Automobile

Financial Planning Strategy Consultant

The Opportunity As a Financial Planning Strategy Consultant you will bridge the gap between the Financial Planning Strategy and the development of sales tools features. in this role you will instruct stakeholders on how to practically apply advice and sales tools changes into their client engagement model, helping shape the client experience to grow Financial Planning. The Team You will join our Wealth Management Financial Planning team, which is a team that is advisor focused and consultative. Communication and collaboration to build and maintain strong relationships with our field partners is at the core of who we are. The Impact The Financial Planning Strategy Consultant is the subject matter expert in applying new digital enhancements (on platforms such as eMoney, RightCapital and MoneyGuide) for Financial Planning client engagement to the WM Financial Planning Organization, Advisors, their staff and firm support roles. Liaison with WM Financial planning leaders and new technology workflows and enhancements including identifying key field and operations impacts and providing support to create and deliver associated training, marketing and communications to drive adoption and implementation. Key Responsibilities Include: Performs work across multiple initiatives and processes, supporting or leading business initiatives. Serves as a subject matter expert in financial planning and on business requirements, you will interface and collaborate with multiple business organizations and technology professionals Work as the subject matter expert and business process owner to develop workflow, process and documentation to operationalize Financial Planning digital advisor and client capabilities Leads the product functional design process based on an intimate knowledge of the users and financial planning engagement model Manage and accountable for implementation of assigned business initiatives, from concept approval through delivery Proactively researches and applies best practices in terms of solution design and recommendation taking business capabilities, cost, speed to market, innovation and other critical objectives into account Analyzes current market trends to better understand how other companies/competitors use tools for client engagement and advisor experience to ensure MassMutual stays ahead of its competitors Getting and applying feedback to Identify areas of improvement when engaging sales tools vendors Planning and leading product releases and setting expectations for delivery Ensures current sales tools platforms and features are aligned to Financial Planning Services Policy and regulation changes Support WM Financial Planning management after initial strategy delivery to monitor and, collaborate with stakeholders and business partners to identify and successfully resolve issues and improvement to opportunities and communicate resolution Partner with business sponsors and stakeholders to set objectives and goals; prioritize multiple activities and projects, and understand the company strategic objectives Leverage expertise to lead problem resolution as issues arise with platforms and tools Accountable for effectively leading and executing assigned business management responsibilities in the areas of advisor outreach, financial planning sales enablement to maximize WM Financial Planning resources, regulatory changes and general business updates, and changes and enhancements specific to the financial planning client experience The Minimum Qualifications Bachelor's degree 6 years experience in the Financial Services industry 3 years' experience in financial planning or management of a financial planning sales tool 5 years’ experience managing development and delivery of business solutions​ 3 years’ experience presenting and influencing leadership and key stakeholders Due to the nature of this position, as 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 Ideal Qualifications FINRA Series 7 & 63 at time of application CFP in progress or willingness to obtain Advanced Degree Knowledge of financial planning software such as eMoney, RightCapital, MoneyGuide etc. In depth knowledge of insurance products, distribution systems, and marketing concepts​ Experience in multi-departments, enterprise-level initiatives​. Successfully managed projects that touch, cross and/or impact multiple organizational areas​ Experience working with clients, advising on marketing/business performance, and influencing decisions with insights and measurement.​ Ability to analyze datasets, identify actionable insights, and communicate findings via presentations and/or dashboards.​ Ability to present simple and compelling stories to audiences of all levels.​ What to Expect as Part of MassMutual and the Team Regular meetings with the Wealth Management Advice & Planning teams 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-JLH3 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.

