Sr. Operations Associate

Wealth Enhancement; United States; Remote; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401k with match and profit sharing

HSA with employer contribution

Job summary

Wealth Enhancement, an independent wealth management firm, is seeking a Senior Operations Associate to drive cross-department collaboration and support data integrity for reporting. The role involves maintaining platform data, educating advisors on performance calculations, and resolving data issues across portfolios and CRM systems.

The position is remote in the United States with a base salary range of $70,000–$80,000, exclusive of bonuses and benefits.

Qualifications

• High School degree (or equivalent) required; post high school degree preferred.
• Minimum of 2 years of experience working at a financial services firm handling data integrity and performance projects in operations preferred
• Knowledge and understanding of performance reporting with regards to Time Weighted Return and Dollar Weighted Return is preferred
• Comfortable working with portfolio accounting/management and CRM systems
• Experience with Orion Advisor Technology and/or Salesforce preferred
• Microsoft Office / Excel proficiency required

Responsibilities

• Data Integrity and Platform Support: Gain knowledge of operational data and platform capabilities across departments.
• Educate advisors on performance calculations and industry methods.
• Partner with advisors to build and maintain custom queries.
• Maintain and validate platform data for portfolio accounting systems.
• Perform data quality audits to identify gaps and inconsistencies.
• Execute recurring processes to ensure data completeness and accuracy.
• Troubleshoot data issues; collaborate across departments to ensure regulatory compliance.

Skills

Data integrity

Performance calculations

Cross-functional collaboration

Analytical skills

Attention to detail

AI tools usage

Education

High School degree (or equivalent)

Experience in financial services (2+ years)

Knowledge of performance reporting (TW Return, DW Return)

Tools

Orion Advisor Technology

Salesforce

Excel

CRM systems

Job description

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 a Senior Operations Associate! The Sr. Operations Associate drives cross-departmental collaboration, educates advisors on performance methodologies, supports operational data integrity for reporting, and resolves platform-related data issues. Key duties include maintaining account, asset, transaction, strategy, model, reporting only households, security classification, and target allocation coding on the platform; performing data quality audits; improving processes; and applying firm policies across portfolio accounting and web platforms. Attention to detail is essential.

This is a Remote position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000 to $80,000, exclusive of bonuses and benefits.

Primary Job Functions

• Data Integrity and Platform Support Gain a complete knowledge of operational data and platform capabilities as they relate to other departments, including composites, trading, transactions, billing, web-based platforms, and performance data.
• Educates advisors on performance calculations in comparison to other methods used in the industry.
• Partner with advisors and internal conversion teams to build and maintain custom queries.
• Maintain and validate platform data to support accurate platform data in the portfolio accounting system and downstream processes.
• Perform data quality audits to identify coding gaps, incomplete setup, and inconsistencies impacting operational accuracy.
• Execute recurring processes and audits to ensure platform data is complete, accurate, and maintained in accordance with firm standards.
• Troubleshoot data issues; collaborate with other departments to respond to inquiries and ensure operational data accuracy and regulatory compliance.

Internal Department and Advisor Team Support

• Provide internal “customer” support, quickly responding to a high volume of time sensitive questions and requests from multiple internal teams.
• Provide assistance and guidance for projects affecting cost basis, tax reporting, performance, composites, Orion connect, trading, billing, and reporting.
• Cross-train in support of other areas of Operations as needed.

Education/Qualifications

• High School degree (or equivalent) required; post high school degree preferred
• Minimum of 2 years of experience working at a financial services firm handling data integrity and performance projects in operations preferred
• Knowledge and understanding of performance reporting with regards to Time Weighted Return, Dollar Weighted Return and how transaction data will impact reporting of these performance methods is preferred.
• Comfortable working with portfolio accounting/management and CRM systems
• Orion Advisor Technology and/or Salesforce experience is preferred
• Knowledge and familiarity with Microsoft Office, Excel is required
• Strong Verbal and written communication
• Ability to work independently and in a team
• Solid analytical skills; attention to detail
• Demonstrated ability to effectively use AI tools and technologies in daily work tasks. Requirements include understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards. Comfort with learning new AI applications and understanding their appropriate use cases and limitations. As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected.

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 $58,300 - $81,600. However, the base salary range bolded above ($70,000 to $80,000) is what we expect to pay as a starting range for this position.

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:

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.

Wealth Enhancement Careers