Partner Advocate Jobs

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.

The Partner Advocate is responsible for serving as primary point of contact for Advisors/Partners in a defined territory book of business including role as Relationship Manager on plans generally $0-10 million in assets.

What You Will Do

• Deliver Partner book of business reporting.
• Partner with Sales and Relationship Management within the territory to provide a high level of service and solutions to shared clients and partners.
• Demonstrated ability to form strong business partner relationships which drive enterprise results and advisor satisfaction and trust.
• Work in partnership with internal departments to deliver solutions to Advisor/Partner questions and needs. First call resolution is the goal.
• Demonstrated capability to solve escalated or complex issues with little to no supervision or guidance.
• Delivery is primarily demand based and predominantly reactive.
• 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.
• Provide relationship management expertise to assigned plans within the territory. Responsibilities include: plan review and design, plan pricing, product placement and participant education coordination.
• Serve as single point of contact for Advisors/Partners in a defined territory within the Core Market (typically plans $0 to $50 million) ensuring retention and growth. Work is conducted primarily via email and phone. . Partner Advocates generally work with emerging advisors within a territory.
• Employees are encouraged to serve as SME for a product or process.

What You Will Bring

• Bachelor’s Degree in Business or related discipline preferred
• 3 years’ Financial Services experience.
• Ability to work independently within a team environment.
• Excellent verbal and written communication skills, including the ability to articulate complex concepts clients, intermediaries and participants.
• Intermediate to advanced retirement plan documentation and investment knowledge.

Registrations/Certifications/Licenses

• FINRA fingerprinting required.
• FINRA Series 6 & 63 required within company established timelines.

What We Offer You

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
• Tuition reimbursement up to $5,250/year

The salary range below shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Base Salary Range

$ 64,900.00-91,675.00

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 (40 and over), 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.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***