L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers' mission and quest for professional growth. L3Harris provides an inclusive, engaging environment designed to empower employees and promote work-life success. Fundamental to our culture is an unwavering focus on values, dedication to our communities, and commitment to excellence in everything we do. L3Harris is the Trusted Disruptor in defense tech. With customers' mission-critical needs always in mind, our employees deliver end-to-end technology solutions connecting the space, air, land, sea and cyber domains in the interest of national security. Job Title: Technical Manager - Software Engineering Job Code: 40839 Job Location: Rochester, New York Job Schedule: 9/80 (Every Other Friday Off!) Job Description: The Technical Manager - Software Engineering leads and directs a team 15-25 software engineers of various levels of experience to develop complex engineering solutions. Must possess extensive knowledge of Software Engineering and associated principles of Software Development and Software Test. Provides technical guidance and leadership to subordinate engineers. Maintains proper staffing levels and expertise to meet business objectives. Develops and conducts programs in accordance with company's policies, priorities and budget constraints. Contributes directly to program performance leveraging technical expertise and experience to software solution architecture, design, implementation, test, integration and sustainment. Leads root cause corrective action investigations, provides independent review team perspectives, participates in non-advocate reviews. Manages and/or develops budgets for assigned function or department, including operating requirements, training, equipment and material purchases. Provides technical oversight and assistance to other departments as required. Makes significant improvements in processes, systems, or products. Manages the implementation of the Software technical strategy and establishes short-term operational plans with measurable contribution to function/area results. Meets functional requirements of staffing, training, talent development, engagement, retention and overall management of the department. Responsible for the technical execution, staffing, and oversight of all programs/projects assigned to the organizational unit. Acts as an advisor to subordinate staff members to meet schedules, resolve technical or operational problems. Exerts influence in the development of overall objectives and short-term operational plans of the organization. Frequently contacts with equivalent level managers, customer representatives concerning projects, operational decisions, scheduling requirements, contractual clarifications, and talent development. Works to influence others to accept job function's views or practices and agree/accept new concepts, practices, and approaches. Requires ability to communicate with executive leadership regarding matters of significant importance to the organization. Works with Business Development, Program Management, and Business Leadership to provide input for Strategic Planning, Research and Development Planning, and Inter-Corporation Resource Sharing. Stays abreast of state-of-the-art technology; identifies disruptive or emerging technology trends for inclusion in Internal Research and Development or pursuit/program engineering change proposal opportunities. Ability to enable teams to resolve issues across programs, drive innovative solutions, solve execution and technical challenges on time and within budget. Essential Functions: • Lead an embedded software team to meet customer requirements within allocated cost/scope/schedule commitments. • Participate in architecture, design, and code reviews. • Collaborate with other engineers to develop reliable solutions. • Observe Agile software development and engineering processes. • Provide software support for units under test to on-orbit assets. • Communicate with leadership on status, issues, milestones, and successes. • Strong technical skillset, able to contribute to requirements analysis, design, code and unit test, integration and test, and requirements sell-off. • These positions requires you to obtain a DOD Secret Clearance, which requires US Citizenship. • Experience leading/managing technical programs Qualifications: • Bachelor's Degree and minimum 9 years prior related experience, including substantial embedded software background Graduate Degree with a minimum of 7 years of prior related experience. In lieu of a degree, minimum of 13 years of prior related experience. • 3 years of experience with management and leadership background with experience leading full software lifecycle development, including: executing performance appraisals, managing staffing allocation, software process leadership (CMMI), and career development. • 5 years of experience with Software Development methodologies like Agile/Scrum, Agile/SAFe, Waterfall, and TDD • 5 years of experience with DevOps and a proven track record leading teams to leverage CI/CD pipeline • 8 years of experience leading Software Development through various phases (Design, Coding, Integration, Deployment, Sustainment) • Ability to acquire Secret Clearance Preferred Additional Skills: • Experience as a Lead SW Engineer or Subject Matter Expert on a product development effort • Minimum of 8 years of software development experience with OOD, UML, C/C++, Java, and Web Development • Experience developing or leading Enterprise Software Systems with high availability requirements • Experience with Cloud development and related technologies, like Containers and Cloud Services, and understanding of Cloud Service Models like IaaS, SaaS and PaaS • Experience with ground based command, control, and communications for space based systems. • Ability to clearly and succinctly convey information and ideas, including strong executive communication and presentation skills • High expectations for continuous improvement and sustained excellence for self and team members - Lean Six Sigma, data-based decision making, SW performance metrics. • Knowledge of EVMS, prior experience with Control Account Management (CAM) • Certified SCRUM Master, Product Owner, Release Train Engineer or Coach In compliance with pay transparency requirements, the salary range for this role in New York is $117,000 - $218,000. