Talent.com
Relationship Management Lead for Affiliated Investment Managers
Relationship Management Lead for Affiliated Investment ManagersMass Mutual Life Insurance Company • Boston, MA, United States
Relationship Management Lead for Affiliated Investment Managers

Relationship Management Lead for Affiliated Investment Managers

Mass Mutual Life Insurance Company • Boston, MA, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Relationship Management Lead for Affiliated Investment Managers

Join to apply for the Relationship Management Lead for Affiliated Investment Managers role at Mass Mutual Life Insurance Company

Relationship Management Lead for Affiliated Investment Managers

2 weeks ago Be among the first 25 applicants

Join to apply for the Relationship Management Lead for Affiliated Investment Managers role at Mass Mutual Life Insurance Company

Get AI-powered advice on this job and more exclusive features.

Full-Time

Boston, MA, New York, NY or Springfield, MA

The Opportunity

MassMutual Investment Management (IM) is seeking a seasoned investment operations and relationship management professional to develop a new, customized oversight program and to lead the engagement model for MassMutual with our affiliated investment managers. The framework will draw from the existing Manager Oversight framework for the (3rd-party) external asset managers that MassMutual places capital with for the General Investment Account (GIA).

Full-Time

Boston, MA, New York, NY or Springfield, MA

The Opportunity

MassMutual Investment Management (IM) is seeking a seasoned investment operations and relationship management professional to develop a new, customized oversight program and to lead the engagement model for MassMutual with our affiliated investment managers. The framework will draw from the existing Manager Oversight framework for the (3rd-party) external asset managers that MassMutual places capital with for the General Investment Account (GIA).

This role reports to the Head of Manager Oversight and will :

  • Drive strategy and execution of a customized oversight program for affiliated investment managers.
  • Align oversight practices with third-party manager programs and governance frameworks.
  • Strengthen governance, transparency, and risk mitigation across investment operations.
  • Develop and report on meaningful KPIs and KRIs to assess relationship health and performance.
  • Provide qualitative assessments as to operating and oversight models’ strengths, weaknesses and opportunities to capture efficiencies or better manage risks.

This individual will report to the Head of Manager Oversight and will lead cross-functional efforts & interactions between our internal stakeholders and affiliated asset management units to strengthen governance and deepen the integration of operating models, while ensuring operational risks are made transparent, documented, assigned to accountable owners, monitored and effectively mitigated or managed.

The Relationship Lead will leverage their expertise and best judgment to guide effective decision-making by All, in MassMutual’s best interests. They will serve as a steward of Investment Management’s mission, executing on the collective vision for a refreshed and more deeply integrated Manager Oversight program. The role will frequently include reporting back to, and interacting with, senior Investment, Finance, Risk and Technology function leaders and c-level representatives within MassMutual and at our affiliates.

The Team

The Manager Oversight team is part of IM’s Strategy and Governance organization which reports into MassMutual’s CIO. The team is responsible for overseeing IM’s asset manager relationships and functions that include manager operational due diligence, investment mandate onboarding & lifecycle management and investment performance.

Adjacent teams reporting to the head of IM Strategy and Governance are responsible for IM’s business strategy and planning, vendor oversight, investment compliance and investment reporting for MassMutual’s Board & Investment Committee.

Impact / Key Responsibilities

Lead strategic alignment of frameworks and engagement models for affiliated asset managers by developing annual and long-term commitments and goals for their respective programs

  • Translate MassMutual and IM strategic goals and Head of Manager Oversight’s vision, into actionable updates to the program and develop initiatives that support the evolution of MM’s integrated operating models and their governance to more effectively manage risk while supporting scalable and efficient growth in the private and alternative investments spaces
  • Represent and lead MassMutual teams through negotiations with affiliated and external asset managers on investment, governance, operational, risk, compliance and reporting requirements
  • Curate agendas and lead engagements with a focus on eliminating ambiguity as to ownership, accountability & next steps; ensure cross-functional efforts see measurable progress towards desired outcomes and that teams reach critical milestones
  • Build and maintain strong relationships with internal and external manager investment teams and supporting function leaders; provide updates and report-back to Senior and Executive leadership groups
  • Understand the GIA’s asset allocation processes, ALM drivers, multi-asset class exposures, affiliated account structures and the key stakeholders and functions that support it
  • Leverage commonalities across asset classes in working to standardize integration points while ensuring flexibility required to address unique concepts and risks in different markets, complex instruments or investment structures
  • Identify and prioritize operational risks, process improvements, and data enhancements.
  • Influence collaboration across investment, risk, finance, and technology teams
  • Maintain a master inventory of relationship opportunities and track progress
  • Develop and manage cross-functional SLAs and performance metrics that effectively measure the health of the overall relationship in management reporting
  • The Minimum Qualifications

