The Opportunity
As a Practice Management Consultant, you will help financial advisors excel in their role as entrepreneurs. This position serves as an acquisition and succession planning specialist, providing guidance to buyers for sourcing and executing acquisitions and to sellers for continuity and exit planning. The role is highly visible in the field and makes a meaningful impact through consulting, workshops, resource creation, and thought leadership. Practice Management consultants deliver advanced expertise and drive innovation in their respective areas of specialization.
The Team
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. This is a recently formed team that is rapidly building new offerings and an extensive service model—making it an exciting opportunity to join a fast-paced, entrepreneurial environment within a larger, established organization.
The Impact:
As the Practice Management Consultant, Acquisition & Succession, your r esponsibilities will include, but not be limited to the following:
The Minimum Qualifications
The Ideal Qualifications
What to Expect as Part of MassMutual and the Team
#LI-BC1
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....We are seeking a friendly and professional Receptionist to be the first point of contact for our office. In this role, you will greet and assist visitors, including vendors, customers, and job applicants, ensuring a welcoming and organized front desk experience. You will...
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