Strategy and Execution Consultant

Must accommodate our HYBRID work model (3 days a week in our Springfield or Boston office)

The Opportunity

We’re looking for an experienced and ambitious Strategic Consultant 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 Private Wealth Partners (“PWP”) organization. You’ll interface frequently with our broader Wealth Management organization and contribute to the long-term strategy and development of the PWP organization.

The Team

At MM Wealth Management, we understand that the financial landscape is constantly evolving. As a member of the Wealth Management organization, you will join a team of passionate experts across multiple disciplines including Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations. Whether it’s advice on investment strategies, retirement planning, estate planning, lending and banking, or trust services, our goal is to provide innovative and effective solutions that positively impact advisors and clients. We are committed to transforming the way our clients manage their wealth and plan for the future.

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.

The Impact

• Act as the business project owner of strategic initiatives within PWP. This includes ownership of items such as navigating internal business resources, building out the project team, and providing clear communication to stakeholders throughout the project.
• Handle complex long-term focused projects involving multiple disciplines or business units.
• Manage and help to prioritize projects across the PWP organization, including providing regular status and metric updates to the leadership team.
• Assists PWP leadership with ongoing implementation of our long-term strategy, by ensuring on-time delivery of key initiatives listed on the PWP roadmap; including ensuring the Wealth Management Projects Insights tracker and Wave are updated monthly.
• Drive continuous improvement and efficiencies by actively working with colleagues within the organization both formally and informally to identify and solve problems across PWP to enhance the client and advisor experiences.
• Maintain strong relationships with key stakeholders across MM Wealth Management, MMFA and MassMutual more broadly – including Compliance, Legal, Marketing, Product, Business Governance and WM Technology.
• Facilitate lessons learned for business team and retain information in a central location for future use.
• Assist with the ongoing development of the PWP Long-Term Business Strategy by completing market research, attending strategy meetings and providing thoughtful insight on the direction of PWP.
  
  

The Minimum Qualifications

• Bachelor’s degree.
• 8+ years of wealth management or investment management.
• 2+ years of project management experience.
  
  

The Ideal Qualifications

• Experience with Investment Management and Trust Organizations.
• A proven track record of building and executing on long-term strategies and initiatives.
• The ability to balance multiple priorities across a wide variety of initiatives is important to ensure success.
• Focused one-on-one meetings with your manager
• Access to mentorship opportunities
  
  

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Private Wealth Partners 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
  
  

About MassMutual

We’ve been around since 1851. During our history, we’ve helped millions of people find financial freedom, offer financial protection, and plan for the future.

Today, we continue to develop meaningful relationships with our customers by building their trust, being knowledge problem solvers and always prioritizing their needs. MassMutual is guided by a single purpose: 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.

MassMutual was recognized as an Ethisphere 2021 World’s Most Ethical Company, a Fortune 2021 World’s Most Admired Company and a Top Place to Work in 2020 according to The Boston Globe. MassMutual was also named among America’s Best Employers for Diversity according to Forbes 2020. MassMutual ranks No. 84 on the Fortune 500 list of largest companies.

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.

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.