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The Opportunity
As the Strategic Business Consultant, you'll report into the Head of Advice & Financial Planning to support the organization’s strategic business initiatives and ongoing business functions from feasibility through launch, including the post-launch monitoring. You'll work across multiple initiatives and processes, driving High Net Worth Client Acquisition, Net Flows, and growth through Practice Efficiencies. Executing key strategies with our field partners to grow Financial Planning by curating and driving best practices to ensure new processes are implemented.
The Team
As the needs of advisors and clients change and demand more wealth management and planning products and services, MM Wealth Management has greater needs to thoughtfully and effectively engage with our Field partners to promote new and existing capabilities, products and services, and swiftly execute key initiatives that will positively impact advisors and clients resulting in growth. As a member of the Wealth Management organization, you will join our team of passionate experts across multiple disciplines including Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations.
The Impact
Responsible to work with subject matter experts and business process owners to develop workflow, process, and documentation to operationalize Advice & Financial Planning capabilities. Liaison with Advice & Financial Planning leaders regarding new technology workflows and enhancements. This includes identifying key Field and Operations impacts and providing support to create and deliver associated Training, Marketing and Communications to drive adoption and implementation. We are looking for individuals who help to drive our culture of continuous improvement, digital mindset and employee empowerment.
Key Responsibilities Include:
The Minimum Qualifications
Ideal Qualifications
What to Expect as Part of MassMutual and the Team
#LI-BC1
MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.Other
Insurance
$97k-121k (estimate)
04/24/2024
06/23/2024
massmutual.com
SPRINGFIELD, MA
15,000 - 50,000
1851
Private
ROGER W CRANDALL
$10B - $50B
Insurance
MassMutual offers life insurance products, retirement and investment services for individuals and businesses.