  • Hartford, CT

  • no content

Controls Oversight Manager

Controls Oversight Manager Accounting Policy and Controls Oversight team Controllers Organization Full-Time Boston, MA or Springfield, MA This is an individual contributor role. The Opportunity We seek an energetic, motivated, and skilled accountant to join our Controls Oversight team in our Controller’s Organization. As a Controls Oversight Manager, you will be an experienced accounting professional who wants to work with a team of highly motivated professionals focused on delivering high-quality work in a timely and accurate manner. You will be responsible for contributing to the financial controls processes and related monitoring and governance of deficiencies of the CFO organization. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams seeking solid execution and improving outcomes. The Team As part of the broader Accounting Policy and Control Oversight team in the Controllers Organization of Corporate Finance, this position is a key contributor on the Control Oversight team that monitors the health of our financial controls environment. Our team is highly motivated by challenging work that delivers substantial impact in a culture of accountability and collaboration. Team members are energized to improve quality of our control environment by working closely with internal stakeholders and external auditors/project consultants. We strive to continuously improve by working together as a team to make each other and our processes better. The Impact As a Controls Oversight Manager, you will work with the Head of Accounting Policy and Controls Oversight and Controls Oversight Lead and be a key team player owning oversight of the company’s financial internal control environment. Your responsibilities will include, among others, the following tasks: Monitoring control deficiencies impacting the Company’s financial statements, including partnering with process/deficiency owners to determine appropriate risk ranking of known and emerging control issues, design and deployment of effective remediation plans and seeing those issues through to timely closure Participate in/facilitate the risk assessment process and business process walkthroughs Support/oversee testing of internal controls, both design and operating effectiveness Developing a comprehensive structure to oversee and evaluate the control activities within Controllers Organization and broader CFO structure Managing and reporting on the control issues trends Supporting the broader Controller’s Organization to improve the standardization of control deficiency assessment and remediation plan development process Improving efficiency and effectiveness of controls and their execution by performing targeted quality review procedures with process owners Timely reviewing various subsidiary internal control reports and internal audit reports for evaluation of deficiencies impacting Controllers Contribute to presentations focused on reporting control deficiencies for senior/executive management and the Audit Committee The Minimum Qualifications BS in accounting or finance 6 years of experience in any of the following: external audit, internal audit, accounting, or financial reporting 6 years of experience with US GAAP or Statutory accounting/reporting 3 years of experience with internal controls over financial reporting, whether under Sarbanes Oxley (SOX), Model Audit Rule (MAR) or Federal Deposit Insurance Corporation Improvement Act (FDICIA) The Ideal Qualifications MSA, MBA or similar equivalent preferred 8 years of experience in any of the following: external audit, internal audit, accounting, or financial reporting at a financial services company Certified Public Accountant (CPA) or similar qualification Significant knowledge of alternative investment operations and/or accounting, such as private debt, partnerships and/or private equity, derivatives, real estate Strong oral and written communication skills Demonstrate strong accountability and commitment Ability to perform independent research and serve as a key resource for the resolution of unique or complex business problems Customer focus, change & innovation, strategic thinking, relationship building & influencing Ability to proactively take ownership of assignments and drive them through to completion Intellectual curiosity to continue learning and adding breadth and depth to understanding the tasks at hand Strong multi-tasking skills and ability to adapt to change Experience working in a Finance transformational setting; driving continuous improvements and efficiencies beyond own scope of responsibility Advanced knowledge of Excel and PowerPoint What to Expect as Part of MassMutual and the Team Regular meetings with the Controls Oversight team Focused one-on-one meetings with your manager 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-CR37 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

Suitability Principal

The Opportunity As a Business Acceptance Consultant you will conduct back-office review and firm-acceptance of Inforce business submissions related to Brokerage, Direct and Third-Party Advisory accounts. Additionally, it is expected that you will assist when needed with Brokerage/Advisory Transfer of Assets and Money Movement items for Business Acceptance, Suitability and Best Interest requirements The Team The MML Investors Services (MMLIS) Inforce TOA/Check Deposit team resides within the Transfer of assets department. The main responsibility of this space is to review and process brokerage client check deposits in a timely manner with a detailed focus on regulatory requirements. We provide guidance and education to field reps on requirements and regulations regarding money movement and communicate frequently with National Financial Services. The team also works closely with the Cashiering, Transfer of Assets, Advisory, New Business and Trading teams within MMLIS. In MMLIS Operations - Cross training among various areas of MMLIS Operations is expected and highly encouraged. The Impact As a Business Acceptance Consultant you will effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors and provide guidance on suitability concerns and guidelines. Key Responsibilities Include: Conduct back-office review and firm-acceptance of Inforce Account Maintenance business submissions related to Brokerage, Direct and Third-Party Advisory accounts. Additionally, it is expected that you will assist when needed with Brokerage/Advisory Transfer of Assets and Money Movement items for Business Acceptance, Suitability and Best Interest requirements . 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 3 years MMLIS experience and / or 5 years experience with Brokerage/Advisory Transfer of Assets or Money Movement transactions High School Diploma/GED/HiSET The Ideal Qualifications 5 years MMLIS experience and / or 8 years experience with Brokerage/Advisory Transfer of Assets or Money Movement transactions 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 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 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 What to Expect as Part of MassMutual and the Team Regular meetings with the MMLIS In-Force Operations Team Focused one-on-one meetings with your manager 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-DK1 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.