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location. L3Harris also offers a variety of benefits, including health and disability insurance, 401(k) match, flexible spending accounts, EAP, education assistance, parental leave, paid time off, and company-paid holidays. The specific programs and options available to an employee may vary depending on date of hire, schedule type, and the applicability of collective bargaining agreements. L3Harris Technologies is proud to be an Equal Opportunity Employer. L3Harris is committed to treating all employees and applicants for employment with respect and dignity and maintaining a workplace that is free from unlawful discrimination. All applicants will be considered for employment without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender (including pregnancy, childbirth, breastfeeding or other related medical conditions), gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, characteristic or membership in any other group protected by federal, state or local laws. L3Harris maintains a drug-free workplace and performs pre-employment substance abuse testing and background checks, where permitted by law. Please be aware many of our positions require the ability to obtain a security clearance. Security clearances may only be granted to U.S. citizens. In addition, applicants who accept a conditional offer of employment may be subject to government security investigation(s) and must meet eligibility requirements for access to classified information. By submitting your resume for this position, you understand and agree that L3Harris Technologies may share your resume, as well as any other related personal information or documentation you provide, with its subsidiaries and affiliated companies for the purpose of considering you for other available positions. L3Harris Technologies is an E-Verify Employer. Please click here for the E-Verify Poster in English or Spanish. For information regarding your Right To Work, please click here for English or Spanish.
07/27/2026
Full time
L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers' mission and quest for professional growth. L3Harris provides an inclusive, engaging environment designed to empower employees and promote work-life success. Fundamental to our culture is an unwavering focus on values, dedication to our communities, and commitment to excellence in everything we do. L3Harris is the Trusted Disruptor in defense tech. With customers' mission-critical needs always in mind, our employees deliver end-to-end technology solutions connecting the space, air, land, sea and cyber domains in the interest of national security. Job Title: Technical Manager - Software Engineering Job Code: 40839 Job Location: Rochester, New York Job Schedule: 9/80 (Every Other Friday Off!) Job Description: The Technical Manager - Software Engineering leads and directs a team 15-25 software engineers of various levels of experience to develop complex engineering solutions. Must possess extensive knowledge of Software Engineering and associated principles of Software Development and Software Test. Provides technical guidance and leadership to subordinate engineers. Maintains proper staffing levels and expertise to meet business objectives. Develops and conducts programs in accordance with company's policies, priorities and budget constraints. Contributes directly to program performance leveraging technical expertise and experience to software solution architecture, design, implementation, test, integration and sustainment. Leads root cause corrective action investigations, provides independent review team perspectives, participates in non-advocate reviews. Manages and/or develops budgets for assigned function or department, including operating requirements, training, equipment and material purchases. Provides technical oversight and assistance to other departments as required. Makes significant improvements in processes, systems, or products. Manages the implementation of the Software technical strategy and establishes short-term operational plans with measurable contribution to function/area results. Meets functional requirements of staffing, training, talent development, engagement, retention and overall management of the department. Responsible for the technical execution, staffing, and oversight of all programs/projects assigned to the organizational unit. Acts as an advisor to subordinate staff members to meet schedules, resolve technical or operational problems. Exerts influence in the development of overall objectives and short-term operational plans of the organization. Frequently contacts with equivalent level managers, customer representatives concerning projects, operational decisions, scheduling requirements, contractual clarifications, and talent development. Works to influence others to accept