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: -- 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.