Senior Partner Management Specialist

Wealth Enhancement Group

Support partner relationships in Wealth Enhancement Group while managing primary custodial relationships. Contribute to the development and execution of the Partner Relationship Management program through strategic initiatives.

Posted 5/1/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $90,000 - $110,000 per yearWebsite

About the role

Key responsibilities & impact

Support the development and execution of Wealth Enhancement Group’s Partner Relationship Management program
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
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
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

Requirements

What you’ll need

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

Benefits

Comp & perks

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)

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analysisrelationship managementaccount managementvendor managementproject managementpresentation skillsperformance metricskey performance indicatorsstrategic thinkingprogram development

Soft Skills

interpersonal skillscommunication skillsadaptabilityindependencerapport buildingcollaborationleadershipnetworkingproblem-solvingcritical thinking