Talent.com
Strategic Project Consultant
Strategic Project ConsultantMassMutual • New York, New York, United States
No longer accepting applications
Strategic Project Consultant

Strategic Project Consultant

MassMutual • New York, New York, United States
8 days ago
Job type
  • Full-time
Job description

The Opportunity

As a Strategic Project Consultant in the Wealth Management Advisory Oversight team, you will lead a portfolio of small to mid-sized projects that improve governance, mitigate risk, and enhance process efficiency across investment advisory services. You will have full ownership of project lifecycles — from identifying opportunities and developing critical milestones to driving successful implementation. You will operate with a high level of autonomy, managing multiple projects concurrently, while collaborating with cross-functional partners to ensure strategic alignment. You will also develop and present regular management reports to senior leadership, ensuring visibility into project progress, risks, and outcomes.

The Team

At MassMutual Wealth Management, we understand that the financial landscape is constantly evolving. As a member of the Wealth Management organization, you will join a team of passionate experts across multiple disciplines including Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations. Whether it's advice on investment strategies, retirement planning, estate planning, lending and banking, or trust services, our goal is to provide innovative and effective solutions that positively impact advisors and clients. We are committed to transforming the way our clients manage their wealth and plan for the future.

The Advisory Oversight team sits within the broader Wealth Management organization and is responsible for oversight of advisory products, related field supervision practices and governance programs. Our team includes professionals with deep experience in risk management, compliance, operations, and product oversight. We are driven by a shared commitment to excellence, accountability, and doing what's best for the client. We partner closely with Product, Compliance, Legal, Operations and Technology to ensure our solutions are balanced, scalable, and aligned to regulatory expectations. We pride ourselves on being strategic advisors to the business while maintaining strong risk discipline. Our team culture values intellectual curiosity, cross-functional collaboration, and continuous learning.

The Impact

In this role, you will :

  • Identify, design, and lead risk, governance, and process efficiency projects from initiation through deployment
  • Develop project plans, define deliverables and milestones, engage stakeholders, and track progress to ensure timely execution
  • Conduct gap analyses to identify opportunities for improvement and implement effective solutions
  • Build and deliver executive-level reporting on project progress, issues, and outcomes
  • Collaborate with internal and field partners to align project outcomes with strategic and operational goals
  • Ensure all projects are fully documented, with clear training and communication plans for sustained adoption

The Minimum Qualifications

  • 5+ years of professional work experience in financial services industry
  • 3+ experience in project management or program delivery within wealth management, investment advisory services, risk management, compliance, research / reporting, or operations
  • 3+ years experience developing project charters, manage timelines, track milestones, and drive issues to resolution
  • 3+ years experience with Microsoft Office (Excel, PowerPoint, Word) and project tracking tools (e.g., Microsoft Project, Planner, SharePoint, etc.)
  • Bachelor's degree
  • 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 qualify as a fingerprinted person under FINRA
  • The Ideal Qualifications

  • PMP, CAPM, or other project management certification
  • Strong understanding of wealth management and investment advisory platforms, regulatory expectations, and operational risk principles
  • Familiarity with process reengineering, risk control design, or regulatory change management
  • Demonstrated commitment to MassMutual competencies including collaboration, decision quality, and driving results
  • What to Expect as Part of MassMutual and the Team

  • Regular meetings with the Advisory Oversight, Product & Services, Operations, Compliance and Supervision teams
  • Focused one-on-one meetings with your manager
  • Networking opportunities including access to Asian, Hispanic / Latinx, African American, women, LGBTQIA+, 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-JLH3 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 (protecting-your-information / privacy-policy / california-consumer-privacy-act) page.

    Create a job alert for this search

    Strategic Consultant • New York, New York, United States

    Related jobs
    Strategy and Planning Project Leader

    Strategy and Planning Project Leader

    Ropes & Gray • New York, NY, US
    Full-time
    Ropes & Gray is a preeminent global law firm.The firm has been ranked in the top three on The American Lawyer's prestigious A-List for eight consecutive years and #1 on Law.UK A-List twice in the p...Show more
    Last updated: 1 day ago • Promoted
    Interactive Strategy Consultant

    Interactive Strategy Consultant

    Tata Consultancy Services • New York, NY, United States
    Full-time
    Interactive Strategy Consultant Other agencies talk about how stories and systems can influence and change the world.At Tata Consultancy Services (TCS), weve been making that vision a reality for o...Show more
    Last updated: 7 days ago • Promoted
    Dir, Strategic Projects

    Dir, Strategic Projects

    Macmillan Learning • New York, NY, United States
    Full-time
    Collaborating closely with the Senior Director of Strategic Projects, the Strategic Projects Director will play a key role in identifying, developing, and independently driving initiatives that con...Show more
    Last updated: 30+ days ago • Promoted
    Technical Project & Risk Management Consultant

