Investment Operations Consultant

Investment Operations Consultant

Full‑time, Boston or Springfield

We are seeking a detail‑oriented and client‑focused Investment Operations Consultant to join our growing Private Wealth Custom Portfolio Solutions team. The role will support the efficient implementation, monitoring, and servicing of client investment portfolios. 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.

• Ensuring timely and accurate trade processing, including order entry, allocation, and post‑trade reconciliation
• Coordinating with custodians and trading platforms to achieve efficient execution and resolve trade‑related issues
• Monitor trade activity to ensure alignment with investment models, client restrictions, and regulatory requirement
• Monitor portfolios for data integrity (e.g., cost basis, holdings accuracy, model alignment) and proactively resolve discrepancies
• Identify and escalate trade errors, operational risks, and process gaps; contribute to remediation efforts
• Support continuous improvement of workflows, automation, and scalability across portfolio operations
• Contributing to the growth of the Mass Mutual Private Wealth business. Identify opportunities to improve operational efficiency, scalability, and accuracy.

• Bachelor’s degree
• 2+ years experience in investment operations, trading, or portfolio implementation
• Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non‑registered fingerprint background check to qualify as a fingerprinted person under FINRA

• Experience in wealth management or client portfolio management environments
• Familiarity with best execution principles, trade lifecycle, and portfolio rebalancing workflows
• Series 66 and/or Series 7 at time of application
• Exceptional analytical, problem solving, and communication skills

$67,400‑$88,400

At Mass Mutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales‑focused role a Variable Incentive Compensation component.

• Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
• A collaborative environment where perspectives are welcomed
• Access to learning, development, and internal networks that support continuous growth and skill‑building over time
• Employee‑led communities and forums that foster connection, learning, and inclusion across the organization
• A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future‑focused mindset
• Total Rewards at a Glance.

Mass Mutual 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.