Operations Specialist| Partner Programs (Remote)

Overview

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with a focus on enriching the lives of clients. The firm provides personalized financial planning with team-based Roundtable and UniFi processes and serves over 80,000 households from more than 140 offices nationwide.

Since 1997, Wealth Enhancement has pursued higher standards of wealth management with specialized knowledge and attentive service. For more information, visit wealthenhancement.com.

We have an exciting opportunity for an Operations Specialist | Partner Programs . The Operations Specialist | Partner Programs upholds the department A0operational standards as part of the extended Custodial Referral Program (CRP) and drives overall results. This role is responsible for day-to-day operations, researching and solving problems, root cause analysis of existing problems, and identifying potential issues with recommendations to reduce risk.

The Operations Specialist | Partner Programs works with the Partner Programs Manager and department leadership to 1) strive for operational excellence 2) gain department and company efficiencies 3) continuously learn and improve processes, and 4) collaborate cross-functionally to develop effective policies that are easy to understand and implement.

This role is a fully remote position.

In the spirit of pay transparency, the base salary range for this position is $70,000.00 to $80,000.00, exclusive of bonuses and benefits. This role is eligible for an annual bonus. Applicants are encouraged to provide compensation expectations when applying.

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 (e.g., account linking issues)
• Build and maintain regional relationships and be an ongoing process knowledge resource

Sales team support

• Maintain team’s operating policies and processes
• Document current internal program rules of engagement
• Partner with regional sales teams to oversee new business pipeline
• Coordinate with central support teams on sales related activity
• Learn and stay up to date on client services processes and best practices
• Miscellaneous administrative functions, such as travel arrangements

Data Analysis and reporting

• Update compliance and 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 and data enhancements to improve pipeline and client tracking
• Provide direction on metrics reporting of program results
• Monitor and provide feedback on sales results to leadership

Education/Qualifications

• Bachelor’s Degree (or equivalent) 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

Comprehensive Benefits Offerings

Benefits balance health and wellness, financial well-being, professional development, and work/life harmony. Eligible employees may participate in the following benefits and development opportunities:

• Training and professional development
• Medical, dental and vision coverage
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA)
• 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 after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (available after meeting service requirements)

Reasonable accommodation: If you need assistance during the application or selection process, contact the Human Resources Department at .

Information provided on this application will be kept confidential and shared only with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Federal and E-Verify posters: consult the appropriate link.

OSHA Requirements: This position requires the ability to stand or sit for long periods, to file documents, to use the telephone, and to use computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in resume screening. 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.