Sr Partner Management Specialist

Wealth Enhancement Group

6d•Remote

About The Position

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. We have an exciting opportunity for a Sr Partner Management Specialist! In this role, you will support the development and execution of Wealth Enhancement Group’s Partner Relationship Management program, with a primary focus on emerging, legacy, and key third-party relationships. This position offers a unique opportunity to contribute strategically to our partner ecosystem as we continue to innovate and expand. This is a Remote position, with a travel commitment ranging between 10-20%. In the spirit of pay transparency, we are excited to share the base salary range for this position is $90,000.00 to $110,000.00, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

Requirements

Bachelor’s degree (or equivalent experience) in business, finance, economics, or a related field
Minimum of 4-6 years of experience in the financial services industry preferred
Experience in relationship management, account management, or vendor management
Strategic thinking with the ability to contribute to long-term planning initiatives
Strong interpersonal skills with the ability to build rapport with diverse stakeholders
Ability and appetite for building programs from the ground up, creating structured and scalable frameworks from ambiguity
Excellent verbal and written communication skills, including presentation abilities
Proficiency in data analysis and ability to translate insights into actionable recommendations
Comfortable working independently with minimal supervision
Advanced proficiency in Microsoft Office Suite, particularly Excel and PowerPoint
Adaptability to thrive in a fast-paced, growing environment with changing priorities
Ability to travel 10-20% of the time

Responsibilities

Serve as the primary point of contact for assigned external partner relationships
Support senior leadership in managing primary custodial relationships (such as Fidelity, Schwab, and BNY Pershing)
Facilitate communication and collaboration between partners and internal stakeholders
Develop and maintain strong working relationships with partner contacts at all levels
Assist in quarterly business reviews and partner check-ins
Support onboarding processes for new partner relationships
Create and maintain regular reports on partner relationship metrics and key performance indicators
Analyze partner performance data to identify trends, opportunities, and areas for improvement
Prepare executive-level presentations and summaries for leadership review
Support benchmarking activities to assess competitive positioning
Maintain comprehensive partner relationship databases and documentation
Contribute to the development of standardized partner management processes and procedures
Identify opportunities to enhance efficiency and effectiveness of partner interactions
Support the creation and implementation of partner relationship strategies
Assist in developing partner segmentation and tiering frameworks
Help build scalable systems and processes as the program grows
Collaborate with Finance, Operations, Marketing, Compliance, Advisor Services, and other internal departments on partner-related initiatives
Lead cross-partner projects with strong project management discipline, ensuring clear scope, milestones, accountability, and timely execution
Support contract review and negotiation processes
Assist with partner-related procurement activities
Support public and internal communication efforts, including partner updates, issues, and initiatives
Travel to partner locations and industry events as needed
Represent WEG at partner meetings, conferences, and networking events
Build and maintain a professional network within the partner ecosystem
Support relationship development activities and partner engagement initiatives
All other duties as assigned.

Benefits

Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)