Wealth Enhancement is seeking a Portfolio Analyst Manager to join their team. The role involves leading the Portfolio Consulting Analyst team, providing investment support to advisors, and driving operational excellence. The base salary range is $100,000.00 to $110,000.00, exclusive of bonuses and benefits.
Requirements
- Provide investment support to help advisors boost growth, wallet share and client retention
- Assist sales and prospecting through creation of investment proposals
- Support onboarding and transitioning of assets throughout the implementation process
- Provide ongoing support and guidance for existing clients
- Support senior Portfolio Consultants to ensure effective regional coverage of advisors
- Serve as the first response to advisor inquiries about the WEAS IAP and general market questions
- Support Team with investment collateral creation and ongoing maintenance
- Perform ad-hoc requests to various stakeholders to support business needs
- Participate in initiatives driven by Portfolio Consulting and Investment Strategy to improve the WEG Investment Advisory Platform offering
- Support investment tools used at both the advisor-team and home-office level
- Attend Macro, Equity, Fixed Income, and Asset Allocation meetings and take necessary follow-up actions
- Actively contribute to projects intended to improve the advisor or client experience, and/or deliver better client outcomes
Benefits
- Training and professional development
- Medical, dental and vision coverage
- Health Savings Account (HSA) with employer contribution
- Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance
- Short-term and long-term disability, workers compensation
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO)
- 12 paid holidays each year
- Paid parental leave and paid caregiver leave
- Reimbursement for tuition, licensing, and other credentials
