Head of Advice & Financial Planning Case Consulting Unit
Posted on: 19 Dec 2023
Springfield, MA
Job Description
The Opportunity
Work directly with the Head of Advice & Financial Planning to develop and execute key strategies to grow Financial Planning’s footprint in the field, and in the enterprise. Work across the Planning & Practice Management team to enable capabilities that drive High Net Worth Client Acquisition, Net Flows, and growth through Practice Efficiencies.
The Team
Work with a high performing team focused on enhancing the advisor and client experience to drive business results through Financial Planning.
The team is comprised of industry experts in Financial Planning, Tools and Platform design, Policy, Data Science and Sales, as well as Teaming, Practice Acquisition and Advisor Transition Support across all Practice Management disciplines.
The Impact:
Works closely with the Head of Advice & Financial Planning to support the growth of Financial Planning through offering Financial Plan design services to agencies and its advisors for a fee.
Leads communication efforts with internal WM and MMFA partners, and with the field to grow case design services.
Work with Advice & Financial Planning team members to redesign existing required training, and live training to meeting growing business demand and react to dynamic market conditions.
Works closely with the Head of Business Development to coordinate field engagement efforts.
Ideates technology needs to support ease of business for the Case Consulting Unit through collaboration with the Distribution Platforms and Readiness team. Coordinates Case Consulting platform implementation internally.
Oversees the various development stages of the Financial Planning creation process, ensuring quality advice standards are met and monitored, and timelines are adhered to creating a great experience for advisors and their clients.
Communicates with stakeholders regarding all major decisions and strategy providing clear instructions and deliverables to the Head of Advice & Financial Planning to ensure the proper vision and strategy is met.
Manages, maintains, and monitors Case Consultant Unit services enhancement progress in conjunction with ease of business efforts. Take a primary role in inspecting and evaluating progress through each iteration. Makes important decisions regarding performance.
Works with Field to install and execute changes to Case Consulting unit’s services.
The Minimum Qualifications
B.A. in Business/Economics or other similar degree
Has obtained a CFP® designation.
Must possess the Series 7, 63 and have willingness to obtain the Series 24
8+ years’ experience in financial services
Experience in multi-departments, enterprise-level initiatives
Successfully managed projects that touch, cross and/or impact multiple organizational areas
In depth knowledge of insurance products, distribution systems, and marketing concepts
In depth knowledge of financial services products and services
The Ideal Qualifications
Experience in communicating and designing strategy with executives.
Has worked in both the Wealth Management and Insurance industries.
Effective leader in a matrixed organization.
Execution focused results leader.
Innovative thinker
Team Player
What to Expect as Part of MassMutual and the Team
Regular meetings with the Head of Advice & Financial Planning, including focused one-on-one meetings
Access to mentorship opportunities
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, 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
Springfield, MA
MassMutual was founded on May 15, 1851. And from the beginning, we’ve had a single purpose: to help people secure their future and protect the ones they love. More than 160 years later, that commitment remains our guiding principle. It’s behind everything we do and every decision we make. It’s how we continue to deliver products and services to help our policyowners and customers achieve their financial goals, and protect those who matter most.
MassMutual is a mutual company. That means we don’t have shareholders. Instead, our members and participating policy owners are often described as sharing in our ownership. This generally means that, if you’re insured under one of MassMutual’s individual, participating whole life insurance policies, for example, you are a member entitled to vote for our Board of Directors. And if you own that participating policy, you may be eligible to share in any dividends we may declare.
As a mutual company, we operate for the benefit of our members and participating policyowners. We manage the company with a focus on their long-term interests and are not subject to the expectations of Wall Street analysts or stockholders. Throughout our history, this focus on the long-term has helped us provide financial and retirement security to millions of people. And while they're not guaranteed, we've consistently paid dividends to eligible participating policyowners since the 1860s. Our success is reflected in our financial strength ratings1, which are among the highest of any company in any industry.
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IndustryInsurance
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No. of Employees7,000
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Website
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Jobs Posted224
