Strategic Project Consultant

Job Description

The Opportunity

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.

The Team

At MassMutual Wealth Management, we understand that the financial landscape is constantly evolving. As a member of the Wealth Management organization, you will join a team of passionate experts across multiple disciplines including Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations. Whether it’s advice on investment strategies, retirement planning, estate planning, lending and banking, or trust services, our goal is to provide innovative and effective solutions that positively impact advisors and clients. We are committed to transforming the way our clients manage their wealth and plan for the future.

The Advisory Oversight team sits within the broader Wealth Management organization and is responsible for oversight of advisory products, related field supervision practices and governance programs. Our team includes professionals with deep experience in risk management, compliance, operations, and product oversight. We are driven by a shared commitment to excellence, accountability, and doing what’s best for the client. We partner closely with Product, Compliance, Legal, Operations and Technology to ensure our solutions are balanced, scalable, and aligned to regulatory expectations. We pride ourselves on being strategic advisors to the business while maintaining strong risk discipline. Our team culture values intellectual curiosity, cross-functional collaboration, and continuous learning.

The Impact

In this role, you will :

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

The Minimum Qualifications

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

Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA

The Ideal Qualifications

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

What to Expect as Part of MassMutual and the Team

Regular meetings with the Advisory Oversight, Product & Services, Operations, Compliance and Supervision teams

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

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MassMutual is an equal employment opportunity employer. We welcome all persons to apply.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.