Investment Product Consultant

The Opportunity

As an Investment Product Consultant
, you will play a key role in managing and evolving the Proprietary Home Office Models (PHOM) platform, a rapidly growing offering projected to scale from $3B to $10B in assets under management. You will partner closely with Legal and Compliance to ensure documentation accuracy, while driving platform enhancements through testing, issue identification, and continuous improvement. This role offers the opportunity to influence both product performance and advisor experience by ensuring stability, accuracy, and scalability as the platform grows.

You will be part of the Wealth Management Product team, a highly collaborative group that partners across Product, Legal, Compliance, Trading, Data, Technology, and Operations. The team works together to deliver innovative, open architecture investment solutions that support advisors and clients. You will engage with key partners, including MMLIS, Envestnet, and Orion, contributing to cross‑functional initiatives that enhance platform capabilities and advisor tools.

In this role, you will directly impact the success and growth of the PHOM platform by improving product functionality, ensuring accurate data reporting, and supporting new program launches across Wealth Management Services. Your work will help advisors deliver better outcomes for clients by enabling seamless investment solutions, reducing operational risk, and enhancing platform adoption through thoughtful enhancements and issue resolution.

• High School Diploma / GED
• 5+ years of experience in investment products, wealth management, financial services operations, or platform support
• 2+ years participating in product implementation projects
• Must be able to pass a non‑registered fingerprint background check to qualify as a fingerprinted person under FINRA

• Bachelor’s Degree
• Prior experience working with advisory platforms
• Familiarity with investment governance, due diligence, and disclosure processes
• Experience partnering with Legal and Compliance in a regulated environment
• Project management experience or certification
• Strong organizational skills with the ability to manage multiple concurrent initiatives
• Excellent written and verbal communication skills

Mass Mutual offers the opportunity to do meaningful work within a purpose‑driven organization that values long‑term impact over short‑term outcomes. In this role, you can expect:

• 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

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.

California residents:
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