Jobs at Wealth Enhancement Group

Supports senior financial advisors by managing client relationships, assisting with meetings, analyzing investments and insurance policies, placing trades, preparing annual reviews, and creating financial plans. The role gathers and analyzes client data, identifies planning opportunities, maintains CRM records, supports client communications, and helps ensure compliance while contributing to client retention and sales growth.

Leads corporate executive programs for high-net-worth clients by building relationships with C-suite executives and corporate partners, delivering education on tax-aware planning, equity compensation, investments, and estate strategies, and sourcing and closing prospects. Partners with advisors nationwide to transition clients, develop strategic partnerships, grow the business line, present solutions, maintain compliance, and support corporate events. Requires extensive wealth management, business development, and HNW/UHNW client experience, with up to 75% national travel.

Plans and executes educational seminars, tradeshows, conferences, networking, and hospitality events. Coordinates venues, speakers, promotional campaigns, materials, budgets, invoices, and onsite logistics. Tracks event details and results in Salesforce, analyzes effectiveness, prepares reporting, and collaborates with marketing, sales, operations, advisors, and external partners. The role also manages event calendars, processes, documentation, and post-event follow-up while traveling up to 25% of the time.

Acquire and close high-net-worth clients with more than $500,000 in investable assets through direct marketing channels. Support financial advisory teams, conduct client presentations, explain wealth management strategies, develop financial plans, increase assets under management, and ensure smooth post-sale client transitions. The role requires consultative selling, relationship development, strategic planning, CRM usage, regular travel up to 50%, and Series 65 or 66 licensing.

Owns the technical product backlog and prioritizes features, defects, technical debt, and improvements. Translates strategic initiatives into development work, defines acceptance criteria, coordinates delivery and dependencies, and accepts completed work. Partners with product managers, engineering, architecture, and business stakeholders to ensure scalable, reliable, compliant services. Drives defect remediation, service quality, continuous improvement, stakeholder communication, and effective use of AI and digital tools.

Develops and manages marketing strategies for a portfolio of financial advisor teams across the Northeast. The role analyzes growth opportunities, creates marketing plans and budgets, monitors performance, recommends actions, and drives advisor accountability. It partners with Practice Management, Advisor Marketing Specialists, Corporate Marketing, and other stakeholders to coordinate execution. Responsibilities include Salesforce and dashboard analysis, documentation, presentations to leaders and advisors, budget optimization, cross-functional initiatives, and testing AI-enabled marketing tools. The position is remote with approximately four to six annual trips.

Supports wealth-management operations by maintaining portfolio platform data, account and transaction coding, reporting configurations, and data integrity. Performs audits, troubleshoots platform issues, supports advisors and internal teams, explains performance methodologies, builds custom queries, improves processes, and assists with projects involving billing, trading, tax reporting, composites, and performance data.

Manages advisory billing operations, including fee rejection resolution, collections tracking, refunds, reconciliations, accounts receivable uploads, referral billing, and cross-custodian submissions. Provides billing expertise, reporting support, data validation, business continuity coverage, and process documentation. Requires financial services experience, advanced Excel skills, strong analytical abilities, and familiarity with portfolio accounting or management systems, preferably Orion and Salesforce. The role is remote and includes evolving use of AI tools.

Executes and optimizes marketing automation campaigns across email, direct mail, and SMS using Salesforce Marketing Cloud. Builds journeys, audiences, landing pages, forms, segmentation, performance reports, and A/B tests. Troubleshoots platform issues, improves engagement plans and KPI performance, and collaborates with paid media and integrated marketing teams. The role also supports AI-enabled workflow improvements and may grow into Marketing Cloud personalization projects.

Identifies and qualifies prospective wealth management clients through high-volume outbound calls and emails, screens prospects, and schedules appointments for financial advisors. Communicates the firm’s value proposition, records prospect interactions and opportunities in Salesforce, manages advisor assignments, and maintains knowledge of financial services, market trends, and regulatory requirements. The role is fully remote within the continental United States and includes base pay, performance-based compensation, benefits, and optional overtime.

Lead and coach a team of Regional Vice Presidents to drive new client acquisition, manage performance, refine onboarding, run pipeline reviews, and report results to firm leadership.

The VP, Corporate Executive Program will lead and expand a wealth planning platform for corporate executives, driving revenue and advisor engagement through specialized planning solutions.

Support regional marketing VPs by processing and qualifying leads, scheduling and coordinating client meetings, assisting throughout the sales cycle, preparing proposals, and handling post-close onboarding. Partner with sales leadership and central teams to manage pipeline and deliverables. Use CRM and financial planning tools and apply AI tools to improve productivity.

Administer and analyze variable advisor compensation, process semi-monthly payroll cycles, maintain compensation system and Salesforce dashboards, develop reporting and integration support for advisor team setups, communicate with advisors to resolve compensation questions, and recommend process or system improvements.