Sr Partner Management Specialist

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with a passion for enriching the lives of clients. We provide personalized financial planning with our team-based Roundtable and UniFi processes that go beyond the standard approach. We service over 80,000 households from more than 140 offices nationwide.

Since 1997, Wealth Enhancement has raised the standard of wealth management with specialized knowledge and attentive service. For more information, visit

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, focusing on emerging, legacy, and key third-party relationships. This position offers an opportunity to contribute strategically to the partner ecosystem as we continue to innovate and expand.

This is a Remote position, with a travel commitment of 10-20%.

In the spirit of pay transparency, the base salary range for this position is $90,000.00 to $110,000.00 , exclusive of bonuses and benefits. Compensation discussions are encouraged during application.

Primary Job Functions

Partner Relationship Management & Support

• 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

Reporting, Analysis & Performance Monitoring

• 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

Strategic Framework Development & Process Improvement

• Contribute to the development of standardized partner management processes and procedures
• Identify opportunities to enhance efficiency and effectiveness of partner interactions
• Assist in developing and implementing partner relationship strategies
• Assist in developing partner segmentation and tiering frameworks
• Help build scalable systems and processes as the program grows

Cross-Functional Collaboration & Project Support

• Collaborate with Finance, Operations, Marketing, Compliance, Advisor Services, and other internal departments on partner-related initiatives
• Lead cross-partner projects with 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 & Relationship Building

• Travel to partner locations and industry events as needed
• Represent Wealth Enhancement Group 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.

Education & Qualifications

• 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

Compliance & Equal Opportunity This organization is an Equal Opportunity Employer, including disabled and veterans. It participates in E-Verify. Information provided on this application will be kept confidential and shared with those involved in the selection process. Reasonable accommodation requests should be directed to the Human Resources Department at .

Comprehensive Benefits Offerings

Benefits balance health and wellness with financial well-being, professional development, and work/life harmony. Eligible employees may participate in the following benefits and development opportunities:

• Training and professional development
• Medical, dental and vision coverage (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
• Paid time off: 18 days per year (25 days after 4 years)
• 12 paid holidays per year (10 predetermined and 2 floating)
• Paid parental leave and paid caregiver leave (Caregiver leave after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (after service requirements)

Additional information If you need reasonable accommodation during the application or selection process, contact Human Resources. Information collected may be used for equal opportunity monitoring and is handled in accordance with applicable data protection laws.