Client Portfolio Manager
Company: MassMutual
Location: Hartford
Posted on: April 24, 2024
Job Description:
The OpportunityWe'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 TeamOur 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 solutionsThe Minimum
Qualifications
- Bachelor's degree in business, economics, or finance
- 5+ years wealth management or client portfolio management
experience
- Series 66 and Series 7 at time of application or must obtain
within 180 days
- Located within the following regions - Southeast, Southwest or
West CoastThe Ideal Qualifications
- Located in one of the following states - Florida, Texas,
Colorado, California, Arizona
- CFA, or progress towards becoming a CFA Charterholder
- Series 66 and Series 7 at time of application
- Exceptional analytical, problem solving, and communication
skillsWhat to Expect as Part of MassMutual and the Team
- Regular meetings with the Advice & Client Solutions team
- Focused one-on-one meetings with your manager
- Access to mentorship opportunities
- 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**Candidates residing within 50 miles of our Springfield or
Boston, MA office will be required to work from the office 3 days a
week#LI-CR41#LI-REMOTEMassMutual 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 status.
If you need an accommodation to complete the application process,
please contact us and share the specifics of the assistance you
need.
Keywords: MassMutual, East Hartford , Client Portfolio Manager, Executive , Hartford, Connecticut
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