As Regional Vice President, you will drive revenue by cultivating relationships with strategic referral partners to support financial advisory teams and generate high net worth client referrals, while educating professionals on financial topics. Travel up to 30% required.

Top Skills: Crm SystemsSalesforce

Wealth Enhancement Group

Supervision Analyst

21 Days Ago

Remote

USA

56K-88K Annually

Mid level

56K-88K Annually

Mid level

Financial Services

The Supervision Analyst reviews new business for compliance, communicates firm policies, manages Salesforce workflows, and collaborates with the principal review team.

Top Skills: Microsoft Office SuiteSalesforce

Wealth Enhancement Group

Senior Infrastructure Engineer (Remote Work Opportunity)

21 Days Ago

Remote

USA

120K-135K Annually

Senior level

120K-135K Annually

Senior level

Financial Services

The Senior Infrastructure Engineer will maintain Microsoft 365 services, ensure security compliance, manage server infrastructure, and train teams. Responsibilities include troubleshooting, performance assessments, and process documentation.

Top Skills: Active DirectoryDefender For IdentityDefender For Office 365DlpEdiscoveryExchangeMicrosoft 365Microsoft PurviewOnedriveSharepointTeams

Wealth Enhancement Group

Paralegal

21 Days Ago

Remote

USA

81K-125K Annually

Senior level

81K-125K Annually

Senior level

Financial Services

The Paralegal will support regulatory compliance, employment law matters, and legal operations, including conducting research and managing legal documents.

Top Skills: Microsoft Office Suite

Wealth Enhancement Group

Financial Advisor

21 Days Ago

Denver, CO, USA

Senior level

Financial Services

Manage client relationships and assist senior advisors in financial planning. Source and close new clients while ensuring high-quality service and adherence to compliance regulations.

Top Skills: CRM

Wealth Enhancement Group

Trading Specialist - Data Engineer

21 Days Ago

Remote

USA

66K-103K Annually

Mid level

66K-103K Annually

Mid level

Financial Services

The Trading Specialist - Data Engineer will manage the trading process, maintain data accuracy, report on KPIs, and assist in trading workflow enhancements leveraging Salesforce and Orion Eclipse.

Top Skills: ExcelOrion EclipseSalesforce

Wealth Enhancement Group

Marketing Program Manager | Strategic Partnerships (Remote Work Option)

21 Days Ago

Remote

USA

98K-156K Annually

Senior level

98K-156K Annually

Senior level

Financial Services

Develop and implement marketing programs for the Strategic Referral Program, manage partner relationships, and drive revenue growth through various marketing tactics.

Top Skills: Crm Systems (Salesforce)

Wealth Enhancement Group

Business Systems Associate

21 Days Ago

Remote

USA

56K-88K Annually

Junior

56K-88K Annually

Junior

Financial Services

The Business Systems Associate will support Advisor Teams by managing data, creating reports and dashboards, and assisting with internal resource management and communications.

Top Skills: ExcelMS OfficeOrionSalesforce

Wealth Enhancement Group

Product Manager (Remote Work Opportunity)

21 Days Ago

Remote

USA

110K-140K Annually

Senior level

110K-140K Annually

Senior level

Financial Services

The Product Manager will develop product roadmaps, lead agile processes, collaborate with stakeholders, and improve operational efficiencies and user satisfaction.

Top Skills: JIRAMicrosoft Office SuiteSalesforce

Wealth Enhancement Group

Financial Advisor

21 Days Ago

Denver, CO, USA

Mid level

Financial Services

The Financial Advisor manages client relationships, conducts financial planning, sources and closes clients, and presents financial advice while assisting senior advisors.

Top Skills: CRM