MM

MM

Alternative Investments Product Associate

Boston, MA · Full-time

Sponsorship not specified$138k-$181kDetected 30 days ago
Business DevelopmentExcelPublic SpeakingMicrosoft Office

About the role

  • In this dynamic and fast-paced role, you will help advisors enhance their client portfolios with innovative investment solutions while working alongside a collaborative, forward-thinking team.

Responsibilities

  • Proactive outreach to Advisors and Investment Specialist (meetings, phone calls, emails), to deliver key messages about MassMutual's approved alternatives products and capabilities.
  • Partner with internal Business Development teams on available alternative strategies and subscription process.
  • Develop relationships with industry peers to foster best practice within Wealth Management channel in the US.
  • Develops in-depth knowledge of the assigned clients, their sensitivities, and their business needs to effectively influence their decision-making.
  • Collaborate with advisor and operations teams to ensure a smooth and efficient client onboarding experience.
  • Leverage technology to drive process efficiencies and improve team workflows.
  • Maintain a deep understanding of the Alternatives landscape, including competitor updates, product trends, advisor preferences for both private and registered investment structures.

Requirements

  • Bachelor's Degree
  • 5+ years' work experience in the financial services industry or 2+ years work experience in the financial services industry + Advanced Degree in Alternatives
  • 2+ years of experience with Alternatives in the financial services industry and/or within financial institutions (banks, credit unions, wires, broker dealers)
  • 1+ years' experience presenting to or interacting with advisors
  • 3+ year of experience working with Microsoft Suite (Work, Excel, PowerPoint)
  • Proven experience working with Sales professionals and directly with clients related to alternative distribution
  • In-depth knowledge of investment vehicles such as 1031/721 Exchange, Opportunity Zone Funds, Oil and Gas Partnerships, interval funds, BDCs, Non-traded REITS, private funds, etc.
  • Experience with more complex investments and solutions designed for HNW clients.
  • Proven client service skills with stakeholders and clients.
  • Ability to thrive in a fast-paced environment.

Compensation

  • 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.
  • A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits.
  • $137,800-$180,800

Benefits

  • Accountable for being subject matter expert on approved alternatives and assisting advisors with education, use cases and ad hoc implementation questions related to subscription and redemption process.
  • Enhance and create educational resources, ensuring advisors are equipped with up-to-date knowledge on suite of offerings and alternatives platforms.
  • Access to learning, development, and internal networks that support continuous growth and skill-building over time
  • Employee-led communities and forums that foster connection, learning, and inclusion across the organization
  • As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first.
  • For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

Company info

  • The Alternatives Product team's mission is to empower advisor practices, agencies, and MassMutual to excel in the HNW space by offering open architecture solutions and expertise.
  • We are dedicated to helping clients achieve their financial goals to grow and transition their wealth through informed investing.
  • As an Alternative Investments Product Associate you will work closely with a variety of internal and external stakeholders-including fund sponsors, Alternative fintech platforms, the internal new business team/operations, and financial advisors on a comprehensive range of offerings.
  • include:
  • Understand and effectively communicate complex alternative investment capabilities pertaining to both private and registered investment vehicles, to advisors and their prospective clients.
  • Present MassMutual's Alternative products range to Financial Advisors via workshops and investment symposiums.
  • Evaluate cases with advisors and works as a sounding board to vet strategies available and pinpoint / narrow potential solutions.
  • Apply your understanding of portfolio management to recognize how Alternatives investments fit into broader financial plans, supporting client goals.
  • Assist in maintaining policies and procedures and internal communications.
  • The Minimum Qualifications
  • FINRA Series 7 at time of application or must obtain within 90 days of hire
  • The Ideal Qualifications
  • Proven ability to collaborate wholesalers and intermediaries
  • Has trained advisors or sales assistants on private placement subscription and redemption process across product verticals.

Equal opportunity

  • If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
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