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The OpportunityĀ
Weāre looking for a motivated and ambitiousĀ Client Portfolio ConsultantĀ to join our growing wealth management organization!Ā Your work will be fast-paced and innovative and will require marshaling resources across the organization. Youāll interface frequently with our broader Wealth Management organization and help us implement best practices of portfolio management.Ā
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The TeamĀ
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.Ā
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The ImpactĀ
Helping create efficiencies and scale for an organization with meaningful growth potentialĀ Ā
Interacting with advisors and their staff to deliver great client experience during onboarding and ongoing relationshipĀ
Monitoring clientās investment portfolios to ensure aligned with investorās objectives as well as market conditions and outlookĀ Ā
Staying up to date with MMLIS product offerings as well as relevant investment and trading news, and economic trends.Ā Ā
Collaborating with the broader investment organization designed around solving real client problemsĀ Ā
Contribute to the growth of the MassMutual Investment Management business.Ā Proactively research and address client investment management needs, and interact with the broader investment organization to develop solutionsĀ Ā
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The Minimum QualificationsĀ Ā
Bachelorās degreeĀ
Ā 2+ years operational or service experience in the financial services industryĀ
SeriesĀ 66Ā and Series 7 at time of application or must obtain within 180 days of hireĀ Ā
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The Ideal QualificationsĀ
2+ years wealth management and/or client portfolio management experienceĀ Ā
CFA, or progress towards becoming a CFAĀ CharterholderĀ or other industry designationsĀ Ā
Series 66 and/or Series 7 at time of applicationĀ Ā
Exceptional analytical, problem solving, and communication skillsĀ
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What to Expect as Part of MassMutual and the TeamĀ
Regular meetings with the Advice & Client Solutions teamĀ
Focused one-on-one meetings with your managerĀ
Access to mentorship opportunitiesĀ
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource GroupsĀ
Access to learning content on Degreed and other informational platformsĀ
Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefitsĀ
#LI-CR41Ā
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
