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Role Description
MassMutual’s Private Wealth Partners is transforming how advisors serve high-net-worth (HNW) clients — and we’re looking for a leader to help drive that transformation. As Head of Private Wealth Consulting, you’ll lead a team of elite consultants who specialize in case design and advanced planning strategies. Your mission: help advisors win and retain complex HNW relationships by delivering integrated investment, estate, and trust solutions with precision, care, and impact. This is a high-visibility leadership role reporting directly to the Head of Private Wealth Partners. You’ll shape strategy, elevate advisor experiences, and serve as a key architect of how we grow and serve our most sophisticated clients.
Private Wealth Partners now manages over $9 billion in assets and is growing rapidly. This is a pivotal moment to join a dynamic, fast-scaling organization that’s redefining the future of wealth management.
The team at MM Wealth Management understands 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
- Financial Planning
- Practice Management
- Lending & Banking
- Trust
- Investments
- Operations
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. Our Private Wealth Partners team is a dynamic, energetic, and problem-solving powerhouse that continues to grow, evolve, learn, adapt and solve problems.
We come from a diverse set of backgrounds and thought processes, and welcome debate, innovation, better ways of thinking and help evolving our team towards accomplishing our mission.
The Impact:
- Lead a high-performing team of Private Wealth Consultants focused on case design, proposal generation, and onboarding for complex HNW opportunities.
- Partner directly with advisors to help them win business — providing strategic guidance, technical expertise, and differentiated solutions.
- Design and deliver compelling, customized strategies that integrate investment management, estate planning, trust services, and tax-aware structures.
- Serve as a thought leader and internal advocate for the Private Wealth Partners value proposition — helping shape product, marketing, and advisor engagement strategies.
- Collaborate across functions (investment, fiduciary, operations, strategy) to ensure seamless execution and exceptional client experiences.
- Track and optimize performance using data-driven management tools and KPIs to drive growth, efficiency, and advisor satisfaction.
Qualifications
- 10 years of experience in wealth management, with deep expertise in the HNW segment.
- Proven leadership experience managing high-performing teams.
- Strong technical knowledge across investment, estate, trust, and tax planning.
- A consultative, collaborative mindset with a passion for helping advisors succeed.
- Exceptional communication skills — able to simplify complexity and inspire confidence.
- Willingness to travel approximately 50%.
Requirements
- CTFA, CFP®, CFA, JD or similar advanced designation.
Benefits
- Regular meetings with the Private Wealth Partners 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.
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