Investment Product Consultant

MassMutual•Springfield, MA

2d•Onsite

About The Position

As an Investment Product Consultant, you will play a key role in managing and evolving the Proprietary Home Office Models (PHOM) platform, a rapidly growing offering projected to scale from $3B to $10B in assets under management. You will partner closely with Legal and Compliance to ensure documentation accuracy, while driving platform enhancements through testing, issue identification, and continuous improvement. This role offers the opportunity to influence both product performance and advisor experience by ensuring stability, accuracy, and scalability as the platform grows. You will be part of the Wealth Management Product team, a highly collaborative group that partners across Product, Legal, Compliance, Trading, Data, Technology, and Operations. The team works together to deliver innovative, open architecture investment solutions that support advisors and clients. You will engage with key partners, including MMLIS, Envestnet, and Orion, contributing to cross-functional initiatives that enhance platform capabilities and advisor tools. In this role, you will directly impact the success and growth of the PHOM platform by improving product functionality, ensuring accurate data reporting, and supporting new program launches across Wealth Management Services. Your work will help advisors deliver better outcomes for clients by enabling seamless investment solutions, reducing operational risk, and enhancing platform adoption through thoughtful enhancements and issue resolution.

Requirements

High School Diploma / GED
5+ years of experience in investment products, wealth management, financial services operations, or platform support
2+ years participating in product implementation projects
Must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA

Nice To Haves

Bachelor’s Degree
Prior experience working with advisory platforms
Familiarity with investment governance, due diligence, and disclosure processes
Experience partnering with Legal and Compliance in a regulated environment
Project management experience or certification
Strong organizational skills with the ability to manage multiple concurrent initiatives
Excellent written and verbal communication skills

Responsibilities

Managing and evolving the Proprietary Home Office Models (PHOM) platform.
Partnering closely with Legal and Compliance to ensure documentation accuracy.
Driving platform enhancements through testing, issue identification, and continuous improvement.
Influencing product performance and advisor experience by ensuring stability, accuracy, and scalability.
Delivering innovative, open architecture investment solutions.
Engaging with key partners, including MMLIS, Envestnet, and Orion.
Contributing to cross-functional initiatives that enhance platform capabilities and advisor tools.
Improving product functionality.
Ensuring accurate data reporting.
Supporting new program launches across Wealth Management Services.
Enabling seamless investment solutions.
Reducing operational risk.
Enhancing platform adoption through thoughtful enhancements and issue resolution.