MassMutual

Consultant

• Provide technical leadership to high priority or special projects undertaken by the area
• Conduct technical studies and evaluations of business area requirements and make recommendations on appropriate technological alternatives to clients, benefits brokers, and Worksite management
• Evaluate new technology developments and evolving business requirements to drive additional enhancement recommendations
• Advise changes to enhance scalability
• Provide high-level specialized technical support and consultation to business and IT management
• Provide in-depth technical and business knowledge to ensure efficient design, programming, and implementation of technology platforms
• Develop and manage relationships with enrollment technology companies
• Integrate group benefits products with approved TPE technology
• Conduct technical assessments of new integration requests
• Identify capabilities & limitations of all new and existing benefits technology partners
• Present findings and makes recommendations to the Steering Committee for final approval
• Serve as the internal enrollment technology subject matter expert providing support to teams across the business

Benefits Enrollment Technology Consultant

Accountant

• Contributes to the accurate, timely completion of monthly, quarterly and annual accounting close cycles for complex insurance accounting
• Analyze trends and results, use strong business acumen and communication skills collaborating with peers and the other departments to draft and contribute to commentary which enables readers to quickly understand the financial results and key drivers
• Effectively collaborates with Treasury, Investment Accounting, Reinsurance Accounting, Strategic Finance Business Partner, Reporting and Corporate Actuarial teams and builds key relationships to become an expert in insurance product accounting and related financial impacts
• Supports the Financial Reporting team in providing complete and accurate accounting information such as financial statements, footnote schedules, regulatory reports and other management reports
• Efficiently captures, executes and documents controls for insurance accounting activities and makes recommendations to continuously improve the overall control environment
• Contributes to the accounting policy research and implementation for new insurance products or insurance related transactions ensuring accuracy and compliance with accounting regulations
• Assist in research and implementing new statutory and GAAP insurance accounting guidance
• Identify opportunities for continuous improvements, develop solutions, and implement enhancements using new technologies that increase efficiency and add value
• Play a key role in creating a collaborative and inclusive culture by working closely with outsourced vendors and other areas within the Controllers Organization to build trust through increasing understanding of and respecting differences
• Respond to auditor requests for source document information, including control execution documentation and support

Insurance Accountant

Compliance

• As a senior leader within the ETX Governance, Risk & Compliance organization, responsible for architecting and operating an integrated risk and compliance program across Cyber, AI, Data, Technology, and Resilience domains.
• Lead a multidisciplinary team to identify, assess, monitor, and report risks while ensuring the technology organization meets all applicable regulatory, legal and industry obligations.
• Serve as a strategic advisor, translating complex risk and compliance requirements into actionable controls, providing risk quantification to support decision-ready insights.
• Ensure the organization maintains a strong risk posture, regulatory readiness, and a culture of accountability and transparency.

Head of ETX Risk Management – Regulatory Compliance

Salesforce Developer

• Lead the architectural design and implementation of Salesforce Financial Services Cloud (FSC) solutions tailored for the insurance industry
• Define end-to-end system architecture, ensuring loose coupling, scalability, and compliance with enterprise standards
• Leverage data integration solutions such as event streaming, application API, ETL tools for consuming and providing access to Salesforce data
• Develop and maintain a robust data model for insurance-specific FSC objects such as Policy, Claims, Financial Accounts, and Relationships
• Design solutions that ensure seamless integration with policy administration systems, underwriting platforms, claims processing, and regulatory compliance tools
• Provide technical leadership to Salesforce development teams, ensuring adherence to Apex, Lightning Web Components (LWC), and API best practices
• Oversee configuration, customization, and integration efforts, ensuring optimal use of Salesforce’s declarative capabilities
• Ensure high-quality delivery through code reviews, design reviews, and architectural governance
• Collaborate with business stakeholders, product owners, and insurance domain experts to translate business requirements into technical solutions

Salesforce Solutions Architect

Affiliate Manager

• Lead the development of annual budgets, long-term financial plans, and periodic forecasts
• Provide financial modeling and scenario analysis to guide business decisions and develop business cases
• Analyze financial and operational performance to identify trends, risks, and opportunities
• Develop and track key performance indicators (KPIs) to drive business efficiency
• Assist in preparation of monthly, quarterly, and annual financial reports for senior leadership
• Partner with business partners to provide financial insights that support growth and profitability
• Evaluate investment opportunities, cost-saving initiatives, and strategic projects
• Participate in financial due diligence for M&A and other strategic initiatives
• Enhance financial reporting processes and drive automation initiatives
• Implement best practices for budgeting, forecasting, and financial analysis
• Lead and mentor a financial analyst
• Collaborate with Finance colleagues and Business partners
• Present financial insights and recommendations to Strategic Expense Management Head of ETX & GBS

Strategic Expense Management Business Partner, Enterprise Technology – Experience

