Operations Specialist – Partner Programs

🕒 Abril 29

Candidatar-se

Encontrar Vagas Remotas Similares

Receber Emails de Vagas Remotas

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo

Wealth Enhancement Group

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 1997

💰 $736.300 Funding Round em 2022-02

Em 1997, quatro consultores que compartilhavam um espaço de escritório descobriram que também compartilhavam uma crença essencial: A indústria de serviços financeiros precisava de um novo e melhor método para fornecer conselhos aos clientes — um que ajudaria a aliviar o estresse das vidas financeiras de seus clientes. Eles construíram uma empresa que ofereceria orientação financeira verdadeiramente abrangente, tudo sob o mesmo teto, para que os clientes não tivessem que lidar com o incômodo de gerenciar múltiplos relacionamentos financeiros, tomar decisões complexas ou coordenar contas distintas. Essa ideia evoluiu para o que chamamos de Roundtable™, nossa equipe de especialistas e consultores em seis áreas essenciais de gestão de patrimônio. Acreditamos que essa equipe, juntamente com nosso processo UniFi™ de 3 etapas, ajuda a garantir que sua vida financeira esteja organizada, completa e simplificada, permitindo que você tome decisões com mais confiança e se sinta menos estressado ao gerenciar seu patrimônio. Valores mobiliários oferecidos através da LPL Financial, membro da SIPC (www.SIPC.org). Serviços de consultoria oferecidos através da Wealth Enhancement Advisory Services, um consultor de investimentos registrado. Wealth Enhancement Group e Wealth Enhancement Advisory Services são entidades separadas da LPL Financial.

Descrição

• Manage Department Email inbox and Task Queue • Ensure Operational tasks are handled in a timely manner • Research and Resolve Client Operational issues (ex: Account Linking issues) • Build & maintain regional relationships and be an ongoing process knowledge resource • Maintain team’s operating policies & processes • Document current internal program rules of engagement • Partner with regional sales teams to oversee new business pipeline • Coordination with central support teams on sales related activity • Learn & stay up to date on company’s client services processes, best practices • Identify system & data enhancements to improve pipeline & client tracking • Conceptualize & provide direction on metrics reporting of program results • Monitor & provide feedback on sales results to leadership

🎯 Requisitos

• Bachelor's Degree (or equivalent experience) in business; marketing, economics or related • 4 years operations experience, preferably in financial services • Knowledge of broker-dealer and custodial platforms and investment products • Strong 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 • Proficient with Salesforce and Support Org functionality • Experience with Workday preferred

🏖️ Benefícios

• Training and professional development • Medical, dental and vision coverage (Available to full-time 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)