Program Manager, Practice Management and Teaming jobs in United States
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MassMutual · 8 hours ago

Program Manager, Practice Management and Teaming

MassMutual is a leading financial services company, and they are seeking a Program Manager to lead critical initiatives and drive continuous improvements within the Practice Management and Teaming organization. The role involves overseeing operations, delivering advanced client support, and managing multiple concurrent projects to enhance advisor growth and productivity.

FinanceFinancial ServicesInsuranceLife InsuranceRetirement
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Financial services knowledgeAnalytical skillsProject managementWealth management experienceCreative problem-solvingClient service orientationAttention to detailCommunication skills

Required

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

Preferred

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 degree of ownership, attention to detail, willingness to embrace continuous improvement opportunities, and challenge the status quo
Adept at navigating ambiguous business situations
Exceptional client service skills with ability to communicate nuanced concepts with clarity

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

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

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)

Funding

Current Stage
Late Stage

Leadership Team

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Eddie Ahmed
Chairman, President & CEO
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Roger W. Crandall
Chairman, President & CEO
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Company data provided by crunchbase