Sr Program Specialist, Program Management

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 80,000 households from our over 140 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 excellent opportunity for a Sr Program Specialist, Program Management! This individual will support ongoing growth programs and processes, managing day-to-day execution of large scale program operations,  overseeing program strategy evolution, researching and solving business challenges, aligning cross-functional stakeholders, and owning & executing various processes that support the broader growth organization. Additionally, this individual will be responsible for program road mapping, and partnering with product management to facilitate technology enhancements,. The ideal candidate has a proven record of project and program management success, is driven, self-motivated, adaptable, and comfortable working in a fast-evolving environment. Skilled at efficiently executing operational processes while also managing a high-volume of program planning, stakeholder management, and change management.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $85,000.00 to $105,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual 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

Growth program management

• Independently manage and execute Growth programs including scope and requirements, roadmaping, daily support tasks, reporting and strategy evolution

• Identify and recommend program improvements

• Ensure tasks are handled in a timely and accurate manner

• Educate and socialize team on programs and provide feedback to leadership

• Own status updates, facilitate workstreams on time and on budget

• Collaborate and communicate with key stakeholders and deliver status updates

• Gather and organize data to support projects, find opportunities refine data

• Previous experience in marketing nurture strategy and marketing technology highly desirable

Operational support execution to foster efficient growth

• Execute operational tasks designed to support Growth collective. Including, but not limited to:

  • Marketing campaign processes

  • Compliance & administrative processes

  • Data cleanup

  • Reporting and dashboarding support

  • Solicitor agreement processes

• Take charge of processes that support growth and recommend improvements when gaps are observed

• Compile & deliver program results reporting

Business analysis to support process development and evolution

• Requirement gathering & data analysis needed to define and document new/existing processes

• Coordination and collaboration with business stakeholders

• Investigate issues within Growth collective and company processes to identify root cause and resolutions

Knowledge management to drive consistent process and procedures within Growth

• Define and implement a structured approach to Growth files, documents, and processes

• Document standard procedures inclusive of best practices

• Develop a clear support hierarchy for Growth processes and procedures

• Improve processes and tools utilized within the Growth Org (i.e. Wistia, Wrike, FMG, Salesforce, Marketing Cloud) and define guidelines and standards where applicable

• Promote understanding and use of processes and tools

Education/Qualifications

• Bachelor's Degree (or equivalent experience) in business; marketing, economics or related

• 8+ years sales & marketing operations experience, preferably in financial services

• Knowledge of broker-dealer and custodial platforms and investment products

• Exceptional 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.

• Familiarity with Salesforce and Support Org functionality

• Experience with Workday preferred

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. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Individual Contributor level is $79,200.00 to $110,900.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

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.