MassMutual

The Opportunity MassMutual Strategic Distributors (MMSD) is looking for a self-starting and partnership-oriented Life Internal Wholesaler to join our Internal Sales Desk. You will have a strong desire to broaden financial wellness and education to communities throughout the country. The Team The Internal Sales Desk at MassMutual Strategic Distributors works with distributors in the third-party/independent/brokerage general agent space to sell our Whole Life and Variable Universal Life, Universal Life, Term products through financial advisors and independent agents. The Impact In this role, you consult with our clients (broker dealers, captive agents and/or institutions) on pre-and-post-sale technical product support. You respond to inquiries from our distribution partners and advisors on products, sales designs/concepts, and product positioning. You communicate confidently with your customer base and drive sales in partnership with your territory's Managing Director. You provide sales and marketing materials and specific sales illustration support as needed. In partnership with your Internal Wholesaling and Advances Sales team, you build your knowledge of life insurance products, riders, concepts while gaining industry knowledge and insights on market trends. Respond to email inquiries from customers and partners. You develop and maintain strong business relationships with key distributors to help meet sales goals and collaborate with various internal departments to insure proper processing of business. The Minimum Qualifications Bachelor's degree or High School Diploma + 4+ years' work experience in financial services 1+ years' working experience with life insurance clients, broker dealers, captive agents and/or institutions FINRA SIE, Series 6 & 63 at time of application or must obtain within 6 months of hire State Life & Health at time of application or must obtain within 6 months of hire Work shift 10AM-7PM EST The Ideal Qualifications Bachelor's degre e 3+ years' experience of sales or sales support experience with life insurance products FINRA SIE, Series 6 and 63 at time of application State Life & Health at time of application Proven communication skills (both written and verbal) Well-established self-management skills, e.g., time management, prioritization, managing internal and external relationships Working knowledge of Microsoft Office (especially Outlook, Excel & PowerPoint Extensive knowledge about individual life insurance products (i.e. Whole Life, UL, VUL and Term), practices, trends and information affecting the business and organization Experience working with BGA's, POS's and IMO's Experience with Salesforce What to Expect as Part of MassMutual and the Team Regular meetings with the MMSD Advanced & Internal Sales Team 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 Compensation $60k-$65k base salary range, plus sales-based compensation resulting in a total target compensation package of $75-$95K 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 page.

R20727 Insurance and Financial Services Audit Consultant MassMutual Corporate Audit Team Full-Time Springfield, MA or Boston, MA The Opportunity As an Insurance and Financial Services Audit Consultant, you'll play a key role as a trusted advisor on operational risk and internal controls. You'll partner closely with business leaders and colleagues to deliver an operationally, risk-focused audit plan, ensuring alignment with audit standards and best practices. In this role, will identify opportunities for improvement and help strengthen processes and controls. You will help drive positive change across the organization with opportunities to improve internal controls through value-added recommendations, and your insights and recommendations will directly contribute to driving meaningful, positive change across the organization. The Team The MassMutual Corporate Audit Team is located in both Boston and Springfield. If you are a risk professional who is looking to leverage your skills at a company that is focused on transforming the life insurance business while helping people secure financial freedom and protect the ones they love, the below noted role is for you. You will use your skills to partner and collaborate with peers and clients to support an operationally focused audit plan. You will help drive positive change across the organization with opportunities to improve internal controls through value-added recommendations. In this role, you will demonstrate accountability, agility, a dedication to be inclusive, strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience and self-awareness. The Impact: As an Insurance and Financial Services Audit Consultant, you will work with the other in the Corporate Audit Department and be a key player in the execution of a dynamic audit plan. Your responsibilities will include: Conduct audits and advisory services in accordance with professional standards and department policies and procedures Demonstrate an understanding of risk concepts, including inherent and residual risks as well as how to assess the design and effectiveness of internal controls Deliver risk-based audits, working with business management and other risk/control functions, to ensure that controls are effective in managing risks Demonstrates an intense can-do attitude and delivers results on cross-team efforts that increase Corporate Audit's value and effectiveness Develop and nurture relationships with business management and other stakeholders, focusing on the customer and strengthening business value add Demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen The Minimum Qualifications 2+ years' work experience within the financial services industry 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 MBA, CPA, CIA, CFA preferred Excellent oral and written communication skills Effectively communicates and collaborates across all organizational levels, including senior leadership, to drive alignment, share insights, and influence decision-making Strong knowledge of risk management concepts, including inherent and residual risk, and evaluates the design and operating effectiveness of internal controls Works autonomously, proactively engaging stakeholders to deliver high-quality, value-added outcomes within defined scope, timelines, and objectives Exhibits high ethical standards, sound judgment, and professional skepticism when assessing risks, controls, and business processes Thrives in a dynamic environment by effectively prioritizing competing demands, adjusting to changing business needs, and meeting tight deadlines Leverages strong analytical capabilities to assess complex situations, identify root causes, and develop data-driven insights Identifies and implements practical, sustainable solutions that balance business objectives with risk mitigation and control requirements What to Expect as Part of MassMutual and the Team 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 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 page.

