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 90,000 households from our over 175 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 Administrative Program Manager! The Administrative Program Manager will closely partner with the Chief Wealth Solutions Officer and Chief Product Officer, combining high-level executive support with program management to ensure key initiatives, enhance leadership effectiveness, and alignment across CCS (Product, Wealth Solutions, and corporate functions) are progressing as expected. Serve as a central hub for coordination, execution, and operational excellence across the organization.
This is a Remote position.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $110,000.00 to $120,000.00, exclusive of bonuses and benefits. 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
Executive Support & Leadership Enablement
Manage complex, high-volume calendars aligned to strategic priorities.
Orchestrate leadership cadence (staff meetings, 1:1s, product reviews, offsites, board prep).
Prepare decision-ready materials (agendas, pre-reads, presentations) and track follow-ups.
Draft and edit executive communications and internal messaging.
Coordinate travel, expenses, and day-to-day executive operations with precision.
Program & Initiative Management
Coordinate cross-functional initiatives across Product, Wealth Solutions, and Operations.
Track milestones, risks, and dependencies; proactively resolve issues.
Maintain visibility into key priorities through dashboards and reporting.
Provide perspective on continuous process improvements to increase efficiency and accountability.
Cross-Functional Coordination
Partner with Product, Advisor Services, Finance, Compliance, IT, and Operations.
Align stakeholders on priorities, deliverables, and timelines.
Support onboarding coordination and internal communications across CCS.
Assist in execution of firm-wide and CCS-specific initiatives.
Meetings, Events & Operating Rhythm
Lead logistics for leadership meetings, offsites, and external engagements.
Ensure high-quality hybrid meeting execution (technology, materials, coordination).
Support advisor/client events and leadership forums.
Coordinate board materials and meeting preparation as needed.
Operations & Process Excellence
Oversee administrative workflows, vendor coordination, and executive operations.
Introduce scalable processes, tools, and automation (reporting, communications, onboarding).
Maintain strong organization, documentation, and follow-through.
Improve visibility, efficiency, and consistency across CCS processes.
Team & Administrative Leadership
Coordinate administrative support resources and establish execution standards.
Promote responsiveness, professionalism, and service excellence.
Foster a culture of accountability, detail orientation, and continuous improvement.
Education/Qualifications
Bachelor’s degree (or equivalent experience)
Minimum 6 years in executive support, program management, or a hybrid role
Experience supporting senior executives (C-suite preferred) in fast-paced environments
Demonstrated success managing cross-functional projects and competing priorities
Proven and strong communication skills (verbal, written, presentation) across all levels, including executive-level
Advanced Microsoft 365 skills (Outlook, Teams, PowerPoint, Excel, SharePoint)
Highly organized, proactive, and detail-oriented with strong follow-through
Ability to handle confidential information with discretion
Strategic thinking with strong execution discipline
Prioritization, problem-solving, and decision support
Process improvement and operational mindset
Ability to influence and collaborate across functions
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 this level is C06. However, the base salary range bolded above (87,400.00 to $131,100.00) 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.