job function's views or practices and agree/accept new concepts, practices, and approaches. Requires ability to communicate with executive leadership regarding matters of significant importance to the organization. Works with Business Development, Program Management, and Business Leadership to provide input for Strategic Planning, Research and Development Planning, and Inter-Corporation Resource Sharing. Stays abreast of state-of-the-art technology; identifies disruptive or emerging technology trends for inclusion in Internal Research and Development or pursuit/program engineering change proposal opportunities. Ability to enable teams to resolve issues across programs, drive innovative solutions, solve execution and technical challenges on time and within budget. Essential Functions: • Lead an embedded software team to meet customer requirements within allocated cost/scope/schedule commitments. • Participate in architecture, design, and code reviews. • Collaborate with other engineers to develop reliable solutions. • Observe Agile software development and engineering processes. • Provide software support for units under test to on-orbit assets. • Communicate with leadership on status, issues, milestones, and successes. • Strong technical skillset, able to contribute to requirements analysis, design, code and unit test, integration and test, and requirements sell-off. • These positions requires you to obtain a DOD Secret Clearance, which requires US Citizenship. • Experience leading/managing technical programs Qualifications: • Bachelor's Degree and minimum 9 years prior related experience, including substantial embedded software background Graduate Degree with a minimum of 7 years of prior related experience. In lieu of a degree, minimum of 13 years of prior related experience. • 3 years of experience with management and leadership background with experience leading full software lifecycle development, including: executing performance appraisals, managing staffing allocation, software process leadership (CMMI), and career development. • 5 years of experience with Software Development methodologies like Agile/Scrum, Agile/SAFe, Waterfall, and TDD • 5 years of experience with DevOps and a proven track record leading teams to leverage CI/CD pipeline • 8 years of experience leading Software Development through various phases (Design, Coding, Integration, Deployment, Sustainment) • Ability to acquire Secret Clearance Preferred Additional Skills: • Experience as a Lead SW Engineer or Subject Matter Expert on a product development effort • Minimum of 8 years of software development experience with OOD, UML, C/C++, Java, and Web Development • Experience developing or leading Enterprise Software Systems with high availability requirements • Experience with Cloud development and related technologies, like Containers and Cloud Services, and understanding of Cloud Service Models like IaaS, SaaS and PaaS • Experience with ground based command, control, and communications for space based systems. • Ability to clearly and succinctly convey information and ideas, including strong executive communication and presentation skills • High expectations for continuous improvement and sustained excellence for self and team members - Lean Six Sigma, data-based decision making, SW performance metrics. • Knowledge of EVMS, prior experience with Control Account Management (CAM) • Certified SCRUM Master, Product Owner, Release Train Engineer or Coach In compliance with pay transparency requirements, the salary range for this role in New York is $117,000 - $218,000. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location. L3Harris also offers a variety of benefits, including health and disability insurance, 401(k) match, flexible spending accounts, EAP, education assistance, parental leave, paid time off, and company-paid holidays. The specific programs and options available to an employee may vary depending on date of hire, schedule type, and the applicability of collective bargaining agreements. L3Harris Technologies is proud to be an Equal Opportunity Employer. L3Harris is committed to treating all employees and applicants for employment with respect and dignity and maintaining a workplace that is free from unlawful discrimination. All applicants will be considered for employment without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender (including pregnancy, childbirth, breastfeeding or other related medical conditions), gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, characteristic or membership in any other group protected by federal, state or local laws. L3Harris maintains a drug-free workplace and performs pre-employment substance abuse testing and background checks, where permitted by law. Please be aware many of our positions require the ability to obtain a security clearance. Security clearances may only be granted to U.S. citizens. In addition, applicants who accept a conditional offer of employment may be subject to government security investigation(s) and must meet eligibility requirements for access to classified information. By submitting your resume for this position, you understand and agree that L3Harris Technologies may share your resume, as well as any other related personal information or documentation you provide, with its subsidiaries and affiliated companies for the purpose of considering you for other available positions. L3Harris Technologies is an E-Verify Employer. Please click here for the E-Verify Poster in English or Spanish. For information regarding your Right To Work, please click here for English or Spanish.
