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Spec Partner Advocate-3

2 weeks ago

Bengaluru, India Empower Full time

**Grow your career with a growing organization**

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Responsible for serving as primary point of contact for Advisors/Partners in a defined territory including role as Relationship Manager on plans generally less than $5 million in assets.

**Primary Duties and Responsibilities**:

- 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.
- Partner with Sales and Relationship Management within the territory to provide a high level of service and solutions to shared clients and partners.
- Deliver Partner book of business reporting.
- Employees are encouraged to serve as SME for a product or process.
- Employees will need to demonstrate creative problem solving for Advisors/Partners, plan sponsors and internal staff; must be able to break down complex industry related issues and provide alternate solutions.
- 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.
- Delivery is primarily demand based and predominantly reactive.

**Background and Qualifications**:

- Bachelor’s degree in any stream with a 2-4 years’ experience
- Knowledge of retirement plan recordkeeping preferred
- 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.

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason, as per terms and conditions of your employment contract.
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

**COVID