Sr Facilities M&A Specialist

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We have an exciting opportunity for a Sr Facilities M&A Specialist! This position is responsible for the successful integration of acquisition firms to the WEG Facilities platforms.  Primary functions include; coordinating and conducting Facilities diligence; vendor transition management; providing Facilities support to acquisition firms post close.

This is a fully remote position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $85,000.00 to $95,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Coordinate and conduct Facilities diligence

• Engage WEG’s real estate partner for market intelligence on acquisition firm’s current real estate

• Coordinate site diligence with WEG’s real estate partner to identify items that may be material to the acquisition terms

• Conduct diligence meetings with acquisition firm to identify current and future Facilities items that may be material to the acquisition terms and were not captured in the site diligence

• Create space modeling comparisons for acquisition real estate to WEG real estate model 

• Document all diligence items in WEG’s acquisition management software and report any potential risks identified

Vendor Transition Management

• Review vendor workbook and make appropriate determination for Facilities vendors

• Participate in vendor transition discussions with acquisition firm as required

• Partner with acquisition firm to collect necessary information for transition of identified vendors

• Partner with Vendor Management team and Accounts Payable to establish new vendors in WEG vendor and payment systems

• Establish acquisition firm with WEG national vendor partners as identified

• Create new vendor accounts and communicate account information to acquisition point of contact

• Establish WEG USPS accounts for acquisition firm as required

• Track progress of identified vendor transition and set up activities

Branding

• Coordinate and manage signage transition to WEG including the fabrication and install of new signs

• Partner with Marketing Brand and Creative on non-standard sign requests/requirements 

• Coordinate and manage repair work required for signage transition

• Implement brand standards for acquisition space/furniture refresh, expansions or renovations

Document Management and Communication

• Document Facilities acquisition processes and procedures

• Document filing for all real estate legal and finance matters and ensure all necessary documents have been collected

• Ensure acquisition lease documents are uploaded to the lease management system post close

• Alert Facilities team to critical lease dates that may create risk post close

• Serve as point of contact for Facilities acquisition firm questions and requests pre and post close

• Coordinate/assist with other integration activities identified by Facilities Manager

Education/Qualifications

• College degree in business management or similar

• PMP certification, preferred

• 5+ years mergers and acquisition or transition management experience

• Excellent oral and written communication skills; to communicate effectively and work with internal and external resources

• Excellent organization and problem-solving skills with the ability to prioritize workflow and projects and use judgment to plan and accomplish goals

• Strong attention to detail with the ability to communicate effectively and work with all levels of the organization

• Ability to lead and direct the work of others

• Offer professional input concerning design, construction, development, or installation, familiar with a variety of the field's concepts, practices, and procedures

• Supervise construction, equipment installation, renovation and redesigning projects ensuring that timing, costs and contract requirements are met

• Provide recommendations to senior management for design changes, equipment specifications/substitutions, purchasing and accounting procedures

• Expertise with Microsoft Office and other software as required

• Travel required

WEG hires employees and makes decisions about their salary qualifications based on factors such as; the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at Specialist level is $87,400.00 to $131,100.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to full-time employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.