About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
We have an exciting opportunity for an Operations Specialist | Partner Programs! The Operations Specialist | Partner Programs directly upholds the excellence of the department’s operational standards as part of the extended Custodial Referral Program (CRP) and their efforts to drive overall results. This role will be responsible for day-to-day operations, researching and solving problems, root cause analysis of existing problems, and identifying potential issues and making recommendations to reduce the associated risk.
The Operations Specialist | Partner Programs works alongside the Partner Programs Manager and department leadership to 1) Strive for Operational Excellence 2) Gain department and company efficiencies, 3) Seek to Continuously Learn and Improve Processes, and 4) Collaborate cross-functionally to aide in developing effective policies that are easy to understand and implement.
This role is a fully remote position. Candidates located in the Pacific or Mountain Time zones are strongly preferred, as this role requires close collaboration during core business hours aligned to those regions.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000.00 to $80,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.
Primary Job Functions
Ongoing support
Manage Department Email inbox and Task Queue
Ensure Operational tasks are handled in a timely manner
Research and Resolve Client Operational issues (ex: Account Linking issues)
Build & maintain regional relationships and be an ongoing process knowledge resource
Sales team support
Maintain team’s operating policies & processes
Document current internal program rules of engagement
Partner with regional sales teams to oversee new business pipeline
Coordination with central support teams on sales related activity
Learn & stay up to date on company’s client services processes, best practices
Miscellaneous administrative functions, such as travel arrangements, etc.
Data Analysis and reporting
Update compliance & administrative requirements on deadline
Assist with reporting
Gather and organize data to support projects
Update firm level profiles by program when necessary
Systems management, program metrics & reporting
Identify system & data enhancements to improve pipeline & client tracking
Conceptualize & provide direction on metrics reporting of program results
Monitor & provide feedback on sales results to leadership
Education/Qualifications
Bachelor's Degree (or equivalent experience) in business; marketing, economics or related
4 years operations experience, preferably in financial services
Knowledge of broker-dealer and custodial platforms and investment products
Strong oral, written and presentation skills
Ability to train and coach others
Superior verbal and written communication skills.
Proficient with Microsoft Office Suite or related software.
Proficient with Salesforce and Support Org functionality
Experience with Workday preferred
#LI – Remote
#LI – NR1
WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Individual Contributor level is $67,300.00 to $97,600.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
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)
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
