The Opportunity
As an Inforce Advisory Operations Business Acceptance Principal you will conduct back-office review and firm-acceptance of new and existing advisory and account maintenance submissions. You will be largely engaged in trade look back reviews as it relates to asset movement into an on platform advisory account. In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience, and self-awareness.
The Team
The MML Investors Services Inforce Advisory Operations Team provides operational support and service to our Wealth Management advisors. The team assists with advisory new business in addition to facilitating post new account functions in the investment advisory space. Our strategy includes growing our on platform advisory business while providing excellent service to our field partners. We partner closely with all Service and Operations areas within MMLIS including MMLIS Product, MMFA leadership, Legal, and Compliance, to ensure we are delivering desired products and service in the most efficient, compliant manner.
The Impact:
The Minimum Qualifications
** Principals working 100% remotely may be subject to on-site inspection by MML and/or regulators
***Candidates residing within 50 miles of MassMutual office will be expected to work a Hybrid schedule of 3 days a week in the office
The Ideal Qualifications
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MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.
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