Investment Product Consultant
MassMutualSpringfield, Massachusetts, USjob_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionPartner with MMLIS (MassMutual Investors Services, LLC) Trading Desk, Legal & Compliance (ADV updates), Envestnet and Orion Relationship Management. Test new configurations on the Wealth Management Services (WMS) platform to support fee-based advisory growth. Support upcoming WMS programs like DC Participant Advice and Advisory HSA, which may interface with PHOM. Work with the Data Reporting team and Envestnet Intelligence product team to ensure accurate data capture. Align PHOM updates with broader system roadmaps (Envestnet, Wealthscape, A360, M&O Compensation), ensuring data reporting is considered in all enhancements. 5+ years' experience in the financial services industry Series 7 at time of application or must obtain within 1 year of hire 2+ years participating in product implementation projects 2+ years proven ability to organize tasks, prioritize competing deadlines, and execute deliverables efficiently across cross-functional teams 5+ years in the use of configuration, implementation and enhancement of product technology platforms Persuasive communication and presentation skills as the position will often be required to present to the Field Force Strong problem-solving skills Proficient in the Microsoft suite of products (Excel, PowerPoint, and Word) Proven capabilities in building out investment advisory enhancements and programs that are cutting-edge within the investment advisory marketplace Proven capabilities in design that can give MMLIS a competitive edge in competing against the likes of LPL, Osaic, Raymond James, Cetera and Ameriprise in this space Regular meetings with the Team Focused one-on-one meetings with your manager. Networking opportunities including access to Asian, Hispanic / Latinx, African American, women, LGBTQ, 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
The Opportunity
As an Investment Product Consultant , you will manage and enhance the Proprietary Home Office Models (PHOM) platform, collaborating with Legal and Compliance to update ADVs and related documentation.
With assets under management expected to grow from $3B to $10B, your role will include testing new releases, assessing downstream impacts, and monitoring field escalations that may stem from recent enhancements. Your attention to detail and proactive issue tracking will be key to ensuring platform stability and advisor satisfaction.
The Team
At MM Wealth Management, we're committed to transforming how clients manage and grow their wealth. As part of our team, you'll collaborate with experts across Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments, and Operations to deliver innovative solutions.
The Impact
Our Wealth Management Product team empowers advisors, agencies, and MassMutual by offering open architecture investment and brokerage solutions. We help clients achieve their financial goals through informed investing, strategic planning, and seamless execution.
Key Responsibilities include, but are not limited to :
Product Development & Enhancement
- Launch and manage new model products and platform enhancements.
Cross-Functional Collaboration
Program Testing & Expansion
Data & Reporting Alignment
Technology Roadmap Integration
The Minimum Qualifications
The Ideal Qualifications
What to Expect as Part of MassMutual and the Team
#LI-DK1 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.
serp_jobs.job_alerts.create_a_job
Investment Consultant • Springfield, Massachusetts, US
Job_description.internal_linking.related_jobs
Investment Management Project Manager.The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting C...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days)
We want you to help us shape the future of shopping experiences and deliver on our purpose of connecting people with the products and experiences that enrich their lives.
Joining Advantage Solutions...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 Investment Management Project Manager.The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting C...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days Investment Management Project Manager.The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting C...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days 
A Sales Career That Grows With You.Are you looking for a career path that gives you the freedom and flexibility to control your schedule, but also has the security and stability of a large company?...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Program Director, Traub Careers in Business and Finance.Amherst has taken a leadership role among highly selective liberal arts colleges and universities in successfully diversifying the racial, so...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days Investment Management Project Manager.The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting C...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days 
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 The Opportunity As the Investment Platform Consultant, you will support the Corporate Registered Investment Advisor (CRIA) business.
Primarily focusing on maintaining, enhancing and providing white ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 
A company is looking for a Sales Consultant (ASO).Key Responsibilities Develop annual plans to achieve sales targets in assigned market territories Identify and generate leads through market res...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 Digital Communications Specialist.Amherst has taken a leadership role among highly selective liberal arts colleges and universities in successfully diversifying the racial, socio-economic, and geog...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days Investment Management Project Manager.The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting C...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days Investment Management Project Manager.The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting C...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days A company is looking for an Investment Associate to join their sourcing team.Key Responsibilities Source startups that meet investment criteria Develop relationships with startups and collaborat...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
- serp_jobs.job_card.promoted
Investment Operations Project Manager
MassMutualSPRINGFIELD, Massachusetts, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Part Time Product Demonstrator in Costco
CDS (Club Demonstration Services)New Hartford, CT, USserp_jobs.job_card.part_time
- serp_jobs.job_card.promoted
Investment Project Manager
MassMutualSPRINGFIELD, Massachusetts, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
MassMutal Investment Project Manager
MassMutualHARTFORD, Connecticut, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Sales Representative (Remote)
American Income LifeEast Village, MA, USserp_jobs.filters.remote
serp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Program Director, Traub Careers in Business and Finance
Amherst CollegeAmherst, MA, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Investment Management Program Manager
MassMutualHARTFORD, Connecticut, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Remote Financial Planner - AI Trainer
Data AnnotationBristol, Connecticutserp_jobs.filters.remote
serp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Remote Finance Advisor - AI Trainer
Data AnnotationBristol, Connecticutserp_jobs.filters.remote
serp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Investment Platform Consultant
MassMutualSpringfield, Massachusetts, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Remote Finance Director - AI Trainer
Data AnnotationBristol, Connecticutserp_jobs.filters.remote
serp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Remote Financial Analyst - AI Trainer
Data AnnotationHolyoke, Massachusettsserp_jobs.filters.remote
serp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Sales Consultant
VirtualVocationsSpringfield, Massachusetts, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Remote Senior Financial Analyst - AI Trainer
Data AnnotationHolyoke, Massachusettsserp_jobs.filters.remote
serp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Digital Communications Specialist
Amherst CollegeAmherst, MA, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Investment Strategy Project Manager
MassMutualSPRINGFIELD, Massachusetts, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Investment Management Program Manager (MassMutal)
MassMutualHARTFORD, Connecticut, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Investment Associate
VirtualVocationsSpringfield, Massachusetts, United Statesserp_jobs.job_card.full_time