Client Portfolio Manager

Massachusetts Mutual Life Insurance Company (MassMutual) • $128K — $168K *
Boston, MA 02115Hybrid
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree
  • 5+ years in wealth management or client portfolio management
  • Series 66 and Series 7 (must obtain within 180 days if not already held)
  • CFA or progress towards CFA Charterholder (ideal)
  • Strong analytical, problem solving, and communication skills

Responsibilities

  • Create efficiencies and scalability for a growing organization
  • Collaborate with Advisors to identify and address high net worth client needs
  • Construct customized investment portfolios based on market analysis
  • Monitor and manage client portfolios to align with objectives and market conditions
  • Support Advisors in client meetings by discussing economics and portfolio specifics
  • Stay informed on product offerings, investment news, and economic trends
  • Research and address client needs while developing solutions with the broader investment organization

Benefits

  • Ownership and accountability for impactful work
  • Collaborative environment valuing diverse perspectives
  • Opportunities for continuous learning and skill development
  • Employee-led communities promoting inclusion and connection
  • Culture built on integrity, responsibility, and stewardship
Full Job Description
Client Portfolio Manager

Custom Client Portfolio Management Team

Full-Time

Boston, MA or Springfield, MA

The Opportunity

We're looking for a motivated and ambitious Client Portfolio Manager to join our growing wealth management organization! Your work will be fast-paced and innovative and will require marshaling resources across the organization. You'll interface frequently with our broader Wealth Management organization and help us implement best practices of portfolio management.

The Impact:
  • Helping create efficiencies and scale for an organization with meaningful growth potential
  • Working with Advisors to understand and implement the specific needs of clients, particularly high net worth.
  • Constructing customized investment portfolios informed by market conditions and economic trends
  • Monitoring and managing client's investment portfolios to ensure aligned with investor's objectives as well as market conditions and outlook
  • Supporting Advisors in prospect and client meetings, covering the economic and market environment as well as client's investment portfolio
  • Staying up to date with MMLIS product offerings as well as relevant investment and trading news, and economic trends.
  • Interacting with the broader investment organization designed around solving real client problems
  • Contribute to the growth of the MassMutual Investment Management business. Proactively research and address client investment management needs, and interact with the broader investment organization to develop solutions


The Minimum Qualifications
  • Bachelor's degree
  • 5+ years wealth management or client portfolio management experience
  • Series 66 and Series 7 at time of application or must obtain within 180 days

The Ideal Qualifications
  • CFA, or progress towards becoming a CFA Charterholder
  • Series 66 and Series 7 at time of application
  • Exceptional analytical, problem solving, and communication skills


What You Can Expect at MassMutual

MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:
  • Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
  • A collaborative environment where perspectives are welcomed
  • Access to learning, development, and internal networks that support continuous growth and skill-building over time
  • Employee-led communities and forums that foster connection, learning, and inclusion across the organization
  • A culture grounded in integrity, responsibility, and stewardship-supported by a company with a strong legacy and a future-focused mindset


#LI-FT1

Salary Range:
$128,000-$168,000

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.

About Massachusetts Mutual Life Insurance Company (MassMutual)

Massachusetts Mutual Life Insurance Company (MassMutual) Careers

Joining the team at Massachusetts Mutual Life Insurance Company (MassMutual) offers more than just a job; it opens the door to a world of job opportunities where professional growth and personal development are encouraged and nurtured. Massachusetts Mutual Life Insurance Company (MassMutual) stands as a beacon of innovation, leadership, and diversity in the insurance industry.

Explore Career Opportunities

Massachusetts Mutual Life Insurance Company (MassMutual) is actively hiring and offers a variety of positions that cater to different skills and career aspirations. From entry-level roles to leadership positions, the company seeks passionate, creative, and solution-driven team players. Explore the numerous job opportunities at Massachusetts Mutual Life Insurance Company (MassMutual) to find a position that matches your skills and interests.

Internship Programs

Kickstart your career with Massachusetts Mutual Life Insurance Company (MassMutual)'s internship programs. These opportunities provide invaluable industry experience, networking prospects, and a chance to work on real projects that impact the company and its clients. Internships at Massachusetts Mutual Life Insurance Company (MassMutual) are a stepping stone to full-time employment and offer a deep dive into the culture and operations of a leading insurance provider.

Employee Benefits and Culture

Massachusetts Mutual Life Insurance Company (MassMutual) is committed to supporting its team members not only in their professional lives but also in their personal growth. The company offers comprehensive benefits designed to nurture the well-being of its employees and their families. The culture at Massachusetts Mutual Life Insurance Company (MassMutual) is built on a foundation of respect, integrity, and diversity, fostering an environment where everyone can thrive.

Professional Development and Growth

Career growth at Massachusetts Mutual Life Insurance Company (MassMutual) is propelled by continuous learning and development opportunities. The company invests in diversity training, leadership programs, and innovation workshops to ensure that every team member has the resources to advance their career. Employees are encouraged to expand their knowledge base and acquire new skills through various training and development programs.

Networking and Innovation

At Massachusetts Mutual Life Insurance Company (MassMutual), networking and innovation go hand in hand. Employees are encouraged to connect with colleagues and industry professionals, enhancing their career prospects and contributing to the company's leadership in the market. The collaborative environment ensures that innovative ideas are shared and celebrated.

Join the Massachusetts Mutual Life Insurance Company (MassMutual) Team

Search open positions that align with your career goals at Massachusetts Mutual Life Insurance Company (MassMutual). Prepare your resume, hone your interview skills, and get ready to join a team that values leadership and professional growth. Discover how Massachusetts Mutual Life Insurance Company (MassMutual) can transform your career aspirations into reality.

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Explore Jobs and Careers at Massachusetts Mutual Life Insurance Company (MassMutual)

Whether you are seeking a new challenge, a leadership role, or a collaborative team environment, Massachusetts Mutual Life Insurance Company (MassMutual) offers a dynamic and supportive workspace for everyone. Check out the latest job openings and embark on a rewarding career journey with Massachusetts Mutual Life Insurance Company (MassMutual).
Learn more about Massachusetts Mutual Life Insurance Company (MassMutual)
Industry
Finance & Insurance
* Ladders Estimates

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