MassMutual

Actuary

• Support regulatory requirements such as annual rate certifications and illustration testing
• Contribute to annual LTC dividend analysis
• Oversee and analyze LTC wellness program results, providing insights and recommendations
• Identify inherent product risks and develop strategies to manage and mitigate those risks
• Perform sensitivity analyses on key assumptions and explain implications to stakeholders
• Extract meaningful insights from data/models and present complex information clearly
• Partner with the broader Profitability Management & Strategy team on cross‑functional initiatives
• Support additional LTC inforce and strategic initiatives as needed

LTC Actuary – Inforce Management

• Lead engaging, complex audits across valuation, pricing, product development, FP&A, investments, ALM, hedging, and risk management.
• Assess inherent and residual risks and evaluate the effectiveness of internal controls to support sound business decisions.
• Evaluate methods, assumptions and processes to ensure alignment with internal standards, best practices, and Actuarial Standards of Practice.
• Develop and nurture relationships with strong partnerships across the business and Corporate Audit to enhance communication, collaboration, and influence.
• Provide meaningful, actionable recommendations that help leaders address emerging risks and drive continuous improvement across the enterprise.

Actuary – Actuarial Investments, Audit

Consultant

• Provide value to General Agents and Advisors through day-to-day contact via a team inbox and team sales desk phone number - receiving inquiries, sales support needs and creating a strategy to solve moderately complex problems.
• Proactively research, analyze, and respond to General Agent and Advisor inquiries, timely and accurately on more complex problems or inquiries.
• Manage expectations regarding requests for Plan Reports, that include but are not limited to - fee benchmarking reports and plan investment reviews.
• Utilize digital and cutting-edge technology platforms to assist General Agents and Advisors with practice management support, identify and implement best practices to drive group retirement plan retention and overall growth.
• Possess a strong knowledge of retirement plan recordkeeping products and services.
• Promote and facilitate educational/sales calls to promote sales ideas and best practices related to group retirement.

Retirement Plan 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

Financial Planning and Analysis

• Work with business partners in Third-Party Distribution and New Markets to provide high quality information and analysis
• Manage the newly established Annuity P&L, including distribution, new business and In-force profitability
• Partner across Finance to understand financials and leverage data platforms
• Provide support to CFO customers on performance, opportunities for cost efficiencies, and decision-making
• Actively participate in driving business financial projects/initiatives
• Develop and employ analytical models to influence key financial decisions
• Prepare high quality analysis and contribute to driver-based forecasts
• Identify and monitor key performance drivers and risks, communicating trends and observations clearly
• Develop sales forecast scenarios and assess trends and leading indicators

Annuity Business Strategic Finance Lead

• Drive day-to-day execution of tax provision (ASC 740), compliance, and deferred tax reconciliation processes across all investment asset classes, ensuring accuracy and timeliness of deliverables
• Provide technical tax guidance to team members on investment taxation matters, researching and resolving moderately complex technical issues independently
• Identify and resolve data integrity issues within investment accounting systems; develop and execute proactive error detection processes to improve accuracy of tax results
• Coordinate workflow and priorities across technical tax staff covering fixed income, partnerships, derivatives, and real estate portfolios
• Support ad hoc investment transaction analysis and tax planning, coordinating with tax planning, legal, investment management, and external partners
• Partner with external auditors during tax provision and compliance reviews, addressing technical inquiries and supporting documentation requests
• Identify process improvement opportunities and lead initiatives to increase efficiency, reduce risk, and enhance controls
• Mentor and develop tax professionals, providing coaching and fostering professional growth across the team
• Represent the investment tax function in cross-functional meetings and build strong relationships across finance, investments, and operations

Investment Tax Manager

Operations

• Design and maintain the procurement business architecture
• Lead the development of a decision-making framework
• Serve as the business architect for process mapping
• Drive the design, implementation, and continuous improvement of procurement processes
• Lead the user experience and partner deeply with the CFPMO
• Develop holistic workflows supporting enterprise governance
• Lead transformation initiatives to meet team and stakeholder needs
• Mentor and coach team members to foster a culture of innovation

Head of Operational Excellence, Design

Sales

• Build relationships directly with buyers and intermediaries located in Chicago, IL and Indiana areas to promote and sell MassMutual’s products.
• Work with internal partners to coordinate client support.
• Stay informed on health care trends, market intelligence, and product information for all product solutions within voluntary benefits.
• Establish, update, and manage target account lists and pipeline management reports.
• Follow a comprehensive sales process that will include marketing programs, educational seminars, customer needs analysis meetings, presentations to develop new sales.
• Manage both external and internal stakeholders throughout the sales process and contribute to sales planning, forecasting, and product development.

