What are the responsibilities and job description for the Client Portfolio Manager position at MassMutual?
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 to 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.
Constructing customized investment portfolios informed by market conditions and economic trends.
Monitoring and managing client's investment portfolios to ensure aligned with investor's objectives as well as market conditions and outlook.
Supporting 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.
Assisting in strategic initiatives to launch new product ideas and enhance technology efforts.
Staying 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.
Interacting 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
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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.
