Lending Transaction Manager - Lending and Banking Services (BOSTON)

Lending Transaction Manager – Lending and Banking Services,

Full-Time, Hybrid, New York, NY, Boston, MA, Springfield, MA

The Opportunity

As Lending Transaction Manager, you will step into a rare opportunity to shape the future of lending at MassMutual Wealth Management (MMWM) from the ground up. This is not a support role, a back-office function, or a product explainer position. This is a front-line leadership role designed for someone who thrives on accountability, moves decisively, and takes pride in turning strategy into real, closed business.

You will sit at the intersection of advisors, clients, lenders, and enterprise partners owning lending opportunities end to end and directly influencing how advisors deploy lending as a core wealth management strategy. Your mandate is simple and powerful: drive adoption, close transactions, and elevate outcomes for advisors and their most sophisticated clients.

You will guide advisors through live transactions, navigate real market conditions, and translate complex credit structures into decisive action. Every interaction you have will matter and your impact will be visible, measurable, and meaningful.

The Team

You will join the Wealth Management organization at MMWM, a collaborative, high-performing group of experts across Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments, Technology, and Operations. This is a team united by a shared ambition: to redefine how advisors deliver value and how clients build, preserve, and access wealth. We operate with urgency, intellectual rigor, and a deep commitment to innovation. If you’re energized by creative people, big ideas, and the freedom to execute, you’ll thrive here.

Lending & Banking Services delivers sophisticated solutions to strengthen a client’s overall wealth management strategy. Reporting directly to the Head of Lending Product and Pricing, you will collaborate closely with senior leaders across product, risk, operations, and technology, as well as external lenders and vendors, operating in an environment where decisions move fast and results matter.

The Impact

This role exists to drive growth. You will be a catalyst for expanding lending adoption across High Net Worth, Ultra High Net Worth, and Business Owner segments by building deep advisor relationships and owning the execution of complex lending strategies from start to finish.

You will:

• Directly influence advisor behavior and client outcomes

• Own a diversified pipeline across multiple lending verticals

• Proactively identify opportunities, solve problems, and close deals

• Shape the evolution of MassMutual’s Wealth Management Lending platform

This is a role for a leader who wants to leave a mark, someone who is energized by responsibility, autonomy, and the opportunity to build something enduring.

Key Responsibilities but not limited to:

Advisor & Transaction Leadership

• Serve as a trusted lending expert for financial advisors, guiding live business cases with confidence and judgment.

• Proactively partner with advisors to identify lending strategies that enhance liquidity, optimize balance sheets, and support broader wealth goals.

• Lead advisors and clients through complex decisions, delivering clarity, conviction, and results through tailored recommendations supporting advisors to ensure successful client outcomes.

• Own every transaction end to end, from opportunity assessment and solution design through underwriting, approval, and funding.

• Translate sophisticated credit concepts into actionable guidance that accelerates momentum and builds advisor confidence.

• Triage inquiries, manage exceptions, and escalate critical issues with urgency and professionalism.

Lending Execution & Deal Management

• Manage a dynamic pipeline across securities-based lending, personal lending, business lending, and specialty lending solutions.

• Coordinate seamlessly with legal, compliance, operations, marketing, and product partners to drive efficient, compliant execution.

• Identify and remove friction points to improve cycle times, advisor experience, and client outcomes.

• Maintain rigorous standards for documentation, regulatory adherence, and audit readiness.

• Partner with marketing and distribution to lead high-impact campaigns that drive lending adoption.

Platform Adoption & Growth

• Coach advisors on when, why, and how to use lending as part of holistic financial planning.

• Track and analyze key performance metrics, including pipeline volume, conversion rates, utilization, and time to close.

• Contribute to initiatives that simplify workflows, enhance scalability, and elevate the end-to-end lending experience.

• Influence product strategy by gathering market insights, testing feasibility, and validating new offerings.

• Monitor field feedback, analyze usage trends, and use insights to drive enhancements and solve friction points.

The Minimum Qualifications

• Bachelor’s degree or High School diploma and 6+ years of financial services experience

• FINRA Series 7 at time of application or must obtain within 90 days of hire.

• 6+ years’ financial services experience; including at least 4 years of lending transaction management experience.

The Ideal Qualifications

• Proven ability to organize and manage multiple live transactions, prioritize under pressure and drive deals forward at speed.

• Skilled communicator: proactive and effective written and verbal communication able to effectively align cross-functional teams and collaborate with internal and external stakeholders.

• Sharp attention to detail with a mindset for scalability and operational precision.

• Previous experience at a private bank or wealth management lender.

• Exceptional advisor-facing communication skills, able to distill complex lending situations into clear value propositions and guide advisors with confidence.

• Proficiency with Microsoft Word, Excel, PowerPoint.

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Wealth Management Team

• Focused one-on-one meetings with your manager

• 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. We welcome all persons to apply.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

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