Operations Specialist | Partner Programs

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.

Requirements

• 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

Benefits

• Training and professional development
• Medical, dental and vision coverage
• 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
• 12 paid holidays each year
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition, licensing, and other credentials