  • Raleigh, NC

  • no content

Strategic Treasury Partner

Strategic Treasury Partner Full-Time Boston, MA, Springfield, MA, or New York, NY The Opportunity As a Strategic Treasury Partner, you will work in a fast paced, innovative and collaborative environment, to expand our credit/financing and liquidity opportunities, as well as actively collaborate with the Treasury team responsible for the management of MassMutual’s capital, liquidity, and financial flexibility. This role will also involve building out our existing reporting and forecasting capabilities to enhance the company’s leverage and liquidity management. The Strategic Treasury Partner will have the opportunity to: Contribute to analysis that will elevate strategic Liquidity and Debt Management decision making Improve modeling tools and reporting capabilities for liquidity forecasts and intercompany and external debt Lead efforts to optimize efficiency of processes and advance analytical analysis The Team This role will report directly to the Head of Debt Financing and Liquidity and will be a member of the Balance Sheet Management team within the Treasury organization. The team is a dynamic team of individuals with diverse backgrounds that are focused on evaluating actual and projected trends in levels of capital, liquidity, and credit so that they may develop strategies to improve financial performance and conditions. The Impact Your work will provide insights to enable strategic decisions made to optimize liquidity and ensure financial stability, operational efficiency, strategic flexibility and risk mitigation. You will accomplish that through the responsibilities listed below: Liquidity Forecasting and Management : Review investment commitments, in collaboration with Investment Management team Perform sensitivity analytics to Operating Liquidity forecasts Conduct forecast variance analysis to enhance accuracy Prepare liquidity reports and assist with development of presentations for executive audience Debt and Subsidiary Management: Lead execution of subsidiary funding transactions Execute transactions for internal and external debt; maintain calculation of interest expense Partner with team to manage the trade finance portfolio Support debt portfolio optimization project Optimization Projects: Minimize time spent on production and data manipulation activities by transforming our modeling, analytic, and reporting capabilities and implementing automation and technology where possible Lead additional analytic projects including subsidiary liquidity management Monitor changes in treasury regulations, industry trends, and best practices to ensure compliance and provide informed recommendations The Minimum Qualifications 5 years of experience in a financial role with exposure to accounting, cash operations, liquidity management and/or debt financing Bachelor's Degree The Ideal Qualifications Advanced exposure to financial modeling, including accounting and treasury capital transactions Ability to proactively take ownership of projects and drive through to completion Working knowledge in SAP and financial technologies Critical thinking and problem solving Experience collaborating across multiple teams Detail-oriented with excellent oral and written communication skills Organized, planful and continuous improvement mindset Intellectual curiosity to continue learning and add breadth and depth to understanding Ability to seek guidance and learn new skills from peers What to Expect as Part of MassMutual and the Team Regular meetings with the Debt Management & Liquidity and broader Treasury teams Focused one-on-one meetings with your manager 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-MM1 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.

  • New York City, NY

  • no content

Head of GIA Investment Performance Measurement and Analytics

Head of GIA Investment Performance Measurement and Analytics Investment Management Full-Time New York, NY, Boston, MA or Springfield, MA The Opportunity MassMutual Investment Management (IM) seeks a seasoned investment management and operations professional to lead the investment performance function for MassMutual’s General Investment Account (GIA). This role reports to the Head of Manager Oversight and will: Design, and oversee implementation of models, policies, and procedures for a best-in-class performance and attribution reporting function. Help drive strategy and execution of investment performance measurement, attribution, and reporting programs supporting MassMutual’s Board, CIO, and other key stakeholders. Help shape market commentary and attribution narratives for internal and external stakeholders, including affiliate managers and GPs. Complete the feedback loop for MassMutual Investment Management in the performance space by collaborating with teams supporting product profitability analysis and PMs managing ALM and capital allocation decisions. The Team The Manager Oversight team is part of IM’s Strategy and Governance organization, reporting to MassMutual’s CIO. The team oversees IM’s asset manager relationships and functions, including manager operational due diligence, investment mandate onboarding & lifecycle management, and investment performance. Adjacent teams handle business strategy and planning, vendor oversight, investment compliance, and investment reporting for MassMutual’s Board & Investment Committee. The Impact and Key Responsibilities: Lead MassMutual’s investment performance measurement, attribution, and reporting function for a $250B General Investment Account (GIA). In this role you will be on the starting line to help influence, design and implement a state-of-the-art performance measurement and attribution capability. This senior leadership role requires strategic planning, influence, executive visibility, and the opportunity to transform performance analytics and attribution capabilities for a prestigious insurance company. Evolve existing practices and refresh methodologies, assumptions, and models to introduce new and industry best practice approaches for presenting performance across products, asset classes, and instruments. Lead strategic platform rationalization and evaluate performance engines to enhance analytics. Provide technical expertise in portfolio management, finance, capital markets, and investment performance reporting, guiding decisions to align with market standards. Contribute to portfolio reporting and attribution by applying experience across asset classes and investment strategies, ensuring liability-driven investment strategies and ALM models are accurately derived and validated. Collaborate directly with portfolio managers and lead teams to achieve strategic alignment across functions, simplifying complex income and return objectives under liability constraints while maintaining precision and accuracy in reporting. Manage the evolution of the program to maximize total-portfolio view and coverage for GIA reporting, expanding capabilities important to investment team members. Help develop a long-term roadmap to unlock value and greater ROI for the Performance program, including performance monitoring as a compensating control for financial reporting. Help drive the development of reporting standards for leadership and Board materials, framing investment successes, market impacts, and risk-adjusted performance drivers. Help with the design of data integration between IBOR/ABOR systems and performance engines to optimize data validation, reporting efficiency, and portfolio transparency. Lead strategic initiatives to align performance reporting with insurance industry practices, NAIC classifications, and risk-based capital requirements, ensuring compliance and strategic flexibility. Serve as a trusted advisor to the CIO and Senior Leadership Team, influencing investment strategy communication and Board-level reporting. The Minimum Qualifications Bachelor’s degree in STEM, Finance-Accounting, Actuarial Science, or related field. 10 years in investment management with progressive experience focusing on performance measurement, attribution, and reporting. 5 years in leading teams and/or investment strategy and decision-making for an asset owner, allocator or investment advisor, in a role focused on: investment performance, attribution and analysis; portfolio management; product management or research; portfolio strategy or securities research [investment selection]. Experience with liability-driven investment strategies, including ALM frameworks, duration matching, and immunization techniques. Experience designing, building, and calibrating investment return, valuation, or risk models for capital allocation in multi-asset portfolios. Advanced Excel and quantitative modeling; familiarity with GIPS® standards and compliance; strong understanding of risk-adjusted return metrics (TWR, IRR, Brinson attribution, factor attribution). Ability to integrate cash flow projections and liability schedules into performance analytics; can source index and reported market yields or returns as benchmarks, model, select “best-fit,” and defend rationale in Q&A with investment professionals. Deep knowledge of fixed income, structured credit, private credit, and alternative investments; understanding of insurance asset management and regulatory frameworks; working knowledge of NAIC and statutory accounting preferred. Expertise in designing attribution models that incorporate liability benchmarks; ability to optimize portfolios for duration and convexity matching; strong leadership and stakeholder engagement across investment, actuarial, and risk teams. Proven ability to establish and maintain strong relationships with peers and key partners throughout the organization and in their external, professional networks. Familiar with full spectrum of geographic and credit risk demographics: IG, HY, and Distressed; NA, EMEA, APAC; Developed or Emerging Markets. Technical Skills Covering: Multi-Asset (total portfolio) Total-Return Presentation and Public Market Benchmark Selection Relative-Spread, Relative-Yield, and Relative-Market/Index Return Comps (Alts-Benchmarks) Bond-Factor Analytics (and to a lesser extent, Equity-Factors) Duration-Adjusted Return Modeling Portfolio Hedge Attribution: Global Asset-Country and FX Risk; Key-Rate Risk: Default Risk The Ideal Qualifications Master’s degree in STEM, Finance, Quantitative Analytics, or MBA; CPA or actuarial credentials for ALM depth a plus. CFA, CIPM or equivalent designation strongly preferred; CAIA or FRM a plus. Deep familiarity with Global Investment Performance Standards (GIPS®); experience managing GIPS verification and composite construction for liability-driven portfolios. Proven ability to implement automation for performance and ALM reporting; experience with data governance and integration of liability projections into performance dashboards. Experience configuring, and testing platforms integrated across the investment ecosystem, such as Performance Engines (SS&C Advent Geneva/APX, Eagle Performance, Clearwater Analytics), Portfolio Management and IBOR Platforms (BlackRock Aladdin, SimCorp Dimension, Charles River IMS), ALM & LDI Tools (Bloomberg PORT, proprietary actuarial systems, Beacon), and Instrument Cashflow and CP-Credit Risk Modeling Services (Intex, Moody’s, S&P). Experience implementing BlackRock PBOR Experience with majority of investments or instruments in: Gov & Corporate Debt, Bank Loans, PE Sponsor and Non-Sponsored Mid-Market Loans and Private Credit, Commercial & Residential Real Estate Debt, Consumer/Retail and Real Estate ABS, Structured ABF, Structured Credit, CLOs/CDOs, Municipal Bonds, Private LP’s, Direct-PE. Technical Skills Covering: Private Equity & Equity-Pacing Models Cash-Weighted Returns (IRR and realized-CF holding-period yield) Capital-Multipliers (for closed & evergreen portfolios/private-alts strategies) 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

