Program Manager, Practice Management and Teaming

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 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:

• 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 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

• 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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