Financial Planning Strategy Consultant

Financial Planning Strategy Consultant

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.

You will join our Wealth Management Financial Planning team, which 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 Financial Planning Strategy Consultant is the subject matter expert in applying new digital enhancements (on platforms such as eMoney, Right Capital and Money Guide) 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.

• 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, interfacing and collaborating with multiple business organizations and technology professionals.
• Works 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.
• Manages and is 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 Mass Mutual stays ahead of its competitors.
• Obtains and applies feedback to identify areas of improvement when engaging sales tools vendors.
• Plans and leads product releases and sets expectations for delivery.
• Ensures current sales tools platforms and features are aligned to Financial Planning Services Policy and regulation changes.
• Supports WM Financial Planning management after initial strategy delivery to monitor and, in collaboration with stakeholders and business partners, identify and successfully resolve issues and improvements, and communicate resolution.
• Partners with business sponsors and stakeholders to set objectives and goals; prioritizes multiple activities and projects, and understands the company’s strategic objectives.
• Leverages expertise to lead problem resolution as issues arise with platforms and tools.
• Is 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.

• 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.
• Must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA.

• 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, Right Capital, Money Guide, etc.
• In‑depth…