The Opportunity

This role sits within the MMLIS Investment Advisory Platform Team and oversees the Orion platform, including the co-advisory program and WMS Orion enhancements. Responsibilities include collaborating with Legal and Compliance on ADV updates, testing new releases for downstream impacts, and addressing field escalations. The platform, currently at $1B AUM, is projected to grow to $10B. The team also manages Orion’s integrated tech stack, including Redtail, Hidden Levers, and Orion Planning.

The Team

At MM Wealth Management, we recognize the dynamic nature of the financial landscape. As part of our team, you'll collaborate with experts across Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments, and Operations to deliver innovative solutions that support advisors and clients. Our mission is to transform how clients manage and grow their wealth. The Wealth Management Product team empowers advisor practices and agencies by offering open architecture solutions and investment expertise to help clients achieve their financial goals.

The Impact

Our Wealth Management Product team empowers advisors, agencies, and MassMutual by offering open architecture investment and brokerage solutions. We help clients achieve their financial goals through informed investing, strategic planning, and seamless execution.

Key Responsibilities include, but are not limited to:

• Lead product development and enhancement efforts for the Orion platform, ensuring competitiveness and alignment with advisor needs.
• Collaborate with Sales, Marketing, Legal, Compliance, and senior leadership to define market requirements, manage risk, and update regulatory documents (e.g., ADVs).
• Oversee daily Orion operations and coordinate enhancements with MMLIS teams, including Innovation, Operations, and business line leaders.
• Evaluate Orion releases for advisor usability, communicate updates via field calls (AAX/GAX), and maintain the Compass page.
• Maintain the Orion technology roadmap and ensure alignment with broader platform strategies (e.g., Envestnet, Tamarac, Wealthscape).
• Support data integration and reporting across systems like Envestnet Intelligence and Trualytics.
• Test new configurations for expanding WMS offerings, including Advisory 529 Plans, HSA, DC Participant Advice via Pontera, Advisory Annuities, Structured Notes, and Cash Management.
• Liaise with Banking and Lending to integrate products into Orion.

The Minimum Qualifications

• 7+ years’ experience in the financial services industry
• Series 7 at time of application or must obtain within 1 year of hire
• 2+ years' participating in product implementation projects
• 2+ years' proven ability to organize tasks, prioritize competing deadlines, and execute deliverables efficiently across cross-functional teams

The Ideal Qualifications

• 7+ years in the use of configuration, implementation and enhancement of product technology platforms
• 3+ years experience in relationship management
• Proven capabilities in design that can give the broker dealer a competitive edge in competing against the likes of LPL, Osaic, Raymond James, Cetera and Ameriprise in this space
• Persuasive communication and presentation skills as the position will often be required to present to the Field Force
• Strong problem-solving skills
• Proficient in the Microsoft suite of products (Excel, PowerPoint, and Word)
• Proven capabilities in building out investment advisory enhancements and programs that are cutting-edge within the investment advisory marketplace

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Team
• Focused 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
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

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. We welcome all persons to apply.

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.