Finance

Project Manager, Finance Technology Team

Full-Time, Springfield or Boston (Hybrid) The Opportunity You'll be an integral part of our esteemed Corporate Technology Team, focused on Finance Technology. Our team operates on a global scale, driving innovation and excellence across diverse areas of expertise. As a Senior Project Manager, you'll play a pivotal role in high impact Corporate Technology Finance Initiatives, ensuring alignment with organizational objectives and driving impactful outcomes. This is an opportunity to collaborate closely with our Corporate Technology leadership team as well as our CFO stakeholders. Our team thrives on collaboration, innovation, and a shared commitment to excellence. Together, we're shaping the future of technology within our organization and making a lasting impact on a global scale. Join us and be part of a dynamic team where your contributions will be valued and your potential unleashed. The Team You'll be an integral part of our esteemed Corporate Technology Team, focused on Finance Technology. Our team operates on a global scale, driving innovation and excellence across diverse areas of expertise. As a Project Manager, you'll play a pivotal role in high impact Corporate Technology Finance Initiatives, ensuring alignment with organizational objectives and driving impactful outcomes. This is an opportunity to collaborate closely with our Corporate Technology leadership team as well as our CFO stakeholder. Our team thrives on collaboration, innovation, and a shared commitment to excellence. Together, we're shaping the future of technology within our organization and making a lasting impact on a global scale. Join us and be part of a dynamic team where your contributions will be valued and your potential unleashed. The Minimum Qualifications Bachelor’s degree in Finance, Accounting, Information Systems, or Actuarial Science. 8 years managing and driving the execution of complex projects 6 years of Agile product delivery experience 6 years if experience with driving the execution of technology PM Certification (PMP and/or Agile Scrum Master) Authorized to work in the United States without requiring sponsorship now or in the future The Ideal Qualifications 10 years managing and driving the execution of complex projects Expert with project management tools and techniques, such as JIRA, Confluence, Scrum and Kanban Excellent interpersonal communication, conflict management, coordination, and planning skills with cross-functional teams Skilled in applying judgment to balance process compliance with achievement of business objectives Experience in/working in partnership with technical roles, such as an engineers, developers, data scientists, etc. Project leadership experience focused on engaging others in the delivery and execution of technical solutions and service deliverables Ability to assess a project's scope and the team's ability to execute Outcome oriented with the ability to drill down from the big picture to process details Ability to communicate objectives, plans, status, and results clearly Strong leadership skills and influencer Ability to collaborate across diverse teams and organizations Strong organizational skills and detail oriented Solid grasp of software technologies and stacks Proven track record of analytical and problem-solving skills. A solid understanding of Financial Accounting Systems and knowledge of accounting principles, reporting, and budgeting Strong data analysis skills for extracting insights from financial data Proficiency in data visualization tools and reporting software is also important. Experience integrating financial systems with actuarial, policy administration, and claims platforms. Experience working with projects related to SAP, any other ERPs, Treasury products such as Kyriba or SAP AP/S/4 HANA. Ability to influence and motivate teams without direct authority. Excellent time management and organizational skills, with the ability to prioritize multiple initiatives. Experience with using AI solutions and tools such as Claude, Copilot or any other tools that leverage these tools for efficient work output. What to Expect as Part of MassMutual and the Team Regular meetings with the Corporate Technology Team Focused one-on-one meetings with your manager Access to mentorship opportunities Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits LI-SC1 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.

