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Head of Advice & Financial Planning Case Consulting Unit



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Accounting & Finance
Springfield, MA, USA
Posted on Friday, December 15, 2023

Head of Advice & Financial Planning Case Consulting Unit

Springfield, Massachusetts Sales Job ID R14806

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


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.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

This job is no longer accepting applications

See open jobs at MassMutual.