Our client is currently seeking a Sr. Partnership Specialist

Responsibility Summary/Job Description

The Senior Partnership Specialists will be responsible for providing world class service to the firm's Financial Advisors (FAs). This role will focus on providing education and guidance to Financial Advisors to enable them to make an informed decision about partnership opportunities with the firm. They will be responsible for preparing for and conducting 1:1 Zoom calls with FAs during which they will review eligibility requirements, review business plan modeling scenarios and support guidance for the FA regarding compensation, healthcare options, state/federal tax considerations, and retirement benefits.

Required Qualifications

• Bachelor's degree with a focus in accounting, business administration, or finance; certifications related to individual tax return preparation will be considered in lieu of a bachelor’s degree.

• Ability to provide advice and guidance by analyzing the comprehensive details of a situation.

• Strong computer skills, including effective use of Microsoft Office applications.

• The ability to interact with others who need assistance by using excellent customer service skills to provide professional, comprehensive, and accurate solutions.

• Excellent verbal and written communication skills.

• Demonstrates expertise in world class service attributes, including professionalism, reaching agreement and customization, and spirit of caring.

• Must be able to respond to callers with the appropriate tone, organized thoughts, and confidence.

• Must be able to respond to written correspondence in a clear, succinct manner using correct grammar, spelling, and format.

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