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Come Grow With Us

Financial Planning Strategic Design Consultant

Springfield, Massachusetts; Boston, Massachusetts

Job ID: R15834

Thank you to our employees for voting us one of the top places to work in Massachusetts for five consecutive years!

Overview

A career with us means you’ll help our customers secure their future and protect the ones they love. It also means you’ll work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are at the foundation of what makes MassMutual a strong, stable, and ethical business.

Our culture embodies the idea that we all are stronger and better through our support for one another. By valuing people for who they are, how they think, and what they bring to the table, we’ve become a better, more innovative company.

We invite you to explore the possibilities.

What our employees say

Roger Crandall
Roger CrandallCEO
“Since our founding in 1851, mutuality has put our policyowners at the center of everything we do. At our core, we’re a company of people helping people in their time of need, and that spirit extends to the culture we’ve built at our company. Our employees support and rely on each other each day, collaborating to deliver the best solutions for our customers and help millions more secure their future and protect the ones they love.”

Job Description

The Opportunity

The role of the Financial Planning Strategic Design Consultant is to provide tactical support for the Financial Planning Case Consulting Unit (CCU), which is a team of consultants providing support for fee-based financial planning cases. The strategic design consultant will report to the Head of Advice and Financial Planning CCU and use agility to balance between supporting financial planning cases and supporting the strategic initiatives of the unit.  In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience, and self-awareness.  

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. As a member of the Wealth Management organization, you will join our team of passionate experts across multiple disciplines including Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations.

The Impact

The Financial Planning Strategic Design Consultant will work proactively with the field and internal and external business partners to drive results, plan implementation, and provide a client-centric experience. In addition, the individual will be responsible for ensuring advisors and their staff are effectively onboarded to the CCU service model by operationalizing workflows and processes.

The Key Responsibilities Include:

  • Primary support to Advisors on Financial Planning cases for business owners, and proactively markets CCU Business Planning Services to advisors in the field.

  • Partner with the Senior Consultants in addressing case load volume concerns during peak volume time periods, including cases for affluent and high net worth individuals.

  • Assist Advisors with both basic and advanced plan analysis, plan design and development of a client strategy to meet client goals.

  • Own the management of the CCU’s Quality Assurance (QA) program.

  • Own the ongoing CCU Improvement Roadmap, acting as a point person on future strategic initiatives and influencing the field.

  • Develop workflows, process enhancements, and documentation to operationalize CCU capabilities.

  • Liaise with Business Operations and other business partners to support effective management of CCU new business and services, including consulting or owning business process definition and forms.

  • Create and update templates used in the financial planning process that adheres to the CCU service model.

  • Champion the implementation of operational and service enhancement of CCU initiatives.

  • Proactively research and apply best practices in terms of CCU service design, taking business capabilities, cost, speed to market, innovation, and other critical objectives into account.

  • Ensure data integrity guidelines are met for all activities of the CCU.

  • Partner with the Senior Consultants in their business development duties by managing the CCU new business pipeline.

  • Embrace the MassMutual Way in support of a comprehensive, consultative approach to client service.

  • Develop strong knowledge regarding core company products and services and be proficient in influencing implementation of plans.

  • Focus on helping advisors run more efficient and profitable planning practices.

  • Client data entry to various planning software including but not limited to eMoney, Right Capital, Money Guide, etc. as needed.

The Minimum Qualifications

  • 7+ years’ experience working in the financial services

  • 2+ years of financial planning experience including investment planning, retirement planning, estate planning, tax planning, and protection planning

  • Series 7 license at time of application

  • Series 63 or equivalent license or attain within 180 days of start

  • Certified Financial Planner (CFP®), CFA or other advanced industry designation / degree required at time of application

  • 6+ months experience with eMoney or other financial planning software

  • Bachelor's Degree

The Minimum Qualifications

  • 1+ year of business planning experience for organizations of varying size from micro all the way to large businesses

  • Experience in project management and coordinating relationships across multiple organizations

  • Real world knowledge of business and estate planning techniques and their applications to the affluent markets, and of products and services available throughout the industry