The Impact: In this role, you will: Lead end to end process analysis and automation assessments for complex, cross functional business processes, identifying opportunities that deliver measurable efficiency, risk reduction, and scalability. Independently evaluate automation feasibility, value, and prioritization, applying expert judgment to recommend optimal automation approaches. Partner with senior business stakeholders, product owners, architects, and technology leaders to shape automation roadmaps and investment decisions. Translate complex business needs into clear, high quality requirements, use cases, and solution designs that enable successful automation delivery. Influence and continuously improve enterprise intake, assessment, and prioritization processes across the automation lifecycle. Serve as a subject matter expert and thought leader, mentoring other analysts and elevating automation best practices across the organization. The Minimum Qualifications Bachelor's degree in Computer science, engineering or other applicable discipline 8+ years of experience in business analysis, process improvement, automation, or digital transformation roles. 5+ years of experience working with Robotic Process Automation (RPA) platforms (e.g., UiPath or similar) The Ideal Qualifications Demonstrating experience leading complex, cross functional initiatives with minimal oversight Proven expertise in process analysis, business requirements definition, and solution shaping. Advanced proficiency in with process mapping tools such as Visio and Lucidchart Experience influencing senior stakeholders and driving outcomes across multiple business units. Experience working with UiPath Robotic Process Automation (RPA) platforms (e.g., UiPath or similar). Experience : Proven success delivering projects involving AI powered automations Background in financial services, insurance, or other regulated enterprise environments. Experience with automation assessment frameworks, value modeling, or intelligent automation. Strong executive level communication and presentation skills. Ability to operate as a trusted advisor and thought leader without formal people management responsibility. What to Expect as Part of MassMutual and the Team Regular meetings with the Enterprise Automation, Data Science & AI Engineering and Enterprise Architecture team Focused one-on-one meetings with your manager Access to mentorship opportunities Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, 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 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 page.

Head of Institutional Insurance Product & Actuarial Full-Time Boston, MA or Springfield, MA The Opportunity MassMutual is seeking an accomplished Leader and Actuary to join the Institutional Product and Actuarial team. This role will lead pricing assumption development, model ownership, product development and in-force analytics for our Institutional Insurance business, including Bank, Corporate and Insurance Company Owned Life Insurance (BOLI, COLI, ICOLI). The role is within Institutional Solutions, a growing segment of MassMutual representing a key component of the company's overall strategy. The Team The role will manage a team of actuarial and/or quantitative consultant roles. The team works collaboratively with the Institutional Insurance market leader and team to achieve profitable growth and provide in-force and new business insights, while ensuring we adhere to all regulatory, compliance and corporate governance policies. Team strengths include collaboration, execution mindset, influence, business acumen, and technical skills. The Impact In this management role, you will utilize your leadership, business acumen, actuarial expertise, and relationship management skills to drive profitable growth while aligning to MassMutual's risk management framework, monitor and glean insights from existing business to monitor risk, refine assumptions, and manage the in-force Institutional Insurance business. Specific responsibilities include: Coach and develop a team of actuarial and/or quantitative consultant roles. Oversee custom pricing to support achievement of sales goals and profitability metrics, while continuously monitoring and improving key performance indicators Partner with the MassMutual Sales Team in pursuit of new business and with Operations for complex case onboarding or post issue service conversations. Oversee rate setting of certain products in accordance with our policy and MassMutual's Nonguaranteed Elements framework Ownership of pricing model development, maintenance, and pricing methodology for Institutional Insurance pricing. Socialize changes with and, where necessary, obtain approvals from key partners including product oversight, investment management, legal, reinsurance, accounting, and treasury. Ensure compliance with Model Governance and Product Pricing and Assumption Oversight processes. Ownership and, for select assumptions (e.g., lapses), shared ownership of Institutional Insurance assumption development, maintenance, and socialization of key business assumptions. Ensure compliance with Experience Studies and Assumptions Governance (ESAG). Solicit & analyze competitive data and industry assumptions. Develop and monitor in-force analytics, providing insights to market leader and for consideration in maintenance of key pricing assumptions. Partner with the Institutional Insurance market leader for new product development, including project ownership as well as product pricing and approvals. Influence and contribute to ongoing business strategy and growth. Develop and maintain strong relationships with key business partners, including product oversight, enterprise risk management, model governance, and assumption governance. Apply a continuous improvement mindset to existing processes, to progress decision making timelines, increase speed of quoting, automate manual processes and evolve our data analytics for the business. The Minimum Qualifications An accomplished ASA or FSA with 10+ years of actuarial experience in pricing, experience studies, or product development. 3+ years of experience with life insurance products. The Ideal Qualifications 3+ years' experience in an actuarial leadership role. Experience in pricing, design, and development of cash value life insurance products, ideally BOLI, COLI or ICOLI products. Demonstrated ability to lead in a fast-paced, evolving environment while managing multiple priorities with strong ownership and urgency. Proven track record of delivering results with high accountability and sound, outcome-focused decision-making. Demonstrates continuous improvement success through decision making timeline or efficiency improvements Commitment to fostering an inclusive, transparent, and collaborative work environment. Strong people leadership experience, with ability to develop, coach, and delegate to build team capability. Effective stakeholder management skills, with demonstrated ability to influence and partner to achieve shared goals. Ability to synthesize complex information and communicate insights clearly to non-technical audiences. Comfort operating in ambiguity and complexity, with experience evaluating trade-offs and driving solutions. Strong analytical, critical thinking, and problem-solving skills with high attention to detail and quality. Strong grasp of actuarial concepts, including the ability to quickly and independently evaluate and model new products. 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 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 page.

