Program Manager, Practice Management and Teaming

Program Manager, Practice Management and Teaming

Full-Time, Hybrid, Springfield

The Opportunity

As Program Manager, you will lead critical initiatives, drive continuous platform improvements, oversee operations, and deliver advanced client support for the Practice Management and Teaming organization. You will demonstrate high attention to detail, project planning expertise, creative problem-solving skills, an unwavering client service orientation, and an ability to effectively manage multiple concurrent projects.

The Team

At MM Wealth Management, we understand that the financial landscape is constantly evolving. As a member of the Wealth Management organization, you will join a team of passionate experts across multiple disciplines including Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations. Whether it's advice on investment strategies, retirement planning, estate planning, lending and banking, or trust services, our goal is to provide innovative and effective solutions that positively impact advisors and clients. We are committed to transforming the way our clients manage their wealth and plan for the future.

Our Practice Management and Teaming organization is expanding MassMutual's support and resources to help our affiliated financial advisors and teams grow and strengthen their businesses. Our objective is to increase advisor growth, productivity, retention, and recruiting.

The Practice Management consulting team supports advisors in all aspects of leading their businesses, including strategic planning, human capital, systemization, client value creation, business structures, financial management, organic growth, practice acquisitions, and succession. The Teaming platform offers a comprehensive mix of team-based compensation, recognition, reporting, and resources to help advisors build thriving teams.

The Impact :

• Manage critical initiatives for the Practice Management and Teaming organization, including the creation and execution of project plans
• Oversee delivery of the Practice Management service model and implement a triage system for incoming engagement requests
• Partner with senior Practice Management consultants to continuously build and promote new practice management resources for advisors
• Manage implementation of an upcoming Teaming platform transformation
• Oversee the day-to-day operations for the Teaming platform to ensure accurate and efficient administration
• Develop deep expertise of the Teaming platform's compensation programs (B / D grids, admin fees, protection), contract requirements, recognition programs, and other team-based systems
• Identify and implement enhancements related to systems, processing, and reporting
• Provide advanced client support to help advisors adopt and navigate Practice Management and Teaming offerings by assessing their objectives, analyzing financial scenarios, creatively solving challenges, and providing concrete recommendations
• Respond to escalated client service requests and resolve complex issues, especially related to the Teaming platform
• Engage with Teaming Directors to help them optimize Practice Management and Teaming support within their firms
• Implement communications and marketing plans to raise awareness and credibility of new or enhanced Practice Management and Teaming offerings

The Minimum Qualifications

The Ideal Qualifications

What to Expect as Part of MassMutual and the Team

#LI-RS1 MassMutual is an equal employment opportunity employer. We welcome all persons to apply.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

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