MM

MM

Investment Product Consultant

Springfield, MA

Sponsorship not specified$108k-$141kDetected 32 days ago
Project ManagementCommunicationOrganizational Skills

About the role

  • As an Investment Product Consultant, you will play a key role in managing and evolving the Proprietary Home Office Models (PHOM) platform, a rapidly growing offering projected to scale from $3B to $10B in assets under management.
  • This role offers the opportunity to influence both product performance and advisor experience by ensuring stability, accuracy, and scalability as the platform grows.

Requirements

  • 5+ years of experience in investment products, wealth management, financial services operations, or platform support
  • 2+ years participating in product implementation projects
  • Bachelor's Degree
  • Familiarity with investment governance, due diligence, and disclosure processes
  • Experience partnering with Legal and Compliance in a regulated environment
  • In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services.

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.
  • $107,700-$141,300

Benefits

  • 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

  • You will be part of the Wealth Management Product team, a highly collaborative group that partners across Product, Legal, Compliance, Trading, Data, Technology, and Operations.
  • The team works together to deliver innovative, open architecture investment solutions that support advisors and clients.
  • You will engage with key partners, including MMLIS, Envestnet, and Orion, contributing to cross-functional initiatives that enhance platform capabilities and advisor tools.
  • In this role, you will directly impact the success and growth of the PHOM platform by improving product functionality, ensuring accurate data reporting, and supporting new program launches across Wealth Management Services.
  • Your work will help advisors deliver better outcomes for clients by enabling seamless investment solutions, reducing operational risk, and enhancing platform adoption through thoughtful enhancements and issue resolution.
  • The Minimum Qualifications
  • High School Diploma / GED
  • Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA
  • The Ideal Qualifications
  • Prior experience working with advisory platforms
  • Project management experience or certification
  • Strong organizational skills with the ability to manage multiple concurrent initiatives
  • Excellent written and verbal communication skills
  • What to Expect as Part of MassMutual and the Team
  • MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes.
  • In this role, you can expect:
  • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
  • A collaborative environment where perspectives are welcomed
  • A culture grounded in integrity, responsibility, and stewardship-supported by a company with a strong legacy and a future-focused mindset

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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