Mutual Opportunities
Teaming Platform Consultant
Springfield, Massachusetts; Boston, Massachusetts
Thank you to our employees for voting us one of the top places to work in Massachusetts for seven consecutive years!
Overview
A career with us 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 enables MassMutual to deliver on our purpose to help people secure their futures and protect the ones they love.
We embrace the idea that we all are stronger and better through our support for one another. We strive to create a culture where employees feel valued and are celebrated for who they are.
“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
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
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
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
#LI-SB1
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.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
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
Hiring Process
Explore
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.
Apply
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.
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!
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
By the numbers*
- 85% of employee respondents say they are proud to work at MassMutual
-
90
% of employee respondents say the work they do at MassMutual is meaningful - 85% of employee respondents say they feel encouraged to come up with new and better ways of doing things
*Source: 2025 MassMutual employee engagement survey
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.
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.
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 $1,250 annual Well-Being Wallet, and up to 320 hours of caregiver leave.
Explore some of our offerings below. Benefit details can be found here.
Why MassMutual?
Candy
Marketing Consultant
Atsam
Head of Advisor/Client Experience & Business Excellence
Erica
Head of Procurement
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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