    Technical Project & Risk Management Consultant

    Hirekeyz Inc • New York City, New York, USA
    Full-time +1
    Role : Technical Project & Risk Management Consultant.Location : New York NY 100045 (On-site with possibility of Hybrid later upon approval from PM). The New York City Taxi and Limousine Commission (T...Show more
    Last updated: 12 days ago • Promoted
    Interactive Strategy Consultant

    Interactive Strategy Consultant

    TEPHRA • New York, NY, United States
    Full-time
    Interactive Strategy Consultant.Other agencies talk about how stories and systems can influence and change the world.At Tata Consultancy Services (TCS), we've been making that vision a reality for ...Show more
    Last updated: 7 days ago • Promoted
    Senior Consultant- Project Manager

    Senior Consultant- Project Manager

    NYSTEC • New York, NY, United States
    Full-time
    NYSTEC is a nonprofit technology consulting company, advising agencies, organizations, institutions, and businesses since 1996. We're independent and vendor-neutral, so we have our clients' best int...Show more
    Last updated: 22 hours ago • Promoted • New!
    Principal (Copilot) Consultant

    Principal (Copilot) Consultant

    Jobot • New York, NY, US
    Permanent
    Join one of the fasted growing AI / ML services companies specializing in Copilot!.This Jobot Job is hosted by : Craig Rosecrans. Are you a fit? Easy Apply now by clicking the "Apply Now" button and se...Show more
    Last updated: 30+ days ago • Promoted
    Strategic Projects Lead, Generative AI

    Strategic Projects Lead, Generative AI

    Scale AI, Inc. • New York, NY, United States
    Full-time
    Scale's Generative AI business unit is currently seeing historic levels of growth.As a Strategic Projects Lead (SPL), you will lead initiatives that will drive $XXM+ in new revenue for the business...Show more
    Last updated: 14 days ago • Promoted
    Project Specialist

    Project Specialist

    Atria Consulting • New York, NY, US
    Full-time
    We are seeking a Training and Communications Specialist to support our client's Payroll Department through content development, onboarding, and internal communications. Key responsibilities include : ...Show more
    Last updated: 15 days ago • Promoted
    Associate Strategy Consultant 2026

    Associate Strategy Consultant 2026

    Triangle Insights Group • New York, New York, .US
    Full-time
    Quick Apply
    Triangle Insights Group is a strategy consulting firm that provides guidance on the most critical business issues to leaders in life sciences organizations. We support clients in the pharmaceutical ...Show more
    Last updated: 30+ days ago
    Manager, Strategy & Consulting

    Manager, Strategy & Consulting

    Pfizer • New York City, New York, USA
    Full-time +1
    Pfizers Strategy & Consulting (S&C) team works with Pfizer senior leadership to lead the development of holistic business strategies across Corporate Commercial and Research & Developme...Show more
    Last updated: 13 days ago • Promoted
    Consultant

    Consultant

    Blue Matter • New York, NY, US
    Full-time
    Quick Apply
    Blue Matter is a rapidly growing management consultancy focused primarily in the biopharmaceutical industry.We partner with our clients to help them achieve commercial success across the lifecycle ...Show more
    Last updated: 30+ days ago
    USA - EY-Parthenon - Strategy & Execution - Generalist - Summer Consultant 2026

    USA - EY-Parthenon - Strategy & Execution - Generalist - Summer Consultant 2026

    Ernst & Young • New York, NY, United States
    Full-time
    USA - EY-Parthenon - Strategy & Execution - Generalist - Summer Consultant 2026.USA - EY-Parthenon – Strategy & Execution - Generalist - Summer Consultant 2026. CA-Los Angeles, IL-Chicago, MA-Boston...Show more
    Last updated: 30+ days ago • Promoted
    Solutions Consultant

    Solutions Consultant

    Anaplan • New York, NY, United States
    Full-time
    At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis platform so our customers can outpace their comp...Show more
    Last updated: 30+ days ago • Promoted
    Technical Lead Consultant

    Technical Lead Consultant

    Base One Technology • New York City, NY, US
    Full-time
    If you are interested in this opportunity.Please email your updated resume in word format to lli@base-one.Technical Lead Consultant Description Architect, design, and implement full stack solutions...Show more
    Last updated: 13 days ago • Promoted
    Advisory Consultant

    Advisory Consultant

    NYC Staffing • New York, NY, US
    Full-time
    Here at Jacobs, we apply our expertise and knowledge as we look into the future with great optimism and focus.We don't settle until we give our best and know that we're making a difference.If you w...Show more
    Last updated: 4 days ago • Promoted
    Consultant

    Consultant

    TradeJobsWorkForce • 10705 Yonkers, NY, US
    Full-time
    Consultant Job Duties : Conducts research to understand how a company functions and ...Show more
    Last updated: 30+ days ago • Promoted
    Strategic Projects Lead, Generative AI

    Strategic Projects Lead, Generative AI

    Scale AI • New York, NY, United States
    Full-time
    Scale's Generative AI business unit is currently seeing historic levels of growth.As a Strategic Projects Lead (SPL), you will lead initiatives that will drive $XXM+ in new revenue for the business...Show more
    Last updated: 4 days ago • Promoted