Product Manager – Lending and Banking Services
MassMutual
Strategy Consultant, Financial Planning
MassMutual
full-time
Posted on:
Origin: • 🇺🇸 United States • Massachusetts, New York
Visit company websiteSalary
💰 $107,700 - $141,300 per year
Job Level
Mid-LevelSenior
About the role
- Bridge the gap between Financial Planning Strategy and development of sales tools/features to shape client experience and grow Financial Planning
- Instruct stakeholders on how to practically apply advice and sales tools changes into their client engagement model
- Serve as subject matter expert in applying new digital enhancements (eMoney, RightCapital, MoneyGuide) for Financial Planning client engagement to WM Financial Planning Organization, Advisors, their staff and firm support roles
- Liaison with WM Financial planning leaders on new technology workflows and enhancements; identify field and operations impacts and provide support to create and deliver associated training, marketing and communications to drive adoption and implementation
- Perform work across multiple initiatives and processes, supporting or leading business initiatives
- Interface and collaborate with multiple business organizations and technology professionals as subject matter expert on business requirements
- Develop workflow, process and documentation to operationalize Financial Planning digital advisor and client capabilities
- Lead product functional design process based on knowledge of users and financial planning engagement model
- Manage and be accountable for implementation of assigned business initiatives, from concept approval through delivery
- Research and apply best practices in solution design considering business capabilities, cost, speed to market and innovation
- Analyze market trends to understand competitor use of tools for client engagement and advisor experience
- Gather and apply feedback to identify areas of improvement when engaging sales tools vendors
- Plan and lead product releases and set expectations for delivery
- Ensure sales tools platforms and features are aligned to Financial Planning Services Policy and regulation changes
- Support WM Financial Planning management after initial strategy delivery to monitor and resolve issues and identify improvement opportunities
- Partner with business sponsors and stakeholders to set objectives and goals; prioritize multiple activities and projects aligned with company strategy
- Lead problem resolution as issues arise with platforms and tools
- Accountable for advisor outreach, financial planning sales enablement, regulatory changes, business updates, and enhancements specific to the financial planning client experience
Requirements
- Bachelor's degree
- 6+ years experience in the Financial Services industry
- 3+ years' experience in financial planning or management of a financial planning sales tool
- 5+ years’ experience managing development and delivery of business solutions
- 3+ years’ experience presenting and influencing leadership and key stakeholders
- Due to the nature of this position, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA
- FINRA Series 7 & 63 at time of application (ideal)
- CFP in progress or willingness to obtain (ideal)
- Advanced Degree (ideal)
- Knowledge of financial planning software such as eMoney, RightCapital, MoneyGuide etc. (ideal)
- In depth knowledge of insurance products, distribution systems, and marketing concepts (ideal)
- Experience in multi-departments, enterprise-level initiatives and managing projects that touch/cross multiple organizational areas (ideal)
- Experience working with clients, advising on marketing/business performance, and influencing decisions with insights and measurement (ideal)
- Ability to analyze datasets, identify actionable insights, and communicate findings via presentations and/or dashboards (ideal)
- Ability to present simple and compelling stories to audiences of all levels (ideal)
