Senior Client Portfolio Manager – Wealth Management

MassMutual; Springfield (MA); On-site; USD 128,000 - 168,000; Full time

Job summary

MassMutual is seeking a Client Portfolio Manager for the Custom Client Portfolio Management Team in Boston or Springfield, MA. You will partner with Wealth Management to design and implement customized investment strategies for high net worth clients, monitor portfolios, and support advisors in meetings.

This full-time role requires a bachelor’s degree and 5+ years in wealth management, with Series 66 and Series 7 (or plans to obtain within 180 days).

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

Responsibilities

• Construct customized investment portfolios informed by market conditions and economic trends
• Monitor and manage client portfolios to align with goals and market outlook
• Support Advisors in prospect and client meetings, covering the economic environment and portfolio details
• Interact with the broader investment organization to develop client solutions
• Stay up to date with MassMutual product offerings and market news

Skills

Wealth management experience

Analytical skills

Communication skills

Education

Bachelor’s degree

Tools

Series 66

Series 7

CFA (progress towards)

Job description

MassMutual is seeking a Client Portfolio Manager for the Custom Client Portfolio Management Team in Boston or Springfield, MA. You will partner with Wealth Management to design and implement customized investment strategies for high net worth clients, monitor portfolios, and support advisors in meetings.

This full-time role requires a bachelor’s degree and 5+ years in wealth management, with Series 66 and Series 7 (or plans to obtain within 180 days).