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.