational or customer service experience in the financial services industry, including direct interaction with advisors and clients.
• Series 7 & 66 at time of application or must obtain within 180 days of hire

Nice To Haves

• Wealth management or client portfolio management experience
• CFA or other industry designations
• Exceptional analytical, problem solving, and communication skills

Responsibilities

• Helping create efficiencies and scale for an organization with meaningful growth potential
• Interacting with advisors and their staff to deliver great client experience during onboarding and ongoing relationship
• Monitoring client’s investment portfolios to ensure aligned with investor’s objectives as well as market conditions and outlook
• Staying up to date with MMLIS product offerings as well as relevant investment and trading news, and economic trends.
• Collaborating with the broader investment organization designed around solving real client problems
• Contribute to the growth of the MassMutual Investment Management business.
• Proactively research and address client investment management needs, and interact with the broader investment organization to develop solutions

Benefits

• Regular meetings with the Wealth Management team
• Focused one-on-one meetings with your manager
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level