Manager Partner Advocates

About the Role : - The Manager Partner Advocate is seen as a subject matter expert related to working with our Advisors in the Core Market. Will be expected to take a leadership role with mentoring and training of new hires, specialized project initiatives and team member coverage for open territories on plans typically less than $5 million in assets. This position is also responsible for Oversee staff training, staff mentoring, quality standards, reporting, disciplinary action, motivation, identify appropriate staffing levels to projected volume with overtime / vacations and forecasting strategies, timely performance appraisals and salary / promotion / merit increase recommendations.

The Manager Partner Advocate will take a leadership role in mentoring and training new hires, managing specialized project initiatives, and covering team member territories.

Responsibilities : -

• Establishes operational objectives and work plans.
• Delegates assignments to subordinates.
• Develops, modifies, and executes policies and procedures.
• Serves as first point of escalation for issues or activities.
• Manages and oversees the activities of the Partner Advocates with focus on business plan and corporate goals.
• Work in partnership with internal departments to deliver solutions to Advisor / Partner questions and needs.
• Provide relationship management expertise to assigned plans within the territory.
• Responsibilities include plan review and design, plan pricing, product placement and participant education coordination.
• Assist the director with special projects, training and development, process improvement and issue escalation.
• Works closely with Director and PA Managers in a leadership role.
• Demonstrates ability to solve complex service issues and collaborate with leadership on solutions.
• Employees will need to demonstrate creative problem solving for Advisors / Partners, plan sponsors and internal staff.
• Staffing - assesses staffing needs, conducts prospective employee interviews, and makes decisions regarding the hiring of new employees.
• Conducts performance evaluations and manages staff issues according to company and divisional policies.
• Performs / assists in compensation during year end performance review, also taking necessary disciplinary action if necessary.
• Career Development & Coaching - responsible for the development of staff.
• Conducts monthly one-on-one meetings and ongoing coaching with staff.
• Provides ongoing feedback regarding quality of work to team members and works to improve processes and overall quality for the team / department.
• Ensures team performance meets and exceeds function / department goals, quality targets, and service level expectations.
• Monitors individual reconciler statistics to ensure they are within established guidelines.
• Prepares reports measuring / detailing performance, including monthly management reports.
• Demonstrated capability to solve escalated or complex issues with little to no supervision or guidance.
• Demonstrated ability to form strong business partner relationships which drive enterprise results and advisor satisfaction and trust.
• Other duties as assigned.

Qualifications : - Bachelor’s degree in any stream with an 8-10 years’ experience. Knowledge of retirement plan recordkeeping preferred.

Required Skills : -