Operations Specialist – Partner Programs

🕒 April 29

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💰 $736.3k Funding Round on 2022-02

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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)