Post by Jilani Sk (She/Her/Herself )

We’re Hiring: Manager – Partner Advocate Are you passionate about building relationships, mentoring teams, and driving operational excellence? We’re looking for a manager – Partner Advocate to join our dynamic team supporting Advisors in the Core Market 🔑 What You’ll Do Lead, mentor, and train Partner Advocate staff, ensuring high-quality standards and continuous development Oversee day-to-day operations, staffing, and workflow forecasting Serve as the first point of escalation for service and operational issues Partner across internal departments to resolve Advisor/Partner needs and enhance client satisfaction Drive process improvements, policy updates, and performance management Lead special projects, reporting, and staff evaluations in collaboration with leadership 🌟 What We’re Looking For Proven experience in financial services or retirement plan operations Strong leadership and coaching skills — passionate about developing people Excellent problem-solving and decision-making abilities Ability to manage multiple priorities and foster collaboration across teams Clear communicator with a focus on advisor satisfaction and operational excellence 💡 Why Join Us Be part of a collaborative, high-impact team driving advisor and client success Opportunities for growth, leadership development, and project ownership A culture that values excellence, teamwork, and innovation Suresh Babu Anshul Agnihotri Siddhartha Dey Ujjwala Jha Udayan Banerjee Shilpy Sharma