Practice Management Consultant, Acquisitions & Succession
MassMutual
Springfield, MA
23 days ago
Job Description
Join MassMutual as a Practice Management Consultant, where you'll empower financial advisors in acquisition and succession planning. This role offers a unique opportunity to drive innovation and provide valuable resources in a dynamic, entrepreneurial team environment.
Key Responsibilities
Guide buyers in sourcing and executing acquisitions
Assist sellers with continuity and exit planning
Provide expertise on deal execution and due diligence
Deliver presentations and workshops for advisors
Build a comprehensive business toolkit for advisors
Design and deliver interactive workshops
Support practice management coaching programs
Partner with Society Concierge Consultants
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)
2+ years of experience in acquisition or succession planning
Deep understanding of issues facing financial advisors as small business owners
Advanced expertise in practice acquisitions and succession planning
Strong analytical and creative problem-solving skills
Experience delivering consulting engagements involving technical factors and interpersonal dynamics