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Operations Specialist | Partner Programs - Remote

Posted 2 days ago
Finance / Legal
Full Time
Worldwide
$70,000.00 - $80,000.00/year

Overview

The Operations Specialist | Partner Programs at Wealth Enhancement is responsible for maintaining operational standards and supporting the Custodial Referral Program, focusing on problem-solving and improving processes.

In Short

  • Manage daily operations and client issues.
  • Collaborate with department leadership for operational excellence.
  • Support sales teams and maintain operating policies.
  • Conduct data analysis and reporting.
  • Identify system enhancements for better client tracking.
  • Provide training and support to team members.
  • Handle administrative tasks and travel arrangements.
  • Stay updated on company processes and best practices.
  • Assist with compliance and administrative requirements.
  • Work in a fully remote environment.

Requirements

  • Bachelor's Degree in business or related field.
  • 4 years of operations experience in financial services.
  • Knowledge of broker-dealer and custodial platforms.
  • Strong oral and written communication skills.
  • Proficient in Microsoft Office Suite and Salesforce.
  • Ability to train and coach others.
  • Experience with Workday preferred.

Benefits

  • Comprehensive health, dental, and vision coverage.
  • 401k with match and profit sharing.
  • 18 days of paid time off, increasing with tenure.
  • Paid parental and caregiver leave.
  • Reimbursement for tuition and professional development.
  • Wellness programs and resources.
  • Voluntary benefits including pet insurance.
  • Annual bonus eligibility.

W.E.G

Wealth Enhancement Group

Wealth Enhancement Group, LLC is an independent wealth management firm dedicated to enriching the lives of its clients through personalized financial planning. Established in 1997, the company employs innovative team-based processes, such as Roundtable and UniFi, to deliver unique financial plans and investment management services to over 61,000 households across more than 100 offices nationwide. With a commitment to raising the standard of wealth management, Wealth Enhancement Group combines specialized knowledge with attentive service to help clients craft their financial futures.

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