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. McKesson is seeking a Director, FP&A to join the North American Pharmaceutical Distribution (NAPD) team. Reporting to the VP of Generics FP&A US Pharmaceuticals, this individual will lead a team on month-end close and forecast activities, annual budgeting, long-range planning, and advanced analytics for the Generics product category. The ideal candidate leverages strong FP&A experience, has a penchant for translating data into executive-ready communications, and is capable of stepping into various FP&A responsibilities as needed. The Director is a trusted business partner to the finance and operations leadership team who can leverage resources across the organization to produce actionable insight for strategic decision making. Key Responsibilities Coordinate and collaborate with NAPD FP&A teams and other Finance/Accounting organizations to allow for thorough understanding of financial performance Lead forecasting, planning, reporting, and analytics for the US Pharmaceutical Generics team Enhance rolling forecast process and identify/implement solutions to manage business complexity Enhance customer and product level analytics and develop actionable recommendations and solutions in partnership with cross functional counterparts Complete monthly management reporting accurately and timely, providing insights and recommendations Provide financial variance analytics tied to key performance indicators to business partners to enable financially prudent decision making Support senior leaders with ad hoc request and ensure alignment of financial assumptions across the business Deliver executive level presentations to senior leaders Drive automated solutions for reporting and analytics, standardized forecasting and reporting, and process improvements Lead, develop, and influence a high performing team Mentor direct reports, fostering teamwork, communication, and proactive mindset Ensure high quality employee attraction and development at all levels, building bench strength through modeling of I2CARE/ILEAD. Assist with other duties as required Minimum Requirement Degree and typically requires 12+ years of professional experience and 4+ years of management experience. Education Bachelor's degree preferably within Finance or Accounting Critical Skills 12+ years finance experience including 4+ years managerial experience Self-directed with a strong sense of drive and initiative Strategic thinker and ability to communicate complex topics to various audiences Ability to influence without authority and problem solve independently. Ability to manage, triage, and prioritize multiple priorities from different stakeholders. Ability to respond to changing environment, agility in mindset and approach. Comfortable developing clear and insightful presentations and speaking in front of stakeholders Proven success in building effective business partnerships at the senior level Must have strong quantitative and analytical thinking skills Attention to detail, coupled with a keen sense of the big picture Results-oriented, with a strong customer-service ethic Excellent communication skills; verbal and written Willing to challenge common assumptions. Eager to pitch in and assist as necessary to help the team accomplish functional and corporate goals. Salary: 135 400.00 USD Annual with 20% MIP M4 Additional Skills M.B.A/CPA preferred SAP SAC / BPC Power BI MS Excel and PowerPoint This role is a hybrid position. The selected candidate is expected to work on-site at our Las Colinas office a minimum of two (2) days per week, with the remaining days worked remotely. Specific in-office days may be designated based on team needs and business priorities. We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $135,800 - $226,400 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
07/27/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. McKesson is seeking a Director, FP&A to join the North American Pharmaceutical Distribution (NAPD) team. Reporting to the VP of Generics FP&A US Pharmaceuticals, this individual will lead a team on month-end close and forecast activities, annual budgeting, long-range planning, and advanced analytics for the Generics product category. The ideal candidate leverages strong FP&A experience, has a penchant for translating data into executive-ready communications, and is capable of stepping into various FP&A responsibilities as needed. The Director is a trusted business partner to the finance and operations leadership team who can leverage resources across the organization to produce actionable insight for strategic decision making. Key Responsibilities Coordinate and collaborate with NAPD FP&A teams and other Finance/Accounting organizations to allow for thorough understanding of financial performance Lead forecasting, planning, reporting, and analytics for the US Pharmaceutical Generics team Enhance rolling forecast process and identify/implement solutions to manage business complexity Enhance customer and product level analytics and develop actionable recommendations and solutions in partnership with cross functional counterparts Complete monthly management reporting accurately and timely, providing insights and recommendations Provide financial variance analytics tied to key performance indicators to business partners to enable financially prudent decision making Support senior leaders with ad hoc request and ensure alignment of financial assumptions across the business Deliver executive level presentations to senior leaders Drive automated solutions for reporting and analytics, standardized forecasting and reporting, and process improvements Lead, develop, and influence a high performing team Mentor direct reports, fostering teamwork, communication, and proactive mindset Ensure high quality employee attraction and development at all levels, building bench strength through modeling of I2CARE/ILEAD. Assist with other duties as required Minimum Requirement Degree and typically requires 12+ years of professional experience and 4+ years of management experience. Education Bachelor's degree preferably within Finance or