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