
501 - 1000 employees
Founded 1997
šø Finance
š”ļø Insurance
š° $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 clientsā 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 Roundtableā¢, and a structured process called UniFiā¢, Wealth Enhancement Group aims to empower clients in making confident and informed financial decisions.
š„ 16 hours ago
šŗšø United States ā Remote
šµ $165k - $175k / year
ā° Full Time
š“ Lead
š² Risk
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501 - 1000 employees
Founded 1997
šø Finance
š”ļø Insurance
š° $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 clientsā 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 Roundtableā¢, and a structured process called UniFiā¢, Wealth Enhancement Group aims to empower clients in making confident and informed financial decisions.
⢠Manage daily operations of the enterprise data governance program, including the operating model, multi-year roadmap, governance tiers, decision rights, policies, standards, procedures, and change control ⢠Lead discussions with the Data Governance Council and executive governance bodies to support project prioritization, resolve cross-domain issues, and communicate escalation points ⢠Serve as the primary point of contact between business units, IT and data teams, risk and compliance partners, and organizational leadership ⢠Partner with executive data owners, data owners, data stewards, and data custodians to define data definitions, ownership, authoritative sources, lineage, quality standards, controls, and remediation requirements ⢠Track and report data quality issues, remediation progress, critical-data-element coverage, policy adoption, certified report use, program KPIs, and business outcomes to senior leadership ⢠Drive change management initiatives to build awareness, foster buy-in, and support sustained adoption of data governance practices ⢠Develop and deliver training and communications for governance policy rollouts ⢠Monitor regulatory and industry developments relevant to data governance and recommend program updates ⢠Define the data governance technology strategy and manage requirements for governance tooling, including business cases, vendor relationships, implementation oversight, configuration, administration, adoption, and value realization ⢠Direct the Data Governance Team in work allocation, quality expectations, development planning, and performance objectives ⢠Perform all other duties as assigned
⢠Bachelor's degree (or equivalent experience) in business, information systems, data management, or a related field ⢠Experience in financial services, wealth management, or a similarly regulated industry is strongly preferred ⢠Minimum of 8 years of progressive experience in data governance, data management, risk, operations, transformation, or a closely related discipline ⢠At least 2 years leading enterprise or cross-functional programs and people ⢠Experience with Salesforce and Orion is strongly preferred ⢠Experience leading enterprise change and adoption efforts; familiarity with formal change management methods such as ADKAR or Prosci preferred ⢠Experience presenting to and working directly with governance boards, committees, or senior executives ⢠Experience establishing or advancing a federated data governance operating model strongly preferred ⢠Working knowledge of data governance tools such as Microsoft Purview, Collibra, or Informatica ⢠Fluency with enterprise reporting platforms, data catalogs, metadata tools, and data-quality platforms ⢠Advanced degree in a related field preferred ⢠Strong facilitation, communication, and stakeholder management skills; able to influence without direct authority ⢠Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems
⢠Training and professional development ⢠Medical, dental and vision coverage for full-time employees and their families ⢠Health Savings Account (HSA) with employer contribution ⢠Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses ⢠Employer-paid and voluntary life and AD&D insurance ⢠Employer-paid short-term and long-term disability ⢠Workers compensation ⢠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 ⢠Paid caregiver leave after 6 months of tenure ⢠Reimbursement for tuition, licensing, and other credentials after meeting service requirements
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