Manager, Advisor Support & Development

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 : -

Working knowledge of Microsoft Word, Excel, PowerPoint, Outlook email, Adobe, Chrome / Internet Explorer knowledge.

Handled any project in current role.

Ability to work independently and in a team environment.

Strong analytical ability in solving business and technical problems.

AASPA certification on retirement domain preferred.

Strong attention to detail required.

Intermediate experience and demonstration of organization and problem-solving skills.

Intermediate ability to multi-task and prioritize workload while assisting less experienced colleagues.

Demonstrated ability to collaborate and develop relationships with peers and management acting as a guide and Subject Matter Expert.

Basic knowledge of Six Sigma tools & concepts preferred.

Excellent organization, prioritization and planning skills required.