Jobs in Long Hill Connecticut

The Opportunity

MML Investors Services is looking for a Suitability Principal who understands the needs of our sophisticated financial advisors and their staff. The principal is responsible for managing time-sensitive and frequently escalated cases with confidence and professionalism, consistently prioritizing the needs of our advisors and their clients. Other functions Advisory Operations and Cashiering. Furthermore, you will conduct back-office reviews of complex, high risk brokerage money movement transactions for accounts clearing through National Financial Services. In this role you will demonstrate accountability, agility, and strong business acumen along with courage, even in the most difficult situations. Strong collaboration with our peer teams throughout the broker dealer is also critical to your success.

The Team

As the Broker-Dealer (BD) and Registered Investment Advisor (RIA) arm of MassMutual’s Wealth Management organization, we have grown significantly over recent years. This will remain among our top strategic pillars. To best align and support this growth, we have segmented the service and operations facets to exclusively support our top-tier advisors. Branded Society 1851 Wealth Management, our strategy includes growing and retaining our experienced advisor population through MassMutual agencies across the country. We aim to support our advisors with white glove, comprehensive service to help them expand and scale their practices. Our culture embraces a team mentality and thrives on effective collaboration, strong business acumen, and a laser focus on eloquent and detailed communication. The team of about 20 associates, both FINRA-licensed and unlicensed, executes on daily back-office operations aimed at enhancing the advisor experience.   

The Impact

The In Force team will deliver education and drive readiness in an ever-changing, fast paced environment. You must ensure the team is well positioned to support the day-to-day execution of often complex securities transactions and delivering strong individual production results. Additionally, you will provide exceptional service to advisors and their staff while also contributing to strategic ‘Making it Easier’ initiatives. The ideal candidate must demonstrate strong communication skills along with the ability to learn, adapt, all while being the ‘go-to’ for a talented and dynamic team.

The Minimum Qualifications

• FINRA Series 7 & 24 required at time of application

• 3+ years MMLIS experience and / or 4+ years' experience with Brokerage/ Money Movement transactions

• High School Diploma/GED/HiSET

• Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators

• Candidates residing within 50 miles of MassMutual office will be expected to work a Hybrid schedule of 3 days a week in the Springfield office

The Ideal Qualifications

• Over 5 years of MMLIS experience  

• 1+ year experience coaching/mentoring

• Bachelor’s degree

• Self-starter that can make prudent, risk-based decisions with autonomy

• Knowledge of the MassMutual career agency system and sales processes

• Expertise in quickly establishing credibility and developing strong working relationships with internal and external constituents

• Superior written & verbal communication skills

• Effective and proven ability to coach and mentor

• Demonstrated ability to deliver high-quality results on time while being able to multitask and shift work efforts as business needs require

• High degree of ownership, superior attention to detail, willingness to embrace continuous improvement opportunities and challenge the status quo

• Strong understanding of BD/RIA operational platforms and workflows

• Abreast of industry rules and regulations

What to Expect as Part of MassMutual and the Team

• Regular meetings with the MMLIS In-Force Operations Team

• Focused one-on-one meetings with your manager

• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups

• Access to learning content on Degreed and other informational platforms

• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-DK1

#LI-REMOTE

Investments Accounting Associate II - Securities

Investment Controllership

Full-Time

Boston, MA or Springfield, MA

About the Corporate Controller Organization:

The Controllers Organization is responsible for delivering on the foundation of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key business partners and regulators on the enterprise’s actual results, forecast implications and strategic decision making.  This work considers legal entity structures, distribution channel, and product results as well as how these impact our capital optimization and operating liquidity.

We are a diverse group of professionals experienced in and responsible for accounting, financial reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities.  We are seeking engaging professionals with strong communication skills and deep intellectual curiosity to ensure the timely and efficient reporting of results. We not only perform the required activities. We are looked to as business partners who add value by challenging existing operating practices strengthening controls and highlighting trends and insights.

