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Company Description Perennial Wealth Partners is a full-service wealth management firm that helps individuals and families understand their financial decisions through clear, collaborative guidance. The team brings more than 100 years of combined advisory experience across investment management, financial planning, tax coordination, estate strategy, insurance, and risk management. Perennial serves a diverse client base, including women and families, business owners, executives, professionals, pre-retirees, and retirees, with a consistently personal and educational approach. Every advisor holds the CERTIFIED FINANCIAL PLANNER® designation and operates as a fiduciary, committed to putting client interests first. The firm’s name reflects its focus on long-term relationships that evolve over time, grounded in clarity, trust, and multigenerational impact.
Role Description The Director of Strategic Partnerships is a full-time remote role responsible for identifying, developing, and managing key relationships that support Perennial Wealth Partners’ growth and client experience. This role involves sourcing and evaluating potential partners, such as professional service firms, industry organizations, and referral networks, and building mutually beneficial collaboration models. Day-to-day activities include conducting market and partner research, leading partnership negotiations, structuring agreements, and coordinating with internal teams to implement joint initiatives. The Director will work closely with leadership, advisory, and marketing teams to align partnership strategies with firm objectives, ensure seamless execution, and track performance metrics. This position also includes ongoing relationship management, periodic business reviews with partners, and continuous refinement of the partnership portfolio to enhance value for clients and the firm.
Qualifications

• Strong Strategic Partnerships and Account Management skills to identify, build, and sustain high-impact external relationships.
• Ability to apply Strategic Planning and Analytical Skills to evaluate partnership opportunities, forecast outcomes, and measure results.
• Demonstrated experience in Contract Negotiation, including structuring agreements, managing terms, and aligning expectations with firm goals.
• Proven record of business development or partnership leadership in financial services, professional services, or a related field.
• Excellent communication, presentation, and relationship-building capabilities across diverse stakeholders and organizations.
• Comfort operating in a remote environment, with strong organizational skills and the ability to collaborate effectively with distributed teams.
• Bachelor’s degree in Business, Finance, Marketing, or a related discipline; advanced degree or relevant certifications are a plus.
• Understanding of wealth management, financial planning, or advisory practices is highly beneficial, along with a client-centric mindset.