Investment Management Strategy and Planning Lead
Company: MassMutual
Location: Jamaica Plain
Posted on: October 16, 2024
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Job Description:
The Opportunity
Investment 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 Team
The 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 IM
Accountable 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 initiatives
Facilitate collaboration among senior leadership, key stakeholders
and cross functional teams to ensure strategic initiatives are
fully aligned with business objectives and operational
capabilities
Ensure portfolio of IM strategic initiatives align with IM's
long-term goals
Coordinate cross-department and cross-enterprise connection points
in regard to initiatives, including annual planning cycles for
budget and resourcing
In conjunction with the demand/capacity process, understand
resource allocation across IM
Understand initial project elements to determine if initiative
qualifies for the SP&D portfolio and/or execution by CFPMO
Ensure 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 necessary
Support development of governance frameworks to drive clear,
transparent and efficient decision making
Partner 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 IM
Point Person for the IM Portfolio Management lead from CFPMO
Lead demand/capacity on behalf of IM and be key point person for
inquiries and process changes across the demand capacity
process
Monitor and flag issues and interdependencies between Investment
Management and enterprise shared services and suggest opportunities
for resolution/path forward proactively, promptly and tactfully
Develop 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 organization
Lead and help support elements of the IM strategic planning design
and process
Review CIO and SLT objectives, vision, goals and priorities to
ensure alignment with IM strategy
Design strategic connectivity to enterprise goals and
objectives
Lead, 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 changes
Design and execute comprehensive change management plans that align
with the department's goals, ensuring a smooth transition for all
stakeholders
Evaluate the departments readiness for change by conducting
assessments, surveys, and feedback session, identifying potential
change challenges and areas for improvement
Design and oversee the delivery of training programs to equip
employees with eh necessary skills and knowledge to adapt to new
processes, systems and structures
Partner with leaders to provide guidance and support throughout the
change process, ensuring they are equipped to lead their teams
through the transition
Progress the governance models across IM. Understand the different
governance forums and look for ways to enhance and ensure
compliance
Identify opportunities for process improvement and operational
efficiency
Implement best practices standard operating procedures across the
organization
Identify and resolve issues that may affect the organization,
anticipate potential challenges and develop proactive solutions
Data analysis and decision support - analyze data to support
decision making and provide insight and recommendations based on
data analysis
Support Board of Director operations for IM
Be willing to roll up your sleeves and chip in when-and-wherever
needed; adaptable and ability to pivot based on shifting
priorities.
Minimum Qualifications
Bachelors degree
10-12 years of related business and leadership experience in a
subset of the following: investment management, insurance,
consulting, strategy, project management or financial services
Demonstrated 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
organization
Experience building communication plans and communicating and/or
presenting to senior leaders
Experience developing change management discipline/functions
Willingness to volunteer and lean in
Outstanding verbal, written and interpersonal communication
skills.
Expert presentation and artifact creation
Ideal Qualifications
Higher degree, MBA or equivalent
Experience in consulting
Investment Management or buy-side experience
Understanding of the financial markets
Experience in the insurance industry
High emotional intelligence
#LI-IZ1
MassMutual 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, Lowell , Investment Management Strategy and Planning Lead, Executive , Jamaica Plain, Massachusetts
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