Accounting Critical Skills 12+ years finance experience including 4+ years managerial experience Self-directed with a strong sense of drive and initiative Strategic thinker and ability to communicate complex topics to various audiences Ability to influence without authority and problem solve independently. Ability to manage, triage, and prioritize multiple priorities from different stakeholders. Ability to respond to changing environment, agility in mindset and approach. Comfortable developing clear and insightful presentations and speaking in front of stakeholders Proven success in building effective business partnerships at the senior level Must have strong quantitative and analytical thinking skills Attention to detail, coupled with a keen sense of the big picture Results-oriented, with a strong customer-service ethic Excellent communication skills; verbal and written Willing to challenge common assumptions. Eager to pitch in and assist as necessary to help the team accomplish functional and corporate goals. Salary: 135 400.00 USD Annual with 20% MIP M4 Additional Skills M.B.A/CPA preferred SAP SAC / BPC Power BI MS Excel and PowerPoint This role is a hybrid position. The selected candidate is expected to work on-site at our Las Colinas office a minimum of two (2) days per week, with the remaining days worked remotely. Specific in-office days may be designated based on team needs and business priorities. We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $135,800 - $226,400 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. McKesson's Group Purchasing Organization (GPO) team delivers innovative sourcing, contracting, analytics, and operational solutions that help healthcare organizations improve efficiency, reduce costs, and make informed business decisions. By combining industry expertise with data-driven insights and technology-enabled solutions, the GPO organization supports critical business functions across McKesson and its customers. As a Senior AI Product Engineer, you will design, build, and own AI-powered products that support complex business workflows and decision-making processes. This role combines product ownership, software engineering, and AI solution development to deliver scalable tools that create measurable business value. You will work closely with business stakeholders, data teams, and technology partners to transform business challenges into AI-driven products that improve efficiency, automation, and insight generation. This position is remote and candidates must reside within commuting distance of either The Woodlands, TX or Irving/Las Colinas, TX and be available to attend onsite meetings as needed. Key Responsibilities Partner with business subject matter experts to understand workflows and translate requirements into scalable product solutions. Collaborate with cross-functional teams to identify opportunities for automation and process optimization. Design, develop, and deploy AI-powered applications leveraging large language models (LLMs), retrieval-augmented generation (RAG), intelligent workflows, and related technologies. Build and maintain data pipelines and integrations required to support AI-powered solutions. Integrate internal and external data sources to create scalable, reliable, and actionable intelligence solutions. Implement controls that improve solution quality, including source attribution, confidence scoring, auditability, and human review processes where appropriate. Develop user-focused products and experiences that drive adoption and measurable business impact. Define, monitor, and report key success metrics including user adoption, productivity gains, operational efficiencies, and business outcomes. Support production AI applications through monitoring, troubleshooting, and continuous improvement efforts. Document technical designs, data flows, governance considerations, and operational procedures. Partner with data engineering, analytics, and operations teams to leverage enterprise data assets and shared technology platforms. Contribute to the broader AI strategy by evaluating emerging technologies and recommending innovative solutions. Minimum Requirement Typically requires 4+ years of related experience and a bachelor's degree in computer science, engineering, information systems, data science, or a related field, or equivalent experience. Education Bachelor's degree in Computer Science, Engineering, Information Systems, Data Science, or related field, or equivalent professional experience. Critical Skills 4+ years of software engineering experience with proficiency in Python and SQL. Experience designing and implementing data pipelines, integrations, and cloud-based applications. Experience building AI, machine learning, generative AI, intelligent workflows or LLM-powered solutions. Knowledge of modern cloud platforms such as Azure, AWS, or Google Cloud Platform. Experience integrating third-party data sources and APIs. Full-stack development experience, including front-end application development and data visualization. Ability to translate business requirements into technical solutions and product capabilities. Strong analytical, problem-solving, and critical-thinking skills. Strong verbal and written communication skills with the ability to collaborate across technical and business teams. Additional Skills Experience delivering solutions independently in dynamic and evolving environments. Experience developing products from concept through deployment and user adoption. Familiarity with AI governance, model evaluation, prompt engineering, and solution monitoring. Ability to influence stakeholders and drive alignment without formal authority. Demonstrated curiosity, innovation, and continuous learning in emerging AI technologies. Physical Requirements General office environment. Significant computer and keyboard usage required. Ability to attend onsite meetings as needed. Travel Up to 10% travel. McKesson complies with all applicable U.S. immigration laws and regulations. The Company does not provide employer support or sponsorship for any immigration-related employment benefit for this role. Applicants must be currently authorized to work in the United States on a full-time basis without the need for employer support or sponsorship now or in the future. This includes having the legal right to work in the United States without the need for McKesson support or sponsorship for any immigration-related employment authorization (e.g., H-1B, O-1, E-3, H-1B1, TN, F-1 OPT, F-1 STEM OPT, F-1 CPT, etc.) now or in the future. If you will require McKesson to provide immigration support or sponsorship now or in the future, you should not apply for this position. We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $108,700 - $181,100 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