Business Systems Analyst - Investment Management Technology (ETX) (Hybrid, Boston) Do you want to be part of a team that encourages your growth, supports your ambitions and makes it a priority for you to reach your goals? Is helping people part of who you are? MassMutual assists millions in achieving financial freedom, providing protection and future planning. We do this by building trust with our customers by being knowledgeable problem solvers and prioritize their needs above all else. We Live Mutual. The Opportunity This position is required to provide subject matter expertise for BlackRock Aladdin Accounting Platform and related applications. Recognized as subject matter expert in business analysis field. Has responsibility for instructing, directing, and checking the work of other Business Analysts. Formulate and define business and/or systems scope and objectives based on both user needs and a thorough understanding of industry requirements. Devise or modify procedures to solve highly complex problems considering limitations, operating time, and form of desired results. Provide analysis of business and user needs, documentation of requirements, and translation into proper business and/or system requirements. Consider the business implications of the application of technology to the current and future business environment. Act as a team leader for complex projects. The Team You will be joining MassMutual's Investment Management Technology team. Our mission is to build reliable automation solutions for the Investment Operations business team. You will be part of a team that is technical, highly motivated and excels at working in a fast paced and always evolving environment with agility and resilience. The Impact: The Business Systems Analyst is responsible for the analysis, design, and testing of complex applications and system integration processes supporting MassMutual's Investment Management Unit. This role supports strategic investment initiatives within these areas and ensures recommended solutions are aligned with business and MassMutual IT strategies while adhering to relevant technology standards. This role leverages problem solving and analytical skills to design technical solutions related to data management and system integration challenges and contributes to troubleshooting efforts across multiple functional areas including General Investment Accounts, Separate Investment Accounts, Securities & various technology platforms supporting Investments. This is a critical role in maintaining the cohesion between the business stakeholders and the technology delivery teams. It requires a deep and broad technology background conducive to that found in a "master application developer" but this is not a development position but will participate and guide technology decisions and best practices. It also requires a strong work ethic, the ability to work independently or in collaboration, exceptional communication skills, and knowledge of, or the aptitude to learn the investment management data domain. Perform analysis of business process, procedures, data and rules Experience with data-centric architectures, multi-dimensional time series, and techniques to guarantee robust data integrity Demonstrated ability to identify and understand critical business features that drive value, and translate those into solid technical solutions Excellent written and oral communication skills, ability to effectively and confidently interact with business and technical personnel, at all levels in the organization Proven technical leadership and mentoring skills Strong knowledge of the investment accounting across multiple asset classes, public and private, including derivatives Candidates must combine an attention to detail with the ability to see the big picture Demonstrated ability to communicate effectively using verbal and written methods to all levels of an organization Proficient with standard documentation tools (Lucid Chart, Excel, Word) Capable of applying knowledge to handle all but the most complex problems independently Drives continuous improvement and efficiencies beyond own scope of responsibility The Minimum Qualifications Bachelor's degree 8 + years of experience with designing and implementing complex solutions 5+ years of investment data experience with an understanding of systems and data management. 3+ years of experience with BlackRock Aladdin ABOR/IBOR 5+ years of experience with investment management systems (from front office to middle office, to back office) 5+ years of data analysis experience working with large data sets and multiple sources of data. The Ideal Qualifications Technical Skills Expert user of excel and proficient with SQL/Oracle query tools Experience with platforms like BlackRock AladdinOMS is highly preferred Experiene with BalckRock Aladdin ABOR implementaion is preferred Ability to apply technical and business knowledge across multiple business functions Ability to work in close collaboration with project/program managers, architects, developers, and testers to optimize the quality of the developed product Skilled in interacting between internal business partners, internal IT teams, and offshore partners Ability to effectively estimate time to complete design and development tasks Influence design & architecture inclusive of technical (non-functional) requirements Ability to communicate clearly and to simplify complex topics for a wide range of audiences (both written and verbal) Ability to work through complex issues, identify themes, and develop solutions, in time-critical situations. Ability to develop a strong understanding of business processes and functional requirements and skill to be able to translate business requirements into succinct functional / technical specifications, experience writing ETL requirements, and providing close oversight of specifications Ability to quickly learn new technologies and platforms Ability to adhere to project schedules and meet deadlines in the execution of job responsibilities Soft Skills Self-managed and motivated individual with strong leadership skills. Excellent written, oral and presentation skills. Works with minimal oversight and proactively communicates status and risks to project leadership. Ability to work well in a team environment. 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 page.

