Senior Consultant Relations Manager - Investments at MassMutual

| Greater Boston Area
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MassMutual Investments is at an exciting and pivotal stage of growth and expansion with a full product suite of leading investment strategies including The MassMutual Funds, an award winning family of multi-managed funds (www.massmutualfunds.com). This senior level leadership position will report in to the Head of Institutional Investments, and will be a key part of a strong, dynamic and growing business team charged with growing the firm’s assets through multiple avenues.

Our ideal Senior CRM candidate is a seasoned investment sales and client management professional who can leverage prior well-established relationships with the top investment consulting firms as well as establish new relationships with similarly situated firms that employ a rigorous home office and due diligence process to screening investment offerings. 

This person will be on the leadership team and will be pro-active, action-oriented, collaborative, as well as work independently and is primarily responsible for securing the inclusion of MassMutual investments on approved lists, RFPs, search activity and other such outcomes that help promote MassMutual investment capabilities and raise assets. An ideal candidate will have a mindset focused on business outcomes with an ability to thrive in a growing and fast paced environment which requires agility and the ability to pivot as needed.

Summary of Role

The Senior CRM is charged with cultivating strong relationships with investment professionals at key consulting and national RIA firms. The individual is charged with creating awareness for MassMutual’s broad investments capabilities and for building ongoing relationships with home office due diligence, sales and marketing teams of the key identified firms.

Selected individual will effectively engage national investment consultants on our investment philosophy, performance, and the competitive advantage of MassMutual Funds and other investment products. He/she will promote the MassMutual Investment brand in the market place via meetings, presentations, conference support and value added support to the Adviser/Consultant home office with a primary focus on enabling growth in investments. 

Success will be based on the individual’s ability to initiate new and deepen existing relationships, frequency and quality of meetings with the objective of procuring home office select list approvals or ratings.

Responsibilities

  • Drive forward a full-circle rotation approach to home office due diligence relationships with key strategic firms in the investment consultant space
  • Initiate and facilitate conversations around investment related themes and product and manage information flow and pipeline process for home office approvals
  • Position and differentiate the firm’s investment solutions and management style utilizing a consultative process during presentations and industry/association conferences
  • Develop Tiers of Focus firms, build an actionable strategic plan for each key account or consultant firm
  • Develop high quality longstanding relations with research departments to insure the inclusion of MassMutual Funds and relevant investment capabilities
  • Work in support of broader business objectives in close conjunction with Head of DCIO Field Sales; DCIO Distribution Support; MassMutual Investment Management and Work Place Solutions as necessary to leverage key relationships
  • Identify RFI/RFP opportunities we wish to target, and leverage support teams to respond in a timely manner with high standards of quality
  • Meet a minimum target number of client meetings and rotation per quarter
  • Bring new ideas and points of view to partner firms

Skills/Qualifications

  • Highly energetic, self-motivated investment professional with 10+ years of institutional investment sales or client management experience preferably from an asset manager firm
  • Comprehensive knowledge and experience managing consultants and strategic customer relationships; strong rolodex of prior relationships with consultant community
  • Comprehensive knowledge of the DC business specifically in Investments
  • Demonstrated ability to drive desired outcomes independently or collaboratively with excellent execution and follow through skills
  • Strong analytical skills with ability to evaluate issues; propose and implement solutions
  • Strategic thinker with ability to influence, execute and flex as needed to support a growing business unit and meet organizational goals
  • Excellent written, verbal and presentation skills; ability to communicate in a clear and concise manner in any format – experience working with senior management
  • Comprehensive understanding of investment fund principles
  • Strong understanding of Home office culture
  • Highly developed interpersonal skills and the ability to work effectively as part of a cross functional team
  • Strong Team Player - Flexible and adaptable with ability to thrive in dynamic fast paced environment willing to focus on enterprise interets
  • Exceptionally strong organizational and time management skills
  • Extensive domestic travel required (60% of time)

Requirements

  • College degree or equivalent experience preferred
  • FINRA Licensed – Series 6 or 7, 63, 24 optional
  • CFA and/or CIMA preferred
  • Must be authorized to work in the United States without sponsorship

Working at MassMutual

A career at MassMutual means you will work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are the foundation of what makes MassMutual a strong, stable and ethical business. We seek and value unique and varied perspectives and experiences because we believe we are stronger when all voices are heard. We invite you to bring your bright, innovative ideas to MassMutual as we continue to help millions of Americans rely on each other.

MassMutual 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.

***Position can be located remotely in the US and not in the Head office

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Location

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

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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