The Director of Data Governance will lead the strategic execution and development of the enterprise data governance program. They will serve as the primary liaison between business stakeholders, technology teams, and executive leadership to drive data quality and policy adoption.
The Event Marketing Specialist is responsible for planning and executing educational seminars, tradeshows, and networking events to support firm growth. They will manage event logistics, coordinate promotional marketing tactics, and analyze event performance metrics.
The Technical Product Owner manages the development backlog for technical services, ensuring alignment with strategic priorities and operational stability. They collaborate with cross-functional teams to translate business requirements into executable work while overseeing defect management and continuous improvement.
The consultant develops and manages actionable marketing strategies for financial advisor teams to drive growth and business goals. They provide strategic consultation, monitor performance data, and ensure accountability for marketing plan execution across a portfolio of advisor teams.
The Regional Vice President will build influential relationships with corporate partners and C-suite executives to educate them on financial planning and equity compensation. They are responsible for sourcing and closing prospects while successfully transitioning clients to Wealth Enhancement advisors.
The Senior Operations Associate drives cross-departmental collaboration and ensures operational data integrity for reporting and platform-related processes. Key duties include performing data quality audits, educating advisors on performance methodologies, and resolving platform-related data issues.
The Senior Operations Associate manages advisory billing operations, including fee rejection resolution, collections, and fee refunds. They also perform reconciliations, prepare accounts receivable uploads, and provide cross-functional support for billing activities.
The Sr Employee Relations Specialist manages employee relations cases, conducts impartial investigations, and provides guidance on performance and conduct matters. This role also coaches leaders, ensures policy consistency, and drives proactive strategies to foster a positive workplace culture.
The Advisor Marketing Specialist acts as a marketing lead for advisor teams, creating and executing strategies across email, social, and events to drive growth. They collaborate with internal teams to manage campaigns, analyze performance data, and provide proactive guidance to advisor teams.
The Marketing Automation Specialist supports the execution of multi-channel campaigns including email, direct mail, and SMS through the Marketing Cloud platform. This role involves building engagement plans, conducting A/B testing, and troubleshooting technical issues to optimize marketing performance.
The Senior Client Service Manager acts as a primary point of contact for clients, providing personalized financial service and operational support. They also mentor team members, manage complex client requests, and ensure the efficient operation of the practice.
The Senior Client Service Associate acts as a primary point of contact for clients, delivering high-touch service and managing complex account requests. They provide advanced administrative and operational support to financial advisors while ensuring efficient practice operations.
The New Client Acquisition Specialist is responsible for identifying and qualifying potential clients to build the sales pipeline for financial advisors. This role involves high-volume outbound outreach, setting appointments, and maintaining accurate prospect data within the Salesforce CRM.
Manage relationships with custodial partners and branch managers to educate them on firm resources and value propositions. Source and close prospective clients while transitioning them to internal advisors.
The Office Inspection Analyst conducts risk-based onsite and virtual inspections of branch locations to ensure compliance with regulatory requirements and firm policies. They identify compliance risks, document findings, and partner with stakeholders to implement corrective action plans.
The Internal Sales Specialist supports Marketing Regional Vice Presidents by managing incoming leads, scheduling client meetings, and overseeing the sales cycle. They also coordinate with central support teams to manage the new business pipeline and ensure efficient onboarding.
The Advisor Compensation Analyst is responsible for administering and analyzing variable compensation for financial advisors, including processing semi-monthly cycles and maintaining system configurations. They also support integration planning for new advisor teams and provide reporting and analytical support to the accounting department.
The Vice President, Financial Advisor will manage client relationships and provide personalized financial planning and investment management services. They will also assist in closing prospective clients and driving referrals while maintaining high-touch service standards.
Manage client relationships and facilitate the financial planning process to provide personalized investment management services. Assist in closing prospective clients and conduct annual reviews to ensure high-touch service delivery.
Deliver integrated tax planning and advisory services to clients while partnering with financial advisors to develop tax-efficient strategies. Prepare and review tax returns for individuals, trusts, estates, and corporations while ensuring regulatory compliance.
Lead and manage a team of Regional Vice Presidents to drive organic growth and new client acquisition. Provide hands-on coaching, monitor pipeline health, and execute onboarding processes to elevate sales performance.
The VP will lead the design and national rollout of a corporate executive-focused wealth planning platform to drive AUM and revenue growth. They are responsible for developing standardized frameworks for equity compensation, tax modeling, and advisor enablement to scale the business nationally.
The primary goal is to close and successfully transition clients to a WEG Advisor by working directly with custodial partners, prospective clients, and WEG advisors within a specific territory. Key functions include partnering with the senior RVP to grow market share, educating stakeholders on WEG's value proposition, and sourcing/closing prospects.
This is a business development role focused on growing the territory by managing relationships with custodial partners and closing prospective clients, successfully transitioning them to a WEG Advisor. Primary functions include educating partners and prospects on WEG's value proposition, conducting presentations, and sourcing/closing new business.
