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Head of MMLIS Products & Services - Remote

Company: MassMutual
Location: Boston
Posted on: March 20, 2023

Job Description:

The OpportunityAs a continued area of focus for MassMutual Financial Advisors, the Wealth Management business is growing and expanding our capabilities and platform for our Financial Advisor salesforce of -7,500 advisors. The Head of MMLIS Product and Services will lead efforts to further develop and grow a competitive product offering and platform for retail/high-net-worth clients.This role will be responsible for:

  • Leading and growing our investment advisory programs and platforms offered through our Investment Advisor/Broker-dealer, MMLIS including Wealth Management Services (WMS), our advisory program with $60B+ in separate account, unified managed account, Rep as PM, and model portfolio programs, as well as third party referral programs. Particular focus on consolidation of client assets on our platform.
  • Maintaining our brokerage product platform including mutual funds, money funds, ETFs and structured investments as well as our suite of proprietary and third-party annuities, making up $100B+ in AUM
  • Acting as spokesperson for our Wealth Management products and services throughout the agency system to -7,500 advisors and a nationwide network of agencies / branches
  • Leading training and practice management efforts focused on helping advisors run effective, efficient, and compliant wealth management practices that exceed growth expectations for them and for the company
  • Coordinating closely with our investment management team to develop and promote our model portfolio and bespoke investment management offerings on the platform, including OCIO services
  • Leading our efforts in the Group Retirement space, an important and growing segment of the wealth management market
  • Leading a new business governance function and process for our Wealth Management business, partnering with Law, Compliance and Risk as well as the field to identify and manage the health and risk profile of the businessThe TeamThe candidate will lead a team of 35-40 people, consisting of MMLIS Products and Services, the Pension Resource Center (Group Retirement) and a new Business Governance function. The Minimum QualificationsThe successful candidate will have 15+ years of experience working across a breadth of investment products in a wealth management business focused on the needs of retail investors. This leader will have in depth expertise and experience in positioning and sales strategies around proprietary ETF/Mutual Fund model portfolios. Additionally, expertise around Alternative Investments including private vehicles (hedge funds, private equity, real estate) as well as 40 Act registered products is a plus. FINRA licenses 7, 63 and 24 required.The successful candidate must be able to communicate and partner effectively with financial advisors, General Agents, and home office teammates, and be able to balance multiple priorities across a wide variety of mature as well as early-stage products.Must be eligible to work in the US without sponsorship.#LI-LS1#LI-REMOTEMassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our

Keywords: MassMutual, Boston , Head of MMLIS Products & Services - Remote, Other , Boston, Massachusetts

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