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Client Portfolio Manager

MassMutual Financial Group

MassMutual Financial Group

Financial Services

Boston, MA - USA

Senior Specialist / Project Manager

Experteer Overview

In this role you will lead the construction and management of customized investment portfolios for high net worth clients, working closely with Wealth Management Advisors to align portfolios with objectives and market conditions. You’ll stay informed on product offerings and market trends, support advisory meetings, and contribute to scaling MassMutual Investment Management. This position sits at the intersection of client needs and investment strategy, offering a chance to drive efficient, client-centric solutions within a collaborative team. A strong impact comes from translating market insights into actionable portfolios and cross-functional coordination.

Compensation / Benefits

  • competitive salary
  • incentive and bonus opportunities
  • learning and development
  • internal networks and communities
  • inclusion and culture
  • strong legacy and future-focused mindset

Responsibilities

  • Construct customized investment portfolios informed by market conditions and economic trends
  • Monitor and manage client portfolios to align with objectives and outlook
  • Support Advisors in prospect and client meetings with market context and portfolio discussions
  • Stay up to date with MMLIS product offerings, investment and trading news, and economic trends
  • Engage with the broader investment organization to address client problems and develop solutions
  • Contribute to growth of MassMutual Investment Management business
  • Proactively research and address client investment management needs across the organization

Key requirements

  • Bachelor’s degree
  • 5+ years wealth management or client portfolio management experience
  • Series 66 and Series 7 required at application or within 180 days of start

Description

In this role you will lead the construction and management of customized investment portfolios for high net worth clients, working closely w…
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