Associate Partner Advocate Job - Greenwood Village, Colorado

Associate Partner Advocate

Primary Location: Greenwood Village, Colorado

Worker Type: Regular

Workplace Flexibility: Remote

Position Summary

The Associate Partner Advocate plays a crucial role in providing temporary support for the primary point of contact for advisors and partners within a designated territory. This role is vital for maintaining continuity of service during long-term absences of the primary contact. The Associate Partner Advocate will take on responsibilities that include acting as a Relationship Manager for plans typically valued at less than $10 million in assets, as well as serving as a temporary point of contact for specific geographical areas. This position demands a high level of proficiency, self-reliance, and resourcefulness, especially in a dynamic and high-volume environment.

Key Responsibilities

1. Primary Contact Duties:

   • As the temporary primary point of contact, you will be responsible for managing relationships with advisors, partners, and plan sponsors in the designated territory. This involves taking ownership of communication channels and ensuring that all parties receive timely and effective responses to their queries and concerns.

2. Issue Resolution:

   • Your role will involve responding to and resolving issues that arise for advisors, partners, plan sponsors, and internal staff. This requires a keen ability to understand and address a wide range of issues, demonstrating problem-solving skills and a thorough knowledge of the financial services industry.

3. Communication and Explanation:

   • You will need to provide clear and concise explanations of complex industry-related issues. This includes breaking down intricate details into understandable terms and offering alternative solutions when appropriate. Your ability to communicate effectively will be crucial in ensuring that all stakeholders are well-informed and satisfied with the resolutions provided.

4. Handling Complex Issues:

   • For more escalated or complex issues, you will work under supervision and guidance to find suitable solutions. This aspect of the role requires a high level of analytical thinking and the ability to navigate challenging situations with professionalism and efficiency.

5. Proficiency and Resourcefulness:

   • Demonstrating overall proficiency and self-reliance is essential in managing the volume of work effectively. You will be expected to handle tasks independently while leveraging resources and support as needed to address issues and meet objectives.

Qualifications

1. Educational Background:

   • A Bachelor’s degree in business or a related discipline is preferred. This educational background provides a foundational understanding of business principles that are essential for the role.

2. Certifications:

   • The position requires FINRA Series 6 and 63 certifications, which must be obtained within company-established timelines. These certifications are crucial for ensuring compliance with industry regulations and standards. Additionally, FINRA fingerprinting is required to meet regulatory requirements.

3. Experience:

   • While not mandatory, 2+ years of experience in Financial Services is preferred. This experience will help you navigate the complexities of the financial industry more effectively. A beginner to intermediate level of knowledge in retirement plan documentation and investment is also beneficial for performing the duties of this role.

4. Skills:

   • Communication: Excellent verbal and written communication skills are necessary for interacting with a diverse range of stakeholders. You should be able to convey information clearly and effectively, both in written reports and verbal discussions.
   • Independence and Teamwork: The ability to work independently while being a collaborative team member is crucial. You should be comfortable taking initiative and working autonomously, but also able to collaborate with others as part of a team.
   • Multitasking and Problem-Solving: Strong multitasking abilities and effective prioritization are key to managing the demands of the role. You should be adept at juggling multiple tasks and solving problems efficiently.

Preferred Qualifications

1. Financial Services Experience:

   • Experience in the financial services industry will provide you with a solid understanding of the industry’s operations and challenges. This background will help you in managing relationships and resolving issues effectively.

2. Knowledge of Retirement Plans:

   • Having beginner to intermediate knowledge of retirement plan documentation and investment will enhance your ability to manage and support plans effectively. This knowledge will also aid in communicating complex information to stakeholders.

3. Communication Skills:

   • Strong communication skills are essential for explaining complex issues, interacting with clients, and working with internal teams. Your ability to articulate information clearly will be a significant asset in this role.

4. Independence and Teamwork:

   • The ability to work independently while also being an effective team player is highly valued. This balance will enable you to handle tasks on your own while contributing positively to the team environment.

5. Multitasking and Problem-Solving Abilities:

   • Your capacity to multitask and solve problems efficiently will be crucial in managing a high volume of work and addressing complex issues.

What We Offer

1. Comprehensive Benefits Package:

   • The company provides a comprehensive benefits package that includes medical, dental, vision, and life insurance. This ensures that you and your family are well-covered in terms of healthcare and other essential services.

2. Retirement Savings Plan:

   • A generous retirement savings plan with company matching contributions is available. This benefit supports your long-term financial planning and retirement goals.

3. Tuition Reimbursement:

   • Tuition reimbursement up to $5,250 per year is offered to support your professional development and educational pursuits. This benefit encourages continuous learning and career growth.

4. Work Environment:

   • The company promotes a business-casual work environment, offering a comfortable and professional setting. Generous paid time off and paid volunteer time are also provided to support work-life balance and community involvement.

5. Leave of Absence Programs:

   • Various leave of absence programs are available to accommodate personal and family needs, ensuring that you have the flexibility to manage your time effectively.

6. Diversity and Inclusion:

   • The company supports Business Resource Groups (BRGs) to promote diversity and inclusion within the workplace. These groups provide a platform for employees to engage in meaningful discussions and initiatives related to diversity.

Compensation

• Base Salary Range:
  • The base salary for this position ranges from $53,200.00 to $73,150.00. This range reflects the compensation for the role based on experience, qualifications, and performance.

Additional Notes

• Work Authorization:

  • Applicants must be authorized to work in the U.S. The company does not sponsor employment visas at this time, so applicants need to have the legal right to work in the U.S. independently.

• Equal Opportunity Employer:

  • The company is committed to diversity and provides equal opportunities to all applicants. This commitment ensures that all individuals are considered for employment based on their qualifications and abilities.

• Remote Work Requirements:

  • For remote positions, a reliable high-speed internet connection with a wired setup and a suitable home workspace are required. If the home workspace or internet connection is inadequate, office work may be required. Necessary computer equipment will be provided to support remote work.

This comprehensive overview of the Associate Partner Advocate role highlights the key responsibilities, qualifications, benefits, and other essential details. If you have further questions or need additional information, feel free to ask!