Wealth Enhancement Group Benefits Overview

Manages client relationships through planning-based financial advice, annual reviews, investment discussions, and ongoing support. Sources and converts prospects, develops referrals, and closes leads. Mentors team members on financial planning and client service, participates in training, uses advisor-facing technology, and maintains compliance with corporate communication standards.

Owns the technical product backlog and prioritizes features, defects, technical debt, and improvements. Translates strategic initiatives into development work, defines acceptance criteria, coordinates delivery and dependencies, and accepts completed work. Partners with product managers, engineering, architecture, and business stakeholders to ensure scalable, reliable, compliant services. Drives defect remediation, service quality, continuous improvement, stakeholder communication, and effective use of AI and digital tools.

Develops and manages marketing strategies for a portfolio of financial advisor teams across the Northeast. The role analyzes growth opportunities, creates marketing plans and budgets, monitors performance, recommends actions, and drives advisor accountability. It partners with Practice Management, Advisor Marketing Specialists, Corporate Marketing, and other stakeholders to coordinate execution. Responsibilities include Salesforce and dashboard analysis, documentation, presentations to leaders and advisors, budget optimization, cross-functional initiatives, and testing AI-enabled marketing tools. The position is remote with approximately four to six annual trips.