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David Careers

Client Portfolio Manager

Posted 10 days ago

massmutualSpringfield (MA)
Investment Fund ManagersPortfolio Management and Investment Advice

SENIORITY

Senior

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About the role

Client Portfolio Manager Custom Client Portfolio Management TeamFull-TimeBoston, MA or Springfield, MAThe Opportunity We’re looking for a motivated and ambitious Client Portfolio Manager to join our growing wealth management organization! Your work will be fast-paced and innovative and will require marshaling resources across the organization. You’ll interface frequently with our broader Wealth Management organization and help us implement best practices of portfolio management. The TeamOur team is a dynamic, energetic, and problem-solving powerhouse that continues to grow, evolve, learn, adapt and solve problems. We come from a diverse set of backgrounds and thought processes, and welcome debate, innovation, better ways of thinking and help evolving our team towards accomplishing our mission. We are incentivized to solve investment problems, and connect to the purpose to using investment tools to thoughtfully and helpfully accomplish the goals and objectives of our clients.
The Impact:
  • Helping create efficiencies and scale for an organization with meaningful growth potential
  • Working with Advisors to understand and implement the specific needs of clients, particularly high net worth.
  • Constructing customized investment portfolios informed by market conditions and economic trends
  • Monitoring and managing client’s investment portfolios to ensure aligned with investor’s objectives as well as market conditions and outlook
  • Supporting Advisors in prospect and client meetings, covering the economic and market environment as well as client’s investment portfolio
  • Staying up to date with MMLIS product offerings as well as relevant investment and trading news, and economic trends.
  • Interacting with the broader investment organization designed around solving real client problems
  • Contribute to the growth of the MassMutual Investment Management business.
  • Proactively research and address client investment management needs, and interact with the broader investment organization to develop solutions
  • The Minimum Qualifications Bachelor’s degree 5+ years wealth management or client portfolio management experience Series 66 and Series 7 at time of application or must obtain within 180 days The Ideal QualificationsCFA, or progress towards becoming a CFA Charterholder
  • Series 66 and Series 7 at time of application
  • Exceptional analytical, problem solving, and communication skills
What You Can Expect at MassMutualMassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset#LI-FT1MassMutual 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.

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