Wealth Enhancement Group Benefits Overview

Manages advisory billing operations, including fee rejection resolution, collections tracking, refunds, reconciliations, accounts receivable uploads, referral billing, and cross-custodian submissions. Provides billing expertise, reporting support, data validation, business continuity coverage, and process documentation. Requires financial services experience, advanced Excel skills, strong analytical abilities, and familiarity with portfolio accounting or management systems, preferably Orion and Salesforce. The role is remote and includes evolving use of AI tools.

Develop and scale UHNW marketing strategy and capabilities while serving as a strategic partner to private wealth advisor teams. Translate advisor and client needs into marketing programs, plans, campaigns, events, and measurable growth initiatives. Build trusted relationships, manage budgets, coordinate cross-functional implementation, analyze performance, and optimize programs. The role requires expertise in affluent audiences, relationship-based growth, referral development, advisor positioning, and launching scalable marketing capabilities in an evolving environment.

Develops and executes marketing strategies for 8–10 advisor teams, including campaign planning, email, social, web, content, events, collateral, and vendor coordination. Uses Salesforce and marketing platforms to manage campaigns, analyze results, and report insights. Partners with creative, brand, web, compliance, and advisor marketing teams; trains advisors; identifies scalable best practices; and uses AI tools to improve marketing productivity and content quality.