Jobs in West Simsbury, CT
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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
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
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
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
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
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
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
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
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
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
Why Deliver with Door Dash?Door Dash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.
As a Dasher, you'll stay busy with a variety of earnings opportunities and can work when it works for you.
Whether you're looking for a side hustle or a full-time gig, delivering with Door Dash gives you the opportunity to earn extra cash on your terms.Multiple ways to earn: Whether you're delivering meals, groceries, or retail orders, Door Dash offers diverse earning opportunities so you can maximize your time.
Total flexibility: Dash when it works for you.
Set your own hours and work as much—or as little—as you want.
Know how much you'll make: Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
Instant cash flow: Get paid the same day you dash with Door Dash Crimson
*.
No deposit fees, no waiting.
Quick and easy start: Sign up in minutes and get on the road fast.
**Simple Process: Just pick up, drop off, and cash out.
Payday is in your back pocket.
Basic Requirements18+ years old
*** (21+ to deliver alcohol)Any car, scooter, or bicycle (in select cities)Driver's license numberSocial security number (only in the US)Consistent access to a smartphone How to Sign UpClick "Sign Up Apply Now" and complete the sign up processDownload the Door Dash Dasher app and go
*Subject to eligibility requirements and successful ID verification.
The Door Dash Crimson Deposit Account is established by Starion Bank, Member FDIC.
The Door Dash Crimson Visa Debit Card is issued by Starion Bank.
**Subject to eligibility..
***Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia Additional informationDashing with Door Dash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig.
Deliver with Door Dash and earn extra cash while being your own boss.
Dash when it works for you.
Sign up today.
Why Deliver with Door Dash?Door Dash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.
As a Dasher, you'll stay busy with a variety of earnings opportunities and can work when it works for you.
Whether you're looking for a side hustle or a full-time gig, delivering with Door Dash gives you the opportunity to earn extra cash on your terms.Multiple ways to earn: Whether you're delivering meals, groceries, or retail orders, Door Dash offers diverse earning opportunities so you can maximize your time.
Total flexibility: Dash when it works for you.
Set your own hours and work as much—or as little—as you want.
Know how much you'll make: Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
Instant cash flow: Get paid the same day you dash with Door Dash Crimson
*.
No deposit fees, no waiting.
Quick and easy start: Sign up in minutes and get on the road fast.
**Simple Process: Just pick up, drop off, and cash out.
Payday is in your back pocket.
Basic Requirements18+ years old
*** (21+ to deliver alcohol)Any car, scooter, or bicycle (in select cities)Driver's license numberSocial security number (only in the US)Consistent access to a smartphone How to Sign UpClick "Sign Up Apply Now" and complete the sign up processDownload the Door Dash Dasher app and go
*Subject to eligibility requirements and successful ID verification.
The Door Dash Crimson Deposit Account is established by Starion Bank, Member FDIC.
The Door Dash Crimson Visa Debit Card is issued by Starion Bank.
**Subject to eligibility..
***Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia Additional informationDashing with Door Dash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig.
Deliver with Door Dash and earn extra cash while being your own boss.
Dash when it works for you.
Sign up today.
The Opportunity
We’re looking for a detail oriented, self-motivated individual to join our growing team as a Research & Resolution Consultant. As a Research & Resolution Consultant you’ll be responsible for managing a workload of different cases that will require research and problem solving to determine if the client was harmed by the error and what course of action can be taken to make the client whole. We support many organizations across the firm as well as other areas in MassMutual that will require effective communication as some cases will involve upper level management both at the Home Office as well as in the field. This is a fast-paced environment as we deal with time sensitive issues that require immediate attention.
The Team
We are a team with a unique opportunity given we see any and all operation errors that has a direct impact on the end client. On multiple occasions we have identified a process gap through trending of cases and worked with the team who owns the process, to update the workflow to fill the gap. We have people from many backgrounds and encourage out of the box thinking to come to a solution to each case. As a team, we pride ourselves in creating the best service experience possible in order to repair the relationship between client, rep, and MMLIS by getting to the root cause of the error that took place to fix anything that went wrong and make sure the account is in good standing for the future.