  • Prince, NY

  • no content

Salesforce Solutions Architect

The Opportunity: We are seeking a highly skilled Salesforce Solutions Architect with deep expertise in Salesforce Financial Services Cloud (FSC) and a strong background in the insurance industry. The ideal candidate will design, architect, and implement scalable Salesforce solutions that align with business objectives, regulatory requirements, and best practices. This role requires a strong understanding of insurance processes, policy management, claims handling, customer engagement, and integrations with core insurance and financial systems. The Impact: Solution Architecture & Design Lead the architectural design and implementation of Salesforce Financial Services Cloud (FSC) solutions tailored for the insurance industry. Define end-to-end system architecture, ensuring loose coupling, scalability, and compliance with enterprise standards. Leverage data integration solutions such as event streaming, application API, ETL tools for consuming and providing access to Salesforce data Develop and maintain a robust data model for insurance-specific FSC objects such as Policy, Claims, Financial Accounts, and Relationships. Design solutions that ensure seamless integration with policy administration systems, underwriting platforms, claims processing, and regulatory compliance tools. Technical Leadership & Development Provide technical leadership to Salesforce development teams, ensuring adherence to Apex, Lightning Web Components (LWC), and API best practices. Knowledge and working experience with Data Cloud Oversee configuration, customization, and integration efforts, ensuring optimal use of Salesforce’s declarative capabilities. Drive adoption of automation using Flows, Einstein AI, and OmniStudio. Experience in Digital Engagement (Service Cloud Voice) Ensure high-quality delivery through code reviews, design reviews, and architectural governance. Stakeholder Engagement & Business Alignment Collaborate with business stakeholders, product owners, and insurance domain experts to translate business requirements into technical solutions. Provide architectural guidance on customer engagement, agent portals, self-service platforms, and digital transformation initiatives. Advocate for Salesforce best practices, governance, and security standards. Engage with Enterprise Architecture and influence enterprise recommendations and direction. Integration & Data Strategy Define data migration strategies, ensuring seamless transition from legacy CRM or policy systems. Implement secure and compliant API integrations with core insurance platforms, banking systems, and external services. Work closely with enterprise data architects to ensure data consistency, reporting accuracy, and regulatory compliance. Security & Compliance Ensure solutions comply with insurance industry regulations (e.g., GDPR, HIPAA, FINRA, KYC, AML). Implement role-based security, encryption, and access controls to protect sensitive client and policyholder data. Work with compliance teams to align Salesforce capabilities with industry security requirements. Required Qualifications: Bachelor's Degree in computer science, engineering or technical designation 10 years of experience in Salesforce architecture and development. Experience implementing Salesforce Financial Services Cloud (FSC). Strong knowledge of insurance processes, such as: policy management, claims processing, underwriting, and customer engagement. Expertise in Apex, Lightning Web Components (LWC), REST/SOAP APIs, and Event-Driven Architecture. Experience integrating Salesforce with policy administration systems, financial platforms, and document management solutions. Strong understanding of Salesforce security, compliance, and governance best practices. Experience with DevOps and CI/CD tools for Salesforce (e.g., Gearset, Copado, Jenkins). Preferred Qualifications: Experience working with OmniStudio, Einstein AI, and Marketing Cloud for customer engagement. Knowledge of insurance regulatory frameworks and how they impact CRM design. Familiarity with Mulesoft and other/home-grown middleware for API integration. Strong background in data modeling and master data management (MDM) for financial services. Salesforce certifications, such as: Salesforce Certified Application Architect Salesforce Certified System Architect Salesforce Certified Financial Services Cloud Accredited Professional (preferred) Salesforce Certified Technical Architect (CTA) (a plus) LI-MC1 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.

  • Springfield, MA

  • no content

Lead Auditor of Financial Reporting Controls

Lead Auditor of Financial Reporting Controls Full-Time Boston, MA or Springfield, MA The Opportunity As the Lead Auditor of Financial Reporting Controls, you will play a valuable role and will be responsible for conducting financial audits of critical process throughout finance organization. You’ll have an opportunity as a risk and control expert to lead the effort assessing governance, risks and controls over internal and external financial reporting controls. You will work closely with Corporate Audit leadership, finance, investment operations and business area management focusing on financial reporting controls while championing compliance with standards for audit practices and procedures. This role will prepare and present financial audit findings to key stakeholders. The Team The MassMutual Corporate Audit Team is located in both Boston and Springfield. If you are a risk professional who is looking to leverage your skills at a company that is focused on transforming the life insurance business while helping people secure financial freedom and protect the ones they love, the below noted role is for you. You will use your skills to partner and collaborate with peers and key stakeholders to support a financial reporting control focused audit plan. You will help drive positive changes across the organization with opportunities to improve internal controls through value-added recommendations. In this role, you will demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience and self-awareness. The Impact Conduct financial audits of the finance function to determine nature of operations and formulate objective opinions on the adequacy, effectiveness, efficiency and compliance of systems/processes reviewed. Develops, executes and manages risk-based audit plan, focusing on financial reporting controls, working with business management and other risk/control functions to ensure that controls are effective in managing risks. Work with Corporate Audit Leadership in leading and implementing strategic audit financial review plan for key watch items within finance function. Review and update the audit plan with Corporate Audit Leadership. Uses high level independent judgement to verify and analyze processes, transactions, documents and records for adequacy, irregularities and inconsistencies. Carry out substantive audit procedures over various income statement and balance sheets in accordance with International Standards on Auditing (ISA’s). Develop regular reports to the audit committee on the company’s system of internal controls and significant audit recommendations Leads professionals in conducting financial reporting control audits and advisory services in accordance with professional standards and department policies and procedures, while demonstrating a strong understanding of risk concepts, including inherent and residual risks, as well as how to assess the design and effectiveness of internal controls. Monitors control deficiencies impacting financial reporting controls and validates effective remediation plans and timely closure. Assists in the development of a world class internal audit capability through continually enhancing quality, coverage, timeliness, accuracy and value. The Minimum Qualifications 10 years audit/risk work experience within the financial services industry Bachelor’s degree in accounting, finance or related field of study Certified Public Accountant (CPA) certification or active candidate 2 years’ experience in US GAAP and/or NAIC Statutory accounting and reporting 2 years' experience with Investment Accounting and Investment Data Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA. The Ideal Qualifications MBA, CPA, CIA, CFA or other professional designation Demonstrates excellent communication skills both orally and written Demonstrates versatility in communicating up, down and across the organization by working with others and lead discussions with various levels of management across the enterprise Demonstrates a strong understanding of risk concepts including inherent and residual risks as well as how to assess the design and effectiveness of internal controls Possesses high integrity, professional skepticism and strong business sense Strong analytic and problem-solving capabilities Ability to identify solutions that effectively address business and control needs What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset LI-LC1 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.

