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Practice Management Consultant, Business Models

MassMutual

Boston, MA
25 days ago

Job Description

Join MassMutual as a Practice Management Consultant, where you'll empower financial advisors to enhance their entrepreneurial skills. This role involves providing expert guidance on business models, leading workshops, and creating valuable resources to foster advisor growth and productivity.

Key Responsibilities

  • Serve as the practice management specialist for wealth management business models
  • Provide advanced expertise on business models and organizational design
  • Deliver presentations and workshops for advisors
  • Build a comprehensive business toolkit for advisors
  • Design and deliver workshops with actionable outcomes
  • Support the Business Development team’s coaching programs
  • Partner with Society Concierge Consultants for practice management needs
  • Deliver sessions for MassMutual Academy and other events
  • Develop expertise of MassMutual’s advisor platform and resources

Required Qualifications

  • Bachelor’s degree
  • 8+ years’ experience in financial services or serving small business owners
  • 3+ years of experience working with financial advisors
  • Willingness to travel approximately 10-20% of the time
  • Ability to pass a non-registered fingerprinted background check under FINRA

Preferred Qualifications

  • Master of Business Administration (MBA)
  • Deep understanding of issues facing financial advisors as small business owners
  • Advanced expertise in business structure
  • Strong analytical and creative problem-solving skills
  • Experience delivering consulting engagements
  • Strong presentation skills
  • Ability to navigate ambiguous situations
  • Team player comfortable working independently
  • Preference for a fast-paced, dynamic environment

Benefits & Perks

Regular meetings with managementMentorship opportunitiesNetworking opportunitiesAccess to learning contentStrong and stable ethical business environmentIndustry leading pay and benefits