Regional Sales Manager

Security Engineer

• Working closely with MassMutual business partners to design and implement solutions for security challenges
• Building and maintaining resilient logging, data pipeline, and SOAR platforms in collaboration with Security Operations Center and Security Intelligence teams
• Deploying, managing, and optimizing centralized logging tools, data pipeline, and SOAR platforms at scale
• Working with internal customers and key stakeholders to onboard logs, manipulate data, create playbooks, write scripts, and configure integrations

Information Security Consultant

Customer Support

• Serve as subject matter expert on broker-dealer policies and procedures for external representatives transitioning to the MassMutual platform.
• Handle all new account opening for the advisor; process client data into back office systems with a high level of accuracy.
• Ownership of tracking and monitoring ACAT transfers post new account opening.
• Routinely identify cases that are not in good order and work with appropriate parties to find resolution timely.
• Ability to research and resolve transition issues as needed.
• Solid understanding of broker-dealer operations and account opening procedures for direct, brokerage and advisory products.

Advisor Transition Support Specialist

• Administration and oversight of policies and procedures governing the operations of the MassMutual Access Funds, including around valuation procedures and the tender offer process
• Provide compliance and regulatory advice and guidance to the Head of Investment Management Alternatives Product, Business Operations Manager, and others supporting the MassMutual Access Funds
• Management of the Access Funds’ sub-adviser compliance oversight program: Develop thorough knowledge of the compliance framework and practices for overseeing the Funds’ sub-adviser, including compliance with affiliated transaction exemptive orders under Section 17(d)
• Review, assess, and monitor changes to the sub-adviser’s policies and procedures
• Report on the sub-adviser’s compliance with applicable policies and procedures pertaining to management of the MassMutual Access Funds
• Provide compliance oversight with respect to certain third-party service providers, including the Access Funds’ custodian
• Assist in the preparation of Rule 38a-1 annual reports
• Assist in the preparation of quarterly compliance reports for the MassMutual Access Funds Board of Trustees
• Oversee the monitoring of portfolio compliance for the MassMutual Access Funds
• Provide information and responses in connection with the annual advisory contract 15(c) renewal process
• Perform testing and compliance oversight to ensure compliance with exemptive orders and other regulatory requirements

Compliance Consultant – Mutual Fund, Investment Advisory Compliance

• Oversee a team of Investment Specialists, Consultants, and Principals
• Demonstrate accountability, agility, and inclusion
• Support strategic initiatives for new product offerings
• Ensure processing service levels are consistently maintained
• Collaborate with the team to establish clear strategic and personal goals
• Provide feedback and partner with direct reports on developmental opportunities

Investment Operations Director

• Provide subject matter expertise to internal stakeholders, including pricing teams, finance teams, etc., for specific lines of business/functions
• Work assigned line of businesses/functions to analyze expense strategies for that line of business and associated impacts on the enterprise
• Perform Pricing versus Actual/Forecasted expense analysis
• Support development of new expense models and processes, identify and implement continuous improvement opportunities, and regularly adapt current technology applications, procedures, techniques and tools to meet business needs
• Partner with Product to provide expense analysis, financial drivers, and a marketplace perspective on product ideation to support MassMutual’s competitive positioning
• Embrace a growth mindset and collaborating with other teams on improving understanding and education on the reasons behind the expenses and other enterprise trends
• Support substantive strategic problem-solving efforts – thought leadership (e.g., defining key questions and problem-solving hypothesis), stakeholder engagement (e.g., leading stakeholder interactions and providing constructive challenge), and team leadership (e.g., leading the research/analysis with cross functional teams)
• Generate impact as a trusted advisor by maintaining the ability to see the big picture in inherently complex and dynamic situations and demonstrating a strong sense for value in both prioritizing and solving problems.

Expense Actuary

• Support the cross-functional governance process that evaluates, aligns and reports on project priorities
• Coordinate and facilitate the cross-functional prioritization process
• Capture detailed and accurate meeting minutes, decisions, and follow-up actions