Investment Product Consultant

The Opportunity

This role sits within the MMLIS Investment Advisory Platform Team and oversees the Orion platform, including the co-advisory program and WMS Orion enhancements. Responsibilities include collaborating with Legal and Compliance on ADV updates, testing new releases for downstream impacts, and addressing field escalations. The platform, currently at $1B AUM, is projected to grow to $10B. The team also manages Orion’s integrated tech stack, including Redtail, Hidden Levers, and Orion Planning.

The Team

At MM Wealth Management, we recognize the dynamic nature of the financial landscape. 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 that support advisors and clients. Our mission is to transform how clients manage and grow their wealth. The Wealth Management Product team empowers advisor practices and agencies by offering open architecture solutions and investment expertise to help clients achieve their financial goals.

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 :

• Lead product development and enhancement efforts for the Orion platform, ensuring competitiveness and alignment with advisor needs.
• Collaborate with Sales, Marketing, Legal, Compliance, and senior leadership to define market requirements, manage risk, and update regulatory documents (e.g., ADVs).
• Oversee daily Orion operations and coordinate enhancements with MMLIS teams, including Innovation, Operations, and business line leaders.
• Evaluate Orion releases for advisor usability, communicate updates via field calls (AAX / GAX), and maintain the Compass page.
• Maintain the Orion technology roadmap and ensure alignment with broader platform strategies (e.g., Envestnet, Tamarac, Wealthscape).
• Support data integration and reporting across systems like Envestnet Intelligence and Trualytics.
• Test new configurations for expanding WMS offerings, including Advisory 529 Plans, HSA, DC Participant Advice via Pontera, Advisory Annuities, Structured Notes, and Cash Management.
• Liaise with Banking and Lending to integrate products into Orion.

The Minimum Qualifications

The Ideal Qualifications

What to Expect as Part of MassMutual and the Team

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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.