Partnership Specialist

Job Summary

The Senior Partnership Specialist is responsible for providing world-class service to the firm's Financial Advisors (FAs). This role focuses on educating and guiding Financial Advisors through partnership opportunities by helping them understand eligibility requirements, business plan scenarios, compensation, healthcare options, state and federal tax considerations, and retirement benefits. The Specialist will conduct one-on-one Zoom meetings, respond to inquiries, and ensure advisors have the information needed to make informed partnership decisions.

Key Responsibilities

• Provide exceptional customer service and support to Financial Advisors regarding partnership opportunities.
• Prepare for and conduct one-on-one Zoom meetings with Financial Advisors.
• Explain partnership eligibility requirements and related processes.
• Review business plan modeling scenarios with Financial Advisors.
• Educate advisors on compensation structures, healthcare options, state and federal tax considerations, and retirement benefits.
• Respond to advisor questions through phone, Zoom, and written correspondence in a professional and timely manner.
• Analyze individual situations and provide accurate guidance based on available information and company policies.
• Maintain confidentiality of sensitive information, including compensation, benefits, and personal details.
• Follow up on inquiries and ensure issues are resolved completely.
• Work collaboratively in a fast-paced team environment while learning and applying new information as needed.

Required Qualifications

• Bachelor's degree in Accounting, Business Administration, Finance, or a related field.
• Certifications related to individual tax return preparation may be considered in lieu of a bachelor's degree.
• Minimum of 2 years of relevant professional experience.
• Strong analytical skills with the ability to assess detailed situations and provide appropriate guidance.
• Excellent customer service and interpersonal skills.
• Strong verbal and written communication skills.
• Proficiency with Microsoft Office applications.
• Ability to communicate professionally with confidence, organization, and accuracy.
• Strong attention to detail with excellent grammar, spelling, and written communication.
• Ability to multitask, prioritize work, and follow through to resolution.
• Ability to work effectively in a fast-paced, collaborative environment.
• Ability to maintain strict confidentiality when handling sensitive information.

Preferred Qualifications

• Experience preparing individual tax returns.
• Experience preparing or working with individual and/or partnership tax returns.
• Background in accounting, finance, tax preparation, financial services, or a related field.

Key Competencies

• Customer Service Excellence
• Professional Communication
• Analytical Thinking
• Relationship Building
• Attention to Detail
• Problem Solving
• Organization and Time Management
• Confidentiality and Professionalism
• Adaptability
• Collaboration