Program Manager, Practice Management and Teaming (Hiring Immediately)

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 its 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 MassMutuals 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 platforms 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

Bachelor's degree

5+ years of financial services industry experience

3 years of demonstrated experience leading or driving programs or initiatives

1+ year of experience understanding of advisor teams and how they operate

The Ideal Qualifications

FINRA series 6 or 7

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

Team player who is also comfortable working independently

Preference to work in a fast-paced, high-demand, dynamic environment

What to Expect as Part of MassMutual and the Team

Regular meetings with the Head of Practice Management

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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