About this opportunity
Massachusetts Mutual Life Insurance Company lists this Client Portfolio Manager opportunity in boston, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Client Portfolio Manager
Custom Client Portfolio Management Team
Full-Time
Boston, MA or Springfield, MA
The Opportunity
We're looking for a motivated and ambitious Client Portfolio Manager to join our growing wealth management organization! Your work will be fast-paced and innovative and will require marshaling resources across the organization. You'll interface frequently with our broader Wealth Management organization and help us implement 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:
Helping create efficiencies and scale for an organization with meaningful growth potential
Working with Advisors to understand and implement the specific needs of clients, particularly high net worth.
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
Staying up to date with MMLIS product offerings as well as relevant investment and trading news, and economic trends.
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
5+ years wealth management or client portfolio management experience
Series 66 and Series 7 at time of application or must obtain within 180 days
The Ideal Qualifications CFA, or progress towards becoming a CFA Charterholder
Series 66 and Series 7 at time of application
Exceptional analytical, problem solving, and communication skills
What You Can Expect at MassMutual
MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
A collaborative environment where perspectives are welcomed
Access to learning, development, and internal networks that support continuous growth and skill-building over time
Employee-led communities and forums that foster connection, learning, and inclusion across the organization
A culture grounded in integrity, responsibility, and stewardship-supported by a company with a strong legacy and a future-focused mindset
#LI-FT1
Salary Range:
$128,000-$168,000
At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
Why Join Us.
We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.
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.
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
Worksite address
boston, MA, 02298, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.