INVESTMENT MANAGEMENT STRATEGY AND PLANNING LEAD - MASSMUTUAL
Company: MassMutual
Location: Somerville
Posted on: October 9, 2024
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Job Description:
The OpportunityInvestment Management (IM) is looking for a
highly motivated and experienced leader to lead Investment
Management's strategic initiative planning and execution. This
individual will be the primary liaison between our business and the
newly formed Corporate Functions PMO. Additionally, they will also
lead creating a communications strategy and change management
approach for IM. They will be responsible for helping frame complex
problems, creating content, determining logical solutions, and
confidently presenting recommendations to key decision makers. They
will also partner with senior leaders across investment management
to help articulate our mission, vision and strategy.You will have a
unique opportunity to seamlessly move from planning to execution by
innovating, collaborating, designing, inspiring and communicating
key strategies and initiatives. This position will partner closely
with core members of the Investment Management Senior Leadership
Team to drive efficient and effective design and architecture
across the IM portfolio of strategic initiatives, helping to
identify process improvements, align goals, and set priorities.The
TeamThe Strategy and Planning team is part of the Investment
Management (IM) 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 departments
strategic initiatives, Investment Compliance, Investment
Due-Diligence and Investment Data Strategy and
Governance.Impact/Key Responsibilities You will thrive in this role
if you are collegial, detail-oriented, collaborative, highly
resourceful and an adaptable individual who is comfortable leading
multiple streams of work. You are additionally organized, curious,
agile and flexible. You will bring strategic, analytical, financial
acumen, project management, and influencing skills to drive desired
outcomes and your responsibilities will lead to achievement of the
IM vision and target operating model.Lead strategic initiative
planning, prioritization and coordination across IM and
understand/navigate interdependenciesAccountable for the intake and
creation of the master inventory of discretionary and BAU strategic
initiatives, projects, programs and continuous improvement needs
across IMAccountable for investment management strategic initiative
prioritization. Work with senior leaders on a regular cadence to
reconfirm prioritized initiatives given the rapidly changing market
Responsible to partner with junior stakeholders across IM to intake
and prioritize strategic initiativesFacilitate collaboration among
senior leadership, key stakeholders and cross functional teams to
ensure strategic initiatives are fully aligned with business
objectives and operational capabilitiesEnsure portfolio of IM
strategic initiatives align with IM's long-term goalsCoordinate
cross-department and cross-enterprise connection points in regard
to initiatives, including annual planning cycles for budget and
resourcingIn conjunction with the demand/capacity process,
understand resource allocation across IMUnderstand initial project
elements to determine if initiative qualifies for the SP&D
portfolio and/or execution by CFPMOEnsure alignment and work as
cross collaboration point person for internal and/or external
stakeholders on goals, approach and requests. Including ETX and
corporate functions.Monitor regular communications to key
stakeholders and executive management on project progress, status
and challenges from CFPMO and SP&D and provide feedback as
necessarySupport development of governance frameworks to drive
clear, transparent and efficient decision makingPartner with CFPMO
and SP&D on IM's compliance with enterprise standards and act
as a point person to ensure execution of operating model and
process changes across IMPoint Person for the IM Portfolio
Management lead from CFPMOLead demand/capacity on behalf of IM and
be key point person for inquiries and process changes across the
demand capacity processMonitor and flag issues and
interdependencies between Investment Management and enterprise
shared services and suggest opportunities for resolution/path
forward proactively, promptly and tactfullyDevelop a cohesive
communication plan (in coordination with internal communications)
and deliver high-impact presentations and reports for c-suite,
board of directors and other key stakeholders effectively
communicating business impacts. Develop artifacts (create reports
and presentations) related to IM priorities including committees
and other strategy team deliverables.Develop and strengthen
internal communications with staff at all levels throughout the
organizationLead and help support elements of the IM strategic
planning design and processReview CIO and SLT objectives, vision,
goals and priorities to ensure alignment with IM strategyDesign
strategic connectivity to enterprise goals and objectivesLead, Role
model / champion and promote the evolution of the IM culture and
foster a positive and collaborative work environment. Work to
enhance employee engagement and morale.Develop and implement a
change management strategy for IMUnderstand the evolving needs of
our organization and proactively execute a change management
discipline to support ongoing changesDesign and execute
comprehensive change management plans that align with the
department's goals, ensuring a smooth transition for all
stakeholdersEvaluate the departments readiness for change by
conducting assessments, surveys, and feedback session, identifying
potential change challenges and areas for improvementDesign and
oversee the delivery of training programs to equip employees with
eh necessary skills and knowledge to adapt to new processes,
systems and structuresPartner with leaders to provide guidance and
support throughout the change process, ensuring they are equipped
to lead their teams through the transitionProgress the governance
models across IM. Understand the different governance forums and
look for ways to enhance and ensure complianceIdentify
opportunities for process improvement and operational
efficiencyImplement best practices standard operating procedures
across the organizationIdentify and resolve issues that may affect
the organization, anticipate potential challenges and develop
proactive solutionsData analysis and decision support - analyze
data to support decision making and provide insight and
recommendations based on data analysisSupport Board of Director
operations for IMBe willing to roll up your sleeves and chip in
when-and-wherever needed; adaptable and ability to pivot based on
shifting priorities.Minimum QualificationsBachelors degree10-12
years of related business and leadership experience in a subset of
the following: investment management, insurance, consulting,
strategy, project management or financial servicesDemonstrated
project or portfolio management and experience with scorecards,
metrics and dashboards.Proven ability to establish and maintain
strong relationships with peers and key partners throughout the
organization.Comfortable working collaboratively across the
organization in a complex, fast paced, dynamic and continually
evolving business environment.Understanding of how to manage and
deploy large-scale, cross organization programs and employ a
creative approach to problem solving, with a demonstrated ability
to think strategically, enjoy managing multiple projects
simultaneously and handling difficult situations.High degree of
integrity and ability to maintain confidentiality with business &
organizational information.Able to garner support and gain momentum
to bring new ideas through to implementation.Demonstrated ability
to understand how tasks and milestones collaborate and connect
across related department objectives.Prior track record in building
partnerships with all levels of the organizationExperience building
communication plans and communicating and/or presenting to senior
leadersExperience developing change management
discipline/functionsWillingness to volunteer and lean inOutstanding
verbal, written and interpersonal communication skills.Expert
presentation and artifact creationIdeal QualificationsHigher
degree, MBA or equivalentExperience in consultingInvestment
Management or buy-side experienceUnderstanding of the financial
marketsExperience in the insurance industryHigh emotional
intelligence#LI-IZ1MassMutual 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, Portland , INVESTMENT MANAGEMENT STRATEGY AND PLANNING LEAD - MASSMUTUAL, Executive , Somerville, Maine
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