  • Boston, MA

  • no content

Digital Marketing Automation Consultant, CRM

Digit al Marketing Automation Consultant Client Relationship Management Team Full-time, Boston or Springfield The Opportunity If you are passionate about creating tailored, audience-centric marketing campaigns and enjoy collaborating with cross-functional teams to generate and implement new ideas , then please read further. The Team The Brand & Marketing organization is an enterprise marketing function that strives to drive best in class marketing strategy and execution while creating exceptional customer experiences and growth for customers, products and partners. The Brand & Marketing team centralizes Channel Business Strategy with creative execution and measurement. This team is responsible for driving business growth and building and communicating our core brand values and goals. The Impact: The Digital Marketing Automation Consultant manages B2B and B2C marketing campaigns to create dynamic, personalized direct marketing communications. They leverage data-driven insights on customer behaviors, needs, and preferences to create relevant audience-first experiences. This work supports the marketing funnel from engagement to sales conversion, aligning with various distribution channels and their objectives , with third-party distribution as a primary focus. Makes recommendations from informed business and marketing channel perspective, with strong inter-personal skills to effectively partner and influence decisions, working closely with distribution partners to activate strategic plans. Responsibilities include but not limited to: CRM Marketing strategy, advancement of CRM practice such as use of advanced capabilities and AI through partnership with other centers of excellence Executive-level communication and alignment in support of multiple lines of business with various go to market strategies Manages direct-to-consumer marketing campaigns for the Customer Relationship Management digital marketing team, primarily via email, direct mail, mobile, and SMS, while ensuring proper functioning of all response channels. Creates testing plans and prioritizes the most significant opportunities and efficiencies across campaigns. Analyzes campaign results and provides actionable recommendations, optimizing marketing campaigns and workflows based on performance, including reporting and presenting channel insights. Works cross-functionally with various teams including Distribution Marketing Partners, internal Creative teams, Marketing Data & Analytics, Martech, SF CRM and various development teams to activate, maintain, and innovate campaign activations and technical processes. Develops marketing campaigns with an audience-first mindset and in accordance with email best practices and CRM team SOPs to ensure alignment with business objectives Contributes to continuous review of capabilities roadmap, process improvements in campaign development, quality control, database analysis, etc. The Minimum Qualifications 3 years of experience with marketing automation, CRM and data platforms, such as Salesforce CRM, Service Cloud, Financial Services Cloud, Data Cloud, Marketing Cloud, Marketo or Eloqua 2 years of experience designing complex B2B and B2C digital direct marketing campaigns, including experience running A/B and multivariate split tests 1 years of experience writing queries and extracting data in SQL 1 years of experience applying AI-powered tools to optimize marketing personalization, content generation, or campaign performance — including familiarity with one or more enterprise AI platforms (e.g., Salesforce Agentforce, Microsoft Copilot, or equivalent). The Ideal Qualifications 7 years of experience with marketing automation and CRM platforms, such as Salesforce Marketing Cloud, Marketo or Eloqua Experience leading CRM strategy in a regulated industry (financial services, insurance, healthcare) Demonstrated track record of building or scaling a CRM marketing capability Experience integrating CRM with distribution or advisor channel marketing Experience of large-scale marketing technology implementations or enhancements What You Can Expect at MassMutual MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset LI-RS1 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.