• Provide advanced expertise across a broad range of practice management topics, including entrepreneurial mindset, client value creation, business models, financial management, strategy & execution, systemization, human capital, marketing & organic growth, practice acquisitions, continuity and succession
• Deliver presentations and workshops for one-to-many offerings and one-to-one consulting for large practices, MassMutual Academy, Society 1851, agency meetings, and other events
• Design and deliver interactive workshops for advisors with an emphasis on actionable outcomes
• Provide guidance to general agencies to strengthen their local practice management offerings
• Support the Business Development team’s practice management coaching programs in a specialist capacity
• Partner with Society Concierge Consultants to support practice management needs for qualifying advisors
• Develop expertise of MassMutual’s advisor platform and resources in relation to center of excellence and spearhead enhancements
• Lead the Financial Management strategic imperative, helping financial advisors understand the three fundamental financial levers key to operating their business: compensation, profit distribution and enterprise value by:
• Creating educational/ training content on Financial Management topics including revenue and expense sharing, equity-based ownership, path to partnership models, P&L management best practices/benchmarking
• Collecting best practices, market trends, industry knowledge
• Developing business toolkit resources
• Identifying trends and building turnkey solutions for PM Consultants to integrate into advisors’ businesses
• Acting as the “expert” for the team by training, coaching and empowering PM Consultants in Financial Management discipline

Practice Management Consultant

• Provide advanced expertise across a broad range of practice management topics, including entrepreneurial mindset, client value creation, business models, financial management, strategy & execution, systemization, human capital, marketing & organic growth, practice acquisitions, continuity and succession
• Deliver presentations and workshops for one-to-many offerings and one-to-one consulting for large practices, MassMutual Academy, Society 1851, agency meetings, and other events
• Design and deliver interactive workshops for advisors with an emphasis on actionable outcomes
• Provide guidance to general agencies to strengthen their local practice management offerings
• Support the Business Development team’s practice management coaching programs in a specialist capacity
• Partner with Society Concierge Consultants to support practice management needs for qualifying advisors
• Develop expertise of MassMutual’s advisor platform and resources in relation to center of excellence and spearhead enhancements
• Lead the Financial Management strategic imperative, helping financial advisors understand the three fundamental financial levers key to operating their business: compensation, profit distribution and enterprise value by: Creating educational/ training content on Financial Management topics including revenue and expense sharing, equity-based ownership, path to partnership models, P&L management best practices/benchmarking
• Collecting best practices, market trends, industry knowledge
• Developing business toolkit resources
• Identifying trends and building turnkey solutions for PM Consultants to integrate into advisors’ businesses
• Acting as the “expert” for the team by training, coaching and empowering PM Consultants in Financial Management discipline

Financial Planning and Analysis

• Advise and coach initiative owners on financial principles, assumptions, and valuation methodologies
• Partner throughout cost-benefit analysis (CBA) development to strengthen rigor, comparability, and decision readiness
• Review and approve initiatives from a financial perspective across stage gates (from concept through delivery)
• Apply sound business judgment to surface dependencies and eliminate overlap or double counting across projects
• Provide ongoing financial guidance during execution to keep scope, spending, and benefits on track
• Validate and track benefit realization through financial statements and performance reporting
• Monitor portfolios spend and benefit performance, highlighting risks, opportunities, and emerging trends
• Analyze changes in spending and benefits, clearly identifying key drivers and implications for delivery
• Collaborate closely with Corporate Finance on forecasting, variance analysis, and executive-ready narratives
• Build and evolve governance tools (e.g., dashboards) that increase transparency and show progress across initiatives
• Lead what-if and scenario analysis to support trade-offs, prioritization, and investment decisions
• Capture and share portfolio learnings to continuously improve future planning and execution.

Financial Management Consultant, Strategic Planning – Delivery

• Own and lead the evaluation, design, and enhancement of internal controls over financial reporting
• Oversee coordination with external auditors
• Partner with leadership teams
• Manage audit issue documentation, root cause analysis, and risk mitigation plans

Head of Internal Controls over Financial Reporting – ICFR

• Own the end-to-end scope of assigned initiatives within the BIRA program, ensuring clarity of objectives, alignment to business needs, and timely delivery of outcomes.
• Serve as the primary point of accountability for initiative execution—facilitating kick-off meetings, managing stakeholder engagement, and maintaining clear documentation throughout the lifecycle.
• Apply systems thinking to connect initiative goals with broader BIRA strategy, identifying interdependencies, risks, and opportunities for synergy across workstreams.
• Collaborate closely with cross-functional partners—including ETX and internal BIRA teams—to ensure seamless handoffs, shared understanding, and aligned execution.
• Leverage standardized tools and processes (e.g., Jira, requirements templates, status indicators) to drive transparency, consistency, and accountability across initiatives.
• Monitor and report on initiative health through regular status updates, proactively flagging blockers, risks, or misalignments to ensure sustained momentum and timely resolution.
• Contribute to the continuous improvement of initiative management practices by sharing insights, identifying process gaps, and modeling best practices in execution.
• Bring a positive, solution-oriented mindset to challenges, with a strong belief in continuous learning, adaptability, and growth.

