Director of Perpetual Care

AmeriServ Financial Bank•Johnstown, PA

10d•Hybrid

About The Position

The Director of Perpetual Care is responsible for the overall leadership, growth, and financial performance of the Perpetual Care Division. This role serves as a producing leader—driving business development, maintaining and expanding key client relationships, and ensuring the delivery of high-quality fiduciary and investment services.

Requirements

Post high school education in Mortuary Science, Management, Finance or a related field required.
Five to ten years’ experience in either finance, death care industry, or sales relating to death care required.
Strong communication skills required, must have the ability to discuss investments, make presentations, prepare informative proposals and develop new profitable business.
Strong Communication Proficiency
Strong Interpersonal Skills
Customer/Client Focus
Deadline Oriented
Strong Analytical Skills
Ethical Conduct

Nice To Haves

Bachelor’s degree is preferred.
Prior supervisory experience is preferred.

Responsibilities

Drive the division’s growth strategy with a focus on increasing assets under management, expanding client relationships, and improving overall profitability.
Actively develop new business opportunities within the death care industry, including funeral home and cemetery operators.
Build and maintain a strong pipeline of prospective clients and strategic partnerships.
Represent the organization in the market as a trusted advisor and industry expert.
Own the financial performance of the Perpetual Care Division, with direct accountability for bottom-line performance
Establish and execute business plans aligned with company objectives, ensuring sustainable growth and operational efficiency.
Monitor and report on division performance, identifying opportunities to enhance profitability and scale.
Serve as a senior relationship manager for key and complex client accounts, ensuring exceptional service and long-term retention.
Address and resolve complex client issues with professionalism and urgency.
Serve as the primary liaison between clients and internal investment teams, ensuring clear communication of investment strategies, performance, and portfolio positioning.
Coordinate internally to ensure investment strategies are executed in accordance with fiduciary standards, client agreements, and regulatory requirements.
Maintain a working knowledge of fixed income markets, portfolio construction, and trust investment principles to effectively engage in client and internal discussions.
Lead, develop, and mentor a high-performing team, fostering a culture of accountability, collaboration, and continuous improvement.
Align team performance with division and organizational goals, ensuring clarity of expectations and measurable outcomes.
Oversee staffing, development, and succession planning within the division.
Serve as a voting member of the Fiduciary Committee.
Ensure all fiduciary, regulatory, and compliance requirements are met with accuracy and timeliness.
Oversee preparation and review of required reports, documents, and tax filings.
Contribute to disaster recovery and business continuity planning.
Grow assets under management and expand market share within the death care industry.
Achieve and improve profitability for the division.
Maintain and strengthen relationships with key institutional clients.
Build and sustain a high-performing, accountable team.