07/27/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. McKesson's Group Purchasing Organization (GPO) team delivers innovative sourcing, contracting, analytics, and operational solutions that help healthcare organizations improve efficiency, reduce costs, and make informed business decisions. By combining industry expertise with data-driven insights and technology-enabled solutions, the GPO organization supports critical business functions across McKesson and its customers. As a Senior AI Product Engineer, you will design, build, and own AI-powered products that support complex business workflows and decision-making processes. This role combines product ownership, software engineering, and AI solution development to deliver scalable tools that create measurable business value. You will work closely with business stakeholders, data teams, and technology partners to transform business challenges into AI-driven products that improve efficiency, automation, and insight generation. This position is remote and candidates must reside within commuting distance of either The Woodlands, TX or Irving/Las Colinas, TX and be available to attend onsite meetings as needed. Key Responsibilities Partner with business subject matter experts to understand workflows and translate requirements into scalable product solutions. Collaborate with cross-functional teams to identify opportunities for automation and process optimization. Design, develop, and deploy AI-powered applications leveraging large language models (LLMs), retrieval-augmented generation (RAG), intelligent workflows, and related technologies. Build and maintain data pipelines and integrations required to support AI-powered solutions. Integrate internal and external data sources to create scalable, reliable, and actionable intelligence solutions. Implement controls that improve solution quality, including source attribution, confidence scoring, auditability, and human review processes where appropriate. Develop user-focused products and experiences that drive adoption and measurable business impact. Define, monitor, and report key success metrics including user adoption, productivity gains, operational efficiencies, and business outcomes. Support production AI applications through monitoring, troubleshooting, and continuous improvement efforts. Document technical designs, data flows, governance considerations, and operational procedures. Partner with data engineering, analytics, and operations teams to leverage enterprise data assets and shared technology platforms. Contribute to the broader AI strategy by evaluating emerging technologies and recommending innovative solutions. Minimum Requirement Typically requires 4+ years of related experience and a bachelor's degree in computer science, engineering, information systems, data science, or a related field, or equivalent experience. Education Bachelor's degree in Computer Science, Engineering, Information Systems, Data Science, or related field, or equivalent professional experience. Critical Skills 4+ years of software engineering experience with proficiency in Python and SQL. Experience designing and implementing data pipelines, integrations, and cloud-based applications. Experience building AI, machine learning, generative AI, intelligent workflows or LLM-powered solutions. Knowledge of modern cloud platforms such as Azure, AWS, or Google Cloud Platform. Experience integrating third-party data sources and APIs. Full-stack development experience, including front-end application development and data visualization. Ability to translate business requirements into technical solutions and product capabilities. Strong analytical, problem-solving, and critical-thinking skills. Strong verbal and written communication skills with the ability to collaborate across technical and business teams. Additional Skills Experience delivering solutions independently in dynamic and evolving environments. Experience developing products from concept through deployment and user adoption. Familiarity with AI governance, model evaluation, prompt engineering, and solution monitoring. Ability to influence stakeholders and drive alignment without formal authority. Demonstrated curiosity, innovation, and continuous learning in emerging AI technologies. Physical Requirements General office environment. Significant computer and keyboard usage required. Ability to attend onsite meetings as needed. Travel Up to 10% travel. McKesson complies with all applicable U.S. immigration laws and regulations. The Company does not provide employer support or sponsorship for any immigration-related employment benefit for this role. Applicants must be currently authorized to work in the United States on a full-time basis without the need for employer support or sponsorship now or in the future. This includes having the legal right to work in the United States without the need for McKesson support or sponsorship for any immigration-related employment authorization (e.g., H-1B, O-1, E-3, H-1B1, TN, F-1 OPT, F-1 STEM OPT, F-1 CPT, etc.) now or in the future. If you will require McKesson to provide immigration support or sponsorship now or in the future, you should not apply for this position. We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $108,700 - $181,100 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
The Opportunity As aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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.
