The Opportunity
Were looking for a motivated and ambitious Client Portfolio Consultant to join our growing wealth management organization! Your work will be fast-paced and innovative and will require marshaling resources across the organization.
Youll interface frequently with our broader Wealth Management organization and help us implement best practices of portfolio management.
The Team
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.
The Impact
Helping create efficiencies and scale for an organization with meaningful growth potential
Interacting with advisors and their staff to deliver great client experience during onboarding and ongoing relationship
Monitoring clients investment portfolios to ensure aligned with investors objectives as well as market conditions and outlook
Staying up to date with MMLIS product offerings as well as relevant investment and trading news, and economic trends.
Collaborating with the broader investment organization designed around solving real client problems
Contribute to the growth of the MassMutual Investment Management business. Proactively research and address client investment management needs, and interact with the broader investment organization to develop solutions
The Minimum Qualifications
Bachelors degree
2+ years operational or service experience in the financial services industry
Series 66 and Series 7 at time of application or must obtain within 180 days of hire
The Ideal Qualifications
2+ years wealth management and / or client portfolio management experience
CFA, or progress towards becoming a CFA Charterholder or other industry designations
Series 66 and / or Series 7 at time of application
Exceptional analytical, problem solving, and communication skills
What to Expect as Part of MassMutual and the Team
Regular meetings with the Advice & Client Solutions team
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-CR41
MassMutual is an Equal Employment Opportunity employer Minority / Female / Sexual Orientation / Gender Identity / Individual with Disability / Protected Veteran.
We welcome all persons to apply. Note : Veterans are welcome to apply, regardless of their discharge status.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
Client Portfolio Consultant
Monitoring clients investment portfolios to ensure aligned with investors objectives as well as market conditions and outlook. Youll interface frequently with our broader Wealth Management organization and help us implement best practices of portfolio management. We are incentivized to solve investm...
Client Portfolio Consultant
Monitoring clients investment portfolios to ensure aligned with investors objectives as well as market conditions and outlook. Youll interface frequently with our broader Wealth Management organization and help us implement best practices of portfolio management. We are incentivized to solve investm...
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