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  1. Home
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  5. Teaming Platform Consultant
MassMutual logo

Teaming Platform Consultant

Not Disclosed•Full-TimeOn-site

location_on27, Lyman Street, Downtown Springfield Railroad District, Metro Center, Springfield, Hampden County, Massachusetts, 01115, United States

Apply Now

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.

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. You will work in a collaborative environment where perspectives are welcomed, with access to learning, development, and internal networks that support continuous growth and skill-building over time.

We foster employee-led communities and forums that foster connection, learning, and inclusion across the organization. Our culture is grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset.

We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.

We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. 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. At MassMutual, we Live Mutual.

Equal Opportunity

MassMutual is an equal employment opportunity employer. We welcome all persons to apply. We focus on ensuring fair, equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees.

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

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Frequently asked questions about Teaming Platform Consultant at MassMutual

What does a Teaming Platform Consultant at MassMutual do?expand_more
Day-to-day, the Teaming Platform Consultant at MassMutual will provide advanced consultation to financial advisors on teaming platform compensation and recognition programs; manage the implementation of an upcoming platform transformation in collaboration with the program manager; assess mailbox inquiries to identify trends, training needs, and process improvements; and resolve escalated client service requests and act as primary backup for operational administration.
What are the requirements for this Teaming Platform Consultant role?expand_more
MassMutual is looking for candidates who meet the following requirements: 8+ years' experience in financial services operations; 3+ years' experience working with or supporting advisor teams; 2+ years' experience with Excel functions including pivot tables; 2+ years' experience querying data and performing analysis; and Ability to pass a non-registered fingerprinted background check under FINRA.
Where is the Teaming Platform Consultant role at MassMutual located?expand_more
Teaming Platform Consultant at MassMutual is based in 27, Lyman Street, Downtown Springfield Railroad District, Metro Center, Springfield, Hampden County, Massachusetts, 01115, United States. This is a on-site role.
Is this Teaming Platform Consultant job remote, hybrid, or on-site?expand_more

Work location

Work model: On-site

location_on

27, Lyman Street, Downtown Springfield Railroad District, Metro Center, Springfield, Hampden County, Massachusetts, 01115, United States

Springfield, Massachusetts

Key Responsibilities

  • check_circleProvide advanced consultation to financial advisors on teaming platform compensation and recognition programs
  • check_circleManage the implementation of an upcoming platform transformation in collaboration with the Program Manager
  • check_circleAssess mailbox inquiries to identify trends, training needs, and process improvements
  • check_circleResolve escalated client service requests and act as primary backup for operational administration
  • check_circleAssess outcomes, usage, and ROI of teaming programs to make recommendations for enhancements
  • check_circleLead agency Teaming Director onboarding, engagement, and development in partnership with the Program Manager
  • check_circleAct as subject matter expert for Teaming-related report development and enhancements within the distribution reporting platform
  • check_circleProvide monthly and ad hoc performance reporting tied to Advisor Teaming and Practice Management
  • check_circlePackage production and book of business reports to support field engagements
  • check_circleMaintain special considerations log for audit purposes
  • check_circleCreate and maintain standard work, field training collateral, and tools related to the Teaming platform
  • check_circleExecute annual platform requirements including year-end processes, team segmentation, and indexing

Requirements

  • verified8+ years' experience in financial services operations
  • verified3+ years' experience working with or supporting advisor teams
  • verified2+ years' experience with Excel functions including pivot tables
  • verified2+ years' experience querying data and performing analysis
  • verifiedAbility to pass a non-registered fingerprinted background check under FINRA

Nice to Have

Experience working in both the wealth management and insurance industries. Ability to navigate ambiguous business situations. Preference to work in a fast-paced, high-demand, dynamic environment.

MassMutual cover image
MassMutual logo
Company

MassMutual

Industry

Financial Services

Headquarters

Springfield, Massachusetts

Open Roles

1

MassMutual operates within the financial services sector, providing insurance and investment solutions from its headquarters in Springfield, Massachusetts. Founded in 1851, the organization has maintained a consistent focus on the principle of living mutualism, which emphasizes interdependence and shared security among individuals. This core philosophy guides the company's approach to helping clients navigate financial planning and risk management over more than a century. The company serves a broad range of individuals and families seeking stability and fulfillment through mutual support rather than isolated independence. By championing the idea that reliance on one another fosters a more secure and happier life, MassMutual aligns its services with values of community and long-term well-being. The organization continues to operate under this enduring identity while adapting to the evolving needs of its members. For further information regarding company policies and social media guidelines, MassMutual directs users to its official website. The entity maintains a CRN number of CRN201905-212768 for regulatory identification purposes.
View company profilearrow_forwardlanguageWebsitelinkLinkedIn
Quick Overview

Experience

8+ yrs (Senior)

Job Type

Full-Time

Skills Required

ExcelPivot TablesData AnalysisRisk ManagementWealth ManagementInsurance
arrow_forward
MassMutual has listed this Teaming Platform Consultant role as on-site.
How much experience is required for this Teaming Platform Consultant role?expand_more
Teaming Platform Consultant at MassMutual typically requires 8+ years of relevant experience at the senior level.
What skills do you need for the Teaming Platform Consultant role at MassMutual?expand_more
Key skills for Teaming Platform Consultant at MassMutual include Excel; Pivot Tables; Data Analysis; Risk Management; Wealth Management; Insurance; and Reporting.
What category does the Teaming Platform Consultant role belong to?expand_more
Teaming Platform Consultant at MassMutual is part of the accounting & finance job category on Recrutus.

About MassMutual

MassMutual operates within the financial services sector, providing insurance and investment solutions from its headquarters in Springfield, Massachusetts. Founded in 1851, the organization has maintained a consistent focus on the principle of living mutualism, which emphasizes interdependence and shared security among individuals. This core philosophy guides the company's approach to helping clients navigate financial planning and risk management over more than a century.

The company serves a broad range of individuals and families seeking stability and fulfillment through mutual support rather than isolated independence. By championing the idea that reliance on one another fosters a more secure and happier life, MassMutual aligns its services with values of community and long-term well-being. The organization continues to operate under this enduring identity while adapting to the evolving needs of its members.

For further information regarding company policies and social media guidelines, MassMutual directs users to its official website. The entity maintains a CRN number of CRN201905-212768 for regulatory identification purposes.

Browse more roles: All MassMutual jobs, accounting & finance jobs on Recrutus.

Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified employers, salary benchmarks, and remote-friendly teams across India and beyond.

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Job seekers
Browse jobsCompanies hiringRemote jobsJobs by locationJobs by cityJobs by categoryCareer guidesCareer blogSalary insights
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Top states
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About usFAQContactPrivacy policyUS privacy notice

Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

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Accessibility