Specialist, Investment Services - Boston, MA, United States

Only for registered members Boston, MA, United States

2 days ago

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Job summary

The Specialist, Investment Services will support advisors utilizing MMAS strategies through the Envestnet platform (WMS), acting as a primary point of contact for day-to-day inquiries regarding our investment strategies, investment-related questions,
and ongoing relationship management.
  • Serve as a primary point of contact for Mass Mutual Advisors (MMLIS) advisors using MMAS strategies on the Envestnet/WMS platform
  • Build and maintain strong, long-term relationships with advisors through proactive outreach and ongoing service engagement
  • Respond to advisor inquiries related to portfolios, strategy implementation, performance,

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