Advisor Team Operational Consultant

Wealth Enhancement Group

4d•$110,000 - $130,000•Remote

About The Position

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 80,000 households from our over 140 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 an Advisor Team Operational Consultant! The Advisor Team Operational Consultant drives advisor team productivity, efficiency, and consistency by streamlining workflows, improving system adoption, and enabling high-quality client service. This role bridges advisor team and home office functions to ensure scalable, compliant, and effective operations across the firm. Consultants are expected to travel regularly to advisor offices to lead in-person assessments and training, while also providing ongoing virtual consultations and operational support. This role is a fully remote position. In the spirit of pay transparency, we are excited to share the base salary range for this position is $110,000.00 to $130,000.00, 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.

Requirements

Bachelor’s degree (or equivalent experience) in business or related field; advanced designation preferred.
5+ years in advisory team operations, consulting, or training roles.
Strong knowledge of broker-dealer and custodial platforms and investment products.
Experience working with teams as a lead trainer, workflow coordinator, or manager.
Proficient in Salesforce, Orion, Microsoft Office; Workday experience a plus.
Excellent communication, coaching, and presentation skills.

Responsibilities

Advisor Team Enablement & Training Deliver onboarding and ongoing training for new and existing advisor team members.
Drive adoption and effective use of operational and AI productivity tools (e.g., Salesforce, Orion, Microsoft 365, and emerging AI-enabled platforms) to enhance efficiency and decision-making.
Provide support via email/phone and lead open office hours for continued learning.
Track support requests to identify training gaps and opportunities.
Collaborate with internal teams to improve training programs and resources.
Operational Consulting & Process Optimization Conduct assessments to identify inefficiencies and areas for improvement.
Define and implement best practices for core advisor team workflows.
Develop standardized procedures to reduce operational risk.
Monitor KPIs and recommend adjustments to improve performance.
Partner with internal departments to align operational strategies.
Strategic Project & Integration Support Lead or support cross-functional projects to enhance advisor team performance.
Participate in pre-acquisition meetings and lead integration training efforts.
Create and manage implementation plans with accountability check-ins.
Coordinate with stakeholders to ensure alignment with firm-wide initiatives.
Use competency checklists to validate training adoption and identify needs.
Coaching, Mentorship & Team Development Mentor new ATO team members and provide process coaching for complex issues.
Ensure consistency in training delivery and milestone tracking.
Escalate process issues and propose solutions aligned with department goals.
Lead special projects to advocate for advisor team experience.
Promote continuous improvement through peer coaching and feedback.
Reporting, Feedback & Resource Management Create dashboards and reports to track advisor team performance.
Analyze data to identify trends, gaps, and improvement opportunities.
Elevate advisor team feedback to influence system and process enhancements.
Review and request updates to training materials and operational resources.
Collaborate with Platform Enablement to stay ahead of system changes.

Benefits

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)