Investment Product Consultant - CRIA
Posted on: May 19, 2019
Since 1851, MassMutual's commitment has always been to help people
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another. This is why we want to inspire people to Live Mutual.
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Together, we're stronger.Description------
Investment Product Consultant - CRIA Platform - 2 Positions
This position is within the MML Investors Services Broker Dealer
"MMLIS" in the Product Department. This Product Department of MMLIS
is responsible for product management, relationship management &
implementation of Broker Dealer product lines including Mutual
Funds, Brokerage Products, Variable Annuities and a full suite of
Advisory Products and Platforms through the MMLIS Corporate
Registered Investment Advisor "CRIA".
This position will support the CRIA Wealth Management Services
(WMS) platform and its functionality including both with internal
procedures and interfacing with Envestnet, Advisor 360 & Fidelity
Custody and Clearing. WMS is our exclusive fee based advisory
platform and an area of strategic focus for the firm. A successful
candidate must be able to identify opportunities to increase the
ease of doing business on the WMS platform as well as to
troubleshoot and resolve issues. Experience in platform management,
service enhancements, system coordination and the drive to improve
productivity are key. Attention to detail and the ability to
problem solve, collaborate and manage projects to successful
implementation are critical to success in this role.
Product Consultants are the main point of contact and subject
matter experts for product lines and their responsibilities
include; research and assessment project planning skills, field
communications, creation of program policies and accompanying
Responsibilities will also include providing product & platfform
expertise and acting as a point of escalation to the operations
team, sales consultants and investment advisor representatives in
the field by discussing program features, service enhancments, and
This is a fast paced team with vast responsibilities and a heavy
workload. The ability to prioritize, collaborate and think
critically are key.
The role requires a working knowledge of the Investment Advisory
business as well as the functionality of the MMLIS Wealth
Management Platform. Much of the work that is done in this role
requires an understanding of the technology platforms that support
both Investment Advisory business and Clearing and Custody
operations. This role will work as part of team tasked with further
developing the advisory platform and its features and be
responsible to get these initiatives completed and communicated.
Examples of initiatives could be; streamlining billing, client
reporting, asset classification, program mergers, improving system
productivity, creating product training, writing program manuals,
compiling securities lists and solving complex issues.
- Deep working knowledge of Investment Advisory and Broker Dealer
Products and the overall financial service industry
- Project Management experience
- Strong analytic & research skills
- Typical Experience: Bachelor's degree in a related field or
equivalent experience. 8 yrs.+ relevant experience
- Series 7 required. Series 66 & 24 preferred (or willingness to
- Advanced Education/Industry designations or in pursuit of a
Ranked No. 93 in the annual FORTUNE -- 500 Ranking (FORTUNE --
Magazine, June 2018) and recognized as a World's Most Ethical
Company by Ethisphere, 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. 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.
Focus on the Customer: We understand our customers well and look
for every opportunity to deliver an experience that is clear, easy,
personal, human, empowering and trustworthy.
Act with Integrity: We deliver on our promises by being open,
honest and humble and by adhering to the letter and spirit of
applicable laws, rules, regulations and company policies.
Value People: We respect and learn from each other's diverse
backgrounds, experiences and ideas. We engage and develop people to
their greatest potential.
Work Collaboratively: We work together to achieve results by
actively listening, seeking, understanding and creating solutions
as a unified team driving toward one company, one culture, one
Achieve Results: We focus on winning by exceeding expectations and
getting better - everyone, every day.
For more information, visit www.massmutual.com or find us on
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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
Keywords: MassMutual, Springfield , Investment Product Consultant - CRIA, Professions , Springfield, Massachusetts
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