The OpportunityWork directly with the Head of Advice and Financial Planning & Practice Management to develop and execute key strategies to grow Advisor Productivity and Net Field Force through designing, processing, administering and governing of both the MMLIS Practice Acquisition Loan, and the EXP GDC Wealth Recruiting loan. Coordinate those efforts across Wealth Management and MMFA, working closely with the head of MMFA Recruiting and Development and the field.
Interfaces with Legal and Compliance in a dynamic regulatory environment, implementing changes to mitigate risk in the loan structure, and contract language within the EXPG GDC Wealth Recruiting Loan. Takes steps to ensure any unnecessary risks are addressed through intelligent program design.
Creates an assessment process for Practice Valuations to be used in both EXP GDC Recruiting and Practice Acquisitions
Implements technology, systems, and processes across the business unit through Salesforce to allow for tracking of the business, and detailed workflows
Leads the development, training, and communications for Field and Home Office around the loan programs, and gathers and curate best practices across the Field to ensure adoption of new processes and technologies.
Leads and oversees the design of loan processing, administration and governance process for loan approvals.
Oversees program budgets and ensures appropriate management of the loan P&L
Organizes and creates relevant materials for MMFA firms and infrastructure to ensure adherence to the loan programs
Responsible for overseeing staff and assigning tasks, managing workloads, and inspecting work efforts to ensure timely and effective delivery.
The Minimum Qualifications
B.A. in Business/Economics or other similar degree
Series 24 licensed, or ability to obtain the licensing in a timely manner
10+ years’ experience in financial services
Experience in multiple departments, has led enterprise-level initiatives, understands operations, loan design and administration, governance and financial analysis.
Successfully managed projects that touch, cross and/or impact multiple organizational areas
Has worked with and guided senior management through large scale implementation of new initiatives.
In depth knowledge of the wealth industry, varying distribution systems, and financial modeling
In depth knowledge of financial services products and services and the competitive landscape in the recruiting space
The Ideal Qualifications
Experience in communicating and designing strategy with executives.
Has worked in both the Wealth Management and Insurance industries.
Effective leader in a matrixed organization.
Execution focused results leader.
Innovative thinker
Team Player
What to Expect as Part of MassMutual and the Team
Regular meetings with the Head of Financial Planning & Practice Management and organizational leaders to drive strategic implementation and execution.
Access to mentorship opportunities
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, 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-LS1MassMutual 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.Salary Range: $163,900.00-$215,000.00