Financial Planning Strategy Consultant

The Opportunity As a Financial Planning Strategy Consultant you will bridge the gap between the Financial Planning Strategy and the development of sales tools features. in this role you will instruct stakeholders on how to practically apply advice and sales tools changes into their client engagement model, helping shape the client experience to grow Financial Planning. The Team You will join our Wealth Management Financial Planning team, which is a team that is advisor focused and consultative. Communication and collaboration to build and maintain strong relationships with our field partners is at the core of who we are. The Impact The Financial Planning Strategy Consultant is the subject matter expert in applying new digital enhancements (on platforms such as eMoney, RightCapital and MoneyGuide) for Financial Planning client engagement to the WM Financial Planning Organization, Advisors, their staff and firm support roles. Liaison with WM Financial planning leaders and new technology workflows and enhancements including identifying key field and operations impacts and providing support to create and deliver associated training, marketing and communications to drive adoption and implementation. Key Responsibilities Include: Performs work across multiple initiatives and processes, supporting or leading business initiatives. Serves as a subject matter expert in financial planning and on business requirements, you will interface and collaborate with multiple business organizations and technology professionals Work as the subject matter expert and business process owner to develop workflow, process and documentation to operationalize Financial Planning digital advisor and client capabilities Leads the product functional design process based on an intimate knowledge of the users and financial planning engagement model Manage and accountable for implementation of assigned business initiatives, from concept approval through delivery Proactively researches and applies best practices in terms of solution design and recommendation taking business capabilities, cost, speed to market, innovation and other critical objectives into account Analyzes current market trends to better understand how other companies/competitors use tools for client engagement and advisor experience to ensure MassMutual stays ahead of its competitors Getting and applying feedback to Identify areas of improvement when engaging sales tools vendors Planning and leading product releases and setting expectations for delivery Ensures current sales tools platforms and features are aligned to Financial Planning Services Policy and regulation changes Support WM Financial Planning management after initial strategy delivery to monitor and, collaborate with stakeholders and business partners to identify and successfully resolve issues and improvement to opportunities and communicate resolution Partner with business sponsors and stakeholders to set objectives and goals; prioritize multiple activities and projects, and understand the company strategic objectives Leverage expertise to lead problem resolution as issues arise with platforms and tools Accountable for effectively leading and executing assigned business management responsibilities in the areas of advisor outreach, financial planning sales enablement to maximize WM Financial Planning resources, regulatory changes and general business updates, and changes and enhancements specific to the financial planning client experience The Minimum Qualifications Bachelor's degree 6 years experience in the Financial Services industry 3 years' experience in financial planning or management of a financial planning sales tool 5 years’ experience managing development and delivery of business solutions​ 3 years’ experience presenting and influencing leadership and key stakeholders Due to the nature of this position, as 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 Ideal Qualifications FINRA Series 7 & 63 at time of application CFP in progress or willingness to obtain Advanced Degree Knowledge of financial planning software such as eMoney, RightCapital, MoneyGuide etc. In depth knowledge of insurance products, distribution systems, and marketing concepts​ Experience in multi-departments, enterprise-level initiatives​. Successfully managed projects that touch, cross and/or impact multiple organizational areas​ Experience working with clients, advising on marketing/business performance, and influencing decisions with insights and measurement.​ Ability to analyze datasets, identify actionable insights, and communicate findings via presentations and/or dashboards.​ Ability to present simple and compelling stories to audiences of all levels.​ What to Expect as Part of MassMutual and the Team Regular meetings with the Wealth Management Advice & Planning teams 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-JLH3 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

