Strategic Project Consultant

MassMutual • Boston, MA

123d • $102,500 - $134,500

About The Position

As a Strategic Project Consultant in the Wealth Management Advisory Oversight team, you will lead a portfolio of small to mid-sized projects that improve governance, mitigate risk, and enhance process efficiency across investment advisory services. You will have full ownership of project lifecycles — from identifying opportunities and developing critical milestones to driving successful implementation. You will operate with a high level of autonomy, managing multiple projects concurrently, while collaborating with cross-functional partners to ensure strategic alignment. You will also develop and present regular management reports to senior leadership, ensuring visibility into project progress, risks, and outcomes.

Requirements

• 5+ years of professional work experience in financial services industry
• 3+ experience in project management or program delivery within wealth management, investment advisory services, risk management, compliance, research/reporting, or operations
• 3+ years experience developing project charters, manage timelines, track milestones, and drive issues to resolution
• 3+ years experience with Microsoft Office (Excel, PowerPoint, Word) and project tracking tools (e.g., Microsoft Project, Planner, SharePoint, etc.)
• Bachelor's degree
• Must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA

Nice To Haves

• PMP, CAPM, or other project management certification
• Strong understanding of wealth management and investment advisory platforms, regulatory expectations, and operational risk principles
• Familiarity with process reengineering, risk control design, or regulatory change management
• Demonstrated commitment to MassMutual competencies including collaboration, decision quality, and driving results

Responsibilities

• Identify, design, and lead risk, governance, and process efficiency projects from initiation through deployment
• Develop project plans, define deliverables and milestones, engage stakeholders, and track progress to ensure timely execution
• Conduct gap analyses to identify opportunities for improvement and implement effective solutions
• Build and deliver executive-level reporting on project progress, issues, and outcomes
• Collaborate with internal and field partners to align project outcomes with strategic and operational goals
• Ensure all projects are fully documented, with clear training and communication plans for sustained adoption

Benefits

• Competitive salaries
• Incentive and bonus opportunities
• Access to learning content on Degreed and other informational platforms
• Networking opportunities including access to various Business Resource Groups
• Strong and stable ethical business with industry leading pay and benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree