Financial Planning Platform Consultant

MassMutual • Springfield, MA

275d • $107,700 - $141,300 • Remote

About The Position

As a Financial Planning Platform Consultant you will bridge the gap between the Financial Planning Strategy and the development of sales tools features. In this role you will instruct stakeholders on how to practically apply advice and sales tools changes into their client engagement model, helping shape the client experience to grow Financial Planning.

Requirements

• Bachelor's degree.
• 6+ years experience in the Financial Services industry.
• 3+ years' experience in financial planning or management of a financial planning sales tool.
• 5+ years' experience managing development and delivery of business solutions.
• 3+ years' experience presenting and influencing leadership and key stakeholders.
• Must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA.

Nice To Haves

• FINRA Series 7 & 63 at time of application.
• CFP in progress or willingness to obtain.
• Advanced Degree.
• Knowledge of financial planning software such as eMoney, RightCapital, MoneyGuide.
• In-depth knowledge of insurance products, distribution systems, and marketing concepts.
• Experience in multi-departments, enterprise-level initiatives.
• Successfully managed projects that touch, cross and/or impact multiple organizational areas.
• Experience working with clients, advising on marketing/business performance, and influencing decisions with insights and measurement.
• Ability to analyze datasets, identify actionable insights, and communicate findings via presentations and/or dashboards.
• Ability to present simple and compelling stories to audiences of all levels.

Responsibilities

• Performs work across multiple initiatives and processes, supporting or leading business initiatives.
• Serves as a subject matter expert in financial planning and on business requirements, interfacing and collaborating with multiple business organizations and technology professionals.
• Works as the subject matter expert and business process owner to develop workflow, process and documentation to operationalize Financial Planning digital advisor and client capabilities.
• Leads the product functional design process based on an intimate knowledge of the users and financial planning engagement model.
• Manages and is accountable for implementation of assigned business initiatives, from concept approval through delivery.
• Proactively researches and applies best practices in terms of solution design and recommendation taking business capabilities, cost, speed to market, innovation and other critical objectives into account.
• Analyzes current market trends to better understand how other companies/competitors use tools for client engagement and advisor experience.
• Gets and applies feedback to identify areas of improvement when engaging sales tools vendors.
• Plans and leads product releases and sets expectations for delivery.
• Ensures current sales tools platforms and features are aligned to Financial Planning Services Policy and regulation changes.
• Supports WM Financial Planning management after initial strategy delivery to monitor and collaborate with stakeholders and business partners to identify and successfully resolve issues and improvement opportunities.
• Partners with business sponsors and stakeholders to set objectives and goals; prioritizes multiple activities and projects, and understands the company strategic objectives.
• Leverages expertise to lead problem resolution as issues arise with platforms and tools.
• Accountable for effectively leading and executing assigned business management responsibilities in the areas of advisor outreach, financial planning sales enablement.

Benefits

• Competitive salaries.
• Incentive and bonus opportunities.
• Comprehensive benefits offerings.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree