Wealth Enhancement Group

New Client Acquisition Specialist

Wealth Enhancement Group · Full Time · 4 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 · 13 days 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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Data Analyst (Remote)

Wealth Enhancement Group · Full Time · 14 days ago

Wealth Enhancement Group

🌎 United States 💵 $60000 - $70000 per year ⭐ 2-5 yrs exp 💼 Software Development

The Data Analyst will analyze and interpret data to drive business decision-making and collaborate with stakeholders to gather business requirements. They will also develop and maintain SQL queries and databases to support ongoing analyses.

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Regional Vice President, CPA Alliances

Wealth Enhancement Group · Full Time · a month ago

Wealth Enhancement Group

🌎 United States 💵 $240K - $275K per year ⭐ 10+ yrs exp 💼 Finance

The Regional Vice President is responsible for identifying, recruiting, and developing national and regional CPA firms to participate in a structured wealth management referral program. This role involves building long-term strategic partnerships, managing key relationships, and driving revenue growth through integrated financial planning solutions.

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VP, Corporate Executive Program

Wealth Enhancement Group · Full Time · a month 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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Operations Specialist| Partner Programs (Remote)

Wealth Enhancement Group · Full Time · a month ago

Wealth Enhancement Group

🌎 United States 💵 $70000 - $80000 per year ⭐ 2-5 yrs exp 💼 Others

The Operations Specialist manages day-to-day operational tasks, resolves client issues, and performs root cause analysis to improve department efficiency. They also collaborate with regional sales teams to support new business pipelines and maintain program documentation.

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Sr. Business Analyst

Wealth Enhancement Group · Full Time · a month 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 · 2 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 · 4 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 · 4 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 · 4 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.

business-development artificial-intelligence insurance communication organization economics coaching compliance human-resources

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Regional Vice President, Partner Programs

Wealth Enhancement Group · Full Time · 5 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.

business-development artificial-intelligence insurance communication organization economics coaching compliance human-resources

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Regional Vice President, Partner Programs

Wealth Enhancement Group · Full Time · 6 months ago

Wealth Enhancement Group

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

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

business-development artificial-intelligence insurance communication organization economics coaching compliance human-resources

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