Director Of Perpetual Care

Summary

The Director of Perpetual Care is responsible for the overall leadership, growth, and financial performance of the Perpetual Care Division. This role serves as a producing leader—driving business development, maintaining and expanding key client relationships, and ensuring the delivery of high-quality fiduciary and investment services.

Duties

Business Growth & Client Development

• Drive the division’s growth strategy with a focus on increasing assets under management, expanding client relationships, and improving overall profitability.
• Actively develop new business opportunities within the death care industry, including funeral home and cemetery operators.
• Build and maintain a strong pipeline of prospective clients and strategic partnerships.
• Represent the organization in the market as a trusted advisor and industry expert.
  
  

Financial & Division Leadership

• Own the financial performance of the Perpetual Care Division, with direct accountability for bottom-line performance
• Establish and execute business plans aligned with company objectives, ensuring sustainable growth and operational efficiency.
• Monitor and report on division performance, identifying opportunities to enhance profitability and scale.
  
  

Client & Relationship Management

• Serve as a senior relationship manager for key and complex client accounts, ensuring exceptional service and long-term retention.
• Address and resolve complex client issues with professionalism and urgency.
  
  

Investment & Fiduciary Oversight

• Serve as the primary liaison between clients and internal investment teams, ensuring clear communication of investment strategies, performance, and portfolio positioning.
• Coordinate internally to ensure investment strategies are executed in accordance with fiduciary standards, client agreements, and regulatory requirements.
• Maintain a working knowledge of fixed income markets, portfolio construction, and trust investment principles to effectively engage in client and internal discussions.
  
  

Team Leadership & Development

• Lead, develop, and mentor a high-performing team, fostering a culture of accountability, collaboration, and continuous improvement.
• Align team performance with division and organizational goals, ensuring clarity of expectations and measurable outcomes.
• Oversee staffing, development, and succession planning within the division.
  
  

Governance & Operational Oversight

• Serve as a voting member of the Fiduciary Committee.
• Ensure all fiduciary, regulatory, and compliance requirements are met with accuracy and timeliness.
• Oversee preparation and review of required reports, documents, and tax filings.
• Contribute to disaster recovery and business continuity planning.
  
  

Performance Expectations

• Grow assets under management and expand market share within the death care industry.
• Achieve and improve profitability for the division.
• Maintain and strengthen relationships with key institutional clients.
• Build and sustain a high-performing, accountable team.
  
  

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Supervisory Responsibility

This position requires supervision of employees.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

The employee is frequently required to: 1) Type or otherwise work with fingers; 2) Talk expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers or clients accurately, loudly, or quickly; 3) Hearing – perceiving the nature of sounds at normal speaking levels with/without correction. Ability to receive detailed information through oral communication and make the discriminations in sound; 4) Specific vision abilities required by this job include: viewing a computer monitor; extensive reading.

Sedentary work may require occasionally lifting of up to 10 pounds and/or move up to 25 pounds. This work involves sitting most of the time with walking and sitting.

Work Location & Expectations

• The Director is expected to maintain a consistent on-site presence (minimum three days per week) to support team leadership, collaboration, and client engagement.
• This position is expected to reside within the local market to support client engagement, business development efforts, and represent the organization within the community.
  
  

Travel

Occasional travel (could include overnight stays).

Competencies

• Strong Communication Proficiency
• Strong Interpersonal Skills
• Customer/Client Focus
• Deadline Oriented
• Strong Analytical Skills
• Ethical Conduct
  
  

REQUIRED/ PREFERRED EDUCATION And EXPERIENCE

Post high school education in Mortuary Science, Management, Finance or a related field required. Bachelor’s degree is preferred. Five to ten years’ experience in either finance, death care industry, or sales relating to death care required. Prior supervisory experience is preferred. Strong communication skills required, must have the ability to discuss investments, make presentations, prepare informative proposals and develop new profitable business.

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