  • Possess a solid understanding of life insurance and annuity products and the sales processes with the ability to simplify into readily understandable concepts for clients

  • Communication skills (verbal and written) and the ability to express ideas and share information with coworkers, advisors in an accurate manner

What to Expect as Part of MassMutual and the Team

  • Regular meetings with the Financial Planning Case Consulting Unit

  • Focused one-on-one meetings with your manager

  • Access to mentorship opportunities

  • 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

#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.
EEO Statement(Opens in new window)

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


Salary Range: $95,100.00-$124,800.00

Hiring Process

  • Explore

    To get started, explore our open jobs by clicking 'search jobs' to find a position that aligns with your experience and skills. You may also consider joining our Talent Network to receive information on jobs that may interest you and stay up-to-date with the latest MassMutual news.

  • Apply

    To apply for a specific position, please click the “apply” button on that job posting to complete and submit your application. Your application will be reviewed by a recruiter which, due to the volume of applications received, may take some time as we carefully consider each application.

  • Screen

    After your application has been reviewed, if you meet the qualifications for the role, a recruiter will reach out to you to start a conversation.

  • Interview

    If you are invited for an interview, you will be scheduled to meet with the hiring manager and hiring team. Coordinating calendars for interview schedules can take time, so your patience and flexibility is appreciated.

  • Offer

    If you are extended an offer to join MassMutual and accept, your start will be contingent upon a satisfactory background check.

  • Hire

    If you accept the offer, we will be so excited to welcome you to the MassMutual community!

Recruitment Fraud Awareness

Job recruiter fraud is a scam by impostors posing as recruiters or representatives of a company promoting fake job opportunities to job seekers.

MassMutual will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process.

If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.

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

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 embrace diversity in every sense, focusing on building a thriving community where everyone is valued, included, and feels that they belong.

At MassMutual, we Live Mutual.

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Benefits for the whole you (and your loved ones)

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 $1250 annual wellness wallet, and up to 320 hours of caregiver leave.

Explore some of our offerings below. Full benefits details can be found here

  • In addition to generous vacation time, paid holidays, and flexible holidays, MassMutual offers 'take care' time to take care of yourself or someone you love—whether for physical illness or mental health.
  • Medical and dental insurance
  • Life, disability short-term and long-term insurance
  • Well-being wallet: $1,250 per year for a wide range of qualifying wellness expenses
  • Well-being support: Mindfulness, nutrition, fitness
  • Personalized mental health solutions
  • Adoption and surrogacy reimbursement programs
  • Competitive salary and bonuses
  • 401(k): Up to 10% total benefit, consisting of a 5% company match and a 5% annual contribution
  • Educational assistance program
  • Childcare support
  • Financial counseling
  • Caregiver Leave (up to 320 hours)
  • Maternity Leave (a total of 18 weeks, 10 maternity + 8 parental)
  • Parental Leave (8 weeks for all parents, birth or adoption, continuous or intermittent)
  • Bereavement Leave: Up to 15 days to mourn the loss of a loved one, and you define 'loved one'
  • Matching Gift: 100% match on employees’ charitable contributions to non-profits up to $5,000
  • Volunteering: Three paid days for employees to volunteer with eligible nonprofits of their choice
  • Matching time: MassMutual Foundation awards dollars to organizations for which employees volunteer
  • Qualified Commuter Program through which eligible employees can pay qualified workplace commuting expenses with before-tax dollars
  • Commuter wallet option for employees based at Boston and NYC campuses

Why MassMutual?

Kevin
Compliance Consultant
Seth
Service Management Consultant
Kymberly
Head of Experience Journey Mapping

How we work

MassMutual’s flexible workplace approach combines the importance of connecting in person and the flexibility of working remotely. Our hybrid model puts collaboration first with employees coming in at least three days per week to our spectacular campus settings and also enjoying the flexibility of remote Fridays, company-wide remote weeks, and a bank of flexible remote weeks to use throughout the year.

   

  

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Where we work

Springfield Office

1295 State Street,
Springfield, MA

Boston Office

10 Fan Pier Blvd,
Boston, MA

New York Office

2 Park Ave,
New York, NY

Virtual

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