The Strategic Consultant executes the Document & Data Management Services roadmap, enhancing processes, managing vendors, and driving strategic initiatives.
The Opportunity
As the Strategic Consultant you will be responsible for executing the Document & Data Management Services strategic roadmap, leveraging technology to maximize impact for our customers and achieve key business objectives. You will harness operational data, and insights from our Voice of the Customer (VOC) experiences, collaborating with internal teams and business partners, to identify opportunities and develop actionable solutions. Your work will focus on enhancing business processes, improving employee engagement, overseeing change management initiatives, and fostering open communication across the organization.
The Team
Our team brings together a diverse range of expertise, united by a commitment to being a trusted partner for data and documentation services. We empower our business partners to deliver outstanding experiences for our customers and advisors alike. As a consultative team, we drive meaningful changes and deliver measurable results. Every day, we foster a culture of learning, collaboration, and enjoyment - embracing challenges with curiosity, agility and a passion for continuous improvement. Innovation and teamwork are at the heart of everything we do.
The Impact
Key responsibilities include, but are not limited to:
The Minimum Qualifications
The Ideal Qualifications
What to Expect as Part of MassMutual and the Team
#LI-JA1
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: $128,000-$168,000
As the Strategic Consultant you will be responsible for executing the Document & Data Management Services strategic roadmap, leveraging technology to maximize impact for our customers and achieve key business objectives. You will harness operational data, and insights from our Voice of the Customer (VOC) experiences, collaborating with internal teams and business partners, to identify opportunities and develop actionable solutions. Your work will focus on enhancing business processes, improving employee engagement, overseeing change management initiatives, and fostering open communication across the organization.
The Team
Our team brings together a diverse range of expertise, united by a commitment to being a trusted partner for data and documentation services. We empower our business partners to deliver outstanding experiences for our customers and advisors alike. As a consultative team, we drive meaningful changes and deliver measurable results. Every day, we foster a culture of learning, collaboration, and enjoyment - embracing challenges with curiosity, agility and a passion for continuous improvement. Innovation and teamwork are at the heart of everything we do.
The Impact
Key responsibilities include, but are not limited to:
- Support technology and process improvement projects of varying scope.
- Conduct comprehensive analyses to identify trends, opportunities, risks, and performance gaps, translating insights into actionable recommendations.
- Oversee vendor governance and ensure compliance with regulatory standards.
- Championing proactive risk management, seamless transitions, and business continuity planning
- Position the organization for resilience, scalability, and long-term success
- Facilitating workshops and guiding leaders through organizational change with clear communication and adoption strategies.
The Minimum Qualifications
- 5+ years of experience in strategic consulting, organizational development, business consulting or Operations.
- 3+ years of vendor management and contract negotiation.
- 5+ years of experience in managing cross-functional initiatives involving both business and technical teams.
- 5+ years of experience in developing and implementing long-term strategies and initiatives.
- 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 quality as a fingerprinted person under FINRA.
The Ideal Qualifications
- Demonstrated experience leading technology implementation projects and vendor transitions.
- Proven ability to manage cross-functional initiatives involving both business and technical teams.
- Excellent verbal and written communication skills adaptable to all organizational levels.
- Customer-centric mindset with a focus on delivering exceptional experiences.
- Demonstrated critical thinking and problem-solving abilities in complex environments.
- Advanced analytical skills with the ability to interpret data and drive data-informed decisions.
- Ability to proactively plan, prioritize, and adjust strategies based on evolving data and business needs.
- Experience developing and executing comprehensive transition and change management plans.
- Strong stakeholder management and influencing skills across diverse groups.
- High proficiency with Strategic storytelling using Microsoft Office Suite and data visualization tools (e.g. Excel PowerPoint) or data visualization platforms/tools.
- Strong vendor management and contract negotiation skills.
- Bachelor's degree is preferred and relevant certifications a plus.
- 7+ years of experience in strategic consulting, business consulting, or a related role.
- Familiarity with project management methodologies (e.g., Agile, Scrum, Waterfall)
What to Expect as Part of MassMutual and the Team
- Regular meetings with the Document and Data Management Services Team
- Focused one-on-one meetings with your manager
- 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
#LI-JA1
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: $128,000-$168,000
Top Skills
Data Visualization Tools
Excel
Microsoft Office Suite
PowerPoint
MassMutual Boston, Massachusetts, USA Office





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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.
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