Business Systems Administrator – Wealth Management Platforms

🔥 3 hours ago

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💸 Finance

🛡️ Insurance

💰 $736.3k Funding Round on 2022-02

Finance • Insurance

Wealth Enhancement Group is a financial services firm founded in 1997, dedicated to providing clients with comprehensive financial guidance. The firm focuses on reducing the stress of managing various aspects of clients’ financial lives by integrating services such as financial planning, investment management, tax strategies, risk management, insurance, estate planning, and retirement income planning. Utilizing a team approach, known as the Roundtable™, and a structured process called UniFi™, Wealth Enhancement Group aims to empower clients in making confident and informed financial decisions.

📋 Description

• Planning Technology Governance & Policy Administration • Establish and maintain Wealth Enhancement's approved planning technology standards and governance framework. • Develop, maintain, and enforce planning technology policies • Partner with business leaders, Compliance, IT, Procurement, and Operations on planning technology decisions. • Support enterprise technology consolidation initiatives and standardization efforts. • Review and recommend planning technology standards, rationalization opportunities, and future platform enhancements in support of business objectives. • M&A Technology Integration & Platform Migration • Participate in technology due diligence activities. • Coordinate onboarding of acquired offices into approved planning technology platforms. • Vendor Management, Licensing & Financial Administration • Serve as primary business contact for planning technology vendors. • Platform Administration, Support & Configuration Management • Serve as primary administrator and business support resource for approved planning technologies. • Monitor platform performance, data integrity, and configuration accuracy, escalating issues and coordinating corrective action as needed. • Advisor Enablement, Knowledge Management & AI Initiatives • Support advisor adoption of approved planning technologies. • Other Duties & Special Projects • Participate in departmental and cross-functional initiatives.

🎯 Requirements

• Bachelor's Degree in business; finance, economics or related or the equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education • 4+ years’ experience with vendor management, technology licensing or similar • Financial services experience strongly preferred (ideally within an RIA environment) • High level of proficiency with: eMoney, Money Guide Pro and Holistiplan strongly preferred • Experience utilizing Ai to create automation and efficiency in processes • Strong written and verbal communication skills • Strong organizational and project management skills • Ability to work independently and manage multiple priorities • Strong analytical and problem-solving abilities • Advanced Microsoft Office proficiency.

🏖️ 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)