The Opportunity

This Investments Accounting Associate role is a newly created position that will be a key addition to our Investment Controllership team within the Controllers organization.  The position reports to the Director of Securities Accounting and Controllership and resides within the Financial Controllership team, a critical team within the Controllers Organization which aspires to be best in class financial stewards for MassMutual. We are forward-thinking and seek others who will leverage their curiosity and take initiative. Join us as a partner who will work collaboratively and with determination to leave the company in a better place than you found it. As an Accounting Associate in our Investments Accounting area, you will be a key contributor on the team that manages and executes investment accounting and analysis, including oversight of financial reporting outcomes of all MassMutual investment products. This is an opportunity for an individual who thrives in a highly dynamic and agile accounting environment to collaborate across teams focused on solid execution and improving outcomes.  We are seeking an accounting professional who wants to join a highly motivated team of professionals focused on proactively driving the development and execution of process improvements, meaningful analysis and improved coordination with the business partners for Investment activities.

The Team

As a member of the Financial Controllership Team, the incumbent will be involved in shaping the future of the organization, supporting both the on-going growth and analysis within the Investment Controllership team and other key initiatives.

The Impact:

• Thrives in a complex corporate structure and adapts to changing circumstances.

• Plays a key role in a collaborative and inclusive culture by working closely with Investment Management.

• Actively participate in the implementation of the Company’s new ledger and other key projects.

• Collaborate with various areas of the business executing appropriate remediation.

• Performs or reviews reconciliations of investment data for ledger tie outs. Reviews periodic journal entries.

• Participates in creating or reviewing and analyzing monthly financial analysis reports.

• Collaborate with internal teams to resolve items and address investment-related issues.

• Responsible for ongoing activities as part of the monthly, quarterly, and annual close cycles.

• Analyze financial reports and investment data for trends and impacts to investment values and P&L activity.

• Support annual regulatory financial statement audit requests.

• Participating in problem solving to improve quality, cycle times, and increase efficiencies.

• Makes recommendations to continuously improve the overall control environment of the Securities team.

• Participate in the research and implementation of new statutory and GAAP investment accounting.

The Minimum Qualifications

• Bachelor’s degree in Accounting, Finance or related major

• At least 4 years of accounting or finance experience in a corporate environment

• Knowledge of GAAP and STAT accounting

The Ideal Qualifications

• CPA or CFA progress towards preferred

• Knowledge and experience of investments

• Prior exposure to investments, investment accounting, subsidiary ledger processing and related investment matters a plus!

• Strong analytical skills: ability to analyze financial data sets and tell the story of the data.

• Experience in identifying internal control issues and remediation efforts

• Able to build and maintain strong working relationships across cross-functional groups

• Excellent verbal and written communication skills with the ability to express ideas and articulate in an organized and persuasive manner

• Ability to partner with business leaders and peers in investment process redesign and improvements

• Intellectual curiosity to continue learning and adding breadth and depth to understanding

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Financial Controllership Team 
• Focused one-on-one meetings with your manager 
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups 
• Access to learning content on Degreed and other informational platforms 
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits 

#LI-CR37

The Opportunity 

We’re looking for a motivated and ambitious Client Portfolio Consultant 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 

This role focuses on helping create efficiencies and scale across an organization with significant growth potential, while delivering a high‑quality experience for advisors and their clients. The individual partners closely with advisors and their staff to support a seamless client onboarding process and maintain strong, ongoing relationships.

Key responsibilities include, but are not limited to:

• Helping create efficiencies and scale for an organization with meaningful growth potential  

• Interacting with advisors and their staff to deliver great client experience during onboarding and ongoing relationship 

• Monitoring client’s investment portfolios to ensure aligned with investor’s objectives as well as market conditions and outlook  

• Staying up to date with MMLIS product offerings as well as relevant investment and trading news, and economic trends.  

• Collaborating 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 

• 2+ years of operational or customer service experience in the financial services industry, including direct interaction with advisors and clients.

• Series 7 & 66 at time of application or must obtain within 180 days of hire

The Ideal Qualifications 

• Wealth management or client portfolio management experience  

• CFA or other industry designations  

• Exceptional analytical, problem solving, and communication skills 

What to Expect as Part of MassMutual and the Team 

• Regular meetings with the Wealth Management team 

• Focused one-on-one meetings with your manager

• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups

• Access to learning content on Degreed and other informational platforms

• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-SB1

Strategic Treasury Partner

Full-Time

Boston, MA, Springfield, MA, or New York, NY

The Opportunity

As a Strategic Treasury Partner, you will work in a fast paced, innovative and collaborative environment, to expand our credit/financing and liquidity opportunities, as well as actively collaborate with the Treasury team responsible for the management of MassMutual’s capital, liquidity, and financial flexibility.  This role will also involve building out our existing reporting and forecasting capabilities to enhance the company’s leverage and liquidity management.

