Senior Client Portfolio Manager - Wealth Management

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

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.