Program Manager, Practice Management and Teaming

MassMutual•Springfield, MA

18h

About The Position

As Program Manager , you will lead critical initiatives, drive continuous platform improvements, oversee operations, and deliver advanced client support for the Practice Management and Teaming organization. You will demonstrate high attention to detail, project planning expertise, creative problem-solving skills, an unwavering client service orientation, and an ability to effectively manage multiple concurrent projects. The Team At MM Wealth Management, we understand that the financial landscape is constantly evolving. As a member of the Wealth Management organization, you will join a team of passionate experts across multiple disciplines including Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations. Whether it’s advice on investment strategies, retirement planning, estate planning, lending and banking, or trust services, our goal is to provide innovative and effective solutions that positively impact advisors and clients. We are committed to transforming the way our clients manage their wealth and plan for the future. Our Practice Management and Teaming organization is expanding MassMutual’s support and resources to help our affiliated financial advisors and teams grow and strengthen their businesses. Our objective is to increase advisor growth, productivity, retention, and recruiting. The Practice Management consulting team supports advisors in all aspects of leading their businesses, including strategic planning, human capital, systemization, client value creation, business structures, financial management, organic growth, practice acquisitions, and succession. The Teaming platform offers a comprehensive mix of team-based compensation, recognition, reporting, and resources to help advisors build thriving teams. The Impact: In this role, you’ll be a strategic partner and change agent, helping shape the organization’s vision and drive transformation.

Requirements

10+ years’ experience in financial services with working knowledge of products and services
5+ years’ experience in leading or managing projects or strategic initiatives
Due to the nature of the position, as a part of our background check process, candidates must be able to pass a non-registered fingerprinted background check to qualify as a fingerprinted person under FINRA

Nice To Haves

Advanced understanding of advisor teams and how they operate
Experience working in both the wealth management and insurance industries
Advanced project management capabilities
Strong analytical and creative problem-solving skills
Proficient at analyzing data and performing complex financial analyses
High degree of ownership, attention to detail, willingness to embrace continuous improvement opportunities, and challenge the status quo
Adept at navigating ambiguous business situations
Exceptional client service skills with ability to communicate nuanced concepts with clarity

Responsibilities

Manage critical initiatives for the Practice Management and Teaming organization, including the creation and execution of project plans
Oversee delivery of the Practice Management service model and implement a triage system for incoming engagement requests
Partner with senior Practice Management consultants to continuously introduce and promote new practice management resources for advisors
Manage implementation of an upcoming Teaming platform transformation
Oversee the day-to-day operations for the Teaming platform to ensure accurate and efficient administration
Develop deep expertise of the Teaming platform’s compensation programs (B/D grids, admin fees, protection), contract requirements, recognition programs, and other team-based systems
Identify and implement enhancements related to systems, processing, and reporting
Provide advanced client support to help advisors adopt and navigate Practice Management and Teaming offerings by assessing their objectives, analyzing financial scenarios, creatively solving challenges, and providing concrete recommendations
Respond to escalated client service requests and resolve complex issues, especially related to the Teaming platform
Engage with Teaming Directors to help them optimize Practice Management and Teaming support within their firms
Implement communications and marketing plans to raise awareness and credibility of new or enhanced Practice Management and Teaming offerings

Benefits

Regular meetings with the Head of Practice Management
Focused one-on-one meetings with your manager
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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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