MassMutual

Investment Product Consultant

MassMutual

full-time

Posted on:

Location Type: Hybrid

Location: Boston • Massachusetts • 🇺🇸 United States

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Salary

💰 $82,000 - $107,600 per year

Job Level

JuniorMid-Level

About the role

  • Play a pivotal role in supporting advisors by providing in-depth product education and analytical expertise related to a range of third-party investment products.
  • Help advisors enhance their client portfolios with innovative investment solutions.
  • Updating systems for product offerings and working with internal teams to grow our product shelf.
  • Support the Investment Product team with a variety of internal and external stakeholders.
  • Assist in monitoring and answering the Product team mailbox.
  • Be subject matter expert on certain security types and assisting advisors with education and ad hoc implementation questions.
  • Respond to compensation questions from the Field related to product additions or restrictions.
  • Actively monitor mutual fund share classes on platform and assist in share class conversion projects.
  • Partner with internal Business Development teams to develop training courses and educate the field.

Requirements

  • Bachelor’s Degree
  • Series 7 at time of application or must obtain within 180 days
  • 2+ years of experience with investments in the financial services industry and/or within financial institutions (banks, credit unions, wires, broker dealers)
  • 3+ years of proven experience working with Microsoft Suite (Work, Excel, PowerPoint).
  • In-depth knowledge of investment vehicles such as mutual funds, ETFs, UITs, etc. as well as industry regulations.
  • Analytical mindset.
  • Experience working with investment-oriented databases.
  • Excellent interpersonal skills and strong desire to solve unique problems.
  • Proven client service skills with stakeholders and clients.
  • Self-motivated with excellent organizational skills and keen attention to detail.
  • Ability to thrive in a fast-paced environment.
  • Strategic mindset with the capability to work cross-functionally in a collaborative environment.
Benefits
  • Regular meetings with the Product and Investments team.
  • Focused on 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.
  • Ethics and integrity valued by a company with a strong and stable ethical business with industry leading pay and benefits.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
investment productsmutual fundsETFsUITsinvestment-oriented databasesMicrosoft Suiteanalytical expertiseproduct educationshare class conversionfinancial services
Soft skills
interpersonal skillsproblem-solvingclient serviceorganizational skillsattention to detailself-motivatedstrategic mindsetcollaborativeadaptabilitycommunication
Certifications
Bachelor’s DegreeSeries 7