Position: Head of Private Wealth Consulting
About: For over twenty years, MassMutual Private Wealth & Trust Company has been a leader in providing complex investment, fiduciary, trust, and concierge services tailored for the private wealth market. With assets under management surpassing $5 billion, the company focuses on attracting and retaining financial advisors and high net-worth clients by offering customized private client solutions. The Head of Private Wealth Consulting plays a pivotal role in guiding long-term investment and estate strategies for clients and supporting financial professionals in the private wealth segment.
Requirements: High school diploma or equivalent required; 8 years of experience in wealth management, specifically in the private wealth segment; 3 years of people management experience; expertise in high net-worth wealth management; strong leadership, consultative, and collaborative skills; excellent problem-solving, communication, and interpersonal abilities; in-depth knowledge of complex investment, estate planning, tax, trust, and private client solutions; willingness to travel 25%
Benefits: 401(k), health insurance, employee discount on food and beverages, flexible work schedule conducive to work-life balance