  • Springfield, MA

  • no content

Advanced Sales Consultant

Advanced Sales Consultant Full-Time Boston, MA or Springfield, MA The Opportunity As an Advanced Sales Consultant, you will work with home office associates and with our field force, which consists of advisors and brokers, designing ideas to help facilitate the sale of MassMutual products and enhance the value of it’s field force to their clients by assisting in advanced concept sales and providing general legal and tax information. Be part of a very close knit group that values collaboration and creative thinking. The Team The Advanced Sales team consults with advisors and brokers to design solutions to address the specific needs of clients. To help meet the business, insurance, and estate planning needs of each client, advanced sales will work in conjunction with a client’s counsel, tax advisors, and accountants. With more than 387 combined years in the industry, this dedicated team possesses impressive experience and diverse credentials which include strong private practice backgrounds. Several members of the group have been published or quoted in top publications in the planning field ( National Underwriter and The Wall Street Journal ). In addition, many have spoken on a variety of topics at industry events such as Million Dollar Round Table (MDRT) and Finseca, a merger between the Association for Advanced Life Underwriters and General Agents Management Association. The Impact: Provides fast and superior support on technical legal and tax issues. Discusses specific case designs with advisors and brokers. Creates and delivers presentations on sales concepts and tax issues. Responsible for premium financing case approvals, credit union case review, life in a qualified plan, and many more concepts. Analyze/comment/provide options on personal, estate and business plans. Drafts marketing materials including PowerPoints. Assists other areas within MassMutual with technical and legal issues. The Minimum Qualifications JD required 5 years in an advanced market’s role or practicing attorney with estate, business or tax background Series 6 or 7 at time of application or ability to obtain within 6 months of hire 2 years of experience interacting with clients both on calls and emails Travel required - possibly up to 5 – 10% nationwide The Ideal Qualifications CLU/ChFC LL.M Excellent writing and presentation skills Experience working in or with a large financial company Working knowledge of life insurance, annuities, and investments Ability to work independently on projects Collaboration with both work teams and multiple home office partners along with our advisors in the field Experience with premium financing, nonqualified fringe benefit planning, business continuation planning, qualified plans, complex trusts, financial planning and charitable planning. Ability to speak Mandarin and/or Spanish What to Expect as Part of MassMutual and the Team Regular meetings with the various product line and investment managers as well as legal and compliance. Focused one-on-one meetings with your manager. Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA, veteran and disability-focused Business Resource Groups. Access to learning content on Degreed and other informational platforms. Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits. LI-DM2 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.

  • Boston, MA

  • no content

Due Diligence Consultant

The Opportunity: The Due Diligence Consultant will conduct initial and ongoing due diligence analysis of investment offerings and ad hoc and routine research on investment-related topics (i.e. philosophies, market & economic conditions, performance, product types, competition). Additional responsibilities include the periodic delivery and review of aggregated information via data entry & automation (i.e. performance reporting, due diligence summaries), managing short time horizon Due Diligence projects and projects that may have a long time horizon and broad impact across the company. The Team: The Advisory & Risk Oversight team has varied backgrounds and experience in the industry but shares a developed business acumen, an agility to switch between support and analytical work as well as a strong communication skillset, delivered both internally and externally. The role of this team is a careful balance between investment expertise, core support role of the advisors’ practices and participation in on-going internal oversight initiatives. We are hiring multiple Due Diligence Consultants for this role. The Key Responsibilities include, but are not limited to: Assessment of Investment Manager’s operational infrastructure and governance models, in addition to their philosophy, process, resources and performance Providing findings and/or recommendations to senior management in written form and in investment committee presentations On-going monitoring and oversight of investment managers and external service providers Collaborating and communicating with stakeholders within MML Investor Services, LLC as well as with other cross-functional business partners Maintaining and improving standard work, policies/procedures and process workflows Ad-hoc projects such as research on investment categories, vehicle types, emerging trends, supporting processes, technology enhancements, and serving as subject matter expert in a consultative role to various departments Consults with other departments to help them understand an investment product’s features, benefits, and risks highlighting specific areas of concern. The Impact: Enhance investment oversight by evaluating managers, monitoring performance, and delivering findings to stakeholders. Improves due diligence processes by refining workflows, policies, and driving program enhancements. Serves as a cross-functional SME through reporting, advisory support, and leading ad hoc initiatives (e.g., fees, tech). The Minimum Qualifications: Bachelor’s Degree 3 years of experience working with investment products and asset classes - including Alternatives, SMAs, mutual funds, variable annuities, etc. OR 3 years' experience in investment operations, with prior due diligence experience 2 years of experience using Microsoft Office products 1 year experience with Morningstar, Bloomberg and/or other investment databases Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA The Ideal Qualifications: CFA designation or currently pursuing Prior due diligence experience with various complex and alternative investment products Independent, analytical, detail-oriented individual who can balance the needs of multiple projects in various stages of completion Demonstrated success in a process-driven environment Previous experience presenting findings to senior leadership Demonstrated ability to directly address concerns/conflicts and escalate issues where appropriate Adaptability and ability to thrive in a fast-paced, changing environment Recognition of patterns and trends in data operations and identifying opportunities for improving processes and systems What You Can Expect at MassMutual : MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset LI-SB1 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.

