Investment Operations Consultant

Investment Operations Consultant

Private Wealth Custom Portfolio Solutions Team

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.

Our team is a dynamic, energetic, and problem-solving powerhouse that continues to grow, evolve, learn, adapt and solve problems. We come from a diverse set of backgrounds and thought processes, and welcome debate, innovation, better ways of thinking and help evolving our team towards accomplishing our mission. We are incentivized to solve investment problems, and connect to the purpose to using investment tools to thoughtfully and helpfully accomplish the goals and objectives of our clients.

This role is critical to ensuring the smooth execution and integrity of portfolio operations, serving as the backbone between investment decisions and client outcomes. By maintaining accuracy, mitigating risk, and driving operational efficiency, this team enables scalable growth and a consistent client experience across Mass Mutual Private Wealth.

• 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 elevate 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

• 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

$67,400-$88,400

Competitive salary, bonus target, variable incentive compensation component included.

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.