What are the responsibilities and job description for the Regional Managing Director - Wealth Management position at MassMutual?
The Opportunity
MassMutual Investments is a diversified multi-manager investment platform focused on the wealth management channel. We leverage an open architecture framework to develop innovative solutions to solve the most pressing investment needs of our clients. We are seeking a Regional Managing Director – US Wealth (External Wholesaler)
MassMutual Investments is a rapidly growing area of the organization. You’ll have a tremendous opportunity to help shape our future growth. Your expertise, strategic thinking, and dedication will greatly impact our organization, drive industry innovation, and help our clients secure their financial future.
The Team
MassMutual Investment has developed partnerships with some of the world's largest asset managers, and specialized investment boutiques who sub-advise our investment strategies. We are rapidly expanding our solutions in the wealth channel, and we are seeking a highly motivated individual to help drive our dynamic and collaborative effort.
The Impact
As a Regional Managing Director, you will be responsible for distributing our broad array of investment solutions, primarily open-ended funds sub-advised by Barings and Clinton Investment Management into the wealth management space. You will represent and promote MassMutual sub-advised funds within multiple financial intermediary channels, including wirehouses, independent broker-dealers, and RIAs.
Specific Responsibilities Include
What to Expect as Part of MassMutual and the Team
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
MassMutual Investments is a diversified multi-manager investment platform focused on the wealth management channel. We leverage an open architecture framework to develop innovative solutions to solve the most pressing investment needs of our clients. We are seeking a Regional Managing Director – US Wealth (External Wholesaler)
MassMutual Investments is a rapidly growing area of the organization. You’ll have a tremendous opportunity to help shape our future growth. Your expertise, strategic thinking, and dedication will greatly impact our organization, drive industry innovation, and help our clients secure their financial future.
The Team
MassMutual Investment has developed partnerships with some of the world's largest asset managers, and specialized investment boutiques who sub-advise our investment strategies. We are rapidly expanding our solutions in the wealth channel, and we are seeking a highly motivated individual to help drive our dynamic and collaborative effort.
The Impact
As a Regional Managing Director, you will be responsible for distributing our broad array of investment solutions, primarily open-ended funds sub-advised by Barings and Clinton Investment Management into the wealth management space. You will represent and promote MassMutual sub-advised funds within multiple financial intermediary channels, including wirehouses, independent broker-dealers, and RIAs.
Specific Responsibilities Include
- Increase sales and grow territory AUM by calling on financial advisors in the wirehouse, Independent and RIA channels.
- Provide marketing support and customer service to financial advisor in assigned territory.
- Effectively leverage data and technology
- Develop a business strategy within the territory, including implementing business plans around focus firms and identifying business opportunities, while appropriately managing expenses and resource allocations.
- As a representative of MassMutual Investments, you will attend and present at conferences and events to showcase our offerings, expertise, and value propositions.
- Complete administrative tasks (updating CRM, expense reporting) in a timely manner.
- Bachelor’s Degree
- 5 years of external sales experience at a mutual fund distributor or asset management firm
- 1 years of experience with Morningstar Direct and Salesforce
- Travel requirements estimated 80%
- Series 7 & 63
- Located within territory - NJ, PA, DE, MD, VA, NC, SC
- Strong technical acumen, excellent writing, presentation, and interpersonal skills
- Established relationships at wirehouse, independent, regional broker dealers and RIAs
- Ability to identify and empathize with client needs, as well as understand the market demand and requirements
- Strong problem solving and analytical skills including demonstrated experience with research, data gathering and the ability to think strategically
- Strong interpersonal and relationship building skills, with a proven ability to collaborate with diverse, multi-functional teams
What to Expect as Part of MassMutual and the Team
- Regular meetings with the MassMutual Investment team
- Focused one-on-one meetings with your manager
- Access to mentorship opportunities
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA , 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
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
Salary : $120,000 - $130,000