Lending Transaction Manager - Lending and Banking Services, Full-Time, Hybrid, New York, NY, Boston, MA, Springfield, MA The Opportunity As Lending Transaction Manager, you will step into a rare opportunity to shape the future of lending at MassMutual Wealth Management (MMWM) from the ground up. This is not a support role, a back-office function, or a product explainer position. This is a front-line leadership role designed for someone who thrives on accountability, moves decisively, and takes pride in turning strategy into real, closed business. You will sit at the intersection of advisors, clients, lenders, and enterprise partners owning lending opportunities end to end and directly influencing how advisors deploy lending as a core wealth management strategy. Your mandate is simple and powerful: drive adoption, close transactions, and elevate outcomes for advisors and their most sophisticated clients. You will guide advisors through live transactions, navigate real market conditions, and translate complex credit structures into decisive action. Every interaction you have will matter and your impact will be visible, measurable, and meaningful. The Team You will join the Wealth Management organization at MMWM, a collaborative, high-performing group of experts across Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments, Technology, and Operations. This is a team united by a shared ambition: to redefine how advisors deliver value and how clients build, preserve, and access wealth. We operate with urgency, intellectual rigor, and a deep commitment to innovation. If you're energized by creative people, big ideas, and the freedom to execute, you'll thrive here. Lending & Banking Services delivers sophisticated solutions to strengthen a client's overall wealth management strategy. Reporting directly to the Head of Lending Product and Pricing, you will collaborate closely with senior leaders across product, risk, operations, and technology, as well as external lenders and vendors, operating in an environment where decisions move fast and results matter. The Impact This role exists to drive growth. You will be a catalyst for expanding lending adoption across High Net Worth, Ultra High Net Worth, and Business Owner segments by building deep advisor relationships and owning the execution of complex lending strategies from start to finish. You will: Directly influence advisor behavior and client outcomes Own a diversified pipeline across multiple lending verticals Proactively identify opportunities, solve problems, and close deals Shape the evolution of MassMutual's Wealth Management Lending platform This is a role for a leader who wants to leave a mark, someone who is energized by responsibility, autonomy, and the opportunity to build something enduring. Key Responsibilities but not limited to: Advisor & Transaction Leadership Serve as a trusted lending expert for financial advisors, guiding live business cases with confidence and judgment. Proactively partner with advisors to identify lending strategies that enhance liquidity, optimize balance sheets, and support broader wealth goals. Lead advisors and clients through complex decisions, delivering clarity, conviction, and results through tailored recommendations supporting advisors to ensure successful client outcomes. Own every transaction end to end, from opportunity assessment and solution design through underwriting, approval, and funding. Translate sophisticated credit concepts into actionable guidance that accelerates momentum and builds advisor confidence. Triage inquiries, manage exceptions, and escalate critical issues with urgency and professionalism. Lending Execution & Deal Management Manage a dynamic pipeline across securities-based lending, personal lending, business lending, and specialty lending solutions. Coordinate seamlessly with legal, compliance, operations, marketing, and product partners to drive efficient, compliant execution. Identify and remove friction points to improve cycle times, advisor experience, and client outcomes. Maintain rigorous standards for documentation, regulatory adherence, and audit readiness. Partner with marketing and distribution to lead high-impact campaigns that drive lending adoption. Platform Adoption & Growth Coach advisors on when, why, and how to use lending as part of holistic financial planning. Track and analyze key performance metrics, including pipeline volume, conversion rates, utilization, and time to close. Contribute to initiatives that simplify workflows, enhance scalability, and elevate the end-to-end lending experience. Influence product strategy by gathering market insights, testing feasibility, and validating new offerings. Monitor field feedback, analyze usage trends, and use insights to drive enhancements and solve friction points. The Minimum Qualifications Bachelor's degree or High School diploma and 6+ years of financial services experience FINRA Series 7 at time of application or must obtain within 90 days of hire. 6+ years' financial services experience; including at least 4 years of lending transaction management experience. The Ideal Qualifications Proven ability to organize and manage multiple live transactions, prioritize under pressure and drive deals forward at speed. Skilled communicator: proactive and effective written and verbal communication able to effectively align cross-functional teams and collaborate with internal and external stakeholders. Sharp attention to detail with a mindset for scalability and operational precision. Previous experience at a private bank or wealth management lender. Exceptional advisor-facing communication skills, able to distill complex lending situations into clear value propositions and guide advisors with confidence. Proficiency with Microsoft Word, Excel, PowerPoint. What to Expect as Part of MassMutual and the Team Regular meetings with the Wealth Management Team Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, 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 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 page.

Business Systems Analyst - Investment Management Technology (ETX) (Hybrid, Boston) Do you want to be part of a team that encourages your growth, supports your ambitions and makes it a priority for you to reach your goals? Is helping people part of who you are? MassMutual assists millions in achieving financial freedom, providing protection and future planning. We do this by building trust with our customers by being knowledgeable problem solvers and prioritize their needs above all else. We Live Mutual. The Opportunity This position is required to provide subject matter expertise for BlackRock Aladdin Accounting Platform and related applications. Recognized as subject matter expert in business analysis field. Has responsibility for instructing, directing, and checking the work of other Business Analysts. Formulate and define business and/or systems scope and objectives based on both user needs and a thorough understanding of industry requirements. Devise or modify procedures to solve highly complex problems considering limitations, operating time, and form of desired results. Provide analysis of business and user needs, documentation of requirements, and translation into proper business and/or system requirements. Consider the business implications of the application of technology to the current and future business environment. Act as a team leader for complex projects. The Team You will be joining MassMutual's Investment Management Technology team. Our mission is to build reliable automation solutions for the Investment Operations business team. You will be part of a team that is technical, highly motivated and excels at working in a fast paced and always evolving environment with agility and resilience. The Impact: The Business Systems Analyst is responsible for the analysis, design, and testing of complex applications and system integration processes supporting MassMutual's Investment Management Unit. This role supports strategic investment initiatives within these areas and ensures recommended solutions are aligned with business and MassMutual IT strategies while adhering to relevant technology standards. This role leverages problem solving and analytical skills to design technical solutions related to data management and system integration challenges and contributes to troubleshooting efforts across multiple functional areas including General Investment Accounts, Separate Investment Accounts, Securities & various technology platforms supporting Investments. This is a critical role in maintaining the cohesion between the business stakeholders and the technology delivery teams. It requires a deep and broad technology background conducive to that found in a "master application developer" but this is not a development position but will participate and guide technology decisions and best practices. It also requires a strong work ethic, the ability to work independently or in collaboration, exceptional communication skills, and knowledge of, or the aptitude to learn the investment management data domain. Perform analysis of business process, procedures, data and rules Experience with data-centric architectures, multi-dimensional time series, and techniques to guarantee robust data integrity Demonstrated ability to identify and understand critical business features that drive value, and translate those into solid technical solutions Excellent written and oral communication skills, ability to effectively and confidently interact with business and technical personnel, at all levels in the organization Proven technical leadership and mentoring skills Strong knowledge of the investment accounting across multiple asset classes, public and private, including derivatives Candidates must combine an attention to detail with the ability to see the big picture Demonstrated ability to communicate effectively using verbal and written methods to all levels of an organization Proficient with standard documentation tools (Lucid Chart, Excel, Word) Capable of applying knowledge to handle all but the most complex problems independently Drives continuous improvement and efficiencies beyond own scope of responsibility The Minimum Qualifications Bachelor's degree 8 + years of experience with designing and implementing complex solutions 5+ years of investment data experience with an understanding of systems and data management. 3+ years of experience with BlackRock Aladdin ABOR/IBOR 5+ years of experience with investment management systems (from front office to middle office, to back office) 5+ years of data analysis experience working with large data sets and multiple sources of data. The Ideal Qualifications Technical Skills Expert user of excel and proficient with SQL/Oracle query tools Experience with platforms like BlackRock AladdinOMS is highly preferred Experiene with BalckRock Aladdin ABOR implementaion is preferred Ability to apply technical and business knowledge across multiple business functions Ability to work in close collaboration with project/program managers, architects, developers, and testers to optimize the quality of the developed product Skilled in interacting between internal business partners, internal IT teams, and offshore partners Ability to effectively estimate time to complete design and development tasks Influence design & architecture inclusive of technical (non-functional) requirements Ability to communicate clearly and to simplify complex topics for a wide range of audiences (both written and verbal) Ability to work through complex issues, identify themes, and develop solutions, in time-critical situations. Ability to develop a strong understanding of business processes and functional requirements and skill to be able to translate business requirements into succinct functional / technical specifications, experience writing ETL requirements, and providing close oversight of specifications Ability to quickly learn new technologies and platforms Ability to adhere to project schedules and meet deadlines in the execution of job responsibilities Soft Skills Self-managed and motivated individual with strong leadership skills. Excellent written, oral and presentation skills. Works with minimal oversight and proactively communicates status and risks to project leadership. Ability to work well in a team environment. 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 page.

