Internal Wholesaler, Wealth Management

Internal Wholesaler, Wealth Management

The Internal Wholesaler, Wealth Management will support the distribution of MassMutual Investments' mutual fund lineup by partnering closely with External Wholesalers and cultivating relationships with financial advisors across assigned territories. This role is integral to driving asset growth, deepening advisor engagement, and delivering timely, high-quality support to distribution partners.

MassMutual Investments Distribution partners across the enterprise to support the firm's investment distribution strategy and drive business growth. The team works closely with sales leadership, HR, compliance, and external partners to ensure strong market engagement, effective execution of distribution initiatives, and alignment across investment products, talent, and licensing considerations.

MassMutual Investments is a leading provider of actively managed mutual fund solutions, partnering with financial professionals across channels to help meet the evolving needs of their clients. With a focus on disciplined investment processes, risk management, and long-term outcomes, the organization delivers research-driven strategies backed by experienced investment teamsoffering team members the opportunity to contribute to impactful, growth-oriented work in a highly collaborative environment.

This role plays a key role in driving mutual fund growth by partnering closely with External Wholesalers and building strong, trusted relationships with financial advisors. By combining data-driven insights, effective communication, and compliant product education, this position helps advance territory business plans, strengthen advisor engagement, and support successful distribution outcomes. Key responsibilities include, but are not limited to:

• Partner with External Wholesalers to execute territory business plans and support mutual fund asset growth objectives.
• Build and maintain strong relationships with financial advisors through proactive outreach, including phone, email, and virtual meetings.
• Identify and recommend sales opportunities using advisor segmentation, analytics, and pipeline management tools.
• Design and deliver clear, compliant mutual fund education, product positioning, and competitive insights tailored to advisor needs.
• Support distribution initiatives related to fund updates, portfolio positioning, and evolving market themes.
• Ensure accurate CRM documentation, activity tracking, and timely follow-up to support effective territory management.
• Prepare meeting materials, recap notes, and territory reports to enable informed decision-making for external partners.
• Stay current on market conditions, portfolio positioning, and firm communications, sharing relevant insights with advisors and partners.
• Uphold regulatory and compliance standards across all advisor interactions and communications.
• May lead broad-scope initiatives with a short- to mid-term focus
• Proactively anticipates change and identifies opportunities to improve operational effectiveness

Minimum Qualifications:

• Bachelor's degree OR 5+ years' financial services experience
• 2+ years of experience in asset management distribution, internal wholesaling, or Investments experience
• FINRA Series 7 and 63 required at time of application or must obtain within 180 days

Ideal Qualifications:

• Experience engaging with financial advisors (RIA, wirehouse, or bank channels preferred)
• Strong communication, organizational, and relationship-management skills
• Ability to manage multiple priorities in a fast-paced, sales-oriented environment
• Proficiency with CRM platforms (Salesforce preferred) and Microsoft Office

Compensation: $65k-$80k base salary range, plus sales-based compensation resulting in a total target compensation package of $90-$120K

We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.

We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.

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.

At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.