The Opportunity
We’re looking for an experienced Investment Product Consultant to join our growing Wealth Management team! The Investment Product Consultant is a high-profile position, and you will be the primary point of contact for our growing suite of wealth management offerings.
You’ll work closely with advisors to achieve client investment objectives by navigating advisors and their clients across a wide range of investment products and services, helping to build and manage client portfolios, delivering regular market commentary, and promoting the wealth management organization through presentations and conference calls.
The work will be fast-paced and innovative and will require marshaling resources across the organization. You’ll interface regularly with our broader Wealth Management team, help implement portfolio management best practices, and use your critical thinking skills to highlight areas of improvement while pushing our strategic evolution as an investment organization.
The Team
The Wealth Management Investment Team (WMIT) is a fast-growing entrepreneurial team devoted to solving investment problems and helping clients achieve their goals and objectives.
An integral part of MassMutual’s overall business strategy, we are a dynamic, energetic, and problem-solving powerhouse that continues to grow, evolve, learn, adapt, and provide innovative investment solutions.
We come from a diverse set of backgrounds and thought processes, and believe open debate leads to innovation and better ways of thinking that help our team accomplish its mission.
The Impact :
As an Investment Product Consultant your responsibilities will include but not be limited to the following :
Work directly with advisors to help build their wealth management business. This may include activities related to : Product Questions : Provide in-depth information regarding Wealth Management products and how they align with specific investment objectives.
Portfolio Review : Evaluate strategies and holdings, and propose changes where applicable.Case Consulting : Help determine the best approach for handling large or complex cases.
General Consulting : Advise on various situations and steer towards appropriate Wealth Management products and services.Sales Assistance : Provide competitive analysis, product selection, and key talking points for sales pitch to the client.
Practice Management : Provide advisors with guidance on how to structure their wealth management practice.
- Produce and disseminate a Weekly Market Commentary.
- Regular presentations on Wealth Management products and services, including a Quarterly New Advisor Call and occasional in-person conferences.
- Organize and participate in the monthly Asset Allocation Committee meeting.
- Maintain a working knowledge of the different investment offerings available through MMLIS.
- Interact with the broader investment organization designed around solving real client problems.
The Minimum Qualifications
- Bachelor’s degree.
- 5+ years of investment or portfolio management experience.
- CFA or actively working towards becoming a CFA.
- 3+ years of experience in quantitative analysis and portfolio optimization.
The Ideal Qualifications
- Bachelor's degree in economics, finance, or business.
- 7+ years of investment or portfolio management experience.
- Exceptional organizational, analytical, problem solving and communication skills.
What to Expect as Part of MassMutual and the Team
- Regular meetings with Wealth Management Investment Management
- Focused one-on-one meetings with your manager
- Access to mentorship opportunities
- 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
LI-BC1
Salary Range :
$115,900.00-$152,100.00
At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees.
Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
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