Investment Product Consultant

The Opportunity

This position is within the MML Investors Services, LLC Broker Dealer and Corporate RIA (MMLIS) on the Investment Products Team. This position will manage the current Envestnet platform investment offerings in the various WMS programs. The role will be highly visible and expected to work with legal, compliance, trading, and operations to ensure MMLIS investment offerings are best in class. The WMS platform is expected to grow from a current $100 billion to $250 billion AUM in the future. The consultant will monitor for Field Escalation issues – as any impact could be presenting itself as a result of new enhancements put into production. You are expected to be a self-starter and eager to find creative solutions.

The Team

At MM Wealth Management, we understand that the financial landscape is constantly evolving. As a member of the Wealth Management organization, you will join a team of passionate experts across multiple disciplines including Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations. Whether it’s advice on investment strategies, retirement planning, estate planning, lending, and banking, or trust services, our goal is to provide innovative and effective solutions that positively impact advisors and clients. We are committed to transforming the way our clients manage their wealth and plan for the future. The Wealth Management Product team’s mission is to empower advisor practices, agencies, and MassMutual to excel in the investment advisory and brokerage 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.

The Impact

The position has the following responsibilities :

The Product Management / Development function is responsible for developing new products and / or solutions, ensuring the competitiveness of existing products. The function strengthens the sales effort by working with Sales and Marketing to define competitive market requirements and identify opportunities as well as models profit and loss, or risk control.

Manage the overall investment options on the Envestnet platform and interact with asset manager partners as necessary on a daily basis. Work closely with the MMLIS Innovation team, MMLIS Ops and MMLIS business line heads in determining how investment options should work for investment advisory offerings.

Review new additions from Envestnet and determine which are additive for advisors.

Articulate new investment options on Field calls and presents use cases for advisors to understand impact on their practice.

Maintenance of internet as well as as well as working with Marketing and Readiness in communicating to advisors our capabilities.

Employee occupying the role must be knowledgeable in the data captured across the various databases at MML and leverage this data to inform decisions.

Participate in driving the strategy for new offerings on the WMS platform and ensure all offerings have a best in class product shelf to support them.

Liaison with the Banking and Lending segment of the business and assist in integrating their product offerings into the overall Orion technology platform.

The Minimum Qualifications

7+ years’ experience in the financial services industry

Series 7 at time of application or must obtain within 1 year of hire

3+ years' participating in product implementation projects

3+ years' experience in relationship management

The Ideal Qualifications

7+ years in the use of configuration, implementation and enhancement of product technology platforms

Proven capabilities in design that can give the broker dealer a competitive edge

Persuasive communication and presentation skills

Strong problem-solving skills

Proficient in the Microsoft suite of products (Excel, PowerPoint, and Word)

Proven capabilities in building out investment advisory enhancements and programs that are cutting-edge within the investment advisory marketplace

What to Expect as Part of MassMutual and the Team

Regular meetings with the Team

Focused one-on-one meetings with your manager.

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

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MassMutual is an equal employment opportunity employer. We welcome all persons to apply.

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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