MassMutual

Auditor

• Function as an information technology risk and control expert, providing advice/mentoring to audit associates and IT/business area management.
• Partner and collaborate with peers and clients to support a technology-led audit plan.
• Help drive positive change across the organization with opportunities to improve internal controls through value-added recommendations.
• Assess and evaluate controls over MassMutual’s corporate-wide systems infrastructure and application environments in support of MassMutual’s businesses.
• Plan and conduct audits of the information technology environment focusing on technology risks and controls.

Information Technology Auditor

Business Development Rep

• Expand client base and provide personalized financial advice
• Leverage diverse expertise from outside the immediate geographic area
• Partner with an Associate Regional Director to drive sales and business results within your designated territory
• Support field in achieving Wealth Management goals and driving sales and business results
• Report to Associate Regional Director and conduct regular coaching programs, support advisor focus groups, and virtual training sessions
• Understand the full Wealth Management and Insurance product suite and implement products to help clients and advisors achieve their goals
• Report to the appropriate Senior Regional Consultant on sales progress to ensure Wealth Management Sales Results are met

Regional Business Development Consultant

IT Support

• Develop and oversee the design of a comprehensive Investment Management architecture blueprint aligned with business and technology strategic goals and targeted outcomes
• Analyze and develop a robust model that effectively connects our business strategies with our business goals, ensuring alignment and coherence
• Collaborate with a wide range of stakeholders, including senior management, business leaders, IT architecture, and business development teams, to connect strategies and roadmaps with operational decisions
• Create and maintain capability models to facilitate the identification of innovative and effective solutions that address business challenges and opportunities
• Facilitate translation of business pain points and future state capabilities into solution needs to inform future state architectures and roadmaps
• Facilitate understanding of the application and technology portfolio’s support alignment with capabilities and identify opportunities for potential improvement and portfolio optimization/rationalization by staying abreast of emerging innovation in the investment space to support business needs
• Provide recommendations on system options, risks, cost/benefit analysis, and impact on cross-domain systems, business strategy, goals and processes
• Engage in SA problem solving and documentation
• Actively publish deliverables, and utilizes multi-media to educate and engage with federated solution architecture community members

Enterprise Architect – Investment Management

Director

• Define and own the enterprise AV strategy, roadmap, and standards that are aligned to business objectives.
• Oversee architectural principles and technical standards for conference rooms, event spaces, digital signage, and media platforms.
• Evaluate emerging technologies and solutions, recommending upgrades and innovations.
• Direct the design, deployment, lifecycle management, and support of AV technologies.
• Lead the operation and evolution of internal and user-facing AV platforms.
• Provide technical leadership and oversight for corporate, executive, and high-visibility events.
• Lead and develop a team of individual contributors in solution architecture, AV design and support, and technical event support.
• Own and manage a large capital and operating budget, including forecasting, cost optimization, and ROI analysis.

Director of AV Infrastructure – Experience

Financial Planning and Analysis

• Lead a high-performing team responsible for designing, developing, and governing models that support critical business functions
• Ensure financial projection models comply with regulatory requirements and internal control standards
• Collaborate with cross-functional teams to influence decision-making and drive consensus on complex modeling initiatives
• Communicate complex modeling results to non-technical stakeholders
• Manage team performance, provide coaching and mentorship, and create opportunities for professional growth
• Champion new ideas, tools, and methodologies to enhance modeling capabilities and maintain a competitive edge

Head of Annuity Financial Projection Models

• Contribute to setting the vision, priorities, and roadmap for the Modeling COE, ensuring alignment with enterprise objectives
• Drive innovation in modeling techniques, tools, and processes to improve accuracy and efficiency
• Build trusted relationships with cross-functional teams, influencing decision-making and driving consensus on complex modeling initiatives
• Collaborate with leaders within the Finance organization to ensure alignment of modeling outputs with business objectives
• Communicate complex modeling results to non-technical stakeholders in a clear and actionable manner
• Oversee the design, development, and maintenance of life and health actuarial projection models used for FP&A, ALM and capital planning
• Ensure financial projection models comply with regulatory requirements and internal control standards
• Actively manage team performance, provide coaching and mentorship, and create opportunities for professional growth to build a high-performing and engaged team

Head of Life and Health Financial Projection Models

Insurance

• Independently manage assigned territory and distributor relationships to drive Life Insurance production
• Maintain proactive, consultative sales relationships with financial professionals through ongoing profiling, relationship development, and continuous refinement of the advisor base
• Execute defined activity expectations to maximize growth opportunities within assigned accounts and territory
• Deliver sales ideas, product positioning, and Life Insurance education to financial professionals
• Monitor territory performance to ensure alignment with overall company objectives
• Provide weekly updates to sales management on activity, pipeline, and results
• Coordinate effectively with internal teams including underwriting, operations, and relationship management
• Effectively manage travel and expense budgets
• Other duties as assigned

External Wholesaler, Life Insurance

• Develop and execute strategies focused on coaching advisors on financial planning, investment management, practice management, and client acquisition within your geographical area.
• Educate advisors to help them grow their wealth and financial planning businesses.
• Conduct regular coaching program advisor focus groups for high potential wealth advisors, and support bootcamps as necessary.
• Deliver agency training on key concepts including: 6 Step Financial Planning Process, Client Service Models, Client Engagement Frameworks, Product Sales Conversations, Net Flows Strategies, and Advisor Book of Business Assessments.

