Client Engagement Manager

| Greater Boston Area

SUMMARY

The Client Engagement Manager drives the distribution and use of MassMutual’s Workplace Solutions products and services. The Client Engagement Manager delivers Plan Sponsor/Advisor support for Emerging Markets retirement plans ($5 - $15 MM). The Client Engagement Manager provides education/enrollment assistance for new retirement plans, existing retirement plans with a minimum of $5M in assets, and assigned voluntary benefits cases.

RESPONSIBILITIES

  • Serve as strategic Business Partner with external and internal parties to ensure the effective use of MassMutual’s Workplace Solutions products and services
    • Coordinate with Client Management, Sales, Investment Consulting, Regulatory Advisor Services, Communications Consultants and Worksite Enrollment in support of offering and implementing plan solutions
      • Analyze investment offerings
      • Support opportunities for co-manufactured investment placement in fund lineups
      • Monitor current and future needs for voluntary benefit placements
    • Consult with Plan Solutions Architect to prioritize sponsor and participant opportunities to drive growth and retention in the $5M - $15M retirement plan market
    • Communicate with Plan Sponsors, Advisors and Third Party Administrators as needed to deliver services
  •  Provide Retirement Plan Sponsor/Advisor support for $5M - $15MM clients
    • Perform plan reviews
    • Facilitate plan design discussions
    • Coordinate investment consultations
    • Manage re-pricing communications
    • Monitor watch list
  • Deliver participant enrollment/education support for new retirement plans, for revenue-supported enrollment/education opportunities with existing retirement plans $5M+, and voluntary benefits enrollments
    • Support initial retirement plan enrollments
    • Deliver ongoing $5M+ retirement plan enrollments/education
      • Managed Accounts
      • Proprietary and co-manufactured investment fund enhancements
      • Plan design enhancements
    • Enroll assigned voluntary benefit cases – Whole Life, Universal Life, Critical Illness, Accident
  • Support new sales and retention sales for retirement plan products by participating in finals presentations

BASIC QUALIFICATIONS:

  • Remote Worker but Candidate must reside within Assigned Territory
  • B.A. or B.S. Degree minimum
  • Series 6/63 Certifications
  • Resident Insurance License (specific licenses vary by state)
  • Minimum of 2 years of retirement plan industry experience
  • Demonstrated strong presentation, analytical and interpersonal skills
  • Ability to travel regularly to client sites within territory and infrequent travel to client sites outside territory as needed including air travel
  • Candidate must be physically able to transport and carry business laptop, briefcase, and/or supporting client meeting materials
  • Authorized to work in the United States without sponsorship now or in the future

PREFERRED QUALIFICATIONS

  • Series 7 preferred
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Technology we use

  • Engineering
  • Product
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Location

470 Atlantic Avenue, Boston, MA 02110

An Insider's view of MassMutual

How do you collaborate with other teams in the company?

As a Product Owner, I spend most of my time collaborating with others across different business units. On any given day, I could be spending time brainstorming design concepts of upcoming features with our design team or assisting them with presenting these concepts to outside users as part of our user testing process.

Ryan

Digital Product Owner

What makes someone successful on your team?

Successful people on my team are: passionate, curious, receptive, and engaged. Each team member is expected to be passionate about the work that they do, and the domains in which they practice. They are always solving unique problems and must be curious about finding new solutions.

David

Digital Lead

What’s the vibe like in the office?

We work in an open floor plan, so there is a lot of opportunity for networking across roles, teams and levels. Everyone is very friendly and welcomes the opportunity to get to know other people on the floor.

Kristina

Digital Product Manager

What are MassMutual Perks + Benefits

MassMutual Benefits Overview

At MassMutual, employees have the opportunity to earn a competitive salary and bonus, enroll in an
array of benefits, and participate in programs and services that support healthy lifestyles, assist them
in building financial security for themselves and their families and help them live well-balanced lives.

Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Adoption Assistance
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
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