Jobs at Wealth Enhancement Group

The New Client Acquisition Specialist identifies potential clients for financial advisors by developing leads, screening prospects, and setting appointments, while utilizing Salesforce and maintaining financial industry knowledge.

The Sr. Development Manager oversees development resources, ensures alignment with technology strategies, drives innovative solutions on platforms, and leads and mentors developers.

The Regional Vice President is responsible for acquiring new clients with assets over $500,000, supporting advisory teams, driving revenue, and managing client relationships in the wealth management sector.

The Data Analyst will collect and analyze data to provide insights for business decisions, collaborating with stakeholders to drive analytics capabilities.

The Senior Business Analyst supports practice management by translating requests into deliverables, managing reporting and analytics, and overseeing business systems like Salesforce and ActiFi. Responsibilities include data governance, documentation and automation initiatives, and stakeholder communication.

The Advisor Marketing Specialist collaborates with advisor teams to develop and execute marketing strategies, manage campaigns, and drive business growth through creative marketing solutions.

The Counsel – Equity Management will oversee equity compensation compliance, advise on regulatory matters, manage equity transactions, and draft legal documentation.

The RVP of CPA Alliances drives growth by building relationships with CPA firms, executing outreach, managing partnerships, and ensuring compliance. The role focuses on referral program development and strategic planning to enhance client value and revenue.

The VP, Corporate Executive Program will lead and expand a wealth planning platform for corporate executives, driving revenue and advisor engagement through specialized planning solutions.