The Opportunity

As the Investment Platform Consultant- Advisory Platform, you will support the Corporate Registered Investment Advisor (CRIA) business. Primarily focusing on maintaining, enhancing and providing white glove service for the Wealth Management Services (WMS) platform. Additional opportunities exist in supporting the Tamarac and Orion platforms. The role requires a working knowledge of the Advisory business as well as an understanding of the technology platforms that support both Investment Advisory business and Clearing and Custody operations. Project management skills and ability to work independently, while collaborating as needed, are critical skillsets to the role.

The Team

This team works in a collaborative manner as product development and project management by implementing the service features they develop. Our team members share a passion for wanting to have the best investment advisory platforms in the industry. They always place the client first in delivering their wealth management platform and programs and share a passion for working with advisors. The growth of the platform has been outstanding, moving from $18 million of AUM only a few years ago, to $94 billion of AUM today.

This is a fast-paced team with vast responsibilities and a heavy workload. The ability to prioritize, collaborate and think critically are key.

The Impact:

Investment Platform Consultants are the main point of contact and subject matter experts for CRIA product lines. You are tasked with further developing the advisory platform and its features and be responsible to deliver these initiatives completed and communicated. Examples of initiatives include, but are not limited to: streamlining billing, client reporting, asset classification, program mergers, improving system productivity, creating product training, writing program manuals, compiling securities lists, developing new workflows, training internal business partners, hosting external training sessions, data mining and solving complex issues.

Key Responsibilities Include:

• Experience with workflows and project management are essential to the success of this position.

• System testing and problem solving to achieve desired results.

• Collaborating with multiple departments (e.g. Compliance, Legal, Operations, Top Investment Advisory Representative councils) to deliver high demand solutions.

• Serve as key contact and resource for strategic product firms and product subject matter expert for cross-functional departmental initiatives.

• Coordinate marketing initiatives with strategic partners.

• Negotiate and facilitate product and service agreements.

• Create and maintain department policies/procedures.

• Help educate producers on available products/programs that may fit client needs.

• Review and determine viability or new product requests for further consideration.

• Implement new products.

• Provide product updates and training to product sponsors and internal staff.

• Assist in planning conferences.

• Perform and administer business and compliance review of sales material produced by sponsors.

The Minimum Qualifications

• Bachelor’s degree

• 5+ years' experience working in a Broker Dealer or RIA

• FINRA Series 7 at time of application or must obtain within 180 days

• 3+ years' experience facilitating or participating in project management or strategic initiatives

The Ideal Qualifications

• FINRA Series 7 at time of application

• 3+ years' experience with the Envestnet platform

• 3+ years' project management experience

• Knowledge of Envestnet, the MMLIS Wealth Management Services Platform

• Deep working knowledge of Investment Advisory and Broker Dealer Products and the overall financial service industry

• Strong analytical & research skills

• Strong Excel and/or Alteryx skills

• Project management and system testing experience

• Advanced Education/Industry designations

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Salary Range:

At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.

Why Join Us.

We’ve been around since 1851. During our history, we’ve learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.

We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It’s more than our company structure – it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.

MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.