Regional Managing Director - Wealth Management

0 Saved Jobs

Regional Managing Director - Wealth Management

Remote - US

Job Category Sales

ID R18171

OVERVIEW

JOB DESCRIPTION

HIRING PROCESS

CULTURE

BENEFITS

Thank you to our employees for voting us one of the top places to work in Massachusetts for five consecutive years!

Overview

A career with us means you'll work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are at the foundation of what enables MassMutual to deliver on our purpose to help people secure their futures and protect the ones they love.

We embrace the idea that we all are stronger and better through our support for one another. We strive to create a culture where employees feel valued and are celebrated for who they are.

Roger Crandall

CEO

Since our founding in 1851, mutuality has put our policyowners at the center of everything we do. At our core, we're a company of people helping people in their time of need, and that spirit extends to the culture we've built at our company. Our employees support and rely on each other each day, collaborating to deliver the best solutions for our customers and help millions more secure their future and protect the ones they love.

Job Description

The Opportunity

MassMutual Investments is a diversified multi-manager investment platform focused on the wealth management channel. We leverage an open architecture framework to develop innovative solutions to solve the most pressing investment needs of our clients. We are seeking a Regional Managing Director - US Wealth (External Wholesaler)

MassMutual Investments is a rapidly growing area of the organization. You'll have a tremendous opportunity to help shape our future growth. Your expertise, strategic thinking, and dedication will greatly impact our organization, drive industry innovation, and help our clients secure their financial future.

The Team

MassMutual Investment has developed partnerships with some of the world's largest asset managers, and specialized investment boutiques who sub-advise our investment strategies. We are rapidly expanding our solutions in the wealth channel, and we are seeking a highly motivated individual to help drive our dynamic and collaborative effort.

The Impact:

As a Regional Managing Director, you will be responsible for distributing our broad array of investment solutions, primarily open-ended funds sub-advised by Barings and Clinton Investment Management into the wealth management space. You will represent and promote MassMutual sub-advised funds within multiple financial intermediary channels, including wirehouses, independent broker-dealers, and RIAs.

Specific Responsibilities Include:

Increase sales and grow territory AUM by calling on financial advisors in the wirehouse, Independent and RIA channels.

Provide marketing support and customer service to financial advisor in assigned territory.

Effectively leverage data and technology

Develop a business strategy within the territory, including implementing business plans around focus firms and identifying business opportunities, while appropriately managing expenses and resource allocations.

As a representative of MassMutual Investments, you will attend and present at conferences and events to showcase our offerings, expertise, and value propositions.

Complete administrative tasks (updating CRM, expense reporting) in a timely manner.

The Minimum Qualifications

Bachelor's Degree

5+ years of external sales experience at a mutual fund distributor or asset management firm

1+ years of experience with Morningstar Direct and Salesforce

Travel requirements estimated 80%

Series 7 & 63

Located within territory (MI, OH, KY, IN, IL, WI, Western PA)

The Ideal Qualifications

Strong technical acumen, excellent writing, presentation, and interpersonal skills

Established relationships at wirehouse, independent, regional broker dealers and RIAs

Ability to identify and empathize with client needs, as well as understand the market demand and requirements

Strong problem solving and analytical skills including demonstrated experience with research, data gathering and the ability to think strategically

Strong interpersonal and relationship building skills, with a proven ability to collaborate with diverse, multi-functional teams

Compensation:$120k - $130k base salary range plus sales-based incentive opportunity resulting in a total target compensation package of $390k - $400k.

What to Expect as Part of MassMutual and the Team

Regular meetings with the MassMutual Investment team

Focused one-on-one meetings with your manager

Access to mentorship opportunities

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-BC1

#LI-REMOTE

MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

EEO Statement

(Opens in new window)

MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment. The job description includes the main duties of this position, which may evolve over time. You may be required to perform other duties not listed.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.