MassMutual

Systems Engineer

• Formulating and defining business and system scope and objectives based on user needs
• Provide comprehensive analysis of business and user needs, document requirements, and translate them into actionable business and system solutions
• Collaborate with stakeholders across all areas related to enterprise risk to deliver technology objectives and solutions supporting business strategy
• Analyze and define requirements and support the full lifecycle of building data and analytics solutions
• Communicate complex findings in a concise and easily understandable manner

Business Systems Analyst

Consultant

• Managing a workload of different cases that will require research and problem solving to determine if the client was harmed by the error
• Support many organizations across the firm as well as other areas in MassMutual
• Effective communication as some cases will involve upper level management both at the Home Office as well as in the field
• Identify a process gap through trending of cases and work with the team who owns the process to update the workflow
• Create the best service experience possible in order to repair the relationship between client, rep, and MMLIS
• Perform research and analysis to support business operations and present findings to managers
• Develop solutions through root-cause analysis of complex issues and escalations related to Broker/Dealer business
• Document justification of exception processing
• Utilize problem solving toolkit to identify trending and provide countermeasures to enhance the client experience
• Analyze trading activity of registered representatives and work with legal and compliance to carry out processing of legal orders and regulatory requests

Research & Resolution Consultant

• Collaborate with business users and stakeholders to define, document, and analyze system requirements
• Partner with QA and UAT teams to ensure solutions are tested and validated
• Support end-to-end delivery, including requirements gathering, data validation, and stakeholder communication
• Identify opportunities for automation and efficiency improvements
• Manage stakeholder communications, including demos and status reporting
• Create and maintain system documentation and user manuals
• Troubleshoot break/fix issues and provide technical support
• Coach and mentor others on own team or within matrixed organization

Business Consultant

• Partner with MassMutual financial advisors to design complex wealth strategies, leveraging deep expertise in portfolio management, investment solutions, and estate planning.
• Provide advanced product knowledge, historical analysis, and legal document review to position advisors and MassMutual for success in building high-net-worth client relationships.
• Act as a trusted resource during client interactions, delivering tailored recommendations and supporting advisors throughout the sales process to ensure optimal outcomes.
• Work with a team of wealth, tax, trust, and investment specialists to create differentiated, client-centric solutions that elevate the advisor experience.
• Develop marketing strategies, collateral, and investment illustrations to drive new business growth and enhance advisor capabilities within the territory.
• Coordinate with investment, fiduciary, and operational teams to ensure a smooth and efficient client onboarding experience.
• Recognize and pursue opportunities requiring advanced investment, trust, and private wealth solutions to increase assets under management and expand market share.
• Deliver training on wealth planning, trust services, and private client solutions to enhance advisor proficiency and confidence.
• Develop and execute a targeted growth strategy for the territory, including segmentation, lead prioritization, and pipeline management.
• Share real-time market insights with internal stakeholders to inform product development and distribution strategies.
• Collaborate with internal teams to streamline advisor workflows and simplify access to wealth management solutions.
• Create and deliver compelling proposals and presentations tailored to the unique needs of clients.

Private Wealth Consultant

Operations

• Drive cross-functional strategic initiatives by establishing workplans, defining KPIs, and monitoring execution and results.
• Own non-product initiative’s implementation, performance monitoring, and planning across operations domains.
• Set clear priorities and foster transparency and consistency in operational practices.
• Establish and implement consistent engineering practices, global operating model and continuous improvement programs across operations technology.

Head of Planning and Execution – Operations Technology

Business Development Rep

• Expand client base by providing personalized financial advice
• Partner with an Associate Regional Director to drive sales and business results
• Report to your Associate Regional Director to ensure appropriate skills for executing the role and driving assigned sales and business results
• Conduct regular coaching programs, support advisor focus groups and boot camps as needed, and conduct virtual training sessions for novice and high potential advisors
• Understand the full Wealth Management and Insurance product suite and drive implementation of those products to help clients achieve their goals

Regional Business Development Consultant

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

• 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

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