Application Support Manager

Wealth Enhancement; Any-Martin-Rieux; Sur place; EUR 91 000 - 95 000; Plein temps

Avantages offerts par ce poste

Medical, dental and vision coverage

401k with match

Résumé du poste

Wealth Enhancement, a leading independent wealth management firm, is seeking an Application Support Manager to bridge Platform Support with Central Wealth Solutions and Advanced Planning. This remote role involves ensuring optimal use and governance of key applications like eMoney, MoneyGuidePro, Holistiplan, and Nitrogen/Riskalyze across the organization.

The role emphasizes relationship-building, cross-functional collaboration, and driving operational efficiency with a focus on AI-enabled

Qualifications

• Bachelor's degree or equivalent with relevant experience.
• 7+ years' experience in application support, relationship management, or operations.
• Experience in financial services or technology environment preferred.
• Strong understanding of eMoney, MoneyGuidePro, Holistiplan, Nitrogen/Riskalyze.

Responsabilités

• Act as the primary contact between Platform Support and business units for assigned applications.
• Oversee day-to-day administration and troubleshoot issues for supported apps.
• Monitor performance and collaborate to optimize system usage.
• Develop documentation and training materials for users.

Connaissances

Relationship management

Communication

Cross-functional collaboration

AI proficiency

Formation

Bachelor's degree

Outils

eMoney

MoneyGuidePro

Holistiplan

Nitrogen/Riskalyze

Salesforce

Workday

Microsoft Office

Description du poste

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.

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 Application Support Manager! The Applications Support Manager serves as a strategic liaison between the Platform Support team and other internal business departments, ensuring optimal use, administration, and oversight of key operational applications. This role is responsible for fostering strong cross‑functional relationships, driving operational efficiency, and supporting the effective use of systems.

This is a Remote position with some travel (10-25%).

In the spirit of pay transparency, we are excited to share the base salary range for this position is $105,000.00 to $110,000.00, exclusive of bonuses and benefits.

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 $104,800.00 - $157,200.00. However, the base salary range bolded above ($105,000.00 to $110,000.00) is what we expect to pay as a starting range for this position.

Primary Job Functions

Relationship Management & Liaison Duties

• Act as the primary point of contact between Platform Support and Central Wealth Solutions/Advanced Planning team for assigned applications. Applications include, but are not limited to: eMoney, MoneyGuidePro, Holistiplan, Nitrogen/Riskalyze.
• Build and maintain strong relationships with Central Wealth Solutions and Advanced Planning stakeholders to understand business needs and priorities.
• Facilitate regular check-ins and feedback loops to ensure alignment and continuous improvement.

Application Oversight & Administration

• Oversee day-to-day administration of applications assigned (eMoney, MoneyGuidePro, Holistiplan, Nitrogen/Riskalyze and others)
• Collaborate with vendors and internal teams to troubleshoot issues, manage updates, and ensure system reliability.
• Monitor application performance and usage to identify opportunities for optimization.

Operational Efficiency & Support

• Partner with Central Wealth Solutions and Advanced Planning teams to streamline workflows and improve system utilization.
• Develop and maintain documentation, training materials, and best practices for supported applications.
• Support onboarding and training efforts for new users and teams.

Governance & Compliance

• Ensure applications are used in accordance with company policies, regulatory requirements, and data governance standards.
• Assist in audits, data integrity checks, and compliance reporting as needed.

Project & Change Management

• Participate in or lead projects related to application enhancements, integrations, or transitions.
• Coordinate testing, deployment, and communication of changes impacting Operations.

Education/Qualifications

• Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education.
• 7+ years of proven experience in application support, relationship management, or operations.
• Experience within a financial services or technology environment is strongly preferred.
• Strong understanding of the listed applications and their role in operational workflows strongly preferred: eMoney, MoneyGuidePro, Holistiplan, Nitrogen/Riskalyze.
• Excellent communication, problem-solving, and organizational skills.
• Ability to work cross-functionally and manage multiple priorities.
• Proficient with Microsoft Office Suite or related software
• Familiarity with Salesforce and Support Org functionality
• Experience with Workday preferred
• Advanced AI Proficiency:
• Strong experience leveraging AI tools and platforms to drive business outcomes and optimize workflows.
• Requirements include: ability to design and implement AI-enhanced processes, evaluate and recommend AI solutions for business challenges, understand AI ethics and bias considerations, train team members on AI tool adoption, and stay current with emerging AI technologies.
• Experience with prompt engineering, AI model evaluation, and understanding of AI limitations and risks is essential.
• As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected.

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)

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.