Head of Engineering for Wealth Management

Overview

At MassMutual, our wealth management offering is more than just a suite of products—it’s a mission to empower our network of financial professionals and advisors to help clients build lasting legacies. The MassMutual Wealth Management team plays a pivotal role in helping them elevate their practices. We’re proud of our growing portfolio of investment and protection solutions, which enable them to deliver personalized, holistic guidance that spans generations.

Through coaching programs, strategic practice management, and a strong commitment to our digital platform, we support financial professionals and advisors in scaling their businesses and reaching more people with meaningful financial guidance.

Job Description

Opportunity

We are seeking an accomplished Head of Engineering to lead the delivery, modernization, and scale of our Wealth Technology platforms. This leader will be responsible for building and leading high-performing engineering organizations that deliver innovative, secure, and scalable technology solutions supporting advisors, clients, and business partners across the wealth management ecosystem.

The ideal candidate brings deep experience leading large-scale engineering organizations, modernizing mission-critical platforms, and partnering closely with product, operations, compliance, and business stakeholders to drive growth and operational excellence. This leader will play a key role in advancing our cloud, data, and AI strategy while fostering an engineering culture centered on innovation, quality, and continuous improvement.

Key Responsibilities

Engineering Leadership & Organizational Excellence

• Lead and develop a global engineering organization consisting of software engineering, quality engineering, architecture, platform engineering, and engineering management teams in support of a financial services business - ideally for the wealth and asset management division.
• Build, mentor, and retain high-performing engineering leaders and teams across multiple

locations and time zones.

• Establish a culture of accountability, innovation, technical excellence, and customer-centric delivery.
• Drive organizational effectiveness through engineering best practices, talent development, succession planning, and performance management.

Technology Strategy & Platform Modernization

• Partner with the Head of Wealth Technology to define and execute the technology vision, engineering strategy, and multi-year modernization roadmap.
• Lead transformation of legacy platforms into scalable, cloud-native architectures leveraging microservices, APIs, event-driven design, and modern engineering practices.
• Ensure platforms meet demanding requirements for availability, resiliency, performance, scalability, and security.
• Champion engineering standards, architecture governance, and technology lifecycle management.

Wealth Management Platform Delivery

• Oversee engineering delivery for advisor-facing and client-facing wealth management platforms, including trading, portfolio management, retirement, planning, reporting, digital experiences, and operational workflows.
• Drive platform capabilities that improve advisor productivity, client engagement, operational efficiency, and business growth.
• Collaborate with product management and business stakeholders to translate strategic priorities into execution plans and measurable outcomes.

Data, Analytics & AI Innovation

• Lead engineering efforts supporting enterprise data platforms, analytics capabilities, and AI-driven solutions.
• Partner with data and product teams to build scalable data architectures enabling self-service analytics, advanced reporting, machine learning, and generative AI use cases.
• Drive adoption of modern cloud data platforms, data lakehouse architectures, and AI technologies to enhance advisor experiences and business decision-making.
• Evaluate emerging technologies and identify opportunities to create competitive differentiation through innovation.

Cloud, DevOps & Platform Engineering

• Advance cloud-native engineering practices across AWS and modern containerized environments.
• Drive adoption of CI/CD pipelines, automated testing, infrastructure automation, observability, and Site Reliability Engineering practices.
• Establish reusable platform services and developer productivity capabilities that accelerate engineering delivery and improve quality.

Risk, Compliance & Operational Excellence

• Ensure technology solutions comply with regulatory, security, privacy, and operational risk requirements.
• Partner with Information Security, Risk, Compliance, and Audit teams to maintain robust controls and governance frameworks.
• Establish operational metrics and service level objectives to continuously improve platform reliability and customer experience.

Qualifications

Required Experience

• 15+ years of progressive technology leadership experience, including leadership of large-scale software engineering organizations.
• Experience leading organizations of 75+ engineers across multiple disciplines and geographic locations.
• Proven track record modernizing enterprise platforms through cloud-native architectures, microservices, APIs, and event-driven systems.
• Deep experience delivering customer-facing platforms in wealth management, capital markets, banking, fintech, retirement, or financial services.
• Demonstrated success partnering with executive stakeholders to align technology investments with business outcomes.
• Experience managing large-scale digital transformation initiatives with measurable business impact.

. Must have Series 99 or ability to obtain it within 6 months.