07/27/2026
Full time
The Opportunity As aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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 aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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.
07/27/2026
Full time
The Opportunity As aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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.
Retirement Plan Consultant Full-Time, Springfield, Boston The Opportunity We are seeking a Retirement Plan Consultant to join our team. Where your ability to be agile, personal accountability and comfort in a mostly autonomous role will be key to your success. You'll be the face of Workplace Retirement Solutions, cultivating personal relationships, collaborating with and supporting the General Agents and Advisors on a day-to-day basis. You will also work with key internal partners to help identify, create and implement the products, services and capabilities required for our General Agents and Advisors to succeed in the group retirement plan market. The Team MMLIS Workplace Retirement Solutions (WRS) is a dedicated team of Retirement Plan Consultants who provide MassMutual Financial Professionals customized sales strategies to effectively win new business and implement a superior service model to retain valued retirement plan clients. Each member of the team is highly skilled at working in an autonomous environment. Team members are selfless with their time and routinely rely on each other for guidance, backup and support. The Impact: As a Retirement Plan Consultant, your responsibilities will include, but not be limited to the following: Provide value to General Agents and Advisors through day-to-day contact via a team inbox and team sales desk phone number - receiving inquiries, sales support needs and creating a strategy to solve moderately complex problems. Proactively research, analyze, and respond to General Agent and Advisor inquiries, timely and accurately on more complex problems or inquiries. Manage expectations regarding requests for Plan Reports, that include but are not limited to - fee benchmarking reports and plan investment reviews. Utilize digital and cutting-edge technology platforms to assist General Agents and Advisors with practice management support, identify and implement best practices to drive group retirement plan retention and overall growth. Possess a strong knowledge of retirement plan recordkeeping products and services. Promote and facilitate educational/sales calls to promote sales ideas and best practices related to group retirement. The Minimum Qualifications 5+ years of retirement plan experience 2+ years of experience with 401(k), Profit Sharing, or Pooled Employer Plan and Multiple Employer plan design 2+ years of experience with Defined Benefit Plans 2+ years of experience with Cash Balance Plans 1+ years of experience working with field partners (career agents, financial advisors, RIAs, BDs or general agencies) FINRA series 6 and series 63 license at time of application 3+ years of experience with Microsoft Office Suite, particularly PowerPoint Bachelor's degree or HS Diploma with 8+ years of retirement plan experience The Ideal Qualifications Experience with Employee Stock Ownership Plans Strong communication and presentation skills Strong problem-solving skills Pro-active, self-starter with ability to organize, prioritize and execute various projects across multiple functional areas simultaneously, in a fast-paced 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.
07/27/2026
Full time
Retirement Plan Consultant Full-Time, Springfield, Boston The Opportunity We are seeking a Retirement Plan Consultant to join our team. Where your ability to be agile, personal accountability and comfort in a mostly autonomous role will be key to your success. You'll be the face of Workplace Retirement Solutions, cultivating personal relationships, collaborating with and supporting the General Agents and Advisors on a day-to-day basis. You will also work with key internal partners to help identify, create and implement the products, services and capabilities required for our General Agents and Advisors to succeed in the group retirement plan market. The Team MMLIS Workplace Retirement Solutions (WRS) is a dedicated team of Retirement Plan Consultants who provide MassMutual Financial Professionals customized sales strategies to effectively win new business and implement a superior service model to retain valued retirement plan clients. Each member of the team is highly skilled at working in an autonomous environment. Team members are selfless with their time and routinely rely on each other for guidance, backup and support. The Impact: As a Retirement Plan Consultant, your responsibilities will include, but not be limited to the following: Provide value to General Agents and Advisors through day-to-day contact via a team inbox and team sales desk phone number - receiving inquiries, sales support needs and creating a strategy to solve moderately complex problems. Proactively research, analyze, and respond to General Agent and Advisor inquiries, timely and accurately on more complex problems or inquiries. Manage expectations regarding requests for Plan Reports, that include but are not limited to - fee benchmarking reports and plan investment reviews. Utilize digital and cutting-edge technology platforms to assist General Agents and Advisors with practice management support, identify and implement best practices to drive group retirement plan retention and overall growth. Possess a strong knowledge of retirement plan recordkeeping products and services. Promote and facilitate educational/sales calls to promote sales ideas and best practices related to group retirement. The Minimum Qualifications 5+ years of retirement plan experience 2+ years of experience with 401(k), Profit Sharing, or Pooled Employer Plan and Multiple Employer plan design 2+ years of experience with Defined Benefit Plans 2+ years of experience with Cash Balance Plans 1+ years of experience working with field partners (career agents, financial advisors, RIAs, BDs or general agencies) FINRA series 6 and series 63 license at time of application 3+ years of experience with Microsoft Office Suite, particularly PowerPoint Bachelor's degree or HS Diploma with 8+ years of retirement plan experience The Ideal Qualifications Experience with Employee Stock Ownership Plans Strong communication and presentation skills Strong problem-solving skills Pro-active, self-starter with ability to organize, prioritize and execute various projects across multiple functional areas simultaneously, in a fast-paced 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.
