Investment Product Consultant

Job Description

The Opportunity

As an  Investment Product Consultant , you will manage and enhance the Proprietary Home Office Models (PHOM) platform, collaborating with Legal and Compliance to update ADVs and related documentation.

With assets under management expected to grow from $3B to $10B, your role will include testing new releases, assessing downstream impacts, and monitoring field escalations that may stem from recent enhancements. Your attention to detail and proactive issue tracking will be key to ensuring platform stability and advisor satisfaction.

The Team

At MM Wealth Management, we’re committed to transforming how clients manage and grow their wealth. As part of our team, you’ll collaborate with experts across Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments, and Operations to deliver innovative solutions.

The Impact

Our Wealth Management Product team empowers advisors, agencies, and MassMutual by offering open architecture investment and brokerage solutions. We help clients achieve their financial goals through informed investing, strategic planning, and seamless execution.

Key Responsibilities include, but are not limited to :

Product Development & Enhancement

• Launch and manage new model products and platform enhancements.

Cross-Functional Collaboration

Program Testing & Expansion

Data & Reporting Alignment

Technology Roadmap Integration

The Minimum Qualifications

The Ideal Qualifications

What to Expect as Part of MassMutual and the Team

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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.

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