Data Science Software Engineer

Data Science Software Engineer – Data Science (Full-Time Hybrid, Location: Springfield, MA, NYC, NY, Boston, MA)The Opportunity As a Software Engineer on the Data Science Software Engineering team, you will work in a fast‑paced, innovative, and highly collaborative environment within MassMutual’s Research & Development organization. You will build systems, infrastructure, pipelines, and applications that directly support Data Science and AI initiatives across the enterprise. You will influence technical strategies and shape how MassMutual processes, consumes, interprets, and operationalizes data and AI solutions. The Team You will join a talented, cross-functional group of software engineers who enjoy solving hard problems, learning together, and creating high‑quality technical solutions that scale. The team thrives on collaboration, curiosity, and continuous improvement, and it partners closely with AI Engineers, Data Scientists, and other technical and business stakeholders. The team culture emphasizes innovation, fun, accountability, and a strong commitment to building secure and reliable software products. The Impact In this role, you will: Collaborate with AI Engineers, Data Scientists, Data Engineers, Product Managers, Enterprise Architecture, and broader stakeholders to define strategies for data ingestion and processing, cloud infrastructure design, application development, and observability. Your work will directly shape MassMutual’s Data Science and AI ecosystems. Serve as a technical SME across multiple technologies, guiding architectural decisions and ensuring alignment with enterprise standards. Provide technical leadership for multiple medium and large initiatives simultaneously, promoting engineering best practices and fostering high‑quality delivery. Design and implement reusable software libraries and components that accelerate development and increase organizational efficiency. Lead complex problem solving to deliver scalable, resilient, and maintainable systems. Partner with team members and business stakeholders to analyze, break down, and plan complex application features. Participate actively in team ceremonies such as standups, sprint planning, and demos. Implement infrastructure-as-code to support platform scalability and reliability. Monitor and remediate software vulnerabilities within required SLAs, contributing to enterprise security posture. Document infrastructure, workflows, and operational procedures to support transparency, auditability, and long-term sustainability. The Minimum Qualifications 7 years working with data and relevant computational frameworks and systems. 7 years of experience building complex software systems (pipelines/services/backends/frontends). 7 years of software development experience using Python. 7 years developing backend applications with API services. 5 years of experience with AWS cloud services (EKS, EC2, Lambda, etc.). 5 years of experience with Terraform. 7 years of experience writing complex SQL queries for relational databases such as MySQL or PostgreSQL. 5 years of experience with Agile methodologies. 5 years of hands-on experience with Jenkins pipelines and/or GitHub Actions. Bachelor’s degree in Computer Science or a related technical field, or equivalent practical experience. The Ideal Qualifications Experience with GenAI and Agentic AI. Experience deploying AI/ML services through AWS Bedrock and/or Bedrock AgentCore with Strands. Experience with Azure cloud services. Experience with Cloud IAM. Experience collaborating with diverse engineering teams. Strong documentation practices and the ability to produce high-quality technical artifacts. LI-SC1MassMutual 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