Technical Expertise

• Strong understanding of modern cloud architectures, preferably AWS.
• Experience with cloud technologies including Kubernetes, EKS, ECS, serverless architectures, and distributed systems.
• Expertise in modern software development practices, CI/CD, DevOps, observability, and engineering excellence frameworks.
• Experience with enterprise data platforms, data lakehouses, analytics ecosystems, and AI/ML platforms.
• Familiarity with technologies such as Java, Python, React, Kafka, Snowflake, and modern data and integration platforms.
• Understanding of generative AI technologies, large language models, and enterprise AI adoption strategies.

Leadership Competencies

• Strategic thinker with strong execution capabilities.
• Exceptional communicator capable of influencing across executive, business, and technical audiences.
• Proven ability to lead through organizational transformation and change.
• Strong customer orientation with a passion for delivering business value through technology.
• Ability to balance innovation, delivery, operational excellence, and risk management.

Preferred Qualifications

• Experience supporting advisor platforms, trading systems, portfolio management, retirement platforms, lending solutions, or wealth management operations.
• Experience implementing enterprise AI solutions and data-driven products.
• Experience building cloud-native SaaS platforms serving large customer bases and high transaction volumes.
• Advanced degree in Computer Science, Engineering, Information Systems, or related discipline.

What Success Looks Like

In the first 12–24 months, the Head of Engineering will:

• Accelerate modernization of core wealth management platforms.
• Improve engineering productivity, quality, and delivery predictability.
• Advance cloud-native architecture adoption and platform resiliency.
• Expand enterprise data and AI capabilities supporting advisor and client experiences.
• Strengthen engineering talent, leadership, and organizational effectiveness.
• Deliver measurable business outcomes through scalable, innovative technology solutions.

This role offers a unique opportunity to shape the future of Wealth Technology by leading world-class engineering teams and delivering transformative capabilities for advisors, clients, and the broader business.

#LI-MC1

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.

California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.

MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment. The job description includes the main duties of this position, which may evolve over time. You may be required to perform other duties not listed.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.

Salary Range: $185,300-$243,100

Award-Winning Culture

MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company operated for the benefit of our members and participating policyowners, we are defined by mutuality and our vision to provide financial well-being for all Americans. It’s more than our company structure — it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources and rely on each other when it counts.

We strive to build a thriving community where everyone is valued, included, and feels that they belong.

At MassMutual, we Live Mutual.

How We Work

MassMutual’s flexible workplace approach combines the importance of connecting in person and the flexibility of working remotely. Our hybrid model puts collaboration first with employees coming in at least three days per week to our spectacular campus settings and also enjoying the flexibility of remote Fridays, company-wide remote weeks, and a bank of flexible remote weeks to use throughout the year.

Benefits for the whole you (and your loved ones)

There’s more to your life than your job and there’s more to your aspirations than a paycheck. We take a holistic view of compensation and benefits that provides the flexibility to create a healthy balance in your life for work, family, and community. We offer the benefits you’d expect, like medical, dental, 401(k), and generous vacation time, but we also offer ones you might not expect, like three paid days for volunteering, a $1,250 annual Well-Being Wallet, and up to 320 hours of caregiver leave.

Explore some of our offerings below.

Paid Time Off

• In addition to generous vacation time, paid holidays, and flexible holidays, MassMutual offers 'take care' time to care for yourself or someone you love—whether for physical illness or mental health.

Health & Well-Being

In addition to top-line medical and dental coverage, personalized mental health solutions, on-site and virtual health coaching, and much more, MassMutual reimburses employees up to $1,250 per year for eligible expenses supporting mental, physical, and financial well-being.

Financial Well-Being

In addition to competitive salaries and bonuses, educational assistance programs, and much more, MassMutual offers up to a 10% total 401(k) benefit, consisting of a 5% company match and a 5% annual contribution.

Taking Care

MassMutual offers generous maternity and parental leaves, as well as bereavement leave to mourn the loss of a loved one (and the employee defines 'loved one'). In addition, we offer up to 320 hours of caregiver leave to help employees support loved ones in times of need.

Giving Back

MassMutual offers three paid days for employees to volunteer with eligible nonprofits of their choice, and the MassMutual Foundation matches employee donation dollars to eligible nonprofit organizations up to $5,000 annually.

Commuter Benefits

MassMutual offers a Qualified Commuter Program through which eligible employees can pay qualified workplace commuting expenses with before-tax dollars, as well as a commuter wallet option for employees based at Boston and NYC campuses.