Readiness Consultant - Wealth Management



Accounting & Finance
Multiple locations
Posted on Tuesday, May 21, 2024

Readiness Consultant - Wealth Management - Distribution Platforms and Readiness

Brand, Product & Affiliated Distribution; Full-Time/Hybrid, Springfield or Boston

The Opportunity

As a Distribution Readiness Consultant, you will be responsible for partnering throughout the MassMutual enterprise to manage change initiatives affecting our affiliated distribution organization, MMFA as well as for third party distribution.

The Team

As part of Brand, Product and Affiliated Distribution, the Distribution Platforms and Readiness team is responsible for creating the strategy for and driving the execution of change management for strategic initiatives that impact our Affiliated Distribution Channel (MMFA). Within our organization, we place a premium on creating a diverse and inclusive team, aligning priorities with key markets and distribution channels, while nurturing partnerships with key stakeholders based in transparency and accountability.

The Impact:

  • Works with business partners to understand initiatives and create readiness plans; and reviews them with business partners for sign off on approach and timelines.

  • Under direction of the Readiness Lead and Manager, drives the collaborative development and execution of a holistic and integrated change management plan for certain initiatives, with outputs from a cross-functional team.

  • At the request of Readiness Leads, conducts readiness intake & assessment for new initiatives in partnership with training and communications leads.

  • Coordinates with partners in marketing, communications, training, distribution and subject matter experts to ensure everyone understands status and trajectory of plans at all times.

  • Understands and is competent at leveraging standard tools in the readiness toolkit; ensures consistency in approach across all initiatives.

  • Maintains collaboration technology channels; newsletters; FieldNet pages for specific initiatives

  • Creates and maintains documentation for all readiness initiatives and deployment plans.

The Minimum Qualifications

  • 2+ years’ of experience demonstrating use of readiness and change management practices.

  • 4+ years of experience managing projects.

  • 1+ years of wealth management or financial planning related experience.

  • 1+ year of outstanding planning skills; ability to develop and manage multiple plans simultaneously.

The Ideal Qualifications

  • Strong analytical/problem solving skills

  • Experience partnering in cross-functional environments

  • Comfort interacting with all levels of leadership

  • Experience using the ADKAR Model for Change Management

What to Expect as Part of MassMutual and the Team

  • Regular meetings with the Distribution Platforms and Readiness Team

  • Focused one-on-one meetings with your manager

  • 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


Salary Range:


At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.

Why Join Us.

We’ve been around since 1851. During our history, we’ve learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. 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.

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.

At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.