Corporate Transactions and Investments Lead

Corporate Transactions and Investments Lead Treasury and Capital Management Full-Time Boston, MA, New York, NY or Springfield, MA The Opportunity As the Corporate Transactions and Investments Lead, you will work in a fast paced, innovative and collaborative environment ideating, analyzing and executing strategic transactions benefitting the long-term financial strength and flexibility of MassMutual. This role will have the opportunity to work with the Head of Rating Agency Relations and Transaction Analysis on key finance initiatives: Review performance and allocation of MassMutual’s corporate investment account, including liquidity, investment allocation, and returns, against expectations and investment guidelines Review performance of seed capital investments of MassMutual, including return on capital and tracking against the expected timelines for returning seed funding Advise the executive team on key strategic investments and sales initiatives on the impact to MassMutual, including impacts to the CIA, statutory and economic capital, and long-term profitability Provide comprehensive analysis to executive team on M&A, reinsurance, and debt capital markets opportunities The Team The Corporate Transactions and Investments Lead is a member of the Treasury organization which is a dynamic team of individuals with diverse backgrounds that are focused on: Understanding actual and projected trends of regulatory capital, operating liquidity, financial flexibility and earnings levels so that they may develop strategies to improve financial performance to support maximizing value Being expert at various capital frameworks and serving as an advocate for the Company in various industry or internal groups Minimizing time spent on production and data manipulation activities by transforming our modeling, analytic, and reporting capabilities and implementing automation and technology where possible The Impact This role will help drive strategic decisions around the allocation and expected returns of MassMutual’s surplus investments, as part of the Treasury organization’s financial stewardship role, and deliver analysis to inform strategic decision-making: Responsible for refreshing, oversight and compliance of MassMutual Corporate Investment Account (CIA) investment guidelines, including regular reporting, policy compliance testing, projections, recommending risk mitigation strategies working with Investment Management and Enterprise Risk Management Provide valuable insights to corporate development, reinsurance development, and business partners on use of our surplus assets Collaborate with financial planning and analysis colleagues to project and analyze CIA balance sheet and income statement Establish, enhance and maintain internal controls and consistently improve upon a strong control environment The Minimum Qualifications BS in accounting, finance, business, actuarial science or a related field 10 years of progressive experience in finance, investment, or actuarial roles, including capital management, product pricing (retail and institutional insurance products), or enterprise risk management, etc. Strong multi-tasking skills and ability to adapt to change Ability to proactively take ownership of projects and drive them through to completion Ability to perform independent research, collaborate with partners in investments and enterprise risk management, and deliver analyses and recommendations to senior management The Ideal Qualifications FSA or career ASA Experience in capital management, actuarial pricing, hedging and/or M&A/reinsurance transaction analysis Experience balancing rating agency, regulatory capital, tax, accounting, and economic considerations Knowledge of US GAAP and statutory accounting Experience leading cross-functional projects with competing constraints through to success Experience working in a Finance transformational setting; driving change and managing competing priorities Detail-oriented with demonstrated oral and written communication skills What to Expect as Part of MassMutual and the Team Regular meetings with the Treasury and other Financial Planning & Analysis teams Focused one-on-one meetings with your manager Access to mentorship and development opportunities Access to a collaborative network within the team with connected objectives 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-ST1 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

Investment Accounting Manager - Partnership

Investment Accounting Manager Financial Controllership Team Full time Boston, MA or Springfield, MA This is an individual contributor role The Opportunity This Investment Accounting Manager role will be a key addition to our Investment Controllership team. The position reports to the Director of Partnerships and resides within the Financial Controllership team, a critical team within the Controllers Organization which aspires to be best in class financial stewards for MassMutual. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams focused on solid execution and improving outcomes. We are seeking an accounting professional who wants to join a highly motivated team of professionals focused on proactively driving the development and execution of process improvements, meaningful analysis and improved coordination with the business partners for Investment activities. The Team As a member of the Financial Controllership Team, the incumbent will be involved in shaping the future of the organization, supporting both the on-going growth and analysis within the Investment Controllership team and other key initiatives. The Impact: Creates an environment whereby the team is inspired, engaged and motivated by identifying opportunities to learn and grow. Manages priorities effectively and adapt quickly to achieve goals while developing efficiencies and established methods in the process. Thrives in a complex corporate structure and comfortably switch gears and alter course to adapt to changing circumstances. Plays a key role in leading a collaborative and inclusive culture by working closely with Investment Management. Actively participate in the implementation of the Company’s new ledger. Responsible for ongoing activities as part of the monthly, quarterly and annual close cycles Uses professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team. Leads internal control efforts. Initiates and/or leads increasingly complex continuous improvement activities. Participating in problem solving to improve quality, cycle times, increase efficiencies, improve employee engagement and customer satisfaction within the Investment Controllership team. Makes recommendations to continuously improve the overall control environment of the Investment Controllership team. The Minimum Qualifications Bachelor’s degree 6 years of financial reporting experience with a track record of increasing responsibility 4 years of financial reporting experience on Alternative Investments The Ideal Qualifications 8 years of financial reporting experience with a track record of increasing Responsibility CPA preferred Master’s degree or beyond Strong analytical skills: ability to analyze financial data sets and tell the story of the data Proven ability to complete high quality work efficiently and increase autonomy over time Experience analyzing new investments and accounting guidance to drive appropriate and preferred investment accounting and reporting across the Company and subsidiaries Experience with system implementations preferred Able to build and maintain strong working relationships across cross-functional groups Excellent verbal and written communication skills with the ability to express ideas in and articulate in an organized and persuasive manner to leadership, staff, regulatory bodies, etc. Able to work well in a dynamic and agile environment while leading the team in execution of various priorities and related deliverables Intellectual curiosity to continue learning and adding breadth and depth to understanding What to Expect as Part of MassMutual and the Team Regular meetings with the Investment Controllership 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-CR37 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

