Operations Specialist | Partner Programs

Wealth Enhancement Group; Remote; EUR 59.000 - 69.000; Vollzeit

Zusammenfassung

A financial services company is looking for an Operations Specialist to support day-to-day operations and enhance efficiency through problem-solving. The ideal candidate has a Bachelor's degree and at least 4 years of operations experience, particularly within financial services. This fully remote role demands excellent communication and analytical skills, enabling collaboration across teams to improve processes. Comprehensive benefits include paid time off, 401k, and training opportunities.

Leistungen

Medical, dental, and vision coverage

401k with match

Paid time off

Qualifikationen

• 4 years of operations experience, preferably in financial services.
• Knowledge of broker-dealer and custodial platforms and investment products.
• Proficient with Microsoft Office Suite.

Aufgaben

• Support day-to-day operations and recommend risk reduction strategies.
• Manage departmental email inbox and task queue.
• Research and resolve client operational issues.

Kenntnisse

Strong oral communication skills

Written communication skills

Problem-solving skills

Ability to train others

Proficient with Microsoft Office Suite

Ausbildung

Bachelor's Degree in business, marketing, economics or related

Tools

Salesforce

Workday

Jobbeschreibung

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 140 offices nationwide.

Operations Specialist | Partner Programs

This role is fully remote. The Operations Specialist supports day-to-day operations, root cause analysis, problem solving, and recommends risk reduction. The specialist works alongside the Partner Programs Manager and department leadership to strive for operational excellence, gain efficiencies, continuously learn and improve processes, and collaborate cross-functionally to develop effective policies that are easy to understand and implement. Base salary range is $70,000.00 to $80,000.00 exclusive of bonuses and benefits. Eligible for an annual bonus.

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 and 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

Comprehensive Benefits Offerings

• 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)

Equal Opportunity Employer

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.

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700.

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.