MassMutual · 2 months ago
Investment Product Consultant
SPRINGFIELD, MA
Full-time
Onsite
Senior Level
7+ years expMassMutual is a leading financial services company, and they are seeking an Investment Product Consultant to manage the Envestnet platform investment offerings. The role involves collaborating with legal, compliance, trading, and operations to ensure the investment offerings are competitive and best in class, while also monitoring for escalation issues and driving strategy for new offerings.
FinanceFinancial ServicesInsuranceLife InsuranceRetirement
Responsibilities
The Product Management / Development function is responsible for developing new products and/or solutions, ensuring the competitiveness of existing products. The function strengthens the sales effort by working with Sales and Marketing to define competitive market requirements and identify opportunities as well as models profit and loss, or risk control
Manage the overall investment options on the Envestnet platform and interact with asset manager partners as necessary on a daily basis. Work closely with the MMLIS Innovation team, MMLIS Ops and MMLIS business line heads in determining how investment options should work for investment advisory offerings
Review new additions from Envestnet and determine which are additive for advisors
Articulate new investment options on Field calls and presents use cases for advisors to understand impact on their practice
Maintenance of internet as well as as well as working with Marketing and Readiness in communicating to advisors our capabilities
Employee occupying the role must be knowledgeable in the data captured across the various databases at MML and leverage this data to inform decisions
Participate in driving the strategy for new offerings on the WMS platform and ensure all offerings have a best in class product shelf to support them
Liaison with the Banking and Lending segment of the business and assist in integrating their product offerings into the overall Orion technology platform
Qualification
Required
7+ years' experience in the financial services industry
Series 7 at time of application or must obtain within 1 year of hire
3+ years' participating in product implementation projects
3+ years' experience in relationship management
Preferred
7+ years in the use of configuration, implementation and enhancement of product technology platforms
Proven capabilities in design that can give the broker dealer a competitive edge
Persuasive communication and presentation skills
Strong problem-solving skills
Proficient in the Microsoft suite of products (Excel, PowerPoint, and Word)
Proven capabilities in building out investment advisory enhancements and programs that are cutting-edge within the investment advisory marketplace
Benefits
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
Company
MassMutual
MassMutual is a mutual life insurance company that provides investment management and trust services.
5001-10000 employees
H1B Sponsorship
MassMutual has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (96)
2024 (94)
2023 (66)
2022 (115)
2021 (121)
2020 (73)
Funding
Current Stage
Late StageLeadership Team
Eddie Ahmed
Chairman, President & CEO
Roger W. Crandall
Chairman, President & CEO
Recent News
2026-01-18
2025-12-25
Company data provided by crunchbase