Program Manager, Practice Management and Teaming

Job Description

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 :

In this role, you’ll be a strategic partner and change agent, helping shape the organization’s vision and drive transformation. Key responsibilities include, but are not limited to :

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 introduce 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

10+ years’ experience in financial services with working knowledge of products and services

5+ years’ experience in leading or managing projects or strategic initiatives

Due to the nature of the position, as a part of our background check process, candidates must be able to pass a non-registered fingerprinted background check to qualify as a fingerprinted person under FINRA

The Ideal Qualifications

Advanced understanding of advisor teams and how they operate

Experience working in both the wealth management and insurance industries

Advanced project management capabilities

Strong analytical and creative problem-solving skills

Proficient at analyzing data and performing complex financial analyses

High degree of ownership, attention to detail, willingness to embrace continuous improvement opportunities, and challenge the status quo

Adept at navigating ambiguous business situations

Exceptional client service skills with ability to communicate nuanced concepts with clarity

What to Expect as Part of MassMutual and the Team

Regular meetings with the Head of Practice Management

Focused one-on-one meetings with your manager

Networking opportunities including access to Asian, Hispanic / Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups

Access to learning content on Degreed and other informational platforms

Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

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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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