The Opportunity As an Investment Product Consultant , you will play a key role in managing and evolving the Proprietary Home Office Models (PHOM) platform, a rapidly growing offering projected to scale from $3B to $10B in assets under management. You will partner closely with Legal and Compliance to ensure documentation accuracy, while driving platform enhancements through testing, issue identification, and continuous improvement. This role offers the opportunity to influence both product performance and advisor experience by ensuring stability, accuracy, and scalability as the platform grows. The Team You will be part of the Wealth Management Product team, a highly collaborative group that partners across Product, Legal, Compliance, Trading, Data, Technology, and Operations. The team works together to deliver innovative, open architecture investment solutions that support advisors and clients. You will engage with key partners, including MMLIS, Envestnet, and Orion, contributing to cross-functional initiatives that enhance platform capabilities and advisor tools. The Impact In this role, you will directly impact the success and growth of the PHOM platform by improving product functionality, ensuring accurate data reporting, and supporting new program launches across Wealth Management Services. Your work will help advisors deliver better outcomes for clients by enabling seamless investment solutions, reducing operational risk, and enhancing platform adoption through thoughtful enhancements and issue resolution. The Minimum Qualifications High School Diploma / GED 5+ years of experience in investment products, wealth management, financial services operations, or platform support 2+ years participating in product implementation projects 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 Bachelor's Degree Prior experience working with advisory platforms Familiarity with investment governance, due diligence, and disclosure processes Experience partnering with Legal and Compliance in a regulated environment Project management experience or certification Strong organizational skills with the ability to manage multiple concurrent initiatives Excellent written and verbal communication skills What to Expect as Part of MassMutual and the Team 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 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 page.

The Opportunity: The Due Diligence Consultant will conduct initial and ongoing due diligence analysis of investment offerings and ad hoc and routine research on investment-related topics (i.e. philosophies, market & economic conditions, performance, product types, competition). Additional responsibilities include the periodic delivery and review of aggregated information via data entry & automation (i.e. performance reporting, due diligence summaries), managing short time horizon Due Diligence projects and projects that may have a long time horizon and broad impact across the company. The Team: The Advisory & Risk Oversight team has varied backgrounds and experience in the industry but shares a developed business acumen, an agility to switch between support and analytical work as well as a strong communication skillset, delivered both internally and externally. The role of this team is a careful balance between investment expertise, core support role of the advisors' practices and participation in on-going internal oversight initiatives. We are hiring multiple Due Diligence Consultants for this role. The Key Responsibilities include, but are not limited to: Assessment of Investment Manager's operational infrastructure and governance models, in addition to their philosophy, process, resources and performance Providing findings and/or recommendations to senior management in written form and in investment committee presentations On-going monitoring and oversight of investment managers and external service providers Collaborating and communicating with stakeholders within MML Investor Services, LLC as well as with other cross-functional business partners Maintaining and improving standard work, policies/procedures and process workflows Ad-hoc projects such as research on investment categories, vehicle types, emerging trends, supporting processes, technology enhancements, and serving as subject matter expert in a consultative role to various departments Consults with other departments to help them understand an investment product's features, benefits, and risks highlighting specific areas of concern. The Impact: Enhance investment oversight by evaluating managers, monitoring performance, and delivering findings to stakeholders. Improves due diligence processes by refining workflows, policies, and driving program enhancements. Serves as a cross-functional SME through reporting, advisory support, and leading ad hoc initiatives (e.g., fees, tech). The Minimum Qualifications: Bachelor's Degree 3+ years of experience working with investment products and asset classes - including Alternatives, SMAs, mutual funds, variable annuities, etc. OR 3+ years' experience in investment operations, with prior due diligence experience 2+ years of experience using Microsoft Office products 1+ year experience with Morningstar, Bloomberg and/or other investment databases 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: CFA designation or currently pursuing Prior due diligence experience with various complex and alternative investment products Independent, analytical, detail-oriented individual who can balance the needs of multiple projects in various stages of completion Demonstrated success in a process-driven environment Previous experience presenting findings to senior leadership Demonstrated ability to directly address concerns/conflicts and escalate issues where appropriate Adaptability and ability to thrive in a fast-paced, changing environment Recognition of patterns and trends in data operations and identifying opportunities for improving processes and systems 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 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 page.

