Job Overview
Location
Remote
Job Type
Full-time
Category
Operations
Date Posted
May 2, 2026
Full Job Description
đź“‹ Description
- • As a Sr Partner Management Specialist at Wealth Enhancement Group, you will play a pivotal role in developing and executing the Partner Relationship Management program, focusing on emerging, legacy, and key third-party relationships to strengthen the firm’s partner ecosystem and support strategic growth.
- • Day to day, you will serve as the primary point of contact for assigned external partners, facilitate communication between partners and internal teams, create and analyze partner performance reports, support onboarding and quarterly business reviews, and collaborate cross-functionally with Finance, Operations, Marketing, Compliance, and Advisor Services on partner-related initiatives.
- • Wealth Enhancement Group is an independent wealth management firm serving over 80,000 households across 140+ offices nationwide, known for its personalized financial planning through Roundtable and UniFi processes, and a commitment to innovation and client-centered service since 1997.
- • In this role, you will develop strategic partner management frameworks, enhance process efficiency, build scalable systems, lead cross-partner projects with disciplined project management, and grow your expertise in financial services partner ecosystems while contributing to long-term relationship strategy and program expansion.
🎯 Requirements
- • Bachelor’s degree in business, finance, economics, or a related field (or equivalent experience)
- • Minimum of 4-6 years of experience in the financial services industry
- • Experience in relationship management, account management, or vendor management
- • Advanced proficiency in Microsoft Office Suite, particularly Excel and PowerPoint
- • Ability to travel 10-20% of the time
- • Strong interpersonal and communication skills, including presentation abilities
🏖️ Benefits
- • Medical, dental, and vision coverage for employees and their families
- • 401k with employer match and profit sharing
- • 18 days of paid time off (PTO) annually, increasing to 25 days after 4 years of service
- • Paid parental leave and paid caregiver leave (available after 6 months of tenure)
- • Tuition, licensing, and credential reimbursement (after meeting service requirements)
- • Wellness programs and resources, including voluntary benefits like pet insurance
Skills & Technologies
About Wealth Enhancement Group, LLC
Wealth Enhancement Group provides integrated financial planning and investment management services to individuals, families, and businesses. The firm combines portfolio management, tax strategies, estate planning, insurance, and retirement solutions through a team of advisors, CPAs, and attorneys. It operates on a fiduciary basis, managing over $26 billion in client assets from headquarters in Minneapolis and offices nationwide. Services include wealth transfer, business succession, executive compensation, and charitable planning. The company partners with tax and legal professionals to deliver coordinated advice, aiming to optimize clients’ financial outcomes across market cycles and generational transitions.
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