Internal Wholesaler

MassMutual • Boston, MA

4d • $65,000 - $80,000

About The Position

The Internal Wholesaler will support the distribution of MassMutual Investments’ mutual fund lineup by partnering closely with External Wholesalers and cultivating relationships with financial advisors across assigned territories. This role is integral to driving asset growth, deepening advisor engagement, and delivering timely, high-quality support to distribution partners. The Team MassMutual Investments Distribution partners across the enterprise to support the firm’s investment distribution strategy and drive business growth. The team works closely with sales leadership, HR, compliance, and external partners to ensure strong market engagement, effective execution of distribution initiatives, and alignment across investment products, talent, and licensing considerations. MassMutual Investments is a leading provider of actively managed mutual fund solutions, partnering with financial professionals across channels to help meet the evolving needs of their clients. With a focus on disciplined investment processes, risk management, and long‑term outcomes, the organization delivers research‑driven strategies backed by experienced investment teams—offering team members the opportunity to contribute to impactful, growth‑oriented work in a highly collaborative environment. The Impact This role plays a key role in driving mutual fund growth by partnering closely with External Wholesalers and building strong, trusted relationships with financial advisors. By combining data‑driven insights, effective communication, and compliant product education, this position helps advance territory business plans, strengthen advisor engagement, and support successful distribution outcomes.

Requirements

• Bachelor’s degree OR 5+ years’ financial services experience
• 2+ years of experience in asset management distribution, internal wholesaling, or Investments experience
• FINRA Series 7 and 63 required at time of application or must obtain within 180 days

Nice To Haves

• Experience engaging with financial advisors (RIA, wirehouse, or bank channels preferred)
• Strong communication, organizational, and relationship-management skills
• Ability to manage multiple priorities in a fast-paced, sales-oriented environment
• Proficiency with CRM platforms (Salesforce preferred) and Microsoft Office

Responsibilities

• Partner with External Wholesalers to execute territory business plans and support mutual fund asset growth objectives.
• Build and maintain strong relationships with financial advisors through proactive outreach, including phone, email, and virtual meetings.
• Identify and recommend sales opportunities using advisor segmentation, analytics, and pipeline management tools.
• Design and deliver clear, compliant mutual fund education, product positioning, and competitive insights tailored to advisor needs.
• Support distribution initiatives related to fund updates, portfolio positioning, and evolving market themes.
• Ensure accurate CRM documentation, activity tracking, and timely follow‑up to support effective territory management.
• Prepare meeting materials, recap notes, and territory reports to enable informed decision‑making for external partners.
• Stay current on market conditions, portfolio positioning, and firm communications, sharing relevant insights with advisors and partners.
• Uphold regulatory and compliance standards across all advisor interactions and communications.
• May lead broad‑scope initiatives with a short‑ to mid‑term focus
• Proactively anticipates change and identifies opportunities to improve operational effectiveness

Benefits

• We help people secure their future and protect the ones they love.
• As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first.
• It’s more than our company structure – it’s our way of life.
• We are a company of people protecting people.
• Our company exists because people are willing to share risk and resources, and rely on each other when it counts.
• At MassMutual, we Live Mutual.
• At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees.
• Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
• For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees