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Wealth Management Field Engagement Consultant

MassMutual

MassMutual

This job is no longer accepting applications

See open jobs at MassMutual.
Accounting & Finance
Springfield, MA, USA
Posted on Friday, February 9, 2024

Wealth Management Field Engagement Consultant

Springfield, Massachusetts Marketing & Communications Job ID R15134

The Opportunity

MassMutual Wealth Management serves a network of over 5,000 financial advisors across the U.S. heling their clients secure their financial futures by guiding them with sound advice and helping them to grow through wise investing. As the Wealth Management Field Engagement Consultant, your efforts will focus on the following:

  • Manage and execute key advisor and field engagement opportunities

  • Drive the Wealth Management internal and external communication strategy, and

  • Collaborate in the development of engaging curriculum and content to deliver strategic priorities to our field partners

The Team

As the needs of advisors and clients change and demand more wealth management and planning products and services, MM Wealth Management has greater needs to thoughtfully and effectively engage with our Field partners to promote new and existing capabilities, products and services, and swiftly execute key initiatives that will positively impact advisors and clients resulting in growth.

To this end, the MM Wealth Management Strategy & Planning team is focused on six core themes:

  • Elevating the profile of MassMutual’s wealth brand,

  • Highly competitive, integrated technology,

  • An advisor-centric culture,

  • Providing a comprehensive product suite and investment service offerings,

  • A focus on Financial Planning, and

  • Superior advisor practice support.

The Impact

As a Wealth Management Field Engagement Consultant, you will have an opportunity to execute multiple field-facing engagement opportunities, provide a best-in-class experience for wealth advisors that support the strategic priorities and initiatives being driven in MM Wealth Management. In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, a dedication to being inclusive, having strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, intellectual curiosity, proactivity, resilience, and self-awareness.

Key Responsibilities Include:

  • Responsible for the execution of the WM communication strategy for internal team, business partners and the field, by serving as a liaison with Field Readiness and MMFA Communications.

  • Actively manage and execute curriculum and support content development for Field engagement opportunities (MMA, Regional Product meetings, Specialist meetings, Field committee meetings, Agency speaking engagements) and liaise with appropriate business partners for execution.

  • Liaise across the MM Wealth Management organization to align, develop and execute Field meeting agendas

  • Report on key metrics to ensure effective positioning and execution of identified meeting goals.

  • Proactively identify opportunities to help drive wealth management KPI’s through field engagements.

  • Build relationships with Firm leadership and advisor advisory committees to best understand needs.

  • Obtain and react to field feedback and engagement on the efficacy of meetings and communications.

  • Provide status reports summarizing field engagement to ensure leadership is fully informed; speak effectively and knowledgeably to all field engagement and communications underway and planned.

The Minimum Qualifications:

  • Undergraduate degree

  • 5+ years' experience working in the financial services industry, directly with advisors

  • 3+ years' relationship management experience

  • 1+ years' experience with Microsoft PowerPoint, Word, and Excel

  • Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA

The Ideal Qualifications

  • 2+ years' experience developing narratives for strategic initiatives

  • 2+ years' project management experience

  • 2+ years' experience partnering with senior leaders

  • Self-motivated person that’s comfortable working in a fast paced, dynamic environment

  • Strong written communication skills; proven ability to articulate progress, raise concerns, and document actions required in a clear and concise manner

  • A strong collaborator who consistently demonstrates a focus on and ability to work as a team

  • Ability to lead and thrive in a fast-paced professional environment

  • Fully developed negotiation and influencing skills

  • Ability to champion and adapt to change quickly

  • Strong understanding of the project management process and the ability to drive outcomes

  • Strategic Mindset

#LI-CR41

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.

MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment.

Salary Range: $84,100.00-$110,300.00 Apply

This job is no longer accepting applications

See open jobs at MassMutual.