The Opportunity As aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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.
07/27/2026
Full time
The Opportunity As aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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 aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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.
07/27/2026
Full time
The Opportunity As aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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 aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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.
07/27/2026
Full time
The Opportunity As aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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 aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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.
07/27/2026
Full time
The Opportunity As aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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 aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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.
07/27/2026
Full time
The Opportunity As aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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 aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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.
07/27/2026
Full time
The Opportunity As aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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 aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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.
07/27/2026
Full time
The Opportunity As aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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 aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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.
07/27/2026
Full time
The Opportunity As aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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 aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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.
07/27/2026
Full time
The Opportunity As aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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 aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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.
07/27/2026
Full time
The Opportunity As aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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 aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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.
07/27/2026
Full time
The Opportunity As aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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 aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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.
07/27/2026
Full time
The Opportunity As aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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 aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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.
07/27/2026
Full time
The Opportunity As aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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 aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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.
07/27/2026
Full time
The Opportunity As aSuitability Principal (VUL & Group Plans) you will conduct back-office review and firm-acceptance of as well as suitability reviews for accounts clearing through National Financial Services (NFS). In this role, as well as all roles within MassMutual, 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 Team The MML Investors Services, LLC New Business Team is comprised of highly skilled, financial services professionals who render collaborative new business reviews to our Financial Advisors. Team members demonstrate high levels of competence in the areas of resilience, accountability, agility, and are focused on continuous improvement and development. The team culture is collaborative, cross-functional, and fosters high performance results with an emphasis on encouraging a healthy work/life balance. We seek to provide best-in-class service to sophisticated Advisors as they provide their clients with a holistic suite of wealth management products and solutions. Specifically, this position will sit on the MMLIS Special Product New Business Team . This team supports variable life and group retirement plan reviews and may support the review of other new business investment classes. The Impact Key Responsibilities Include: Conduct back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures and will require the associate to eventually become a subject matter expert for all previously referenced lines of Inforce Business, including a solid understanding of our platforms and systems Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times. Implementation and management of operational and supervisory procedures for the firm Ability to effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of securities such as Options trading and Municipal Securities may be required. Involved daily in complex problem resolution requiring higher level critical thinking Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines Consistently identify and report to management on trending and risk mitigation measures The Minimum Qualifications FINRA Series 7 & 24 required at time of application 2+ years MMLIS Experience or 3+ years' experience within the brokerage/advisory space High School Diploma or equivalent Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators Candidates residing within 50 miles of the MassMutual Springfield office will be expected to work a Hybrid schedule of 3 days a week in the office The Ideal Qualifications 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space 2+ years experience with variable universal life and group retirement plans 2+ year experience with Microsoft Excel and performing pivot tables Ability to work in a fast paced, ever changing environment High degree of ownership and sense of urgency College degree preferred with a concentration in business or finance. Superior customer service skills Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style High aptitude for effective problem resolution Strong organizational and time management skills are essential. Passion for embracing business process improvement opportunities. High aptitude for effective problem resolution Must be able to think independently and tactfully challenge the opinions of others W hat Yo u 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.