The Strategic Treasury Partner will have the opportunity to:

• Contribute to analysis that will elevate strategic Liquidity and Debt Management decision making
• Improve modeling tools and reporting capabilities for liquidity forecasts and intercompany and external debt
• Lead efforts to optimize efficiency of processes and advance analytical analysis

The Team

This role will report directly to the Head of Debt Financing and Liquidity and will be a member of the Balance Sheet Management team within the Treasury organization.  The team is a dynamic team of individuals with diverse backgrounds that are focused on evaluating actual and projected trends in levels of capital, liquidity, and credit so that they may develop strategies to improve financial performance and conditions.

The Impact

Your work will provide insights to enable strategic decisions made to optimize liquidity and ensure financial stability, operational efficiency, strategic flexibility and risk mitigation.

You will accomplish that through the responsibilities listed below:

Liquidity Forecasting and Management:

• Review investment commitments, in collaboration with Investment Management team
• Perform sensitivity analytics to Operating Liquidity forecasts
• Conduct forecast variance analysis to enhance accuracy
• Prepare liquidity reports and assist with development of presentations for executive audience

Debt and Subsidiary Management:

• Lead execution of subsidiary funding transactions
• Execute transactions for internal and external debt; maintain calculation of interest expense
• Partner with team to manage the trade finance portfolio
• Support debt portfolio optimization project

Optimization Projects:

• Minimize time spent on production and data manipulation activities by transforming our modeling, analytic, and reporting capabilities and implementing automation and technology where possible
• Lead additional analytic projects including subsidiary liquidity management
• Monitor changes in treasury regulations, industry trends, and best practices to ensure compliance and provide informed recommendations

The Minimum Qualifications

• 5+ years of experience in a financial role with exposure to accounting, cash operations, liquidity management and/or debt financing
• Bachelor's Degree

The Ideal Qualifications

• Advanced exposure to financial modeling, including accounting and treasury capital transactions
• Ability to proactively take ownership of projects and drive through to completion 
• Working knowledge in SAP and financial technologies
• Critical thinking and problem solving
• Experience collaborating across multiple teams
• Detail-oriented with excellent oral and written communication skills
• Organized, planful and continuous improvement mindset
• Intellectual curiosity to continue learning and add breadth and depth to understanding
• Ability to seek guidance and learn new skills from peers

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Debt Management & Liquidity and broader Treasury teams
• Focused one-on-one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-MM1

Head of GIA Investment Performance Measurement and Analytics

Investment Management

Full-Time

New York, NY, Boston, MA or Springfield, MA

The Opportunity

MassMutual Investment Management (IM) seeks a seasoned investment management and operations professional to lead the investment performance function for MassMutual’s General Investment Account (GIA). This role reports to the Head of Manager Oversight and will:

• Design, and oversee implementation of models, policies, and procedures for a best-in-class performance and attribution reporting function.
• Help drive strategy and execution of investment performance measurement, attribution, and reporting programs supporting MassMutual’s Board, CIO, and other key stakeholders.
• Help shape market commentary and attribution narratives for internal and external stakeholders, including affiliate managers and GPs.
• Complete the feedback loop for MassMutual Investment Management in the performance space by collaborating with teams supporting product profitability analysis and PMs managing ALM and capital allocation decisions.

The Team

The Manager Oversight team is part of IM’s Strategy and Governance organization, reporting to MassMutual’s CIO. The team oversees IM’s asset manager relationships and functions, including manager operational due diligence, investment mandate onboarding & lifecycle management, and investment performance. Adjacent teams handle business strategy and planning, vendor oversight, investment compliance, and investment reporting for MassMutual’s Board & Investment Committee.

The Impact and Key Responsibilities:

Lead MassMutual’s investment performance measurement, attribution, and reporting function for a $250B+ General Investment Account (GIA). In this role you will be on the starting line to help influence, design and implement a state-of-the-art performance measurement and attribution capability. This senior leadership role requires strategic planning, influence, executive visibility, and the opportunity to transform performance analytics and attribution capabilities for a prestigious insurance company.

