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MassMutual Investment Office Consultant - REMOTE US in Springfield, Massachusetts

The Opportunity

We’re looking for a motivated and ambitious Investment Office Consultant to join our growing wealth management organization! The work will be fast-paced and innovative and will require marshaling resources across the organization. You’ll interface frequently with our broader Wealth Management organization and help us implement best practices of portfolio management.

The Team

Our team is a dynamic, energetic, and problem-solving powerhouse that continues to grow, evolve, learn, adapt and solve problems. We come from a diverse set of backgrounds and thought processes, and welcome debate, innovation, better ways of thinking and help evolving our team towards accomplishing our mission. We are focused on solving investment problems and using investment tools to accomplish the goals and objectives of our clients, thoughtfully and purposely.

The Impact

  • Helping create efficiencies and scale for an organization with meaningful growth potential

  • Partnering with Advisors and internal and external operations teams to navigate the process of opening and maintaining investment accounts

  • Working with Advisors to understand and implement the specific needs of clients, particularly high net worth

  • Constructing successful investment portfolios informed by market conditions and economic trends

  • Monitoring client’s investment portfolios to ensure aligned with investor’s objectives as well as market conditions and outlook

  • Staying up to date with MMLIS product offerings as well as relevant investment and trading news, and economic trends

  • Interacting with the broader investment organization designed around solving real client problems

  • Communicating thoughtfully and clearly to stakeholders and clients

The Minimum Qualifications

  • Bachelor’s degree in business, economics, or finance or related field

  • At least 2 years operational or service experience in the financial services industry

  • Series 7 at time of application or ability to obtain within 180 days of hire

  • Exceptional analytical, problem solving, and communication skills

The Ideal Qualifications

  • CFA, or progress towards becoming a CFA Charterholder

Work Location

  • If within a commutable distance to our Springfield, MA office, a hybrid work model (1-2days a week in office) is required.

  • If not within a commutable distance, 100% REMOTE is available.


  • $65,000 – $80,000 + annual bonus & competitive benefits package

What to Expect as Part of MassMutual and the Team

  • Regular meetings with the Advice & Client Solutions 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



MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

If you need an accommodation to complete the application process, please contact us ( and share the specifics of the assistance you need.