Team Lead, Business Process Management

Wealth Enhancement Group; United States; Remote; USD 95,000 - 105,000; Full time

Job summary

A leading wealth management firm is seeking a Team Lead for Business Process Management. This role involves leading process improvement initiatives, managing documentation teams, and fostering vendor relationships to enhance operational efficiency. The ideal candidate will have extensive experience in financial services and strong leadership skills, ensuring clarity in processes and documentation.

Benefits

Medical, dental and vision coverage

401k with match and profit sharing

18 days of paid time off (PTO)

Training and professional development

Qualifications

• 10+ years in Financial Services, process management, or related.
• 3+ years direct staff supervision responsibilities.

Responsibilities

• Lead and support process and organizational maturity initiatives.
• Document all procedures to ensure clarity and standardization.
• Manage relationships with 3rd-party vendors.

Skills

Leadership

Communication

Attention to Detail

Education

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

Tools

Microsoft Office Suite

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 75,000 households from our over 100 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 Team Lead, Business Process Management. The Team Lead, Business Process Management will lead and support Wealth Enhancement’s process and organizational maturity initiatives while fostering a culture of continuous improvement. This individual will collaborate with functional areas to analyze current state processes, identify inefficiencies, and support process redesign projects to optimize performance and uncover new opportunities. Additionally, they will document all Wealth Enhancement procedures to ensure clarity and standardization, thereby enhancing operational efficiency.

In the spirit of pay transparency, we are excited to share the budgeted salary range for this position is $95,000.00 - $105,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual corporate bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Training & Manage the Documentation Team

• Create positive relationships and project kick-offs with SMEs from all WEG functional areas

• Work with documentation team to ensure output is clear, follows process documentation standards, and is completed in a timely manner.

• Assist with coordination of projects with functional department SMEs

• Manage Cobee contract and all upgrade and new feature opportunities

• Liaise with IBM management team in furthering of the documentation initiative

Vendor Relationship Management

• Develop ongoing relationships with all 3rd-party vendors that provide services to the BPM Team, including:

  • Contract renewals

  • Conference opportunities

  • Educational opportunities for Team members

  • Proof of Concept coordination & project management

New Outsource Workstreams (permanent & SWAT)

• Liaise with Department Leads and Agile PMs to coordinate discussions regarding new outsourced workstreams

• Develop training decks as needed

• Deliver training to outsourced vendor resources

• Represent BPM on vendor status calls and meetings

Administrative Functions (ad hoc)

• Support Governance efforts with communication and document collection & updating

• Coordinate department meetings with SMEs and project leads

• Build agendas for Team meetings, coordinate follow up actions, manage department interactions

• Assist with PowerPoint decks for delivery of information to ELT and Board members

Education/Qualifications

• Bachelor's Degree in business, finance, economics or related

• 10+ years in Financial Services, process management, project management or other related

• 3+ years direct staff supervision responsibilities

• Ability to train others, coach, mentor & provide feedback

• Experience working with teams as a lead or workflow coordinator

• Exceptional account management/vendor relationship management skills

• Strong attention to detail

• Superior verbal and written communication skills.

• Proficient with Microsoft Office Suite or related software.

#IND123

#LI-REMOTE

#LI-MR1

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. Thus, the entire salary range for those who are classified as the Team Lead is $79,800.00 to $119,700.00.

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to 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.