Talent.com
Strategic Project Consultant
Strategic Project ConsultantMassMutual • Boston, MA, United States
Strategic Project Consultant

Strategic Project Consultant

MassMutual • Boston, MA, United States
6 hours 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 (https : / / www.massmutual.com / protecting-your-information / privacy-policy / california-consumer-privacy-act) page.

    Create a job alert for this search

    Strategic Consultant • Boston, MA, United States

    Related jobs
    Strategy Consultant - Healthcare - USA

    Strategy Consultant - Healthcare - USA

    Decimal • Boston, MA, United States
    Full-time
    Consultant - Healthcare - US Boston, MA •Full time.We are seeking a highly skilled and motivated Strategy Consultant to join our health system advisory & studio team, specializing in the U.Our team ...Show more
    Last updated: 30+ days ago • Promoted
    Director, Strategic Consulting

    Director, Strategic Consulting

    Medium • Boston, MA, United States
    Full-time
    Named a Top Workplace in the USA and Top Remote Workplace, Kobie is where the best minds in loyalty come together, driven by passion and innovation. We’re always looking for talented individuals who...Show more
    Last updated: 3 hours ago • Promoted • New!
    Director, Strategic Consulting

    Director, Strategic Consulting

    Profitero, Inc. • Boston, MA, United States
    Full-time
    Profitero+ is the leading digital commerce company, trusted by more than 4,000 brands worldwide.We help brands break down silos and turn data into decisive action through intelligence-driven, end-t...Show more
    Last updated: 5 days ago • Promoted
    Strategy Associate Consultant - Healthcare

    Strategy Associate Consultant - Healthcare

    2070Health • Boston, MA, US
    Full-time
    Quick Apply
    Please note this role is not for 2070 Health •.Health is a boutique digital health innovation consultancy and venture studio. We are a clinician-led company with over two decades of experience in dig...Show more
    Last updated: 30+ days ago
    Strategic Project Consultant

    Strategic Project Consultant

    MassMutual • Boston, MA, United States
    Full-time
    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, ...Show more
    Last updated: 7 hours ago • Promoted • New!
    Strategy Insights & Planning Consultant - Emerging Pharma

    Strategy Insights & Planning Consultant - Emerging Pharma

    Zs Associates • Boston, MA, United States
    Full-time
    As a management consulting and technology firm focused on improving life and how we live it, we transform ideas into impact by bringing together data, science, technology and human ingenuity to del...Show more
    Last updated: 30+ days ago • Promoted
    Assistant Project Manager

    Assistant Project Manager

    Centurion Selection • Providence County, RI, United States
    Full-time
    Assistant Project Manager – Ground-Up Construction.Compensation : $90,000 base + full benefits.Client : 80-Year Established General Contractor. I’m representing a highly respected General Contractor w...Show more
    Last updated: 4 days ago • Promoted
    Construction Project Manager

    Construction Project Manager

    Republic Building Contractors, LLC • Middleton, MA, United States
    Full-time
    Republic Building Contractors, LLC has been a trusted leader in commercial construction and renovation since 1997.Specializing in mid- to large-scale projects, we are committed to delivering profes...Show more
    Last updated: 8 days ago • Promoted
    Sr Consultant

    Sr Consultant

    Boston Staffing • Boston, MA, US
    Full-time
    Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve li...Show more
    Last updated: 20 days ago • Promoted
    Strategy Insights & Planning Consultant - Health Plan

    Strategy Insights & Planning Consultant - Health Plan

    ZS • Boston, MA, United States
    Full-time
    As a management consulting and technology firm focused on improving life and how we live it, we transform ideas into impact by bringing together data, science, technology and human ingenuity to del...Show more
    Last updated: 10 days ago • Promoted
    Implementation Project Manager

    Implementation Project Manager

    Kelmar • Wakefield, MA, United States
    Full-time
    The Implementation Project Manager is responsible for driving the installation of Kelmar's KAPS unclaimed property management system on the pre-determined go live date. A hands-on contributor, the I...Show more
    Last updated: 23 days ago • Promoted
    Strategy Consultant- US Healthcare

    Strategy Consultant- US Healthcare

    Xponentiate • Boston, MA, United States
    Full-time
    Health is a boutique digital health innovation consultancy and venture studio.We are a clinician-led company with over two decades of experience in digital health. As consultants we craft bespoke st...Show more
    Last updated: 3 hours ago • Promoted • New!
    Strategy Insights & Planning Consultant - Emerging Pharma

    Strategy Insights & Planning Consultant - Emerging Pharma

    ZS • Boston, MA, United States
    Full-time
    Strategy Insights & Planning Consultant - Emerging Pharma at ZS.ZS is a management consulting and technology firm focused on improving life. We partner with clients to develop custom solutions and t...Show more
    Last updated: 7 days ago • Promoted
    Program Master Planner / Senior Project Planner

    Program Master Planner / Senior Project Planner

    Butler Aerospace and Defense • Maynard, MA, US
    Full-time
    Program Master Planner / Senior Project Planner.Accomplished Program Master Planner / Senior Project Planner with?> .Expert in Earned Value Management (EVM), Microsoft Project, and Integrated Master...Show more
    Last updated: 5 days ago • Promoted
    Strategy Consultant

    Strategy Consultant

    Boston Staffing • Boston, MA, US
    Full-time
    Citizens is seeking a dynamic and intellectually curious Innovation Consultant to join our high-impact team.This role offers a unique opportunity to work on a team that directly supports Citizens' ...Show more
    Last updated: 19 days ago • Promoted
    Hybrid Principal Rewards Strategy Consultant

    Hybrid Principal Rewards Strategy Consultant

    Marsh & McLennan Companies • Boston, MA, US
    Full-time
    A leading consulting firm is seeking a Principal consultant to join their Career Consulting team in Boston.This hybrid role requires experience in compensation consulting and offers opportunities t...Show more
    Last updated: 8 hours ago • Promoted • New!
    Consultant Strategy - US Healthcare

    Consultant Strategy - US Healthcare

    2070Health • Boston, MA, US
    Full-time
    Quick Apply
    Please note this role is not for 2070 Health •.Health is a boutique digital health innovation consultancy and venture studio. We are a clinician-led company with over two decades of experience in dig...Show more
    Last updated: 30+ days ago
    Technical Project Coordinator

    Technical Project Coordinator

    Kelmar • Wakefield, MA, United States
    Full-time
    Kelmar is seeking an experienced Technical Project Coordinator to serve as the primary liaison between our internal operations team and software development. In this critical role, you'll manage our...Show more
    Last updated: 29 days ago • Promoted