Program Manager, Practice Management and Teaming

Overview

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.

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 Mass Mutual’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.

In this role, you’ll be a strategic partner and change agent, helping shape the organization’s vision and drive transformation. Key responsibilities include, but are not limited to:

• 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 introduce 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

• 10+ years’ experience in financial services with working knowledge of products and services
• 5+ years’ experience in leading or managing projects or strategic initiatives
• Due to the nature of the position, as a part of our background check process, candidates must be able to pass a non-registered fingerprinted background check to qualify as a fingerprinted person under FINRA

• Advanced understanding of advisor teams and how they operate
• 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…