Product Filing Consultant - Remote New England
The Opportunity
The Variable Products Team is seeking an experienced professional to join our team and become an integral member of MassMutual’s Law Department. This is an excellent opportunity to be part of a growing business by providing support for MassMutual’s variable annuity and variable life products. They will assist in drafting, updating, and filing with the U.S. Securities and Exchange Commission (“SEC”) disclosure documents for MassMutual’s variable annuity and variable life products.
The Impact:
Your day to day would include, but is not limited to the following:
Perform a variety of basic and increasingly complex work for SEC registered variable annuity and life insurance products
Assist attorneys in the preparation of various SEC disclosure documents, and SEC filings, such as variable annuity and life product prospectuses, statements of additional information, and Part Cs
Utilize prospectus content management system to manage and update variable annuity and variable life prospectus disclosure
Proofread and edit variable product disclosure documents
Interact with clients and working team members to distribute draft documents for review and to coordinate receipt and reconciliation of client comments on distributions
Assist with preparation of exhibits for inclusion in regulatory filings, tracking material changes
Work with financial printer to file electronic filings with the SEC
Manage the distribution of variable product disclosure documents, which involves coordinating distribution instructions, printing, mailing, and updating our company website via multiple vendors
Support and help manage annual and semi-annual underlying fund shareholder report projects
Assist with disclosure delivery process mapping and generate requirements as necessary to add or change product data, perform testing and sign-off of upgrades
Update desktop procedures as needed and perform document retention processes for accurate and complete record-keeping following 38a-1 guidelines
The Minimum Qualifications
A minimum of 6 years’ experience with the following:
Working knowledge of Variable Product SEC EDGAR Filings
Current understanding of N-4 and N-6 registration statements
Providing support to variable products or mutual funds
Production of Prospectus and Supplement print and mail
Prospectus content management software experience
Experience with print, mailings, web posting, and working with print vendors
Proficient in applicable terminology (i.e., conforming signatures, hyperlinking, etc.)
Strong computer skills, including proficiency in Microsoft Office (Microsoft Word, Excel, and Teams environment).
Strong organizational and project management skills and attention to detail.
Able to work in a fast-paced environment/under pressure, multi-task, and shift priorities to meet moving and demanding deadlines
Strong communication skills (written and verbal)
Ability to navigate and leverage resources across the enterprise and with our vendors with minimal oversight
Ability to work collaboratively and work effectively in a team environment
The Ideal Qualifications
Bachelor’s degree in Business, Finance, or related major
8 years of the following experience:
Working knowledge of Variable Product SEC EDGAR Filings
Current understanding of N-4 and N-6 registration statements
Providing support to variable products or mutual funds
Production of Prospectus and Supplement print and mail
Prospectus content management software.
Print, mailings, web posting, and working with print vendors
What to Expect as Part of MassMutual and the Team
Regular meetings with the Variable Products Team
Focused one-on-one meetings with your manager
Access to mentorship opportunities
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
Access to learning content on Degreed and other informational platforms
Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
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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.