  • Springfield, MA

  • no content

Internal Wholesaler

The Opportunity MassMutual Strategic Distributors (MMSD) is looking for a self-starting and partnership-oriented Life Internal Wholesaler to join our Internal Sales Desk. You will have a strong desire to broaden financial wellness and education to communities throughout the country. The Team The Internal Sales Desk at MassMutual Strategic Distributors works with distributors in the third-party/independent/brokerage general agent space to sell our Whole Life and Variable Universal Life, Universal Life, Term products through financial advisors and independent agents. The Impact In this role, you consult with our clients (broker dealers, captive agents and/or institutions) on pre-and-post-sale technical product support. You respond to inquiries from our distribution partners and advisors on products, sales designs/concepts, and product positioning. You communicate confidently with your customer base and drive sales in partnership with your territory’s Managing Director. You provide sales and marketing materials and specific sales illustration support as needed. In partnership with your Internal Wholesaling and Advances Sales team, you build your knowledge of life insurance products, riders, concepts while gaining industry knowledge and insights on market trends. Respond to email inquiries from customers and partners. You develop and maintain strong business relationships with key distributors to help meet sales goals and collaborate with various internal departments to insure proper processing of business. The Minimum Qualifications Bachelor’s degree or High School Diploma 4 years’ work experience in financial services 1 years' working experience with life insurance clients, broker dealers, captive agents and/or institutions FINRA SIE, Series 6 & 63 at time of application or must obtain within 6 months of hire State Life & Health at time of application or must obtain within 6 months of hire Work shift 10AM-7PM EST The Ideal Qualifications Bachelor's degre e 3 years’ experience of sales or sales support experience with life insurance products FINRA SIE, Series 6 and 63 at time of application State Life & Health at time of application Proven communication skills (both written and verbal) Well-established self-management skills, e.g., time management, prioritization, managing internal and external relationships Working knowledge of Microsoft Office (especially Outlook, Excel & PowerPoint Extensive knowledge about individual life insurance products (i.e. Whole Life, UL, VUL and Term), practices, trends and information affecting the business and organization Experience working with BGA's, POS's and IMO's Experience with Salesforce What to Expect as Part of MassMutual and the Team Regular meetings with the MMSD Advanced & Internal Sales Team Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits ​ Compensation $60k-$65k base salary range, plus sales-based compensation resulting in a total target compensation package of $75-$95K LI-RS1 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.

  • Springfield, MA

  • no content

Advanced Sales Consultant

Advanced Sales Consultant Full-Time Boston, MA or Springfield, MA The Opportunity As an Advanced Sales Consultant, you will work with home office associates and with our field force, which consists of advisors and brokers, designing ideas to help facilitate the sale of MassMutual products and enhance the value of it’s field force to their clients by assisting in advanced concept sales and providing general legal and tax information. Be part of a very close knit group that values collaboration and creative thinking. The Team The Advanced Sales team consults with advisors and brokers to design solutions to address the specific needs of clients. To help meet the business, insurance, and estate planning needs of each client, advanced sales will work in conjunction with a client’s counsel, tax advisors, and accountants. With more than 387 combined years in the industry, this dedicated team possesses impressive experience and diverse credentials which include strong private practice backgrounds. Several members of the group have been published or quoted in top publications in the planning field ( National Underwriter and The Wall Street Journal ). In addition, many have spoken on a variety of topics at industry events such as Million Dollar Round Table (MDRT) and Finseca, a merger between the Association for Advanced Life Underwriters and General Agents Management Association. The Impact: Provides fast and superior support on technical legal and tax issues. Discusses specific case designs with advisors and brokers. Creates and delivers presentations on sales concepts and tax issues. Responsible for premium financing case approvals, credit union case review, life in a qualified plan, and many more concepts. Analyze/comment/provide options on personal, estate and business plans. Drafts marketing materials including PowerPoints. Assists other areas within MassMutual with technical and legal issues. The Minimum Qualifications JD required 5 years in an advanced market’s role or practicing attorney with estate, business or tax background Series 6 or 7 at time of application or ability to obtain within 6 months of hire 2 years of experience interacting with clients both on calls and emails Travel required - possibly up to 5 – 10% nationwide The Ideal Qualifications CLU/ChFC LL.M Excellent writing and presentation skills Experience working in or with a large financial company Working knowledge of life insurance, annuities, and investments Ability to work independently on projects Collaboration with both work teams and multiple home office partners along with our advisors in the field Experience with premium financing, nonqualified fringe benefit planning, business continuation planning, qualified plans, complex trusts, financial planning and charitable planning. Ability to speak Mandarin and/or Spanish What to Expect as Part of MassMutual and the Team Regular meetings with the various product line and investment managers as well as legal and compliance. Focused one-on-one meetings with your manager. Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA, veteran and disability-focused Business Resource Groups. Access to learning content on Degreed and other informational platforms. Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits. LI-DM2 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.

