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DCIO Internal Wholesaler

| Greater Boston Area

SUMMARY

MassMutual’s Institutional Investments team is dedicated to helping clients solve their toughest investment challenges—whether it’s capital growth, reliable income, or protection from market volatility and other risks. As part of MassMutual’s Institutional Investments, the distributor of retail mutual funds sold primarily through third-party distribution channels, the products and strategies we sell are managed by MassMutual Investments, which is MassMutual’s asset management organization. Our reputation for financial strength, investment talent, risk management, and thought leadership has led to rapid growth.

RESPONSIBILITIES:

The primary role of the Defined Contribution Investment Only Market Development Consultant (Internal Wholesaler) is to drive sales and build relationships with Financial Professionals selling MassMutual Funds through the Investment Only channel. The Internal Wholesaler must achieve and maintain an expert knowledge of the MassMutual Funds product line and the Mutual Fund Industry. The Internal Wholesaler supports the External Wholesaler sales team members in achieving the unit’s sales goals while also building his/her own book of business with retirement-specialist advisors and investment/benefit consultants.

  • Assist with the client segmentation process for the respective territory(ies) covered by each External/Internal wholesaler team.
  • Develop relationships with DC-focused Financial Professionals through supporting the overall advisor practice management program offered by the DCIO Sales Team and by making outbound calls.
  • Communicate with DC-focused advisors and consultants through campaigns, email, and over the phone.
  • Respond to direct inbound Product requests and Sales calls from the DCIO sales team, advisors, and consultants.
  • Coordinate sales call activity with the external DCIO sales team members and conduct proactive outreach to targeted retirement-specialist advisors, and retirement benefit consultants to build relationships, increase awareness of MM Funds and build IO book of business.
  • Serve as central point of contact for responding to Requests for Proposal for new investment mandates.
  • Maintain and update customer profiles and activity (phone calls and meetings) related to the development of customer relationships and pursuit of mutual fund investment only (MFIO) sales opportunities in the Salesforce CRM.
  • Handle special projects as assigned within the Investment Only (IO) Sales Desk. 
  • Attend various sales meetings and training sessions. 

BASIC QUALIFICATIONS:

  • Minimum of 3-5 years of Financial Industry experience in a sales capacity with Mutual Funds
  • Ability to work well independently and within a team
  • Bachelor’s Degree preferred in business or related field
  • Proficient use of Morningstar Direct or other mutual fund / investment analysis software preferred
  • Minimal travel

PREFERRED QUALIFICATIONS:

  • FINRA Series 7 license is desired for this position. Candidates with a FINRA Series 6 will be considered. 
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Technology we use

  • Engineering
  • Product
    • .NETLanguages
    • JavaLanguages
    • JavascriptLanguages
    • KotlinLanguages
    • PythonLanguages
    • RLanguages
    • RubyLanguages
    • ScalaLanguages
    • BashLanguages
    • GroovyLanguages
    • D3JSLibraries
    • ReactLibraries
    • ReduxLibraries
    • Twitter BootstrapLibraries
    • Redux SagaLibraries
    • ExpressFrameworks
    • Node.jsFrameworks
    • Ruby on RailsFrameworks
    • SpringFrameworks
    • Microsoft SQL ServerDatabases
    • MongoDBDatabases
    • PostgreSQLDatabases
    • SQLiteDatabases
    • TeradataDatabases
    • Google AnalyticsAnalytics
    • OptimizelyAnalytics
    • TealiumAnalytics
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    • LookerAnalytics
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • SketchDesign
    • Aha!Management
    • BasecampManagement
    • ConfluenceManagement
    • JIRAManagement
    • TrelloManagement

Location

We currently have Boston office locations at both 470 Atlantic Ave and One Marina Park.

An Insider's view of MassMutual

How do you collaborate with other teams in the company?

As a Product Owner, I spend most of my time collaborating with others across different business units. On any given day, I could be spending time brainstorming design concepts of upcoming features with our design team or assisting them with presenting these concepts to outside users as part of our user testing process.

Ryan

Digital Product Owner

What makes someone successful on your team?

Successful people on my team are: passionate, curious, receptive, and engaged. Each team member is expected to be passionate about the work that they do, and the domains in which they practice. They are always solving unique problems and must be curious about finding new solutions.

David

Digital Lead

What’s the vibe like in the office?

We work in an open floor plan, so there is a lot of opportunity for networking across roles, teams and levels. Everyone is very friendly and welcomes the opportunity to get to know other people on the floor.

Kristina

Digital Product Manager

What are MassMutual Perks + Benefits

MassMutual Benefits Overview

At MassMutual, employees have the opportunity to earn a competitive salary and bonus, enroll in an
array of benefits, and participate in programs and services that support healthy lifestyles, assist them
in building financial security for themselves and their families and help them live well-balanced lives.

Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Adoption Assistance
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
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