The OpportunityWe’re 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. You’ll interface frequently with our broader Wealth Management organization and help us implement best practices of portfolio management.The TeamOur 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
Working with Advisors to understand and implement the specific needs of clients, particularly high net worth.
Constructing customized investment portfolios informed by market conditions and economic trends
Monitoring and managing client’s investment portfolios to ensure aligned with investor’s objectives as well as market conditions and outlook
Supporting Advisors in prospect and client meetings, covering the economic and market environment as well as client’s investment portfolio
Staying up to date with MMLIS product offerings as well as relevant investment and trading news, and economic trends.
Interacting 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
Bachelor’s degree
3+ years wealth management or client portfolio management experience
Series 66 and Series 7 at time of application or must obtain within 180 days of hire
The Ideal Qualifications
3+ years wealth management 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-CR41MassMutual 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.Salary Range: $97,600.00-$128,100.00