  • Springfield, MA

  • no content

Trust Officer

The Opportunity As a Trust Officer for MassMutual Private Wealth & Trust you will be responsible for administering a diverse book of trust and personal wealth management accounts for high-net-worth individuals, families, and foundations. This role provides customized, concierge-level client service by serving as the primary point of contact for the client relationship in conjunction with their existing financial professionals. In this role, as well as all roles within MassMutual, you will demonstrate service excellence, accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience, and self-awareness. The Team MassMutual Private Wealth & Trust is a Federally Chartered Savings Bank and a wholly owned subsidiary of MassMutual. As a trust and fiduciary services provider, we partner with financial professionals to help preserve, grow, and transfer wealth to the people and causes that our clients care about. Our business has grown rapidly, and MassMutual Private Wealth & Trust has thoughtfully added team members of high caliber. Our team offers a concierge-style service by helping to coordinate the financial life of our client families, while offering the highest standard of care. When joining the MassMutual Private Wealth & Trust family, you are embracing a culture of service excellence by which every team member is relentlessly pursuing to simplify complexity and offer a distinguished and memorable experience. Our associates have a passion for learning and work in a cross-functional style environment supporting our clients, financial professionals, and other members of the broader department. The Impact Maintain a diverse book of private wealth clients and provide daily oversight while operating as the relationship manager and main point of contact. Partner with clients’ existing financial professionals to review and assess estate planning, tax planning, and investment needs. Facilitate scheduled meetings with clients and financial professionals to review and discuss their portfolio objectives and any changes in financial needs or circumstances. Analyze client inquiries and requests, utilizing product and fiduciary knowledge as well as available resources and support teams to provide appropriate response/solution. As part of a Concierge Team, collaborate with other Relationship Managers and Service Specialists to share industry knowledge and best practices, provide back-up coverage, and identify process improvements. Implement the account’s investment strategy and oversee the long-term objectives as defined in the Investment Policy Statement. Interact with Investment sub-advisors to plan for cash and liquidity needs, make routine bill payments, and implement investment and tax strategies. Seek new solutions by coordinating with internal business partners (Investments, Fiduciary, Tax, Operations, Compliance) and external vendors to ensure high quality, comprehensive customer service is provided. Maintain current knowledge of personal trust and investment products to ensure accurate handling of administrative responsibilities Consult with governing committees (Trust Administration, Investment, Risk) as needed to effectively administer accounts in accordance with appropriate guidelines, procedures, and regulations. Exercise the fiduciary standard of care to always act in the best interest of our client. Participate in department huddles and problem-solving sessions, providing updates on industry trends, service opportunities and different initiatives. The Minimum Qualifications Bachelor’s degree or a High School diploma with 6 years' experience in financial services or trust administration 3 years' experience in financial services or trust administration 3 years Trust Administration Relationship Management experience Willingness to obtain CTFA (Certified Trust and Fiduciary Advisor) Occasional travel required for client meetings, industry conferences, and business events Due to the nature of the position, as part of our background check process, candidates must be able to pass a non-registered fingerprinted background check to qualify as a fingerprinted person under FINRA. The Ideal Qualifications Designation of CTFA (Certified Trust and Fiduciary Advisor) at time of application Working knowledge of fiduciary income taxation, trust investment management principles, and Trust/ Probate law Special Needs Trust experience Strong communication and presentation skills Experience with broker/dealer or registered investment advisor (RIA) firms Experience with trust administration and trust accounting platforms Knowledge of private banking products and services What to Expect as Part of MassMutual and the Team Regular meetings with the Private Client Management Team Focused one-on-one meetings with your manager Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits LI-SB1 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.

  • Windsor, CT

  • no content

Project Manager, Finance Technology Team

Full-Time, Springfield or Boston (Hybrid) The Opportunity You'll be an integral part of our esteemed Corporate Technology Team, focused on Finance Technology. Our team operates on a global scale, driving innovation and excellence across diverse areas of expertise. As a Senior Project Manager, you'll play a pivotal role in high impact Corporate Technology Finance Initiatives, ensuring alignment with organizational objectives and driving impactful outcomes. This is an opportunity to collaborate closely with our Corporate Technology leadership team as well as our CFO stakeholders. Our team thrives on collaboration, innovation, and a shared commitment to excellence. Together, we're shaping the future of technology within our organization and making a lasting impact on a global scale. Join us and be part of a dynamic team where your contributions will be valued and your potential unleashed. The Team You'll be an integral part of our esteemed Corporate Technology Team, focused on Finance Technology. Our team operates on a global scale, driving innovation and excellence across diverse areas of expertise. As a Project Manager, you'll play a pivotal role in high impact Corporate Technology Finance Initiatives, ensuring alignment with organizational objectives and driving impactful outcomes. This is an opportunity to collaborate closely with our Corporate Technology leadership team as well as our CFO stakeholder. Our team thrives on collaboration, innovation, and a shared commitment to excellence. Together, we're shaping the future of technology within our organization and making a lasting impact on a global scale. Join us and be part of a dynamic team where your contributions will be valued and your potential unleashed. The Minimum Qualifications Bachelor’s degree in Finance, Accounting, Information Systems, or Actuarial Science. 8 years managing and driving the execution of complex projects 6 years of Agile product delivery experience 6 years if experience with driving the execution of technology PM Certification (PMP and/or Agile Scrum Master) Authorized to work in the United States without requiring sponsorship now or in the future The Ideal Qualifications 10 years managing and driving the execution of complex projects Expert with project management tools and techniques, such as JIRA, Confluence, Scrum and Kanban Excellent interpersonal communication, conflict management, coordination, and planning skills with cross-functional teams Skilled in applying judgment to balance process compliance with achievement of business objectives Experience in/working in partnership with technical roles, such as an engineers, developers, data scientists, etc. Project leadership experience focused on engaging others in the delivery and execution of technical solutions and service deliverables Ability to assess a project's scope and the team's ability to execute Outcome oriented with the ability to drill down from the big picture to process details Ability to communicate objectives, plans, status, and results clearly Strong leadership skills and influencer Ability to collaborate across diverse teams and organizations Strong organizational skills and detail oriented Solid grasp of software technologies and stacks Proven track record of analytical and problem-solving skills. A solid understanding of Financial Accounting Systems and knowledge of accounting principles, reporting, and budgeting Strong data analysis skills for extracting insights from financial data Proficiency in data visualization tools and reporting software is also important. Experience integrating financial systems with actuarial, policy administration, and claims platforms. Experience working with projects related to SAP, any other ERPs, Treasury products such as Kyriba or SAP AP/S/4 HANA. Ability to influence and motivate teams without direct authority. Excellent time management and organizational skills, with the ability to prioritize multiple initiatives. Experience with using AI solutions and tools such as Claude, Copilot or any other tools that leverage these tools for efficient work output. What to Expect as Part of MassMutual and the Team Regular meetings with the Corporate Technology Team Focused one-on-one meetings with your manager Access to mentorship opportunities Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits LI-SC1 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.