The Opportunity As a Trust Officer for MassMutual Private Wealth & Trust you will be responsible for administering a diverse book of trust and personal wealth management accounts for high-net-worth individuals, families, and foundations. This role provides customized, concierge-level client service by serving as the primary point of contact for the client relationship in conjunction with their existing financial professionals. In this role, as well as all roles within MassMutual, you will demonstrate service excellence, accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience, and self-awareness. The Team MassMutual Private Wealth & Trustis a Federally Chartered Savings Bank and a wholly owned subsidiary of MassMutual. As a trust and fiduciary services provider, we partner with financial professionals to help preserve, grow, and transfer wealth to the people and causes that our clients care about. Our business has grown rapidly, and MassMutual Private Wealth & Trust has thoughtfully added team members of high caliber. Our team offers a concierge-style service by helping to coordinate the financial life of our client families, while offering the highest standard of care. When joining the MassMutual Private Wealth & Trust family, you are embracing a culture of service excellence by which every team member is relentlessly pursuing to simplify complexity and offer a distinguished and memorable experience. Our associates have a passion for learning and work in a cross-functional style environment supporting our clients, financial professionals, and other members of the broader department. The Impact Maintain a diverse book of private wealth clients and provide daily oversight while operating as the relationship manager and main point of contact. Partner with clients' existing financial professionals to review and assess estate planning, tax planning, and investment needs. Facilitate scheduled meetings with clients and financial professionals to review and discuss their portfolio objectives and any changes in financial needs or circumstances. Analyze client inquiries and requests, utilizing product and fiduciary knowledge as well as available resources and support teams to provide appropriate response/solution. As part of a Concierge Team, collaborate with other Relationship Managers and Service Specialists to share industry knowledge and best practices, provide back-up coverage, and identify process improvements. Implement the account's investment strategy and oversee the long-term objectives as defined in the Investment Policy Statement. Interact with Investment sub-advisors to plan for cash and liquidity needs, make routine bill payments, and implement investment and tax strategies. Seek new solutions by coordinating with internal business partners (Investments, Fiduciary, Tax, Operations, Compliance) and external vendors to ensure high quality, comprehensive customer service is provided. Maintain current knowledge of personal trust and investment products to ensure accurate handling of administrative responsibilities Consult with governing committees (Trust Administration, Investment, Risk) as needed to effectively administer accounts in accordance with appropriate guidelines, procedures, and regulations. Exercise the fiduciary standard of care to always act in the best interest of our client. Participate in department huddles and problem-solving sessions, providing updates on industry trends, service opportunities and different initiatives. The Minimum Qualifications Bachelor's degree or a High School diploma with 6+ years' experience in financial services or trust administration 3+ years' experience in financial services or trust administration 3+ years Trust Administration Relationship Management experience Willingness to obtain CTFA (Certified Trust and Fiduciary Advisor) Occasional travel required for client meetings, industry conferences, and business events Due to the nature of the position, as part of our background check process, candidates must be able to pass a non-registered fingerprinted background check to qualify as a fingerprinted person under FINRA. The Ideal Qualifications Designation of CTFA (Certified Trust and Fiduciary Advisor) at time of application Working knowledge of fiduciary income taxation, trust investment management principles, and Trust/ Probate law Special Needs Trust experience Strong communication and presentation skills Experience with broker/dealer or registered investment advisor (RIA) firms Experience with trust administration and trust accounting platforms Knowledge of private banking products and services What to Expect as Part of MassMutual and the Team Regular meetings with the Private Client Management Team 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 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 page.

Lead Auditor of Financial Reporting Controls Full-Time Boston, MA or Springfield, MA The Opportunity As the Lead Auditor of Financial Reporting Controls, you will play a valuable role and will be responsible for conducting financial audits of critical process throughout finance organization. You'll have an opportunity as a risk and control expert to lead the effort assessing governance, risks and controls over internal and external financial reporting controls. You will work closely with Corporate Audit leadership, finance, investment operations and business area management focusing on financial reporting controls while championing compliance with standards for audit practices and procedures. This role will prepare and present financial audit findings to key stakeholders. The Team The MassMutual Corporate Audit Team is located in both Boston and Springfield. If you are a risk professional who is looking to leverage your skills at a company that is focused on transforming the life insurance business while helping people secure financial freedom and protect the ones they love, the below noted role is for you. You will use your skills to partner and collaborate with peers and key stakeholders to support a financial reporting control focused audit plan. You will help drive positive changes across the organization with opportunities to improve internal controls through value-added recommendations. In this role, you will demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience and self-awareness. The Impact Conduct financial audits of the finance function to determine nature of operations and formulate objective opinions on the adequacy, effectiveness, efficiency and compliance of systems/processes reviewed. Develops, executes and manages risk-based audit plan, focusing on financial reporting controls, working with business management and other risk/control functions to ensure that controls are effective in managing risks. Work with Corporate Audit Leadership in leading and implementing strategic audit financial review plan for key watch items within finance function. Review and update the audit plan with Corporate Audit Leadership. Uses high level independent judgement to verify and analyze processes, transactions, documents and records for adequacy, irregularities and inconsistencies. Carry out substantive audit procedures over various income statement and balance sheets in accordance with International Standards on Auditing (ISA's). Develop regular reports to the audit committee on the company's system of internal controls and significant audit recommendations Leads professionals in conducting financial reporting control audits and advisory services in accordance with professional standards and department policies and procedures, while demonstrating a strong understanding of risk concepts, including inherent and residual risks, as well as how to assess the design and effectiveness of internal controls. Monitors control deficiencies impacting financial reporting controls and validates effective remediation plans and timely closure. Assists in the development of a world class internal audit capability through continually enhancing quality, coverage, timeliness, accuracy and value. The Minimum Qualifications 10+ years audit/risk work experience within the financial services industry Bachelor's degree in accounting, finance or related field of study Certified Public Accountant (CPA) certification or active candidate 2+ years' experience in US GAAP and/or NAIC Statutory accounting and reporting 2+ years' experience with Investment Accounting and Investment Data 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 MBA, CPA, CIA, CFA or other professional designation Demonstrates excellent communication skills both orally and written Demonstrates versatility in communicating up, down and across the organization by working with others and lead discussions with various levels of management across the enterprise Demonstrates a strong understanding of risk concepts including inherent and residual risks as well as how to assess the design and effectiveness of internal controls Possesses high integrity, professional skepticism and strong business sense Strong analytic and problem-solving capabilities Ability to identify solutions that effectively address business and control needs 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 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 page.

