Teaming Platform Consultant

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, In addition to top-line medical and dental coverage, personalized mental health solutions, on-site and virtual health coaching, and much more, MassMutual reimburses employees up to $1,250 per year for eligible expenses supporting mental, physical, and financial well-being.

Do you have experience in Wealth management?, * 8+ 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, * 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

3.73.7 out of 5 stars Springfield, MA $102,500 - $134,500 a year, Pulled from the full job description

• Tuition reimbursement
• 401(k)
• Health insurance
• Paid time off
• Dental insurance
• Bereavement leave
• Commuter assistance, There’s more to your life than your job and there’s more to your aspirations than a paycheck. We take a holistic view of compensation and benefits that provides the flexibility to create a healthy balance in your life for work, family, and community. We offer the benefits you’d expect, like medical, dental, 401(k), and generous vacation time, but we also offer ones you might not expect, like three paid days for volunteering, a $1,250 annual Well-Being Wallet, and up to 320 hours of caregiver leave.

Explore some of our offerings below.

Paid Time Off

• In addition to generous vacation time, paid holidays, and flexible holidays, MassMutual offers ‘take care’ time to care for yourself or someone you love-whether for physical illness or mental health., In addition to competitive salaries and bonuses, educational assistance programs, and much more, MassMutual offers up to a 10% total 401(k) benefit, consisting of a 5% company match and a 5% annual contribution.

Taking Care

MassMutual offers generous maternity and parental leaves, as well as bereavement leave to mourn the loss of a loved one (and the employee defines ‘loved one’). In addition, we offer up to 320 hours of caregiver leave to help employees support loved ones in times of need.

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, MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment. The job description includes the main duties of this position, which may evolve over time. You may be required to perform other duties not listed.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. Salary Range: $102,500-$134,500

Award-Winning Culture

MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company operated for the benefit of our members and participating policyowners, we are defined by mutuality and our vision to provide financial well-being for all Americans. 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.

We strive to build a thriving community where everyone is valued, included, and feels that they belong.

At MassMutual, we Live Mutual.