Senior Partner Management Specialist

📋 Description

• Assist in the development and implementation of the Wealth Enhancement Group’s Partner Relationship Management initiative.

• Act as the main point of contact for designated external partner relationships.

• Support senior management in overseeing primary custodial relationships, such as those with Fidelity, Schwab, and BNY Pershing.

• Facilitate effective communication and collaboration between partners and internal teams.

• Cultivate and sustain strong working relationships with partner contacts at various levels.

• Aid in conducting quarterly business reviews and partner check-ins.

• Assist with the onboarding process for new partner relationships.

• Generate and maintain regular reports on partner relationship metrics and key performance indicators.

• Analyze partner performance data to uncover trends, opportunities, and areas for enhancement.

• Prepare presentations and summaries for executive-level leadership review.

• Collaborate with Finance, Operations, Marketing, Compliance, Advisor Services, and other internal departments on partner-related projects.

• Lead cross-partner initiatives with a strong emphasis on project management, ensuring clarity in scope, milestones, accountability, and timely execution.

• Assist in the review and negotiation of contracts.

• Travel to partner locations and industry events as required.

• Represent WEG at partner meetings, conferences, and networking functions.

• Build and sustain a professional network within the partner ecosystem.

⛳️ Requirements

• Bachelor’s degree (or equivalent experience) in business, finance, economics, or a related discipline.

• A minimum of 4-6 years of experience in the financial services sector is preferred.

• Experience in relationship management, account management, or vendor management.

• Strategic mindset with the ability to engage in long-term planning initiatives.

• Strong interpersonal skills, enabling rapport-building with diverse stakeholders.

• Capability and enthusiasm for developing programs from the ground up, establishing structured and scalable frameworks in ambiguous situations.

• Excellent verbal and written communication skills, including proficiency in presentations.

• Proficient in data analysis with the ability to convert insights into actionable recommendations.

• Comfortable working autonomously with minimal oversight.

• Advanced proficiency in Microsoft Office Suite, especially Excel and PowerPoint.

• Adaptability to excel in a fast-paced, evolving environment with shifting priorities.

• Willingness to travel 10-20% of the time.

🏝️ Benefits

• Training and professional development opportunities.

• Medical, dental, and vision insurance (available to full-time employees and their families).

• Health Savings Account (HSA) with employer contributions and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses.

• Life and Accidental Death & Dismemberment (AD&D) insurance – employer-paid and voluntary options.

• Short-term and long-term disability, and workers' compensation – employer-paid.

• 401k plan with matching contributions and profit sharing.

• Wellness programs and resources.

• Optional 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).