The Opportunity As a Practice Management Consultant, you will help financial advisors excel in their role as entrepreneurs. The role supports top advisors and teams in all aspects of leading their businesses, including strategic planning, human capital, systemization, client value creation, business structures, financial management, organic growth, practice acquisitions, and succession. The role is highly visible in the field and makes a meaningful impact through coaching, consulting, workshops, resource creation, and thought leadership. The Team At MM 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, Advice & 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. Our Practice Management team is expanding MassMutual's business support and resources to help our affiliated financial advisors successfully grow and strengthen their businesses. Our objectives are to increase advisor growth, productivity, retention, and recruiting. Practice Management consultants deliver advanced expertise to top advisors and teams in their respective territories. The Impact: Provide advanced expertise across a broad range of practice management topics, including entrepreneurial mindset, client value creation, business models, financial management, strategy & execution, systemization, human capital, marketing & organic growth, practice acquisitions, continuity and succession Deliver presentations and workshops for one-to-many offerings and one-to-one consulting for large practices, MassMutual Academy, Society 1851, agency meetings, and other events Design and deliver interactive workshops for advisors with an emphasis on actionable outcomes Provide guidance to general agencies to strengthen their local practice management offerings Support the Business Development team's practice management coaching programs in a specialist capacity Partner with Society Concierge Consultants to support practice management needs for qualifying advisors Develop expertise of MassMutual's advisor platform and resources in relation to center of excellence and spearhead enhancements Lead the Continuity, Succession, & Acquisition strategic imperative, helping financial advisors plan for continuity, succession, and growth through acquisition by: Creating educational/ training content on Continuity, Succession, & Acquisition topics including valuation, acquisition sourcing strategies, deal structure and execution, exit planning, and transition support Collecting best practices, market trends, industry knowledge Developing business toolkit resources Identifying trends and building turnkey solutions for PM Consultants to integrate into advisors' businesses Acting as the "expert" for the team by training, coaching and empowering PM Consultants in Continuity, Succession, & Acquisition discipline The Minimum Qualifications 7+ years' experience in financial services with working knowledge of risk management and wealth management products 5+ years' experience in business/practice management coaching and consulting 3+ years' experience working with advisors on practice acquisitions, continuity, and succession planning Willingness to travel up to 20% of the time Due to the nature of the position, as a part of our background check process, candidates must be able to pass a non-registered fingerprinted background check to qualify as a fingerprinted person under FINRA The Ideal Qualifications Coaching certification such as RCC Master of Business Administration (MBA) Deep understanding of the issues facing financial advisors as small business owners (both as solo-preneurs and as teams) Experience working in both the wealth management and insurance industries Ability to independently identify, build, and deliver new business resources Strong analytical and creative problem-solving skills Ability to navigate ambiguous business situations Experience delivering coaching/consulting engagements that span both technical factors and interpersonal dynamics Strong presentation skills in both live and virtual formats Ability to clearly communicate nuanced concepts Team player who is also comfortable working independently Preference to work in a fast-paced, high-demand, dynamic environment 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 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 page.

Advanced Sales Consultant Full-Time Boston, MA or Springfield, MA The Opportunity As an Advanced Sales Consultant, you will work with home office associates and with our field force, which consists of advisors and brokers, designing ideas to help facilitate the sale of MassMutual products and enhance the value of it's field force to their clients by assisting in advanced concept sales and providing general legal and tax information. Be part of a very close knit group that values collaboration and creative thinking. The Team The Advanced Sales team consults with advisors and brokers to design solutions to address the specific needs of clients. To help meet the business, insurance, and estate planning needs of each client, advanced sales will work in conjunction with a client's counsel, tax advisors, and accountants. With more than 387 combined years in the industry, this dedicated team possesses impressive experience and diverse credentials which include strong private practice backgrounds. Several members of the group have been published or quoted in top publications in the planning field ( National Underwriter and The Wall Street Journal ). In addition, many have spoken on a variety of topics at industry events such as Million Dollar Round Table (MDRT) and Finseca, a merger between the Association for Advanced Life Underwriters and General Agents Management Association. The Impact: Provides fast and superior support on technical legal and tax issues. Discusses specific case designs with advisors and brokers. Creates and delivers presentations on sales concepts and tax issues. Responsible for premium financing case approvals, credit union case review, life in a qualified plan, and many more concepts. Analyze/comment/provide options on personal, estate and business plans. Drafts marketing materials including PowerPoints. Assists other areas within MassMutual with technical and legal issues. The Minimum Qualifications JD required 5+ years in an advanced market's role or practicing attorney with estate, business or tax background Series 6 or 7 at time of application or ability to obtain within 6 months of hire 2+ years of experience interacting with clients both on calls and emails Travel required - possibly up to 5 - 10% nationwide The Ideal Qualifications CLU/ChFC LL.M Excellent writing and presentation skills Experience working in or with a large financial company Working knowledge of life insurance, annuities, and investments Ability to work independently on projects Collaboration with both work teams and multiple home office partners along with our advisors in the field Experience with premium financing, nonqualified fringe benefit planning, business continuation planning, qualified plans, complex trusts, financial planning and charitable planning. Ability to speak Mandarin and/or Spanish What to Expect as Part of MassMutual and the Team Regular meetings with the various product line and investment managers as well as legal and compliance. 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. 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 page.

