Alternative Trading Desk Consultant
- Full-time
- Company: MassMutual
Company Description
Company Name: MassMutual
Job Description
The Opportunity: Structured Investment Team Assistant
Are you looking for a role where you can make a difference and work in a collaborative environment? We are seeking a team member to assist in the development of our Structured Investments eco-system. In this role, you will support our team of financial advisors and clients, providing them with the expertise and sales support they need. Your work will be crucial in tailoring investment strategies to meet the complex needs of our high net worth clients.
The Team: Empowering Financial Advisors and Clients
We believe in the power of financial advice to protect and enrich the lives of our clients. Our mission is to enable our advisors, agencies, and MassMutual to thrive in the high net worth space. We provide open architecture solutions and expertise to help clients protect their loved ones, achieve their dreams, and grow and transition wealth through wise investing.
The Impact: Empowering Advisors with Structured Investment Solutions
In this role, you will play a key role in enabling our advisors to drive growth by providing them with Alternative and Structured Investments product solutions. You will collaborate with our team, trading desk, and financial advisors to curate Structured Notes calendars, offer technical support, and ensure a seamless client onboarding experience. You will also foster relationships with investment banks and distribution partners to advance our product category. Additionally, you will drive process improvements and contribute to data analysis and presentations.
The Minimum Qualifications
- Bachelor's Degree
- Series 7 certification (or obtain within 90 days of hire)
- 4+ years of relevant experience in trading, business development, or relationship management
- 4+ years of experience selling or supporting financial solutions within an advisor channel
- Proficiency in Microsoft Suite (Word, Excel, PowerPoint)
The Ideal Qualifications
- Experience with complex investments and solutions for high net worth clients
- Excellent problem-solving and interpersonal skills
- Demonstrated client service skills
- Strong organizational and analytical skills
- Effective written and verbal communication skills
- Ability to thrive in a fast-paced environment
- Strategic mindset and collaborative approach to work
What to Expect as Part of MassMutual and the Team
- Regular meetings with the product team to outline approaches for business growth
- One-on-one meetings with your manager and mentorship opportunities
- Eligibility for Variable Incentive Compensation
- Networking opportunities with diverse Business Resource Groups
- Access to learning content on various platforms
- A company that values ethics, integrity, and offers competitive pay and benefits
If you need any accommodations to complete the application process, please contact us and let us know how we can assist you.
MassMutual is an equal opportunity employer and welcomes all individuals to apply. Veterans are welcome to apply regardless of their discharge status.