Product Filing Consultant at MassMutual

| Greater Boston Area
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Position Summary

We are seeking an experienced professional to join our team and become an integral member of MassMutual’s Law Department. This is an excellent opportunity to be part of a growing business by providing support for MassMutual’s variable annuity and life insurance products. This individual will assist in drafting, updating and filing with the U.S. Securities and Exchange Commission (“SEC”) disclosure documents for MassMutual’s variable annuity and variable life products. Knowledge of SEC disclosure forms and filing requirements for variable products and ability to use content management system desired. 

Responsibilities

  • Performs a variety of basic and increasingly complex work for SEC registered variable annuity and life insurance products.
  • Assists attorneys in the preparation of various SEC disclosure documents, and SEC filings, such as variable annuity and life product prospectuses, Statements of Additional Information, and Part Cs.
  • Utilizes prospectus content management system to manage and update variable annuity and variable life prospectus disclosure.
  • Proofreads and edits variable product disclosure documents
  • Interacts with clients and working team members to distribute draft documents for review and to coordinate receipt and reconciliation of client comments on distributions.
  • Assist with preparation of exhibits for inclusion in regulatory filings, tracking material changes.
  • Works with financial printer to file electronic filings with the U.S. Securities and Exchange Commission’s EDGAR database.
  • Manages the distribution of variable product disclosure documents, which involves coordinating distribution instructions, printing, mailing, and updating our company website via multiple vendors.
  • Supports and help manage annual and semi-annual underlying fund shareholder report projects.
  • Assist with disclosure delivery process mapping and generate requirements as necessary to add or change product data, perform testing and sign-off of upgrades.
  • Update desktop procedures as needed and perform document retention processes for accurate and complete record-keeping following 38a-1 guidelines.

Requirements

  • Bachelor’s degree from an accredited four-year college preferred.
  • Minimum of 10 years experience in providing support to SEC registered variable products or mutual funds.
  • Strong computer skills, including proficiency in Microsoft Office (Microsoft Word, PowerPoint, Excel and Microsoft Teams environment), and ability to assist with design, development & creation of presentations & reports.
  • Experience with prospectus content management software preferred.
  • Strong organizational and project management skills and attention to detail.
  • Strong time management skills.
  • Able to work in a fast- paced environment/under pressure, multi-task and shift priorities to meet moving and demanding deadlines.
  • Strong communication skills (written and verbal).
  • Ability to navigate and leverage resources across the enterprise and with our vendors with minimal oversight
  • Ability to think critically.
  • Ability to work collaboratively and work effectively in a team environment.
  • Excellent problem resolution/negotiation skills, including the ability to collaborate with peers and business partners to reconcile comments for incorporation into product documents and disclosures and to develop responses to regulator objections/comments on the various product filings mentioned above.

*This role can be based in our Springfield, MA location or can also be a remote opportunity within the US.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • .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
    • SnowplowAnalytics
    • LookerAnalytics
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • SketchDesign
    • Aha!Management
    • BasecampManagement
    • ConfluenceManagement
    • JIRAManagement
    • TrelloManagement
    • WordpressCMS
    • HubSpotCRM
    • SalesforceCRM
    • SendGridEmail

Location

We have two Boston office locations at 470 Atlantic Ave and One Marina Park. We are building our new Boston Campus at 10 Fan Pier target opening 2021

An Insider's view of MassMutual

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 Adoption Team Lead

What's the biggest problem your team is solving?

You don’t think of insurance as a hotbed for innovation but the very nature of our organization, Digital Experience, is to reimagine how a 168-year old company does business with its customers. Our Design team takes pride in an inclusive design process with everyone invited to provide feedback, from Product to Engineering to QA.

Maria

Digital Lead - Design

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

How do you empower your team to be more creative?

I encourage my team to embark on ‘deep work’ at least once a week on a ‘meeting-free’ designated day. We have design reviews to brainstorm alternative ways to solve business problems from a software engineering point of view. We consider self-reflection and brainstorming to be fundamental components of creativity.

Mike

Head of Data Science Software Engineering

How do your team's ideas influence the company's direction?

One of our projects is an application we built for our Investment Mgmt team called ViPER (Visualizing Investment Portfolio Enhanced Reporting). The application makes it easy to manage reports and get insights from Data Science models. Now with ~150 active users, it reflects how we’re using DS to facilitate data driven decision processes across MM.

Jasmine

Head of Data Science - Investments Domain

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.

Culture
Volunteer in local community
Every action supporting a common cause is meaningful, and our employees make a difference in their own communities through our Matching Gift, Matching Time and Volunteer Time Off Programs.
Partners with Nonprofits
Every year, MassMutual and the MassMutual Foundation invest more than $20 million focused on advancing economic opportunity.
Intracompany committees
Daily stand up
Team owned deliverables
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Highly diverse management team
More than half of our Board of Directors are comprised of women and people of color, making it one of the most diverse groups in the industry.
Unconscious bias training
Diversity manifesto
Someone's primary function is managing the company’s diversity and inclusion initiatives
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
A health care flexible spending account (FSA) allows employees to save money on a before-tax basis for eligible medical, dental and vision expenses, subject to IRS limits.
Disability Insurance
For details on short term and long term disability insurance please visit https://www.massmutual.com/-/media/files/employee_benefits.pdf
Dental Benefits
Basic Dental covers preventive and basic restorative care; Major Dental covers all that Basic covers, plus restorations and orthodontia (limits apply).
Vision Benefits
Health Insurance Benefits
To learn more about our Health and Welfare Benefits please visit: https://www.massmutual.com/-/media/files/employee_benefits.pdf
Life Insurance
For more information about our Life Insurance Benefits please visit: https://www.massmutual.com/-/media/files/employee_benefits.pdf
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K)
In addition to our 401(k), MassMutual a cash balance plan that provides an account-based pension benefit based on accruals of pay credits and interest credits.
401(K) Matching
Performance Bonus
Match charitable contributions
Every action supporting a common cause is meaningful, and our employees make a difference in their own communities through our Matching Gift and Matching Time Programs.
Child Care & Parental Leave Benefits
Child Care Benefits
Dependent care flexible spending account to allow you to set aside before tax dollars to pay for certain eligible child care expenses.
Generous Parental Leave
Leave for birth mothers of 18 weeks of fully paid leave. Non-birth mothers, fathers and adoptive parents eight weeks of fully paid parental leave.
Flexible Work Schedule
Flexible work arrangements, including telecommuting, are available in many departments across the company.
Family Medical Leave
Caregiver leave: Up to two weeks paid leave to care for a loved one. Bereavement Leave: 15 days of paid time off to grieve the loss of a loved one with the employee defining who the loved one is.
Adoption Assistance
Vacation & Time Off Benefits
Generous PTO
Paid holidays: 9 fixed and 1 floating. Vacation: starts at 19 vacation and personal days per calendar year, with increases at 5-year service intervals.
Paid Volunteer Time
Three days of paid time off is available to employees annually to give back to their communities, by sharing their time and talent with a cause close to their heart.
Paid Holidays
Paid Sick Days
Occasional illness: up to 5 days per calendar year.
Perks & Discounts
Casual Dress
Commuter Benefits
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Lunch and learns
Cross functional training encouraged
Promote from within
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

To learn more about our comprehensive benefits please visit: https://www.massmutual.com/-/media/files/employee_benefits.pdf

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