Sr Facilities Program 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 Program Specialist! The Sr Facilities Program Specialist provides department‑level coordination and strategic support across the Facilities organization. This role ensures alignment between Facilities initiatives and enterprise objectives by driving cross‑project coordination, risk and issue management, and resource and capacity planning. The position is critical to enabling a scalable, repeatable growth model that supports ongoing M&A activity, portfolio expansion, and operational excellence.

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 $90,000.00 to $100,000.00, 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

Program & Portfolio Coordination

• Provide centralized coordination across Facilities initiatives, including Facilities Operations, M&A onboarding, real estate projects, and strategic programs.

• Support planning and execution of multi‑workstream Facilities programs to ensure alignment with departmental priorities and enterprise strategy.

• Track interdependencies across projects and proactively identify conflicts or constraints

• Ensure Facilities initiatives are aligned with approved strategic objectives, KPIs, and ELT‑approved priorities.

• Support development and maintenance of Facilities dashboards, reporting, and executive‑level summaries.

Risk, Issue & Change Management

• Identify, document, and monitor program‑level risks and issues across Facilities.

• Partner with Facilities leaders to develop mitigation strategies and facilitate timely resolution.

• Support change management efforts related to new processes, tools, policies, and organizational growth.

Resource & Capacity Planning

• Support Facilities leadership with resource forecasting, workload modeling, and capacity planning across teams.

• Analyze demand trends related to M&A volume, renewals, and operational projects.

• Help inform staffing plans, vendor augmentation strategies, and prioritization decisions.

Process Enablement & Continuous Improvement

• Support development and maintenance of standardized Facilities processes, service catalogs, and program documentation.

• Identify opportunities to improve efficiency, scalability, and consistency across Facilities operations.

• Partner with cross‑functional stakeholders (Finance, IT, Legal, HR, Real Estate partners) to streamline workflows and data sharing.

Education/Qualifications

• Bachelor’s degree in business, operations, project management, facilities management, or related field.

• 5+ years of experience in program management, operations, facilities, real estate, or a related enterprise function.

• Strong experience coordinating multiple initiatives or workstreams in a matrixed environment.

• Provide success with change management

• Demonstrated ability to synthesize complex information and communicate effectively with senior leaders.

• Proficiency with project/program management tools, reporting dashboards, and data analysis.

• PMP, PgMP, Proci Change Management or similar certification(s) preferred but not required.

• Highly organized with strong attention to detail and follow‑through.

• Able to operate both strategically and tactically in a fast‑paced, growth‑oriented environment.

• Comfortable navigating ambiguity and shifting priorities.

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.