The Opportunity
Work directly with the Head of Financial Planning & Practice Management to develop and execute key strategies to grow Financial Planning's footprint in the field through policy design, process, and platform design, as well as growing the Case Consulting Unit's effectiveness and results.
Coordinate efforts across the organization to align to a new Practice Management philosophy and approach.
- Lead team to effectively consult agency leaders on the development of best business model approach to achieve their long-term goals, helping them drive growth, and build scale
- Design and develop processes for Practice Management across the Field and lead the team to deliver across a broad range of factors related to practice structure and growth, including :
- team roles and responsibilities,
- scaling their business ,
- succession and continuity programs , including teaming,
- introducing a tiered service matrix, and
- maximizing their time to achieve growth through consistent and repeatable systems and processes
- Works with Home Office partners in MassMutual Financial Advisors to provide holistic support for all phases of the business life cycle
- Regularly engages with Head of Advisor Loan Programs, agency leaders and advisors on practice valuations, deal consulting, and acquisitions.
- Collaborates with Advice & Financial Planning Business Development Resources and Product Partners on identifying business opportunities, and implementing systems within the agencies to ensure continued implementation of balanced practices.
- Coordinates broad field data collection through advisor surveying to help agencies be more targeted in their focus areas of growth
- Collaborates with Enterprise Technology Experience, Distribution Platform and Readiness, and Marketing Technology to develop and enhance client acquisition and practice management platforms.
The Minimum Qualifications
- B.A. in Business / Economics or other similar degree
- Series 24 licensed, or ability to obtain the licensing in 2 years
- 10+ years' experience in financial services
- Experience in multi-departments, enterprise-level initiatives
- Successfully managed projects that touch, cross and / or impact multiple organizational areas
- Has worked with and guided senior management through large scale implementations.
- In depth knowledge of insurance products, distribution systems, and marketing concepts
- In depth knowledge of financial services products and services
The Ideal Qualifications
- CFP® designation preferred.
- Deep understanding of the issues facing financial advisors as small business owners
- Understands Financial, Wealth and Insurance Products and the demands these disciplines place on an advisor practice
- Can vary their communication style between either coaching or consulting based on the demands of the situation
- Strong presentation skills in both live and virtual formats
- Ability to clearly communicate nuanced concepts and navigate sometimes complex interpersonal dynamics.
- Strong Excel modeling, analytical and creative problem-solving skills
- Familiarity with managerial accounting concepts and the ability to read and interpret financial statements
- Comfortable in a fast-paced, high-demand, dynamic environment
- Ability to work as both a collaborative team member and lead a team
- Strong written and verbal communication skills
- Excellent listening and follow-up skills
- Innovative thinker
- Team Player
What to Expect as Part of MassMutual and the Team
- Regular meetings with the Head of Financial Planning & Practice Management and organizational leaders to drive strategic implementation and execution.
- 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.
LI-LS1
Salary Range :
$172,000.00-$225,700.00
At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees.
Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
Why Join Us.
We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority.
In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services.
To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone.
A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits.
And your voice will always be heard.
We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first.
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.
At MassMutual, we Live Mutual.
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.
At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees.
Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
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