The Impact
As a Research & Resolution Consultant, your responsibilities will include, but not be limited to the following:
- Performing research and analysis to support business operations and present finding to managers
- Develop solutions through root-cause analysis of complex issues and escalations related to Broker/Dealer business
- Identify opportunity to enhance and update workflows, procedures, and policies and determine best practices with some direction
- Make level appropriate decisions while weighing business risk and customer service, and document justification of exception processing
- Utilize problem solving toolkit to identify trending and demonstrate the ability to provide countermeasures to enhance the client experience and integrate the ease of doing business philosophy into operations
- Analyze trading activity of registered representatives through research and execution of trades to correct errors made by registered representatives and internal business partners
- Work with legal and compliance, peers, management to carryout processing of legal orders and regulatory requests, and Customer Relations requests on customer complaints
The Minimum Qualifications
- HS Diploma or equivalent
- 3+ year MMLIS experience and / or 5+ years' financial services experience
- Series 7 & 24 required at time of application
- 1+ year experience with Microsoft Office Suite
- Candidates residing within 50 miles of MassMutual office will be expected to work a Hybrid schedule of 3 days a week in the office
The Ideal Qualifications
- Bachelor’s Degree
- 7+ years of financial services industry experience
- Highly collaborative team player with extraordinary attention to detail
What to Expect as Part of MassMutual and the Team
- Regular meetings with the Research & Resolution 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
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you. Whether you’re looking for a side hustle or a full-time gig, delivering with DoorDash gives you the opportunity to earn extra cash on your terms.
Multiple ways to earn: Whether you’re delivering meals, groceries, or retail orders, DoorDash offers diverse earning opportunities so you can maximize your time.
Total flexibility: Dash when it works for you. Set your own hours and work as much—or as little—as you want.
Know how much you'll make: Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
Instant cash flow: Get paid the same day you dash with DoorDash Crimson*. No deposit fees, no waiting.
Quick and easy start: Sign up in minutes and get on the road fast.**
Simple Process: Just pick up, drop off, and cash out. Payday is in your back pocket.
Basic Requirements
18+ years old*** (21+ to deliver alcohol)
Any car, scooter, or bicycle (in select cities)
Driver's license number
Social security number (only in the US)
Consistent access to a smartphone
How to Sign Up
Click “Sign UpApply Now” and complete the sign up process
Download the DoorDash Dasher app and go
*Subject to eligibility requirements and successful ID verification. The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC. The DoorDash Crimson Visa® Debit Card is issued by Starion Bank.
**Subject to eligibility..
***Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia
Additional information
Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.
Why Deliver with Door Dash?Door Dash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.
As a Dasher, you'll stay busy with a variety of earnings opportunities and can work when it works for you.
Whether you're looking for a side hustle or a full-time gig, delivering with Door Dash gives you the opportunity to earn extra cash on your terms.Multiple ways to earn: Whether you're delivering meals, groceries, or retail orders, Door Dash offers diverse earning opportunities so you can maximize your time.
Total flexibility: Dash when it works for you.
Set your own hours and work as much—or as little—as you want.
Know how much you'll make: Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
Instant cash flow: Get paid the same day you dash with Door Dash Crimson
*.
No deposit fees, no waiting.
Quick and easy start: Sign up in minutes and get on the road fast.
**Simple Process: Just pick up, drop off, and cash out.
Payday is in your back pocket.
Basic Requirements18+ years old
*** (21+ to deliver alcohol)Any car, scooter, or bicycle (in select cities)Driver's license numberSocial security number (only in the US)Consistent access to a smartphone How to Sign UpClick "Sign Up Apply Now" and complete the sign up processDownload the Door Dash Dasher app and go
*Subject to eligibility requirements and successful ID verification.
The Door Dash Crimson Deposit Account is established by Starion Bank, Member FDIC.
The Door Dash Crimson Visa Debit Card is issued by Starion Bank.
**Subject to eligibility..
***Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia Additional informationDashing with Door Dash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig.
Deliver with Door Dash and earn extra cash while being your own boss.
Dash when it works for you.
Sign up today.