Client Portfolio Manager

MassMutual; Boston (MA); On-site; USD 110,000 - 180,000; Full time

Job summary

MassMutual is seeking a Client Portfolio Manager for the Custom Client Portfolio Management Team in Boston, MA or Springfield, MA. The role entails interfacing with Wealth Management, building customized portfolios, and monitoring client investments.

Ideal candidates bring 5+ years of wealth management experience and the relevant license requirements, with opportunities to collaborate across a growing organization.

Qualifications

• Bachelor’s degree in finance, economics, or related field.
• 5+ years wealth management or client portfolio management experience.
• Series 66 and Series 7 licenses at time of application or to obtain within 180 days.

Responsibilities

• Interface with the Wealth Management organization to implement portfolio management best practices.
• Construct customized investment portfolios informed by market conditions and client objectives.
• Monitor and manage client portfolios to stay aligned with goals and market outlook.
• Support Advisors in meetings, presenting market context and portfolio insights.
• Stay current with MassMutual Investment Management offerings and market trends.

Skills

Wealth management experience

Portfolio management

Analytical skills

Communication skills

Education

Bachelor’s degree

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

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-focusedmindset

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MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
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