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MassMutual Relationship Manager - REMOTE US in Springfield, Massachusetts

The Opportunity

MassMutual Trust is looking for a Relationship Manager whose responsibilities include managing a book of personal wealth management accounts and operate as a point of contact for clients and agents. 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 Impact

As a Relationship Manager within MassMutual Trust you will maintain a diverse book of accounts and provide daily oversight as the main point of contact while providing world class customer service.

Key Responsibilities Include

  • Maintain a diverse book of accounts; daily oversight while operating as the relationship manager and main point of contact.

  • Work with client, advisor and MassMutual Trust’s Chief Investment Officer to develop individual investment strategy for each client. Output includes the development of the account’s Investment Policy Statement.

  • Frequent reviews of administration and investments of the book of accounts

  • Scheduled meetings with clients and advisors to review and discuss their account(s). Discuss and confirm time horizon, account objectives and risk tolerance to confirm or adjust asset allocation

  • Independently analyze client inquiries and requests, utilizing product and fiduciary knowledge to provide appropriate response/solution

  • Work with clients, advisors and their tax preparer to provide appropriate tax documentation

  • Determine and execute required distributions for IRA’s and trust accounts.

  • Coordinate with business partners to ensure high quality, comprehensive customer service is provided

  • Maintain current knowledge of personal trust and investment products to ensure accurate handling of administrative responsibilities

  • Work closely/consult with MassMutual Trust’s Investment Officer, Fiduciary Officer, Compliance Officer and Counsel.

The Minimum Qualifications

  • 5+ years Relationship Management, Trust Administration and Fiduciary and/or Investment Management experience.

  • Bachelor’s degree in Business, Finance or related area, or equivalent business experience.

  • Familiarity with financial services industry

  • Willingness to obtain CTFA (Certified Trust and Financial Advisor)

  • The ability to work on multiple tasks/projects simultaneously is crucial. Strong organizational skills are necessary.

  • Excellent communication skills, both oral and written communication skills are required.

  • Must be able to interact effectively with all levels of personnel, clients and outside contacts.

  • Proficient with Microsoft Office suite (e.g., Word, Excel, PowerPoint, Outlook

  • Occasional travel may be require

  • *Open to a 100% remote employee

The Ideal Qualifications

  • Familiarity with fiduciary income taxation, trust investment management principles and Trust and Probate law

  • Experience with broker/dealer

  • CTFA (Certified Trust and Financial Advisor)

  • Familiarity with trust accounting systems

Salary Range: $65,000 - $90,000 *Commensurate with experience

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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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