Teaming Platform Consultant

MassMutual•Springfield, MA

11d

About The Position

As a Teaming Platform Consultant, you will help advisors navigate MassMutual’s Teaming platform to grow and strengthen their businesses. Teaming is a powerful strategy for financial advisors to drive business success, and this role offers an opportunity to make a meaningful impact on their journey to forming and developing healthy advisor teams. The Teaming platform offers a comprehensive mix of team-based compensation, recognition, and practice management support. In this role, you will engage with financial advisors and agency leaders at an advanced consultative level to increase platform adoption and ongoing utilization. You will identify and implement enhancements to strengthen the platform and oversee an upcoming platform transformation. You will also be responsible for the ongoing management and administration of the platform. While the Teaming platform is a successful, longstanding offering, it was recently integrated into the newly formed Practice Management team. This is an exciting opportunity to join a fast-paced, entrepreneurial environment within a larger, established organization.

Requirements

8+ years’ experience in financial services operations with working knowledge of risk management and wealth management products
3+ years' experience working with or supporting advisor teams, with a practical understanding of team-based business models and operations
2+ years ’ experience with Excel functions, including the ability to build pivot tables
2+ years ’ experience querying data and performing analysis to provide insight into program opportunities
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

Experience working in both the wealth management and insurance industries
Ability to navigate ambiguous business situations
Capable of communicating nuanced concepts with clarity
High degree of ownership, attention to detail, willingness to embrace continuous improvement opportunities, and challenge the status quo
Team player who is also comfortable working independently
Preference to work in a fast-paced, high-demand, dynamic environment
Strong analytical and creative problem-solving skills

Responsibilities

Provide advanced consultation to help financial advisors adopt and navigate the teaming platform’s compensation programs (B/D grids, admin fees, Team AAA), contract requirements, recognition programs, and other team-based systems by assessing their objectives, analyzing financial scenarios, creatively solving challenges, and providing concrete recommendations
Manage the implementation of an upcoming platform transformation in collaboration with Program Manager
Assess mailbox inquiries to identify trends, training needs, and process improvements
Resolve escalated client service requests
Assess outcomes, usage, and ROI of all teaming programs and make recommendations for enhancements
Create and maintain all standard work, field training collateral and tools related to the Teaming platform
Lead agency Teaming Director onboarding, engagement, and development in partnership with Program Manager
Execute annual platform requirements (year-end process, team segmentation, company memos, annual indexing, systems project lead, etc.)
Act as subject matter expert for Teaming-related report development and enhancements within the distribution reporting platform.
Provide monthly and ad hoc performance reporting tied to Advisor Teaming and Practice Management.
Package production and book of business reports to support field engagements
Maintain special considerations log for audit purposes
Act as primary backup for all operational administration