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Head of Capital Transaction Analysis

Head of Capital Transaction Analysis Treasury and Capital Management Full-Time Boston, MA, New York, NY or Springfield, M A The Opportunity As the Head of Capital Transaction Analysis, you will work in a fast paced, innovative and collaborative environment ideating, analyzing and executing strategic transactions benefitting the long-term financial strength and flexibility of MassMutual. This role will have the opportunity to work with the Head of Rating Agency Relations and Transaction Analysis on key finance initiatives: Apply understanding of life insurance/annuity products, risk management, and capital frameworks to drive strategic transaction analysis and recommendations Ideate and execute capital markets and balance sheet optimization transactions that improve MassMutual’s financial performance, balancing capital adequacy, liquidity, financial flexibility, and earnings strength Advise the executive team on key strategic initiatives and sales priorities, including impacts to statutory and economic capital, rating agency metrics, and long-term profitability The Team The Transaction Analysis Lead is a member of the Treasury organization which is a dynamic team of individuals with diverse backgrounds that are focused on: Maintaining a balance between high and sustainable returns for policyholders, and a strong financial strength position, while enabling MassMutual to take advantage of growth opportunities; all while maintaining within internal, regulatory and rating agency constraints Minimizing time spent on production and data manipulation activities by transforming our modeling, analytic, and reporting capabilities and implementing automation and technology where possible Specifically, this role will lead the team charged with structuring and analyzing transactions and their impacts to MassMutual’s capital position. Focus will be on ideating and executing balance sheet management transactions, while consulting on M&A activity, reinsurance opportunities, and strategic investments. This role oversees a small team accountable for the detailed review and assessment of potential opportunities, often on highly confidential matters and regularly in partnership with MassMutual’s Corporate Development, Reinsurance Development, and Investment Management teams. The Impact This role will help drive strategic decisions around our use and consumption of scarce resources and solutions, as part of the Treasury organizations financial stewardship role, and deliver analysis to inform strategic decision-making: Identify and evaluate business and strategic opportunities, across financial, risk, and strategic views and with internal and external parties Lead transaction analysis considering rating agency, regulatory, and economic lenses, including M&A, capital markets, and reinsurance transactions Lead capital markets and balance sheet management transactions from ideation to execution Management accountabilities: Accountable for all aspects of team leadership Fostering a high performance culture Recruiting, rewarding and retaining a new team Developing talent (e.g. cross-training, onboarding, providing feedback, etc.) The Minimum Qualifications BS in accounting, finance, business, actuarial science or a related field 10 years of progressive experience in actuarial roles, including capital management, product pricing (retail and institutional insurance products), or enterprise risk management, etc. Strong multi-tasking skills and ability to adapt to change Ability to proactively take ownership of projects and drive them through to completion Ability to perform independent research, identify valuable transaction opportunities, and deliver analyses and recommendations to senior management Strong desire to “roll-up sleeves” The Ideal Qualifications Experience in capital management, actuarial pricing, hedging and/or M&A/reinsurance transaction analysis Expertise in structuring transactions to balance rating agency, regulatory capital, tax, accounting, and economic considerations Knowledge of statutory, rating agency, and economic capital frameworks Knowledge of US GAAP and statutory accounting Experience leading cross-functional projects with competing constraints through to success Experience influencing senior management on strategic decisions Detail-oriented with demonstrated oral and written communication skills Prior management experience What to Expect as Part of MassMutual and the Team Regular meetings with the Treasury and other Financial Planning & Analysis teams Focused one-on-one meetings with your manager Access to a collaborative network within the team with connected objectives 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 nosiness with industry leading pay and benefits LI-ST1 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.

  • New York City, NY

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Investment Accounting Associate II - Corporate Subsidiaries