• Evolve existing practices and refresh methodologies, assumptions, and models to introduce new and industry best practice approaches for presenting performance across products, asset classes, and instruments.
• Lead strategic platform rationalization and evaluate performance engines to enhance analytics.
• Provide technical expertise in portfolio management, finance, capital markets, and investment performance reporting, guiding decisions to align with market standards.
• Contribute to portfolio reporting and attribution by applying experience across asset classes and investment strategies, ensuring liability-driven investment strategies and ALM models are accurately derived and validated.
• Collaborate directly with portfolio managers and lead teams to achieve strategic alignment across functions, simplifying complex income and return objectives under liability constraints while maintaining precision and accuracy in reporting.
• Manage the evolution of the program to maximize total-portfolio view and coverage for GIA reporting, expanding capabilities important to investment team members.
• Help develop a long-term roadmap to unlock value and greater ROI for the Performance program, including performance monitoring as a compensating control for financial reporting.
• Help drive the development of reporting standards for leadership and Board materials, framing investment successes, market impacts, and risk-adjusted performance drivers.
• Help with the design of data integration between IBOR/ABOR systems and performance engines to optimize data validation, reporting efficiency, and portfolio transparency.
• Lead strategic initiatives to align performance reporting with insurance industry practices, NAIC classifications, and risk-based capital requirements, ensuring compliance and strategic flexibility.
• Serve as a trusted advisor to the CIO and Senior Leadership Team, influencing investment strategy communication and Board-level reporting.

The Minimum Qualifications

• Bachelor’s degree in STEM, Finance-Accounting, Actuarial Science, or related field.
• 10+ years in investment management with progressive experience focusing on performance measurement, attribution, and reporting.
• 5+ years in leading teams and/or investment strategy and decision-making for an asset owner, allocator or investment advisor, in a role focused on: investment performance, attribution and analysis; portfolio management; product management or research; portfolio strategy or securities research [investment selection].
• Experience with liability-driven investment strategies, including ALM frameworks, duration matching, and immunization techniques.
• Experience designing, building, and calibrating investment return, valuation, or risk models for capital allocation in multi-asset portfolios.
• Advanced Excel and quantitative modeling; familiarity with GIPS® standards and compliance; strong understanding of risk-adjusted return metrics (TWR, IRR, Brinson attribution, factor attribution).
• Ability to integrate cash flow projections and liability schedules into performance analytics; can source index and reported market yields or returns as benchmarks, model, select “best-fit,” and defend rationale in Q&A with investment professionals.
• Deep knowledge of fixed income, structured credit, private credit, and alternative investments; understanding of insurance asset management and regulatory frameworks; working knowledge of NAIC and statutory accounting preferred.
• Expertise in designing attribution models that incorporate liability benchmarks; ability to optimize portfolios for duration and convexity matching; strong leadership and stakeholder engagement across investment, actuarial, and risk teams.
• Proven ability to establish and maintain strong relationships with peers and key partners throughout the organization and in their external, professional networks.

Familiar with full spectrum of geographic and credit risk demographics: IG, HY, and Distressed; NA, EMEA, APAC; Developed or Emerging Markets.

Technical Skills Covering:

• Multi-Asset (total portfolio) Total-Return Presentation and Public Market Benchmark Selection
• Relative-Spread, Relative-Yield, and Relative-Market/Index Return Comps (Alts-Benchmarks)
• Bond-Factor Analytics (and to a lesser extent, Equity-Factors)
• Duration-Adjusted Return Modeling
• Portfolio Hedge Attribution: Global Asset-Country and FX Risk; Key-Rate Risk: Default Risk

The Ideal Qualifications

• Master’s degree in STEM, Finance, Quantitative Analytics, or MBA; CPA or actuarial credentials for ALM depth a plus.
• CFA, CIPM or equivalent designation strongly preferred; CAIA or FRM a plus.
• Deep familiarity with Global Investment Performance Standards (GIPS®); experience managing GIPS verification and composite construction for liability-driven portfolios.
• Proven ability to implement automation for performance and ALM reporting; experience with data governance and integration of liability projections into performance dashboards.
• Experience configuring, and testing platforms integrated across the investment ecosystem, such as Performance Engines (SS&C Advent Geneva/APX, Eagle Performance, Clearwater Analytics), Portfolio Management and IBOR Platforms (BlackRock Aladdin, SimCorp Dimension, Charles River IMS), ALM & LDI Tools (Bloomberg PORT, proprietary actuarial systems, Beacon), and Instrument Cashflow and CP-Credit Risk Modeling Services (Intex, Moody’s, S&P).
• Experience implementing BlackRock PBOR

Experience with majority of investments or instruments in: Gov & Corporate Debt, Bank Loans, PE Sponsor and Non-Sponsored Mid-Market Loans and Private Credit, Commercial & Residential Real Estate Debt, Consumer/Retail and Real Estate ABS, Structured ABF, Structured Credit, CLOs/CDOs, Municipal Bonds, Private LP’s, Direct-PE.

