Jobs at Wealth Enhancement Group

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.

Supports wealth-management operations by maintaining portfolio platform data, account and transaction coding, reporting configurations, and data integrity. Performs audits, troubleshoots platform issues, supports advisors and internal teams, explains performance methodologies, builds custom queries, improves processes, and assists with projects involving billing, trading, tax reporting, composites, and performance data.

Acquire and close high-net-worth clients with over $500,000 in investable assets through direct marketing channels. Support financial advisory teams, present wealth management solutions, develop financial plans, increase assets under management, and ensure smooth client transitions and ongoing service. The role requires strong consultative selling, wealth management expertise, relationship-building, strategic planning, and regular travel of up to 50% within an assigned market.

Manages advisory billing operations, including fee rejection resolution, collections tracking, refunds, reconciliations, accounts receivable uploads, referral billing, and cross-custodian submissions. Provides billing expertise, reporting support, data validation, business continuity coverage, and process documentation. Requires financial services experience, advanced Excel skills, strong analytical abilities, and familiarity with portfolio accounting or management systems, preferably Orion and Salesforce. The role is remote and includes evolving use of AI tools.

Manages employee relations cases from intake through resolution, including workplace investigations, performance and conduct guidance, conflict resolution, policy application, and employment compliance. Coaches leaders on corrective actions, terminations, accommodations, and organizational changes. Tracks case metrics, prepares HR insights, improves processes, develops leader training, and uses HRIS, case management, AI, and digital tools to enhance service quality and consistency.

Develop and execute marketing strategies for 8–10 advisor teams across email, social, websites, campaigns, and events. Partner with advisors and marketing stakeholders, coordinate creative and compliance approvals, manage vendors, analyze Salesforce data, track campaign performance, and provide optimization insights. The role also trains advisors, develops scalable marketing resources, supports growth initiatives, and uses AI and digital tools to improve efficiency and service quality.

Executes and optimizes marketing automation campaigns across email, direct mail, and SMS using Salesforce Marketing Cloud. Builds journeys, audiences, landing pages, forms, segmentation, performance reports, and A/B tests. Troubleshoots platform issues, improves engagement plans and KPI performance, and collaborates with paid media and integrated marketing teams. The role also supports AI-enabled workflow improvements and may grow into Marketing Cloud personalization projects.

Identifies and qualifies prospective wealth management clients through high-volume outbound calls and emails, screens prospects, and schedules appointments for financial advisors. Communicates the firm’s value proposition, records prospect interactions and opportunities in Salesforce, manages advisor assignments, and maintains knowledge of financial services, market trends, and regulatory requirements. The role is fully remote within the continental United States and includes base pay, performance-based compensation, benefits, and optional overtime.

Lead and coach a team of Regional Vice Presidents to drive new client acquisition, manage performance, refine onboarding, run pipeline reviews, and report results to firm leadership.

The VP, Corporate Executive Program will lead and expand a wealth planning platform for corporate executives, driving revenue and advisor engagement through specialized planning solutions.

Support regional marketing VPs by processing and qualifying leads, scheduling and coordinating client meetings, assisting throughout the sales cycle, preparing proposals, and handling post-close onboarding. Partner with sales leadership and central teams to manage pipeline and deliverables. Use CRM and financial planning tools and apply AI tools to improve productivity.

Administer and analyze variable advisor compensation, process semi-monthly payroll cycles, maintain compensation system and Salesforce dashboards, develop reporting and integration support for advisor team setups, communicate with advisors to resolve compensation questions, and recommend process or system improvements.