Business Systems Associate

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 75,000 households from our over 100 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're looking for a Business Systems Associate to play a key role within Advisor Team Operations (ATO). The Business Systems Associate will be responsible for supporting Advisor Teams, with a focus on the systems and data.  They will be a resource for the Strategic Projects and technology team (IT) to drive the implementation of new solutions (or enhancements) that improve business efficiency. The Business System Associate should understand the business strategy with the ability to help with building technologies and processes that will improve and enhance the organization’s business goals. The Business Systems Associate reports to the Sr Advisor Team Operations Manager.

This is a fully remote position. The target salary for this role is $57,000 - $70,000, depending on experience. This role is also eligible for an annual corporate 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

Assist with reporting of Salesforce usage analytics

• Track current usage on processes that have been identified for future enhancement

• Report adoption rates and usage for new processes and enhancements

• Provide clarity around reporting as needed

• Report information to Business Systems Specialist for dissemination as appropriate

• Assist with building and maintaining Dashboards and Reports as needed

Data support and business reporting

• Develop and maintain dashboards to support both ATO and Advisor Teams with trend management and efficient work methods

• Create a trend reporting system to identify areas of opportunity for enhancements, trainings, or additional communications

• Responsible for auditing and tracking of resource update requests from internal team members

• Assist with monthly team reporting and analysis

• Create an attendance tracking and reporting system for all team facilitated company calls

• Additional ad hoc reporting as needed

Assist with Internal Department resource management and partner communication

• Help with developing tracking process and reporting of resources and content

• Assist as needed with reporting and information requests for team-facilitated calls and trainings

• Assist with additional ad hoc requests as needed

Build strong partnerships and collaborate with key stakeholders to support the Advisor Teams and ultimately our end clients

• Create lasting value through trusted relationships

• Act with integrity and keep your commitments

• Actively listen and respond to address needs

• Professional interactions with department customers

Demonstrate desire to strive for excellence

• Always look for ways to improve

• Challenge the status quo

• Ask for feedback and be willing to change

• Proactive, with a commitment to continuous learning

• Flexible with the ability to accept, create, and manage change

• Help our customers prevail by offering innovative solutions  

Education/Qualifications

• Bachelor’s degree (or equivalent experience) in business, finance or related field

• 2-4 years of experience with data reporting and analysis with systems like Excel, Salesforce, Orion

• Financial Services experience a plus

• Strong attention to detail; ability to prioritize workflow and projects; able to work with deadlines and be flexible; strong organizational and time management skills  

• Excellent oral and written communication skills; listens effectively and clarifies information

• Detail oriented; ability to prioritize workflow and projects; able to work with deadlines and be flexible

• Ability to work independently and within a group

• Ability to provide work direction and motivate teammates to deliver

• Proficient with Microsoft Office

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. Thus, the entire salary range for those who are classified as the Associate level is $56,350 to $88,300.

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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 participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to 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.