Relationship Manager, Investment Management

Company: MassMutual
Location: Springfield
Posted on: April 28, 2025

Job Description:

Relationship Manager, Investment ManagementInvestment Management Strategy and Planning Full-TimeSpringfield, MA or Boston, MA The OpportunityInvestment Management (IM) is looking to hire a skilled and dynamic Relationship Manager to drive strategic partnerships and foster relationships with our investment managers. This individual will report to the Head of Strategy and Planning and will primarily manage and monitor MassMutual's relationship with both affiliated and unaffiliated investment managers across various facets of our business. They will uphold the team's governance framework working with cross-functional teams across MassMutual and its investment managers to identify, document, communicate, and memorialize challenges and opportunities, improve processes, build strong relationships, and provide transparency into the overall health of these relationships. They will support the execution of policies and procedures that support IM's mission, vision, and strategy.The TeamThe Strategy and Planning team is part of IM's Strategy and Governance Organization. The Strategy and Governance team drives IM's strategy forward, optimizing governance and decision-making processes, analyzes, and establishes common metrics, processes, and tools and supports key internal and external stakeholders in progressing the IM target operating model. The team is also responsible for coordinating the department's strategic initiatives, Investment Compliance, Investment Due Diligence, reporting, manager oversight, vendor oversight and Investment Data Strategy and Governance.The ImpactIn this role, you will be responsible for forming and maintaining strong relationships with MassMutual's investment managers. You will quickly come to understand critical connection points, high-level processes and procedures, and key resources that support business functions across our firm. You will work collaboratively but persistently with these business partners to understand the challenges and opportunities they face, and work with subject matter experts to document, prioritize, and drive associated process and data improvement efforts to completion.In this role you will have the unique opportunity to:

• Collaborate with leads on projects, work efforts, and BAU activities that require support from our investment managers and work together to prioritize and navigate barriers and interdependencies related to our requests
• Advance relationships with key business stakeholders to deepen partnerships
• Develop and maintain an intake model for a master inventory of opportunities within these relationships
• Prepare agendas and facilitate weekly relationship meetings
• Work with business partners to document, track, and socialize inputs to monitor KPIs and agreed upon objectives which will help create transparency into the health of IM's investment manager relationships
• Partner with IM's investment managers to understand their business, challenges, and constraints, and use this information to influence the approach we take to solving problems and improving our interactions
• Work with teams across MM to document, communicate and keep an updated list of SLAs
• Maintain awareness of MM's strategic goals and understand how they impact the prioritization of work efforts
• Represent MassMutual's interest in engagements with our investment managersMinimum Qualifications
  • Bachelor's degree
  • 7+ years of related business experience in a subset of the following: IM, insurance, relationship management, project management or financial services Ideal Qualifications
    • Higher degree, MBA or equivalent
    • IM or buy-side experience
    • Experience in the insurance industry
    • Experience with Smartsheet
    • Understanding of the financial markets
    • Work independently and with ambiguity
    • Is growth-minded, willing to learn new things, and is adaptable to an evolving environment
    • Can identify and raise opportunities for process improvement and operational efficiency
    • Proven ability to establish and maintain strong relationships with peers and key partners throughout the organization
    • Comfortable working collaboratively across the organization and external managers in a complex, fast-paced, dynamic, and continually evolving business environment
    • High degree of integrity and ability to maintain confidentiality with business & organizational information
    • Demonstrated ability to understand how tasks and milestones connect across related department objectives
    • Outstanding verbal, written and interpersonal communication skills
    • Exhibit high emotional intelligence What to expect as part of MassMutual and the team
      • Regular meetings with Strategy and Planning team
      • Focused one-on-one meetings with your manager
      • Access to mentorship opportunities
      • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups
      • Access to learning content on Degreed and other informational platforms
      • Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits#LI-FT1MassMutual 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.
        
        If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

Keywords: MassMutual, Attleboro , Relationship Manager, Investment Management, Executive , Springfield, Massachusetts