Lending Transaction Lead for Wealth Management

MassMutual; New York (NY); Hybrid; USD 120,000 - 190,000; Full time

Job summary

MassMutual Wealth Management (MMWM) is seeking a Lending Transaction Manager to lead lending opportunities from opportunity assessment through funding. You will work at the intersection of advisors, clients, lenders, and enterprise partners, shaping how lending is deployed as a core wealth management strategy.

You will influence advisor behavior, own a diversified pipeline, and drive adoption of sophisticated lending solutions across high net worth segments, while collaborating with legal, risk,

Qualifications

• Bachelor’s degree or High School diploma and 6+ years of financial services experience.
• FINRA Series 7 at time of application or must obtain within 90 days of hire.
• 6+ years’ financial services experience; including at least 4 years of lending transaction management experience.

Responsibilities

• Serve as a trusted lending expert for financial advisors, guiding live business cases with confidence and judgment.
• Proactively partner with advisors to identify lending strategies that enhance liquidity, optimize balance sheets, and support broader wealth goals.
• Lead advisors and clients through complex decisions, delivering clarity, conviction, and results through tailored recommendations supporting advisors to ensure successful client outcomes.
• Own every transaction end to end, from opportunity assessment and solution design through underwriting, approval, and funding.
• Translate sophisticated credit concepts into actionable guidance that accelerates momentum and builds advisor confidence.
• Triage inquiries, manage exceptions, and elevate critical issues with urgency and professionalism.
• Manage a dynamic pipeline across securities-based lending, personal lending, business lending, and specialty lending solutions.
• Coordinate seamlessly with legal, compliance, operations, marketing, and product partners to drive efficient, compliant execution.
• Identify and remove friction points to improve cycle times, advisor experience, and client outcomes.
• Maintain rigorous standards for documentation, regulatory adherence, and audit readiness.
• Partner with marketing and distribution to lead high-impact campaigns that drive lending adoption.
• Coach advisors on when, why, and how to use lending as part of holistic financial planning.
• Track and analyze key performance metrics, including pipeline volume, conversion rates, utilization, and time to close.
• Contribute to initiatives that simplify workflows, enhance scalability, and elevate the end-to-end lending experience.
• Influence product strategy by gathering market insights, testing feasibility, and validating new offerings.
• Monitor field feedback, analyze usage trends, and use insights to drive enhancements and solve friction points.

Skills

Leadership

Cross-functional collaboration

Financial analysis

Communication

Education

Bachelor’s degree

Tools

Microsoft Word

Excel

PowerPoint

Job description

MassMutual Wealth Management (MMWM) is seeking a Lending Transaction Manager to lead lending opportunities from opportunity assessment through funding. You will work at the intersection of advisors, clients, lenders, and enterprise partners, shaping how lending is deployed as a core wealth management strategy.

You will influence advisor behavior, own a diversified pipeline, and drive adoption of sophisticated lending solutions across high net worth segments, while collaborating with legal, risk,