  • Bachelor’s degree (STEM, Economics or Accounting focus preferred)
  • 10+ years of related business experience in financial services, banking or the insurance industry in roles responsible for :
  • investment accounting / administration,
  • financial reporting / audit,
  • client service / relationship management,
  • investment operational risk management / due diligence,
  • or similar & related functions
  • 3+ years working for an institutional asset manager or in an asset owner’s (capital allocator’s) investment office
  • Demonstrated ability to understand how tasks and milestones connect across related department objectives
  • Experience developing materials & presenting updates on efforts to senior leadership & stakeholders
  • Outstanding verbal, written and interpersonal communication skills
  • Understanding of the financial markets, capital formation and asset manager-client relationships
  • Experience reviewing & interpreting investment agreements, servicing contracts & fee schedules
  • High degree of integrity and ability to maintain confidentiality with business & organizational information
  • Can work independently and remain focused in driving teams & projects to milestones while navigating ambiguity around less critical issues & items
  • Is growth-minded, willing to learn new things, and is adaptable to an evolving environment
  • Can identify and raise opportunities for process improvement and operational efficiency
  • Proven ability to establish and maintain strong relationships with peers and key partners throughout the organization
  • Comfortable working collaboratively across the organization and external managers in a complex, fast-paced, dynamic, and continually evolving business environment
  • Exhibit high emotional intelligence
  • The Ideal Qualifications

  • STEM, Finance, Economics; Masters or related / higher degree
  • Investment-finance industry certification (CFA, CAIA, FRM, CIPM, CIMA, CPA, or similar)
  • Investment management administration or middle office experience (for a hedge fund or private asset manager, a plus)
  • Skilled negotiator
  • Experience working for / with an insurance co or ALM-LDI investment program(s)
  • Proficient in designing controls & documenting risks for an investment organization
  • Experience supporting strategic initiatives, investment transformation and internal & external audit engagements
  • Knowledge of investment ops risk frameworks and financial controls audit / assurance standards (best-practices)
  • The ideal candidate will have technical and soft skills developed from experience leading new investment & business development activities, investment products and platforms, middle office and / or an administration, accounting or finance function for a large asset manager or investment organization.

    The candidate must understand how asset management firms & institutional investors (capital allocators) operate and integrate, how they are governed, how risks & controls are managed and how technology / data is integrated, ingested, utilized and supplemented by manual procedures and controls, for data integrity and accuracy in investment decision-making and financial reporting for a regulated entity.

    Intellectual curiosity & high aptitude for learning about new & complex instruments (particularly in the private credit & lending spaces), investment structures & servicing arrangements is a must; MassMutual GIA multi-asset exposure includes many different public, private & alternative asset classes.

    What to expect as part of MassMutual and the team

  • Regular meetings with Manager Oversight and Strategy and Planning teams & sr. staff
  • Focused one-on-one meetings with your manager
  • 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
  • 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.

    EEO Statement (Opens in new window)

    MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment. The job description includes the main duties of this position, which may evolve over time. You may be required to perform other duties not listed.

    It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.

    Salary Range : $152,100.00-$199,600.00

    Seniority level

    Seniority level

    Mid-Senior level

    Employment type

    Employment type

    Full-time

    Job function

    Job function

    Finance and Sales

    Referrals increase your chances of interviewing at Mass Mutual Life Insurance Company by 2x

    Get notified about new Investment Manager jobs in Boston, MA .

    Boston, MA $130,000.00-$160,000.00 3 weeks ago

    Boston, MA $90,000.00-$110,000.00 4 weeks ago

    Equity Research Analyst, SMID / MID Opportunistic Value

    Boston, MA $100,000.00-$225,000.00 4 weeks ago

    Fixed Income Portfolio Manager, Emerging Markets Debt

    Boston, MA $100,000.00-$225,000.00 1 month ago

    Boston, MA $200,000.00-$230,000.00 3 months ago

    VP, External Investment Management – Public Equities

    Remote Investment Operations Manager (Private Credit) - 27357

    Boston, MA $100,000.00-$225,000.00 2 weeks ago

    Rockland, MA $101,000.00-$145,000.00 1 day ago

    Boston, MA $90,000.00-$117,000.00 2 days ago

    Treasury Manager, Capital Markets & Risk

    Boston, MA $117,000.00-$187,000.00 5 days ago

    Boston, MA $107,700.00-$141,300.00 1 month ago

    Boston, MA $100,000.00-$225,000.00 5 months ago

    Quantitative Researcher, Private Equity Co-Investments (Boston, London or Dublin)

    Asset & Wealth Management Regulated Investment Company (RICS) - Manager

    Boston, MA $99,000.00-$266,000.00 1 month ago

    Entry Level Wealth Manager - NYC and Boston

    Greater Boston $80,000.00-$130,000.00 3 months ago

    Boston, MA $142,600.00-$220,000.00 2 days ago

    Strategic Initiatives Analyst, Investment Platform

    Boston, MA $65,000.00-$150,000.00 3 weeks ago

    Director, Private Equity Investment Management Advisory (OPEN TO ALL US LOCATIONS)

    Boston, MA $190,000.00-$225,000.00 2 weeks ago

    Boston, MA $120,000.00-$150,000.00 12 hours ago

    Boston, MA $55,000.00-$120,000.00 8 hours ago

    We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

    #J-18808-Ljbffr

    serp_jobs.job_alerts.create_a_job

    Investment Management • Boston, MA, United States

    Job_description.internal_linking.related_jobs
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • Salem, Massachusetts
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Relationship Development Associate

    Relationship Development Associate

    Granite Telecommunications • Quincy, MA, United States
    serp_jobs.job_card.full_time
    Granite delivers advanced communications and technology solutions to businesses and government agencies throughout the United States and Canada. We provide exceptional customized service with an emp...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Manager, Business Development, Cell & Gene Therapies

    Senior Manager, Business Development, Cell & Gene Therapies

    Fresenius Kabi USA, LLC • North Andover, MA, United States
    serp_jobs.job_card.full_time
    The Senior Manager, Business Development, will play a critical role in driving global sales and business development strategy for our cutting-edge Cell and Gene Therapies (CGT) Technologies divisio...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Mid-Corporate Services, Relationship Associate, VP

    Mid-Corporate Services, Relationship Associate, VP

    Citigroup • Boston, MA, US
    serp_jobs.job_card.full_time
    Mid-Corporate Services, Relationship Associate, VP.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At C...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Alternative Investment Services Bank Loans Operations, Senior Associate

    Alternative Investment Services Bank Loans Operations, Senior Associate

    State Street • Quincy, MA, US
    serp_jobs.job_card.full_time
    Bank Loan Specialist, Senior Associate.The team you will be joining is a part of State Street Global Services (SSGS).SSGS gives asset owners and managers access to the essential financial tools the...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Side Hustle Project Lead

    Side Hustle Project Lead

    Finance Buzz • Haverhill, Massachusetts, US
    serp_jobs.job_card.full_time +1
    We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Oliver Wyman -Commercial Effectiveness and Private Capital Engagement Manager / Principal

    Oliver Wyman -Commercial Effectiveness and Private Capital Engagement Manager / Principal

    Marsh & McLennan • Boston, MA, US
    serp_jobs.job_card.full_time
    Private Capital X Commercial Effectiveness Engagement Manager / Principal.The Private Capital and Value Creation team at Oliver Wyman specializes in supporting private equity investors throughout t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Licensed Marriage and Family Therapist (LMFT)

    Licensed Marriage and Family Therapist (LMFT)

    LifeStance Health • Lawrence, MA, US
    serp_jobs.job_card.full_time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Trading • Boston, MA, USA
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Remote Options Trader at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a globa...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Investment Portfolio Manager

    Investment Portfolio Manager

    Affinity Executive Search • Boston, MA, United States
    serp_jobs.job_card.full_time
    Newfound Associates is a Massachusetts based executive search firm, specializing in the Financial Services sector.Our Client, a well-regarded Regional Bank, headquartered in Massachusetts is curren...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Associate, Consultant Relations

    Associate, Consultant Relations

    Morgan Stanley • Boston, MA, US
    serp_jobs.job_card.full_time
    North American Institutional Consultant Relations Team.Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, w...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Capital Markets Leader : CRE Funding & Investor Relations

    Capital Markets Leader : CRE Funding & Investor Relations

    Gilbane Development Company • Boston, MA, US
    serp_jobs.job_card.full_time
    A leading development firm is seeking a Head of Capital Markets to execute their funding strategy and manage a robust pipeline of development projects. This position involves capitalizing on equity ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Financial Manager - AI Trainer ($150 per hour)

    Remote Financial Manager - AI Trainer ($150 per hour)

    Mercor • Lawrence, Massachusetts, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Family Medicine

    Family Medicine

    The Inline Group • Brockton, Massachusetts, US
    serp_jobs.job_card.full_time
    Family Medicine physician employment in Massachusetts : The Inline Group -.Hours : Monday - Friday 8 am - 5 pm; 1 Night 11 : 30 am - 8 am. Saturdays Rotated 1 : 8 9 am - 3 pm.Compensation : - $220,000 - ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Territory Sales Manager

    Territory Sales Manager

    Uline • Danvers, MA, US
    serp_jobs.job_card.full_time
    Pay from $85,000 to $135,000 per year.Uline, a name millions of businesses across North America know and trust, is looking for an experienced Territory Sales Manager to build our growing Danvers, M...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Portfolio Relationship Manager - Data Centers

    Portfolio Relationship Manager - Data Centers

    Associated Bank - Corp • Boston, MA, United States
    serp_jobs.job_card.full_time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Securities Reconciliation Associate

    Securities Reconciliation Associate

    Kelmar • Wakefield, MA, United States
    serp_jobs.job_card.full_time
    The Securities Reconciliation Associate will be responsible for performing research and analysis related to client unclaimed property records. The Securities Reconciliation Associate will perform ta...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Leadership Development Program Associate

    Leadership Development Program Associate

    Pursuit Aerospace • Newburyport, MA, United States
    serp_jobs.job_card.full_time +1
    Founded on a commitment to relentless, continuous operational improvement and extraordinary customer service, we at Pursuit Aerospace pride ourselves on competitive cost structures, exceptional on-...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted