Client Portfolio Manager

We’re looking for an experienced and ambitious Client Portfolio Manager to join our growing wealth management organization! The work will be fast-paced and innovative and will require marshaling resources across the organization. You will leverage your background and expertise to contribute to the growth of the MassMutual Investment Management business. You’ll interface frequently with our broader Wealth Management organization and contribute to the development and implementation of best practices of portfolio management.

The Team

Our team is a dynamic, energetic, and problem-solving powerhouse that continues to grow, evolve, learn, adapt and solve problems. We come from a diverse set of backgrounds and thought processes, and welcome debate, innovation, better ways of thinking and help evolving our team towards accomplishing our mission. We are incentivized to solve investment problems and connect to the purpose of using investment tools to thoughtfully and helpfully accomplish the goals and objectives of our clients.

The Impact:

• Lead engagement meetings with Advisors to understand the specific needs of clients, particularly high net worth and identify solutions to help clients achieve their financial goals.
• Construct customized investment portfolios informed by market conditions and economic trends.
• Monitor and manage client’s investment portfolios to ensure alignment with investor’s objectives as well as market conditions and outlook.
• Support Advisors in prospect and client meetings, covering the economic and market environment as well as client’s investment portfolio.
• Leverage expertise to educate and mentor other portfolio managers and team members towards creative and innovative solutions for our clients.
• Help create efficiencies and scale for an organization with meaningful growth potential.
• Assist in strategic initiatives to launch new product ideas and enhance technology efforts.
• Stay up to date with MMLIS product offerings as well as relevant investment and trading news, and economic trends.
• Ability to present to large audiences and demonstrate the value of MM Wealth Management’s Investment Office.
• Interact with the broader investment organization designed around solving real client problems.
• Contribute to the growth of the MassMutual Investment Management business. Proactively research and address client investment management needs and interact with the broader investment organization to develop solutions.

The Minimum Qualifications

• Bachelor’s degree in business, economics, or finance.
• 10+ Years wealth management or related experience.
• Exceptional analytical, problem solving, and communication skills.
• Series 66 and Series 7.
• Must be eligible to work in the United States without sponsorship.
• CFA, or progress towards becoming a CFA Charter holder.

The Ideal Qualifications

• Strong relationship management skills.

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Wealth Management team.
• Focused one-on-one meetings with your manager.
• Access to mentorship opportunities.
• 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.