Similar Jobs at MassMutual
Big Data • Fintech • Information Technology • Insurance • Financial Services
Leads medium-to-complex digital health and wellness initiatives, coordinating cross-functional business and technology teams. Assesses project scope and execution capacity, translates strategy into detailed plans, communicates objectives and status, recommends solutions, solves problems, and drives delivery of service deliverables and technology solutions. The role requires strong organizational, communication, and delivery leadership skills.
Big Data • Fintech • Information Technology • Insurance • Financial Services
Performs derivative accounting and controllership activities across monthly, quarterly, and annual close cycles. Partners with Investment Management and Operations, supports audits, executes financial controls, analyzes investment data, and contributes to system improvements, implementations, and process efficiencies. The role requires investment or fund accounting experience, strong Excel skills, and familiarity with insurance investment accounting. Experience with Aladdin, SQL, Tableau, Alteryx, and system conversions is advantageous.
Top Skills:
AladdinAlteryxExcelSQLTableau
Big Data • Fintech • Information Technology • Insurance • Financial Services
Leads business analysis and requirements efforts across transformational programs, analyzing current and future-state processes, facilitating stakeholder alignment, and developing recommendations for strategic decisions. Partners with business, technology, operations, compliance, and program leadership to prioritize roadmaps, define functional requirements, and support implementation planning, testing, and deployment. Requires strong consulting, process analysis, requirements gathering, and decision facilitation skills, with financial services or insurance experience.
Analyzes advisor loan programs and recruit or practice acquisition candidates through financial assessments, loan structures, break-even analysis, sensitivity analysis, reporting, and KPI development. Produces decision-support reports, dashboards, presentations, and governance materials; interprets profitability requirements; advises data users; coordinates with cross-functional partners; and supports system testing and enhancements.
The Opportunity
As an Advisor Loan Consultant, you will work directly with the Head of MMLIS Advisor Loans and Transitions to develop practice assessment capabilities for both EXP GDC Wealth Recruits and Practice Acquisition candidates. This will include detailed financial assessments, loan structures and break evens, sensitivity analysis and coordination of these efforts across the necessary home office partners.
The Team
At MM Wealth Management, we understand that the financial landscape is constantly evolving. As a member of the Wealth Management organization, you will join a team of passionate experts across multiple disciplines including Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations. Whether it's advice on investment strategies, retirement planning, estate planning, lending and banking, or trust services, our goal is to provide innovative and effective solutions that positively impact advisors and clients. We are committed to transforming the way our clients manage their wealth and plan for the future.
MMLIS Advisor Loans & Transitions is a newly formed team within the Wealth Management Business Development and Financial Planning organization of MassMutual. The team consists of Business Transition Consultants, Deal Analysts, and Wealth Management Transition Support. This is a dynamic and innovative team with significant experience in the Wealth Management space that focuses on driving inorganic practice and field growth through competitive recruiting and acquisitions, driving net flows for Wealth Management. In addition to your immediate team, you will work closely with many organizations across MassMutual, including Recruiting, Operations, and our product areas.
The Impact:
Align with the Head of MMLIS Advisor Loans & Transitions on:
The Minimum Qualifications
The Ideal Qualifications
What to Expect as Part of MassMutual and the Team
#LI-RS1
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.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
Salary Range: $102,500-$134,500
As an Advisor Loan Consultant, you will work directly with the Head of MMLIS Advisor Loans and Transitions to develop practice assessment capabilities for both EXP GDC Wealth Recruits and Practice Acquisition candidates. This will include detailed financial assessments, loan structures and break evens, sensitivity analysis and coordination of these efforts across the necessary home office partners.
The Team
At MM Wealth Management, we understand that the financial landscape is constantly evolving. As a member of the Wealth Management organization, you will join a team of passionate experts across multiple disciplines including Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations. Whether it's advice on investment strategies, retirement planning, estate planning, lending and banking, or trust services, our goal is to provide innovative and effective solutions that positively impact advisors and clients. We are committed to transforming the way our clients manage their wealth and plan for the future.
MMLIS Advisor Loans & Transitions is a newly formed team within the Wealth Management Business Development and Financial Planning organization of MassMutual. The team consists of Business Transition Consultants, Deal Analysts, and Wealth Management Transition Support. This is a dynamic and innovative team with significant experience in the Wealth Management space that focuses on driving inorganic practice and field growth through competitive recruiting and acquisitions, driving net flows for Wealth Management. In addition to your immediate team, you will work closely with many organizations across MassMutual, including Recruiting, Operations, and our product areas.
The Impact:
Align with the Head of MMLIS Advisor Loans & Transitions on:
- Responsible for analysis, reporting and problem solving as it relates to all advisor loan programs administered through MMLIS.
- Produces detailed reports and report summaries through the recruit deal generation process to allow for informed decision making on each candidate. With general guidance responsible for the collection, organization, analysis, and dissemination of significant amounts of information with attention to detail and accuracy.
- Interpret loan profitability requirements into meaningful insights to allow for rapid decision making.
- Identification/development of key performance indicators applicable to analysis.
- Profile, categorize, and analyze quality of data. Derive meaningful insights through visualizations for the governance team.
- Develop presentation materials, and meeting collateral for Advisor Loan programs.
- Consult while providing directional guidance to data users.
- Perform reporting and system testing related to system enhancements in scheduled timeframes.
The Minimum Qualifications
- 4+ years' experience in a client-facing role within financial services (e.g., wealth management, financial planning, private banking, or investment solutions)
- 3+ years' experience working with Microsoft Excel
- 1+ years of experience working cross-functionally with field partners (career agents, financial advisors, RIAs, BDs, or general agencies), with a focus on relationship management
- High School Diploma
- Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA
The Ideal Qualifications
- Experience in client-facing analytics, strategy consulting, or financial analysis
- Experience working with clients, advising on marketing/business performance, and influencing decisions with insights and measurement.
- Ability to analyze datasets, identify actionable insights, and communicate findings via presentations and/or dashboards.
- Ability to present simple and compelling stories to audiences of all levels.
- Excellent written and verbal communication skills
- Tableau and/or SAS software experience
- Excel VBA experience
What to Expect as Part of MassMutual and the Team
- Regular meetings with the MMLIS Advisor Loans & Transitions Team
- Focused one-on-one meetings with your manager
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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
#LI-RS1
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.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
Salary Range: $102,500-$134,500
MassMutual Boston, Massachusetts, USA Office
Our new Boston campus opened in November in the Seaport neighborhood.
Just like MassMutual, Boston's Seaport district is surrounded by decades of history, yet is now being recognized as a hub for digital innovation and professional growth. With us you can develop the skills you need to build a successful future and connect with talented and collaborative colleagues working together to help people secure their future and protect the ones they love.
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