Digit al Marketing Automation Consultant Client Relationship Management Team Full-time, Boston or Springfield The Opportunity If you are passionate about creating tailored, audience-centric marketing campaigns and enjoy collaborating with cross-functional teams to generate and implement new ideas , then please read further. The Team The Brand & Marketing organization is an enterprise marketing function that strives to drive best in class marketing strategy and execution while creating exceptional customer experiences and growth for customers, products and partners. The Brand & Marketing team centralizes Channel Business Strategy with creative execution and measurement. This team is responsible for driving business growth and building and communicating our core brand values and goals. The Impact: The Digital Marketing Automation Consultant manages B2B and B2C marketing campaigns to create dynamic, personalized direct marketing communications. They leverage data-driven insights on customer behaviors, needs, and preferences to create relevant audience-first experiences. This work supports the marketing funnel from engagement to sales conversion, aligning with various distribution channels and their objectives , with third-party distribution as a primary focus. Makes recommendations from informed business and marketing channel perspective, with strong inter-personal skills to effectively partner and influence decisions, working closely with distribution partners to activate strategic plans. Responsibilities include but not limited to: CRM Marketing strategy, advancement of CRM practice such as use of advanced capabilities and AI through partnership with other centers of excellence Executive-level communication and alignment in support of multiple lines of business with various go to market strategies Manages direct-to-consumer marketing campaigns for the Customer Relationship Management digital marketing team, primarily via email, direct mail, mobile, and SMS, while ensuring proper functioning of all response channels. Creates testing plans and prioritizes the most significant opportunities and efficiencies across campaigns. Analyzes campaign results and provides actionable recommendations, optimizing marketing campaigns and workflows based on performance, including reporting and presenting channel insights. Works cross-functionally with various teams including Distribution Marketing Partners, internal Creative teams, Marketing Data & Analytics, Martech, SF CRM and various development teams to activate, maintain, and innovate campaign activations and technical processes. Develops marketing campaigns with an audience-first mindset and in accordance with email best practices and CRM team SOPs to ensure alignment with business objectives Contributes to continuous review of capabilities roadmap, process improvements in campaign development, quality control, database analysis, etc. The Minimum Qualifications 3+ years of experience with marketing automation, CRM and data platforms, such as Salesforce CRM, Service Cloud, Financial Services Cloud, Data Cloud, Marketing Cloud, Marketo or Eloqua 2+ years of experience designing complex B2B and B2C digital direct marketing campaigns, including experience running A/B and multivariate split tests 1+ years of experience writing queries and extracting data in SQL 1+ years of experience applying AI-powered tools to optimize marketing personalization, content generation, or campaign performance - including familiarity with one or more enterprise AI platforms (e.g., Salesforce Agentforce, Microsoft Copilot, or equivalent). The Ideal Qualifications 7+ years of experience with marketing automation and CRM platforms, such as Salesforce Marketing Cloud, Marketo or Eloqua Experience leading CRM strategy in a regulated industry (financial services, insurance, healthcare) Demonstrated track record of building or scaling a CRM marketing capability Experience integrating CRM with distribution or advisor channel marketing Experience of large-scale marketing technology implementations or enhancements 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 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 page.

Advanced Sales Consultant Full-Time Boston, MA or Springfield, MA The Opportunity As an Advanced Sales Consultant, you will work with home office associates and with our field force, which consists of advisors and brokers, designing ideas to help facilitate the sale of MassMutual products and enhance the value of it's field force to their clients by assisting in advanced concept sales and providing general legal and tax information. Be part of a very close knit group that values collaboration and creative thinking. The Team The Advanced Sales team consults with advisors and brokers to design solutions to address the specific needs of clients. To help meet the business, insurance, and estate planning needs of each client, advanced sales will work in conjunction with a client's counsel, tax advisors, and accountants. With more than 387 combined years in the industry, this dedicated team possesses impressive experience and diverse credentials which include strong private practice backgrounds. Several members of the group have been published or quoted in top publications in the planning field ( National Underwriter and The Wall Street Journal ). In addition, many have spoken on a variety of topics at industry events such as Million Dollar Round Table (MDRT) and Finseca, a merger between the Association for Advanced Life Underwriters and General Agents Management Association. The Impact: Provides fast and superior support on technical legal and tax issues. Discusses specific case designs with advisors and brokers. Creates and delivers presentations on sales concepts and tax issues. Responsible for premium financing case approvals, credit union case review, life in a qualified plan, and many more concepts. Analyze/comment/provide options on personal, estate and business plans. Drafts marketing materials including PowerPoints. Assists other areas within MassMutual with technical and legal issues. The Minimum Qualifications JD required 5+ years in an advanced market's role or practicing attorney with estate, business or tax background Series 6 or 7 at time of application or ability to obtain within 6 months of hire 2+ years of experience interacting with clients both on calls and emails Travel required - possibly up to 5 - 10% nationwide The Ideal Qualifications CLU/ChFC LL.M Excellent writing and presentation skills Experience working in or with a large financial company Working knowledge of life insurance, annuities, and investments Ability to work independently on projects Collaboration with both work teams and multiple home office partners along with our advisors in the field Experience with premium financing, nonqualified fringe benefit planning, business continuation planning, qualified plans, complex trusts, financial planning and charitable planning. Ability to speak Mandarin and/or Spanish What to Expect as Part of MassMutual and the Team Regular meetings with the various product line and investment managers as well as legal and compliance. 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. 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 page.