  • Springfield, MA

  • no content

Procurement Contracts Manager

Procurement Contract Manager Procurement Team Full-Time, Boston, MA or Springfield, MA The Opportunity MassMutual is looking for a dynamic and experienced Contract Manager to lead and manage complex commercial agreements with precision and confidence. In this multifaceted role, you will oversee multiple projects simultaneously, leveraging strong communication, organization, and analytical skills to ensure alignment with internal policies and business objectives. You will be responsible for negotiating and drafting contract terms tailored to each deal, while collaborating with cross-functional stakeholders—such as legal, IT, and enterprise risk—to deliver strategic and compliant outcomes. This role is central to driving operational excellence and mitigating contractual risks in a fast-paced environment. The Team On the MassMutual Procurement team, our goal is to enable MassMutual’s mission and vision by providing the right supplier solution at the right time. Our mission is to streamline the procurement process, align supplier partners to meet business needs and continuously increase the value provided to our policyholders. The Impact This role involves understanding the underlying business problem and creatively solving it by working with internal stakeholders to gain their input and approvals as necessary, explaining deal terms and risks to the internal engagement manager, and negotiating terms directly with the supplier. You will have a deep support structure in our Procurement organization including Category Management and Supplier Relationship Management, among other dedicated functions. Requirements of the role include but are not limited to: Understanding the business drivers behind transactions assigned to you and developing an execution plan As the central point of contact for each contract, you will leverage your organizational skills and influence to ensure deals are negotiated and executed in accordance with business timelines Engaging with internal stakeholders including the line of business, legal, compliance and data security groups to assess risks specific to each transaction Drafting and redlining contracts to ensure that MassMutual is adequately protected from risks by relying upon your skills to assess the impact of deviations from standards and engage internal stakeholders when required Negotiating with suppliers to produce contracts that adhere to MassMutual contracting standards and meet business objectives. Planning and executing negotiation strategy in a timely manner while adjusting to changing circumstances Working closely with the larger Procurement team, and stakeholders as appropriate Identifying inefficiencies in existing procedures, uncovering bottlenecks, and proposing innovative solutions to streamline contracting processes The Minimum Qualifications Bachelor's Degree 3 years of experience in contract evaluation, drafting and redlining The Ideal Qualifications Detail-oriented with a consistent track record of accuracy and precision Outstanding written and verbal communication skills, with the ability to convey complex ideas clearly and effectively Proven business insight coupled with sharp critical thinking Highly organized with demonstrated time management and problem-solving capabilities Experience in developing and executing strategic contracting and negotiation approaches for sophisticated commercial agreements Proficient in collaborating with diverse procurement teams, including supplier relationship management and category strategy development 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 LI-EG1 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.

  • Boston, MA

  • no content

Insurance and Financial Services Audit Consultant

R20727 Insurance and Financial Services Audit Consultant MassMutual Corporate Audit Team Full-Time Springfield, MA or Boston, MA The Opportunity As an Insurance and Financial Services Audit Consultant, you’ll play a key role as a trusted advisor on operational risk and internal controls. You’ll partner closely with business leaders and colleagues to deliver an operationally, risk-focused audit plan, ensuring alignment with audit standards and best practices. In this role, will identify opportunities for improvement and help strengthen processes and controls. You will help drive positive change across the organization with opportunities to improve internal controls through value-added recommendations, and your insights and recommendations will directly contribute to driving meaningful, positive change across the organization. The Team The MassMutual Corporate Audit Team is located in both Boston and Springfield. If you are a risk professional who is looking to leverage your skills at a company that is focused on transforming the life insurance business while helping people secure financial freedom and protect the ones they love, the below noted role is for you. You will use your skills to partner and collaborate with peers and clients to support an operationally focused audit plan. You will help drive positive change across the organization with opportunities to improve internal controls through value-added recommendations. In this role, you will demonstrate accountability, agility, a dedication to be inclusive, strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience and self-awareness. The Impact: As an Insurance and Financial Services Audit Consultant, you will work with the other in the Corporate Audit Department and be a key player in the execution of a dynamic audit plan. Your responsibilities will include: Conduct audits and advisory services in accordance with professional standards and department policies and procedures Demonstrate an understanding of risk concepts, including inherent and residual risks as well as how to assess the design and effectiveness of internal controls Deliver risk-based audits, working with business management and other risk/control functions, to ensure that controls are effective in managing risks Demonstrates an intense can-do attitude and delivers results on cross-team efforts that increase Corporate Audit’s value and effectiveness Develop and nurture relationships with business management and other stakeholders, focusing on the customer and strengthening business value add Demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen The Minimum Qualifications 2 years’ work experience within the financial services industry Bachelor’s degree Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA The Ideal Qualifications MBA, CPA, CIA, CFA preferred Excellent oral and written communication skills Effectively communicates and collaborates across all organizational levels, including senior leadership, to drive alignment, share insights, and influence decision-making Strong knowledge of risk management concepts, including inherent and residual risk, and evaluates the design and operating effectiveness of internal controls Works autonomously, proactively engaging stakeholders to deliver high-quality, value-added outcomes within defined scope, timelines, and objectives Exhibits high ethical standards, sound judgment, and professional skepticism when assessing risks, controls, and business processes Thrives in a dynamic environment by effectively prioritizing competing demands, adjusting to changing business needs, and meeting tight deadlines Leverages strong analytical capabilities to assess complex situations, identify root causes, and develop data-driven insights Identifies and implements practical, sustainable solutions that balance business objectives with risk mitigation and control requirements What to Expect as Part of MassMutual and the Team MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset LI-EG1 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.

  • Boston, MA

  • no content