Overview
On Site
Full Time
Skills
Legal
Testing
SAP MM
Financial Planning
Practice Management
Investments
Wealth Management
Brokerage
Finance
Strategic Planning
Product Development
Collaboration
Sales
Marketing
Regulatory Compliance
Leadership
Management
Innovation
Usability
Roadmaps
Data Integration
Reporting
WMS
Annuities
Cash Management
Banking
Financial Services
Relationship Management
Communication
Presentations
Problem Solving
Conflict Resolution
Microsoft Office
Microsoft Excel
Microsoft PowerPoint
Expect
Computer Networking
Job Details
The Opportunity
This role sits within the MMLIS Investment Advisory Platform Team and oversees the Orion platform, including the co-advisory program and WMS Orion enhancements. Responsibilities include collaborating with Legal and Compliance on ADV updates, testing new releases for downstream impacts, and addressing field escalations. The platform, currently at $1B AUM, is projected to grow to $10B. The team also manages Orion's integrated tech stack, including Redtail, Hidden Levers, and Orion Planning.
The Team
At MM Wealth Management, we recognize the dynamic nature of the financial landscape. As part of our team, you'll collaborate with experts across Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments, and Operations to deliver innovative solutions that support advisors and clients. Our mission is to transform how clients manage and grow their wealth. The Wealth Management Product team empowers advisor practices and agencies by offering open architecture solutions and investment expertise to help clients achieve their financial goals.
The Impact
Our Wealth Management Product team empowers advisors, agencies, and MassMutual by offering open architecture investment and brokerage solutions. We help clients achieve their financial goals through informed investing, strategic planning, and seamless execution.
Key Responsibilities include, but are not limited to:
The Minimum Qualifications
The Ideal Qualifications
What to Expect as Part of MassMutual and the Team
#LI-DK1
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.
This role sits within the MMLIS Investment Advisory Platform Team and oversees the Orion platform, including the co-advisory program and WMS Orion enhancements. Responsibilities include collaborating with Legal and Compliance on ADV updates, testing new releases for downstream impacts, and addressing field escalations. The platform, currently at $1B AUM, is projected to grow to $10B. The team also manages Orion's integrated tech stack, including Redtail, Hidden Levers, and Orion Planning.
The Team
At MM Wealth Management, we recognize the dynamic nature of the financial landscape. As part of our team, you'll collaborate with experts across Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments, and Operations to deliver innovative solutions that support advisors and clients. Our mission is to transform how clients manage and grow their wealth. The Wealth Management Product team empowers advisor practices and agencies by offering open architecture solutions and investment expertise to help clients achieve their financial goals.
The Impact
Our Wealth Management Product team empowers advisors, agencies, and MassMutual by offering open architecture investment and brokerage solutions. We help clients achieve their financial goals through informed investing, strategic planning, and seamless execution.
Key Responsibilities include, but are not limited to:
- Lead product development and enhancement efforts for the Orion platform, ensuring competitiveness and alignment with advisor needs.
- Collaborate with Sales, Marketing, Legal, Compliance, and senior leadership to define market requirements, manage risk, and update regulatory documents (e.g., ADVs).
- Oversee daily Orion operations and coordinate enhancements with MMLIS teams, including Innovation, Operations, and business line leaders.
- Evaluate Orion releases for advisor usability, communicate updates via field calls (AAX/GAX), and maintain the Compass page.
- Maintain the Orion technology roadmap and ensure alignment with broader platform strategies (e.g., Envestnet, Tamarac, Wealthscape).
- Support data integration and reporting across systems like Envestnet Intelligence and Trualytics.
- Test new configurations for expanding WMS offerings, including Advisory 529 Plans, HSA, DC Participant Advice via Pontera, Advisory Annuities, Structured Notes, and Cash Management.
- Liaise with Banking and Lending to integrate products into Orion.
The Minimum Qualifications
- 7+ years' experience in the financial services industry
- Series 7 at time of application or must obtain within 1 year of hire
- 2+ years' participating in product implementation projects
- 2+ years' proven ability to organize tasks, prioritize competing deadlines, and execute deliverables efficiently across cross-functional teams
The Ideal Qualifications
- 7+ years in the use of configuration, implementation and enhancement of product technology platforms
- 3+ years experience in relationship management
- Proven capabilities in design that can give the broker dealer a competitive edge in competing against the likes of LPL, Osaic, Raymond James, Cetera and Ameriprise in this space
- Persuasive communication and presentation skills as the position will often be required to present to the Field Force
- Strong problem-solving skills
- Proficient in the Microsoft suite of products (Excel, PowerPoint, and Word)
- Proven capabilities in building out investment advisory enhancements and programs that are cutting-edge within the investment advisory marketplace
What to Expect as Part of MassMutual and the Team
- Regular meetings with the 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
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.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.