Business Consultant – Data Reporting and Analytics

Actuary

• Represent Institutional businesses on enterprise actuarial initiatives, including expenses, capital analysis, risk capacity, etc.
• Lead profitability reporting and partner with Financial Planning & Analysis for forecast and earnings analysis to achieve business outcomes and develop insights to influence product, pricing, and growth decisions.
• Deliver and evolve aggregated Institutional Solutions reporting of new business metrics, working collaboratively across the team.
• Partner with enterprise stakeholders to ensure appropriate allocation and efficient utilization of expense and capital in line with the company’s overall strategy.
• Lead Institutional Solutions assumption and model governance including development of process and standards, adherence to internal policies, etc.
• Evaluate and execute on risk and capacity management options (in partnership with business leaders and corporate functions) that promote long-term growth and risk management.
• Act as a Liaison to Enterprise Risk Management and Corporate Actuarial functions for Institutional Products.
• Influence and contribute to ongoing business strategy and growth.
• Lead various Actuarial projects related to Institutional businesses.

Head of Institutional Risk – Actuarial Initiatives

Systems Engineer

• Lead end-to-end process analysis and automation assessments for complex, cross-functional business processes
• Independently evaluate automation feasibility, value, and prioritization
• Partner with senior business stakeholders, product owners, architects, and technology leaders to shape automation roadmaps and investment decisions
• Translate complex business needs into clear, high-quality requirements, use cases, and solution designs
• Influence and continuously improve enterprise intake, assessment, and prioritization processes across the automation lifecycle
• Serve as a subject-matter expert and thought leader, mentoring other analysts

Systems Analyst – Enterprise Automation

Research Analyst

• Join an innovative and dynamic environment supporting the Office of the Corporate Chief Underwriter (OCCU)
• Dive into a variety of exciting projects and research initiatives
• Support protective value (PV) studies; creating RFPs for different vendors and vendor evaluation
• Examine and identify new data sources for research and insights
• Improve workflows and work on ways to increase automation
• Provide input on predictive modeling
• Revise underwriting rules and procedures
• Partner with leadership across the enterprise to champion changes that improve processes, while maintaining mortality expectations
• Shape data sources for data driven underwriting practices
• Provide recommendations around new technologies and methodologies for risk selection
• Analyze, create, and develop rules for algorithmic and accelerated underwriting processes
• Develop new and competitive underwriting guidelines with research, documentation, marketing, and presentations

Life Underwriting Research Consultant

• Contributes to the accurate, timely completion of monthly, quarterly and annual accounting close cycles for complex insurance accounting by effectively planning, monitoring, and problem solving
• Analyze trends and results, use strong business acumen and communication skills collaborating with peers and the other departments to draft and contribute to commentary which enables readers to quickly understand the financial results and key drivers
• Effectively collaborates with Treasury, Investment Accounting, Reinsurance Accounting, Strategic Finance Business Partner, Reporting and Corporate Actuarial teams and builds key relationships to become an expert in insurance product accounting and related financial impacts
• Supports the Financial Reporting team in providing complete and accurate accounting information such as financial statements, footnote schedules, regulatory reports and other management reports
• Efficiently captures, executes and documents controls for insurance accounting activities and makes recommendations to continuously improve the overall control environment
• Contributes to the accounting policy research and implementation for new insurance products or insurance related transactions ensuring accuracy and compliance with accounting regulations
• Assist in research and implementing new statutory and GAAP insurance accounting guidance
• Identify opportunities for continuous improvements, develop solutions, and implement enhancements using new technologies that increase efficiency and add value
• Play a key role in creating a collaborative and inclusive culture by working closely with outsourced vendors and other areas within the Controllers Organization to build trust through increasing understanding of and respecting differences
• Respond to auditor requests for source document information, including control execution documentation and support

Chief Marketing Officer

• Manage a team of product marketing strategists and consultants who create comprehensive marketing campaigns to meet business objectives for the annuity product line.
• Build product marketing strategies for annuities to drive revenue results for the business.
• Drive customer-centricity into the product roadmap by consistently championing the voice of customer and advisor in the product development lifecycle.
• Create core product collateral to easily communicate how we meet client and financial professional needs.
• Engage distribution teams and business stakeholders for buy-in and input.

Benefits Enrollment Technology Consultant

Insurance Accountant

Head of ETX Risk Management – Regulatory Compliance

Salesforce Solutions Architect

Strategic Expense Management Business Partner, Enterprise Technology – Experience

Practice Management Consultant

Practice Management Consultant

Financial Management Consultant, Strategic Planning – Delivery

Head of Internal Controls over Financial Reporting – ICFR

Business Consultant – Data Reporting and Analytics

Head of Institutional Risk – Actuarial Initiatives

Systems Analyst – Enterprise Automation

Life Underwriting Research Consultant

Insurance Accountant

Marketing Director, Annuity Products