Operations Specialist | Partner Programs - Remote

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.