Wealth Enhancement Group

New Client Acquisition Specialist

Wealth Enhancement Group · Full Time · 4 days ago

Wealth Enhancement Group

🌎 United States 💵 $80000 - $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. Utilize Salesforce to manage the sales pipeline and communicate the company's value proposition and service offerings.

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Sr. Client Service Associate

Wealth Enhancement Group · Full Time · 12 days ago

Wealth Enhancement Group

🌎 United States 💵 $50000 - $70000 per year ⭐ 2-5 yrs exp 💼 Others

Acts as the primary liaison between clients and Financial Advisors to manage the client experience and onboarding process. Responsible for preparing account transactions, conducting tax research, and maintaining the CRM database.

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Administrative Program Manager

Wealth Enhancement Group · Full Time · 19 days ago

Wealth Enhancement Group

🌎 United States 💵 $110K - $120K per year ⭐ 5-10 yrs exp 💼 Product

The role provides high-level executive support to the Chief Wealth Solutions Officer and Chief Product Officer while managing key programs and initiatives. It serves as a central hub for operational excellence, coordinating cross-functional alignment across Product, Wealth Solutions, and corporate functions.

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UHNW Operations Consultant (Remote)

Wealth Enhancement Group · Full Time · a month 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 · a month 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 · a month 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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Director, New Client Development

Wealth Enhancement Group · Full Time · a month 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 · a month 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 · a month 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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VP, Corporate Executive Program

Wealth Enhancement Group · Full Time · 2 months ago

Wealth Enhancement Group

🌎 United States ⭐ 10+ yrs exp 💼 Others

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.

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Sr. Business Analyst

Wealth Enhancement Group · Full Time · 3 months ago

Wealth Enhancement Group

🌎 United States 💵 $80000 - $90000 per year ⭐ 10+ yrs exp 💼 Software Development

This role supports the Practice Management Team by managing advisor reporting, metrics, and business system support. It also focuses on enabling scalable workflows through process documentation, data governance, and the implementation of automation and AI capabilities.

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Counsel – Equity Management

Wealth Enhancement Group · Full Time · 3 months ago

Wealth Enhancement Group

🌎 United States 💵 $122K - $140K per year ⭐ 5-10 yrs exp 💼 Legal

The Counsel will lead the legal oversight of equity compensation programs and ensure compliance with securities laws and regulatory frameworks. They will also provide legal support for M&A transactions and manage the integration of equity arrangements across the organization.

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Associate Regional Vice President

Wealth Enhancement Group · Full Time · 6 months ago

Wealth Enhancement Group

🌎 United States 💵 $175K - $225K per year ⭐ 2-5 yrs exp 💼 Others

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.

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Associate Regional Vice President

Wealth Enhancement Group · Full Time · 6 months ago

Wealth Enhancement Group

🌎 United States 💵 $175K - $225K per year ⭐ 2-5 yrs exp 💼 Others

The primary goal is to close and successfully transition prospective clients to a WEG Advisor, achieved by partnering directly with the senior RVP to increase market share and managing relationships with custodial partners. This involves educating prospects on WEG's value proposition, conducting presentations, and communicating client needs to the assigned WEG advisor.

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Associate Regional Vice President

Wealth Enhancement Group · Full Time · 6 months ago

Wealth Enhancement Group

🌎 United States 💵 $175K - $225K per year ⭐ 2-5 yrs exp 💼 Others

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.

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Regional Vice President, Partner Programs

Wealth Enhancement Group · Full Time · 7 months ago

Wealth Enhancement Group

🌎 United States 💵 $225K - $250K per year ⭐ 5-10 yrs exp 💼 Others

The Regional Vice President, Partner Programs will manage relationships with custodial partners and advisors, focusing on closing and transitioning clients to WEG Advisors. This role includes educating clients on financial planning processes and participating in various events to promote WEG's services.

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