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MassMutual · 22 hours ago

Financial Planning Strategy Consultant

Greater Boston

Full-time

Onsite

Senior Level

6+ years exp

MassMutual is a company focused on wealth management and financial planning, and they are seeking a Financial Planning Strategy Consultant to bridge the gap between strategy and sales tools features. The role involves instructing stakeholders on applying advice and sales tools changes to enhance client engagement and improve the financial planning experience.

FinanceFinancial ServicesInsuranceLife InsuranceRetirement

H1B Sponsor Likely

Responsibilities

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, you will interface and collaborate with multiple business organizations and technology professionals

Work 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

Manage and 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 MassMutual stays ahead of its competitors

Getting and applying feedback to Identify areas of improvement when engaging sales tools vendors

Planning and leading product releases and setting expectations for delivery

Ensures current sales tools platforms and features are aligned to Financial Planning Services Policy and regulation changes

Support WM Financial Planning management after initial strategy delivery to monitor and, collaborate with stakeholders and business partners to identify and successfully resolve issues and improvement to opportunities and communicate resolution

Partner with business sponsors and stakeholders to set objectives and goals; prioritize multiple activities and projects, and understand the company strategic objectives

Leverage expertise to lead problem resolution as issues arise with platforms and tools

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

Qualification

Financial PlanningFinancial Services ExperienceFinancial Planning SoftwareStakeholder EngagementProject ManagementAnalytical SkillsProblem ResolutionCommunication SkillsPresentation SkillsCollaboration Skills

Required

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

Due to the nature of this position, as 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

Preferred

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, RightCapital, MoneyGuide etc

In depth knowledge of insurance products, distribution systems, and marketing concepts

Experience in multi-departments, enterprise-level initiatives

Successfully managed projects that touch, cross and/or impact multiple organizational areas

Experience working with clients, advising on marketing/business performance, and influencing decisions with insights and measurement

Ability to analyze datasets, identify actionable insights, and communicate findings via presentations and/or dashboards

Ability to present simple and compelling stories to audiences of all levels

Benefits

Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, 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

Company

MassMutual

Glassdoor3.9

MassMutual is a mutual life insurance company that provides investment management and trust services.

Founded in 1851

Springfield, Massachusetts, USA

5001-10000 employees

https://www.massmutual.com/

H1B Sponsorship

MassMutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (96)

2024 (94)

2023 (66)

2022 (115)

2021 (121)

2020 (73)