Wealth Enhancement Group

Corporate Development Manager

Wealth Enhancement Group · Full Time · 7 hours ago

🌎 United States 💵 $120K - $130K per year ⭐ 5-10 yrs exp 💼 Others

Lead the identification, sourcing, and execution of prospective acquisitions to drive inorganic growth. Manage the full M&A lifecycle, including valuation, due diligence, and coordination with executive leadership and legal counsel.

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UHNW Operations Consultant (Remote)

Wealth Enhancement Group · Full Time · 6 days ago

Wealth Enhancement Group

🌎 United States 💵 $120K - $150K per year ⭐ 10+ yrs exp 💼 Others

Provide operational leadership and advanced portfolio accounting for complex ultra-high-net-worth client relationships. Design and execute customized performance reporting solutions for multi-entity households, trusts, and alternative investments.

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Facilities Specialist

Wealth Enhancement Group · Full Time · 8 days ago

Wealth Enhancement Group

🌎 United States 💵 $80000 - $85000 per year ⭐ 2-5 yrs exp 💼 Others

Plans and manages space planning, expansions, and renovations for corporate and branch offices. Oversees vendor relationships, facility budgets, and day-to-day operations to ensure brand standards are met.

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Sr Financial Planner

Wealth Enhancement Group · Full Time · 12 days ago

Wealth Enhancement Group

🌎 United States 💵 $115K - $130K per year ⭐ 5-10 yrs exp 💼 Finance

Develop comprehensive, customized financial plans and analyses to support Financial Advisors and their clients. Provide technical planning expertise, mentor new team members, and maintain advisor and client resources.

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Supervision Analyst

Wealth Enhancement Group · Full Time · 14 days ago

Wealth Enhancement Group

🌎 United States 💵 $80000 - $90000 per year ⭐ 2-5 yrs exp 💼 Others

Lead the daily review process for new business to ensure compliance with firm and regulatory guidelines. Monitor internal controls, review trade alerts, and maintain professional relationships with advisors.

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Director, New Client Development

Wealth Enhancement Group · Full Time · 18 days ago

Wealth Enhancement Group

🌎 United States 💵 $125K - $150K per year ⭐ 5-10 yrs exp 💼 Others

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.

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Sr Facilities M&A Specialist

Wealth Enhancement Group · Full Time · 19 days ago

Wealth Enhancement Group

🌎 United States 💵 $85000 - $95000 per year ⭐ 5-10 yrs exp 💼 Others

Responsible for integrating acquired firms into the company's facilities platform through diligence, vendor transition, and post-close support. This includes managing signage branding, lease documentation, and supervising renovation or installation projects.

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Sr Facilities Program Specialist

Wealth Enhancement Group · Full Time · 19 days ago

Wealth Enhancement Group

🌎 United States 💵 $90000 - $100K per year ⭐ 5-10 yrs exp 💼 Others

Coordinate facilities initiatives, M&A onboarding, and real estate projects to align with enterprise objectives. Manage program-level risks, resource capacity planning, and the standardization of operational processes.

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New Client Acquisition Specialist

Wealth Enhancement Group · Full Time · 25 days ago

Wealth Enhancement Group

🌎 United States 💵 $70000 - $100K per year ⭐ 2-5 yrs exp 💼 Others

Identify and qualify potential clients through high-volume outbound calls and emails to set appointments for financial advisors. Manage the sales pipeline using Salesforce and communicate the company's value proposition and service offerings.

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Sr. Development Manager

Wealth Enhancement Group · Full Time · a month ago

Wealth Enhancement Group

🌎 United States 💵 $160K - $175K per year ⭐ 10+ yrs exp 💼 Others

Manage and direct developer resources to ensure alignment with technology vision and architecture strategy across Salesforce, Workday, React, and Node.js platforms. Lead team development through mentoring, performance reviews, and the enforcement of coding standards and best practices.

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