Teaming Platform Consultant

The Opportunity

As a Teaming Platform Consultant, you will help advisors navigate MassMutual’s Teaming platform to grow and strengthen their businesses. Teaming is a powerful strategy for financial advisors to drive business success, and this role offers an opportunity to make a meaningful impact on their journey to forming and developing healthy advisor teams. The Teaming platform offers a comprehensive mix of team-based compensation, recognition, and practice management support.

In this role, you will engage with financial advisors and agency leaders at an advanced consultative level to increase platform adoption and ongoing utilization. You will identify and implement enhancements to strengthen the platform and oversee an upcoming platform transformation. You will also be responsible for the ongoing management and administration of the platform.

While the Teaming platform is a successful, longstanding offering, it was recently integrated into the newly formed Practice Management team. This is an exciting opportunity to join a fast-paced, entrepreneurial environment within a larger, established organization.

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, Advice & 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.

The Teaming platform is an integral Practice Management offering to support advisors operating in team-based business models. Our Practice Management team is expanding MassMutual’s business support and resources to help our affiliated financial advisors successfully grow and strengthen their businesses. Our objectives are to increase advisor growth, productivity, retention, and recruiting. The 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 Impact:

• Provide advanced consultation to help financial advisors adopt and navigate the teaming platform’s compensation programs (B/D grids, admin fees, Team AAA), contract requirements, recognition programs, and other team-based systems by assessing their objectives, analyzing financial scenarios, creatively solving challenges, and providing concrete recommendations

• Manage the implementation of an upcoming platform transformation in collaboration with Program Manager

• Assess mailbox inquiries to identify trends, training needs, and process improvements

• Resolve escalated client service requests

• Assess outcomes, usage, and ROI of all teaming programs and make recommendations for enhancements

• Create and maintain all standard work, field training collateral and tools related to the Teaming platform

• Lead agency Teaming Director onboarding, engagement, and development in partnership with Program Manager

• Execute annual platform requirements (year-end process, team segmentation, company memos, annual indexing, systems project lead, etc.)

• Act as subject matter expert for Teaming-related report development and enhancements within the distribution reporting platform.

• Provide monthly and ad hoc performance reporting tied to Advisor Teaming and Practice Management.

• Package production and book of business reports to support field engagements

• Maintain special considerations log for audit purposes

• Act as primary backup for all operational administration

The Minimum Qualifications

• 7+ years’ experience in financial services operations with working knowledge of risk management and wealth management products

• 3+ years' experience working with or supporting advisor teams, with a practical understanding of team-based business models and operations

• 2+ years’ experience with Excel functions, including the ability to build pivot tables

• 2+ years’ experience querying data and performing analysis to provide insight into program opportunities

• 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

The Ideal Qualifications

• Experience working in both the wealth management and insurance industries

• Ability to navigate ambiguous business situations

• Capable of communicating nuanced concepts with clarity

• High degree of ownership, attention to detail, willingness to embrace continuous improvement opportunities, and challenge the status quo

• Team player who is also comfortable working independently

• Preference to work in a fast-paced, high-demand, dynamic environment

• Strong analytical and creative problem-solving skills

What You Can Expect at MassMutual  

MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:

•  Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes  

•  A collaborative environment where perspectives are welcomed   

• Access to learning, development, and internal networks that support continuous growth and skill-building over time  

• Employee-led communities and forums that foster connection, learning, and inclusion across the organization  

• A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset 

 

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Salary Range:

$102,500-$134,500

At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.

Why Join Us.

We’ve been around since 1851. During our history, we’ve learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.

We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It’s more than our company structure – it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.

MassMutual is an equal employment opportunity employer. We welcome all persons to apply.

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

 

At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees.  Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.  For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.