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Practice Management Consultant, Business Models

MassMutual

Springfield, MA
1 month ago

Job Description

Join MassMutual as a Practice Management Consultant to empower financial advisors in crafting innovative business models. This role combines consulting, workshops, and thought leadership to enhance advisor growth and productivity in a dynamic environment.

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 interactive workshops with actionable outcomes
  • Support Business Development team’s practice management coaching programs
  • Develop expertise in 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

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
  • Strong presentation skills in both live and virtual formats
  • Ability to navigate ambiguous business situations