Associate Regional Director, Wealth Management

• Develop and execute strategies focused on coaching advisors on financial planning, investment management, practice management and client acquisition
• Educate advisors to help them grow their wealth and financial planning businesses
• Tactical execution of written plan in each agency
• 1x1 advisor coaching and support for novice and high potential experienced advisors
• Conduct regular coaching program advisor focus groups for high potential wealth advisors
• Deliver agency training on key concepts including: 6 Step Financial Planning Process, Client Service Models, Client Engagement Frameworks, and Product Sales Conversations

Product Manager

• Own the review of and decision making related to plan underwriting information for new sales opportunities
• Evaluate and implement existing client stable value contract modification requests, in partnership with legal team as approved
• Lead and contribute to projects related to product changes and new product offerings including pricing, contracts, filing, and risk assessment
• Reviewing stable value investment portfolios
• Building and maintaining pricing and risk analysis models
• Determine new business and in-force crediting rates for stable value contracts
• Analysis of risks and underwriting considerations and participating in contract negotiations
• Performing experience studies and setting assumptions
• Presenting complex analyses and concepts to executive management
• Soliciting and analysis of competitive data
• Influencing and contributing to ongoing business strategy and growth

Institutional Product Manager – Stable Value

Compliance

• Reviewing advertising and marketing material submitted by Financial Professionals
• Conducting reviews of marketing material created from Home Office business partners
• Managing communications compliance risk for the Company
• Fostering and sustaining collaborative business partner and field office relationships
• Focusing on bringing business/field partners additional resources to assist them with material creation and submission
• Striving to improve efficiency through continuous improvement efforts

Communications Compliance Consultant

• Leading the end-to-end delivery of our Sub-ledger and General Ledger modules (primarily SAP ERP ecosystem) to support improvements to finance operations
• Oversee end-to-end business process design, documentation, requirements finalization and technology solution design work
• Partner with our Enterprise Technology and Experience (ETX) business group in finalizing functional and technical specifications
• Accountable for end-to-end implementation and testing work
• Collaborate closely with other business areas, such as controllers and financial close teams to support accounting of transactions/events

Financial Systems Director

Systems Engineer

• Provide subject matter expertise for implementation and support of IBOR and Quantitative Risk related applications
• Formulate and define business and/or systems scope and objectives based on both user needs
• Provide analysis of business and user needs, documentation of requirements, and translation into proper business and/or system requirements
• Act as a team leader for complex projects

IBOR Business Systems Analyst – Investment Management Technology

• oversees the project management process including governance, team leadership, tracking, and monitoring
• lead the analysis and implementation of PMO tools designed to plan, manage, and track programs/projects
• develop the strategy for governing the project portfolio and manage individual project managers
• provide coaching and mentoring to project managers and share best practices
• contribute to financial and resource planning necessary to achieve departmental objectives

Project Management Director

Product Marketing

• Responsible for managing comprehensive marketing campaigns to meet business objectives for the annuity product line
• Contributes to the project planning for major initiatives, including participating in the product development and deployment process, and engaging marketing centers of excellence and stakeholders in marketing campaign development.
• Have a strong understanding of marketing fundamentals, annuity insurance products, proven creative writing skills, and the ability to build relationships and collaborate closely with business partners and stakeholders.
• Assist in building of product marketing strategies for a product line to drive sales results for the business.
• Participates in product development, product deployment, and assist to drive customer-centricity in our product roadmap.
• Builds learning and development strategies for our advisors to better understand our products and how they work to achieve their clients' goals.
• Develops core product collateral to easily communicate how we meet client and financial professional needs.
• Leads marketing center of excellence partners in key marketing planning activities including integrated marketing campaign development in order to drive efficiency and effectiveness in our go-to-market strategies.
• Engages distribution teams and business stakeholders for buy-in and input.

Information Technology Auditor

Regional Business Development Consultant

Enterprise Architect – Investment Management

Director of AV Infrastructure – Experience

Head of Annuity Financial Projection Models

Head of Life and Health Financial Projection Models

External Wholesaler, Life Insurance

Associate Regional Director, Wealth Management

Associate Regional Director, Wealth Management

Institutional Product Manager – Stable Value

Communications Compliance Consultant

Financial Systems Director

IBOR Business Systems Analyst – Investment Management Technology

Project Management Director

Product Marketing Consultant, Annuities