Client Portfolio Manager

massmutual; Boston (MA); On-site; USD 128,000 - 168,000; Full time

Job summary

MassMutual is seeking a Client Portfolio Manager to join our Custom Client Portfolio Management Team in Boston, MA or Springfield, MA. This full-time role involves fast-paced collaboration with Wealth Management to implement portfolio management best practices and support Advisors in client meetings and portfolio decisions.

The ideal candidate will have 5+ years in wealth or client portfolio management, and hold Series 66/7 (or obtain within 180 days) along with a CFA or ongoing CFA path.

Qualifications

• Bachelor's degree required; 5+ years wealth management or client portfolio management experience.
• Series 66 and Series 7 required at time of application or within 180 days.
• CFA, or progress towards becoming a CFA Charterholder.

Responsibilities

• Construct and monitor customized investment portfolios aligned with client objectives.
• Support Advisors in client meetings and market updates.
• Stay up-to-date with MassMutual Investment Management offerings and market trends.
• Collaborate across the organization to implement portfolio management best practices.

Skills

Series 66

Series 7

Analytical skills

Education

Bachelor's degree

CFA, or progress towards CFA

Job description

Client Portfolio Manager

Custom Client Portfolio Management Team

Full-Time

Boston, MA or Springfield, MA

The Opportunity

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

The 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 incentivized to solve investment problems, and connect to the purpose to using investment tools to thoughtfully and helpfully accomplish the goals and objectives of our clients.

The Impact

• Helping create efficiencies and scale for an organization with meaningful growth potential
• Working with Advisors to understand and implement the specific needs of clients, particularly high net worth.
• Constructing customized investment portfolios informed by market conditions and economic trends
• Monitoring and managing client's investment portfolios to ensure aligned with investor's objectives as well as market conditions and outlook
• Supporting Advisors in prospect and client meetings, covering the economic and market environment as well as client's investment portfolio
• Staying up to date with MMLIS product offerings as well as relevant investment and trading news, and economic trends.
• Interacting with the broader investment organization designed around solving real client problems
• Contribute to the growth of the MassMutual Investment Management business. Proactively research and address client investment management needs, and interact with the broader investment organization to develop solutions

The Minimum Qualifications

• Bachelor's degree
• 5+ years wealth management or client portfolio management experience
• Series 66 and Series 7 at time of application or must obtain within 180 days

The Ideal Qualifications

• CFA, or progress towards becoming a CFA Charterholder
• Series 66 and Series 7 at time of application
• Exceptional analytical, problem solving, and communication skills

What You Can Expect at MassMutual

• 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-FT1

Salary Range

$128,000-$168,000

At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.

Why Join Us.

We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.

We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.

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.

At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive C