Practice Management Consultant, Acquisitions & Succession
MassMutual
Boston, MA
5 days ago
Job Description
Join MassMutual as a Practice Management Consultant, where you'll empower financial advisors by providing specialized guidance on acquisitions and succession planning. In this impactful role, you'll lead workshops, enhance business resources, and drive innovation within a dynamic team dedicated to advisor success.
Key Responsibilities
Serve as practice management specialist for acquisition and succession planning
Provide expertise on sourcing acquisition opportunities and exit planning
Assist with deal execution including due diligence and negotiation
Deliver presentations and workshops for advisors
Build business toolkits for advisors
Support Business Development team’s practice management coaching
Develop expertise in MassMutual’s advisor platform
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
Advanced expertise in practice acquisitions and succession planning