Technical Skills Covering:

• Private Equity & Equity-Pacing Models
• Cash-Weighted Returns (IRR and realized-CF holding-period yield)
• Capital-Multipliers (for closed & evergreen portfolios/private-alts strategies)

#LI-LC1

Withholding and Unemployment Tax Associate II

Corporate Tax Department

Full-time

Springfield, MA

The Opportunity

As a Withholding and Unemployment Tax Associate, you will work in a fast-paced, exciting, and collaborative environment. In this role, you will ensure accurate and timely filing of payroll and non-payroll tax payments and returns, maintaining compliance with federal, state, and local tax regulations. You will support the organization as a tax subject matter expert on special projects.

The Team

This Corporate Tax Department is comprised of high-performing, collaborative, and agile tax professionals who are motivated by challenging work that delivers sustained value and a culture of accountability. Team members are focused on continuous improvement and transforming the department through innovative solutions that align with the finance organization’s strategic goals and initiatives.

The Impact:

Your day to day would include but is not limited to:

• Process daily Federal, State and Local tax withholding payments to all tax authorities in accordance with the tax deposit frequencies for all companies.
• File quarterly State Unemployment Tax returns for all companies.
• File quarterly Federal, State, and Local reconciliation returns for all companies.
• Reconcile total withholding tax payments by tax jurisdiction to the total withholding reported on Forms 1099. Provide reconciliation discrepancies to individual business areas for research and resolution. 
• File annual Federal, State, Foreign, and Local tax returns for all companies.
• Review, analyze, and respond to tax notices.
• Manage the State Unemployment annual rate update process in Workday and LTTAX.
• Register and set up new State and Local tax authorities in LTTAX and SAP.
• Reconcile all Federal and State tax general ledger accounts.
• Tax subject matter expert for special projects.
• Partner with Payroll on W-2C corrections and filing amended tax returns as applicable.
• Partner with business areas on 1099 (non-payroll) corrections and filing amended tax returns as applicable.
• Partner with legal on complex tax interpretations.
• Monitor and implement regulatory updates to maintain compliance.
• Provide tax data as requested by departments within the company.

Minimum Qualifications

• 4+ years' experience in filing State, and Local tax withholding returns
• 4+ years' experience in processing State Unemployment tax returns
• 4+ years' experience with federal, state, or local payroll tax regulations and reporting requirements

Additional Qualifications

• Experience in filing Federal tax withholding returns and Federal unemployment tax returns
• Experience working with SAP and Workday
• Experience working with LTtax or other payroll withholding and unemployment tax software
• Experience with other types of state tax returns (income, premium, property, sales and use, municipal, etc.) or other general state tax or regulatory filings considered a bonus
• Effective communication and presentation skills
• Ability to work independently
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Critical thinker
• Strong analytical skills
• Adaptable to shifting priorities based on deadlines
• Ability to manage and execute on competing priorities
• Excellent time management skills

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Tax Team
• Focused one-on-one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-CR37

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DocCafe has an immediate opening for the following position: Physician - Cardiology-Interventional in Connecticut.

DocCafe is the premier physician and advanced practice job board to help you advance your healthcare career.

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Register now to apply for this job and for access to 120,000+ other openings.

DocCafe Offers:

• Free Physician and Advanced Practice Job Search:Easily search, review and apply to jobs that meet your requirements. Plus, set up e-mail alerts for when new jobs are added that meet your search criteria.
• Professional Profile:Attract employers with a profile page that includes your CV, credentials and other medical professional information.
• Confidentiality:Decide which information you want to share and when you appear in an employer's search results.
• Career Matching Support:Our experienced team can match you to your dream based on your unique preferences.

Get started with DocCafe today.