MassMutual · 2 months ago
Investment Product Consultant
HARTFORD, CT
Full-time
Onsite
Senior Level
7+ years expMassMutual is a leading financial services company, and they are seeking an Investment Product Consultant to oversee the Orion platform and collaborate with various teams. The role involves product development, regulatory compliance, and enhancing the technology stack to support advisors and clients in achieving their financial goals.
FinanceFinancial ServicesInsuranceLife InsuranceRetirement
Responsibilities
Lead product development and enhancement efforts for the Orion platform, ensuring competitiveness and alignment with advisor needs
Collaborate with Sales, Marketing, Legal, Compliance, and senior leadership to define market requirements, manage risk, and update regulatory documents (e.g., ADVs)
Oversee daily Orion operations and coordinate enhancements with MMLIS teams, including Innovation, Operations, and business line leaders
Evaluate Orion releases for advisor usability, communicate updates via field calls (AAX/GAX), and maintain the Compass page
Maintain the Orion technology roadmap and ensure alignment with broader platform strategies (e.g., Envestnet, Tamarac, Wealthscape)
Support data integration and reporting across systems like Envestnet Intelligence and Trualytics
Test new configurations for expanding WMS offerings, including Advisory 529 Plans, HSA, DC Participant Advice via Pontera, Advisory Annuities, Structured Notes, and Cash Management
Liaise with Banking and Lending to integrate products into Orion
Qualification
Required
7+ years' experience in the financial services industry
Series 7 at time of application or must obtain within 1 year of hire
2+ years' participating in product implementation projects
2+ years' proven ability to organize tasks, prioritize competing deadlines, and execute deliverables efficiently across cross-functional teams
Preferred
7+ years in the use of configuration, implementation and enhancement of product technology platforms
3+ years experience in relationship management
Proven capabilities in design that can give the broker dealer a competitive edge in competing against the likes of LPL, Osaic, Raymond James, Cetera and Ameriprise in this space
Persuasive communication and presentation skills as the position will often be required to present to the Field Force
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