Investment Accounting Associate II, Corporate Subsidiaries Financial Controllership Full-Time Hybrid Boston, MA or Springfield, MA The Opportunity This position is a key contributor on the team that manages and executes corporate accounting and analysis, including oversight of financial reporting outcomes of MassMutual subsidiaries and benefit plans. This position resides within the Financial Controllership team within the Controllers Organization which aspires to be best in class financial stewards for MassMutual. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams seeking solid execution and improving outcomes. This is an opportunity for an accounting professional who wants to join a highly motivated team of professionals focused on proactively driving the development and execution of process improvement, meaningful analysis and control execution for corporate accounting activities. The Team The Corporate Subsidiaries Controllership team is a high-profile team in the Controllers Organization which oversees our various non-life legal entities, leads special projects, and maintains strong relationships across the organization. Our team has a high business acumen and is driven to provide timely and accurate financial information to our customers and be an agile and reliable source of information in the organization. We strive to continuously improve by working together as team to make each other and our processes better. The team continues to grow due to the growing level of subsidiaries and number of projects and initiatives that we lead. The Impact Analyze trends and results, use strong business acumen and communication skills collaborating with peers and the financial reporting team to draft and contribute to commentary which enables readers to quickly understand how performance is impacting financial results Contribute to periodic financial results review and analysis and manage cross functional projects including new legal entity creation, restructuring, and dissolution. Develop, document, and assure adherence to an internal control framework that ensures accurate and timely financial reporting. Make recommendations to continuously improve the overall control environment. Monitor the control environment of subsidiary accounting, including accounting performed by vendors. Ensure policies and procedures are adhered to. Effectively collaborate with accounting policy, close & consolidations, investment controllership, corporate tax, FP&A, expense management, cash operations, investment management operations, financial reporting, capital management and corporate shared services. Use professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team. Initiate and/or lead increasingly complex projects and continuous improvement activities that may span beyond the scope of the team's responsibilities. Responsible for leading problem solving to improve quality, close cycle times, increase efficiencies, and improve employee engagement and customer satisfaction. The Minimum Qualifications Bachelor’s degree in accounting, finance, or related field 4 years experience working in a large sophisticated corporate environment with knowledge and experience in U.S. GAAP The Ideal Qualifications Continuous improvement mindset Demonstrated versatility partnering with and influencing business leaders and peers across the organization Strong multi-tasking skills and ability to adapt to change CPA or progress towards a plus, public accounting experience Ability to proactively take ownership of projects and drive them through to completion Experience in identifying internal control issues and remediation efforts Experience in project managing high profile projects that need collaboration across multiple groups Preferred experience working with and supporting several corporate units Intellectual curiosity to continue learning and adding breadth and depth to understanding What to Expect as Part of MassMutual and the Team Regular meetings with the Investment Controllership 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-CR37 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

Investment Accounting Associate II - Securities

Investments Accounting Associate II - Securities Investment Controllership Full-Time Boston, MA or Springfield, MA About the Corporate Controller Organization: The Controllers Organization is responsible for delivering on the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key business partners and regulators on the enterprise’s actual results, forecast implications and strategic decision making. This work considers legal entity structures, distribution channel, and product results as well as how these impact our capital optimization and operating liquidity. We are a diverse group of professionals experienced in and responsible for accounting, financial reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities. We are seeking engaging professionals with strong communication skills and deep intellectual curiosity to ensure the timely and efficient reporting of results. We not only perform the required activities. We are looked to as business partners who add value by challenging existing operating practices strengthening controls and highlighting trends and insights. The Opportunity This Investments Accounting Associate role is a newly created position that will be a key addition to our Investment Controllership team within the Controllers organization. The position reports to the Director of Securities Accounting and Controllership and resides within the Financial Controllership team, a critical team within the Controllers Organization which aspires to be best in class financial stewards for MassMutual. We are forward-thinking and seek others who will leverage their curiosity and take initiative. Join us as a partner who will work collaboratively and with determination to leave the company in a better place than you found it. As an Accounting Associate in our Investments Accounting area, you will be a key contributor on the team that manages and executes investment accounting and analysis, including oversight of financial reporting outcomes of all MassMutual investment products. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams focused on solid execution and improving outcomes. We are seeking an accounting professional who wants to join a highly motivated team of professionals focused on proactively driving the development and execution of process improvements, meaningful analysis and improved coordination with the business partners for Investment activities. The Team As a member of the Financial Controllership Team, the incumbent will be involved in shaping the future of the organization, supporting both the on-going growth and analysis within the Investment Controllership team and other key initiatives. The Impact: Thrives in a complex corporate structure and adapts to changing circumstances. Plays a key role in a collaborative and inclusive culture by working closely with Investment Management. Actively participate in the implementation of the Company’s new ledger and other key projects. Collaborate with various areas of the business executing appropriate remediation. Performs or reviews reconciliations of investment data for ledger tie outs. Reviews periodic journal entries. Participates in creating or reviewing and analyzing monthly financial analysis reports. Collaborate with internal teams to resolve items and address investment-related issues. Responsible for ongoing activities as part of the monthly, quarterly, and annual close cycles. Analyze financial reports and investment data for trends and impacts to investment values and P&L activity. Support annual regulatory financial statement audit requests. Participating in problem solving to improve quality, cycle times, and increase efficiencies. Makes recommendations to continuously improve the overall control environment of the Securities team. Participate in the research and implementation of new statutory and GAAP investment accounting. The Minimum Qualifications Bachelor’s degree in Accounting, Finance or related major At least 4 years of accounting or finance experience in a corporate environment Knowledge of GAAP and STAT accounting The Ideal Qualifications CPA or CFA progress towards preferred Knowledge and experience of investments Prior exposure to investments, investment accounting, subsidiary ledger processing and related investment matters a plus! Strong analytical skills: ability to analyze financial data sets and tell the story of the data. Experience in identifying internal control issues and remediation efforts Able to build and maintain strong working relationships across cross-functional groups Excellent verbal and written communication skills with the ability to express ideas and articulate in an organized and persuasive manner Ability to partner with business leaders and peers in investment process redesign and improvements Intellectual curiosity to continue learning and adding breadth and depth to understanding What to Expect as Part of MassMutual and the Team Regular meetings with the Financial Controllership 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-CR37 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