Lending Transaction Manager – Lending and Banking Services

The Opportunity

As Lending Transaction Manager, you will shape the future of lending at MassMutual Wealth Management (MMWM) from the ground up. This role is designed for someone who thrives on accountability, moves decisively, and takes pride in turning strategy into real, closed business.

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.

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.

Key Responsibilities

• 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.
• 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.
• 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