Financial Planning Strategy Consultant

The Opportunity

As a Financial Planning Strategy Consultant you will bridge the gap between the Financial Planning Strategy and the development of sales tools features. in this role you will instruct stakeholders on how to practically apply advice and sales tools changes into their client engagement model, helping shape the client experience to grow Financial Planning.

The Team

You will join our Wealth Management Financial Planning team, which is a team that is advisor focused and consultative. Communication and collaboration to build and maintain strong relationships with our field partners is at the core of who we are.

The Impact

The Financial Planning Strategy Consultant is the subject matter expert in applying new digital enhancements (on platforms such as eMoney, RightCapital and MoneyGuide) for Financial Planning client engagement to the WM Financial Planning Organization, Advisors, their staff and firm support roles. Liaison with WM Financial planning leaders and new technology workflows and enhancements including identifying key field and operations impacts and providing support to create and deliver associated training, marketing and communications to drive adoption and implementation.

Key Responsibilities Include :

Performs work across multiple initiatives and processes, supporting or leading business initiatives.

Serves as a subject matter expert in financial planning and on business requirements, you will interface and collaborate with multiple business organizations and technology professionals

Work as the subject matter expert and business process owner to develop workflow, process and documentation to operationalize Financial Planning digital advisor and client capabilities

Leads the product functional design process based on an intimate knowledge of the users and financial planning engagement model

Manage and accountable for implementation of assigned business initiatives, from concept approval through delivery

Proactively researches and applies best practices in terms of solution design and recommendation taking business capabilities, cost, speed to market, innovation and other critical objectives into account

Analyzes current market trends to better understand how other companies / competitors use tools for client engagement and advisor experience to ensure MassMutual stays ahead of its competitors

Getting and applying feedback to Identify areas of improvement when engaging sales tools vendors

Planning and leading product releases and setting expectations for delivery

Ensures current sales tools platforms and features are aligned to Financial Planning Services Policy and regulation changes

Support WM Financial Planning management after initial strategy delivery to monitor and, collaborate with stakeholders and business partners to identify and successfully resolve issues and improvement to opportunities and communicate resolution

Partner with business sponsors and stakeholders to set objectives and goals; prioritize multiple activities and projects, and understand the company strategic objectives

Leverage expertise to lead problem resolution as issues arise with platforms and tools

Accountable for effectively leading and executing assigned business management responsibilities in the areas of advisor outreach, financial planning sales enablement to maximize WM Financial Planning resources, regulatory changes and general business updates, and changes and enhancements specific to the financial planning client experience

The Minimum Qualifications

Bachelor's degree

6+ years experience in the Financial Services industry

3+ years' experience in financial planning or management of a financial planning sales tool

5+ years’ experience managing development and delivery of business solutions​

3+ years’ experience presenting and influencing leadership and key stakeholders

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

Ideal Qualifications

FINRA Series 7 & 63 at time of application

CFP in progress or willingness to obtain

Advanced Degree

Knowledge of financial planning software such as eMoney, RightCapital, MoneyGuide etc.

In depth knowledge of insurance products, distribution systems, and marketing concepts​

Experience in multi-departments, enterprise-level initiatives​.

Successfully managed projects that touch, cross and / or impact multiple organizational areas​

Experience working with clients, advising on marketing / business performance, and influencing decisions with insights and measurement.​

Ability to analyze datasets, identify actionable insights, and communicate findings via presentations and / or dashboards.​

Ability to present simple and compelling stories to audiences of all levels.​

What to Expect as Part of MassMutual and the Team

Regular meetings with the Wealth Management Advice & Planning teams

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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