Facilities Specialist

Wealth Enhancement Group

5d•$80,000 - $90,000•Remote

About The Position

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're looking for a Facilities Specialist to support our Mergers & Acquisitions team. This role will support our incoming and newly-acquired offices with space planning and renovation management, vendor management, and day-to-day facilities operations. This is a fully remote position with regular travel required to provide on-the-ground support to our field offices. In the spirit of pay transparency, we are excited to share the base salary range for this position is $80,000.00 to $90,000.00, exclusive of bonuses and benefits. This role is also eligible for our 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.

Requirements

7+ years facilities planning or project management experience
Excellent oral and written communication skills; to communicate effectively and work with internal and external resources
Excellent organization and problem solving skills to prioritize projects
Ability to prioritize work flow and projects and use judgment to plan and accomplish goals
Strong attention to detail
Ability to lead and direct the work of others
Offer professional input concerning design, construction, development, or installation, familiar with a variety of the field's concepts, practices, and procedures
Supervise construction, equipment installation, renovation and redesigning projects ensuring that timing, costs and contract requirements are met
Provide recommendations to senior management for design changes, equipment specifications/substitutions, purchasing and accounting procedures
Ability to communicate effectively and work with all levels of the organization
Expertise with Microsoft Office and other software as required
Travel required

Nice To Haves

College degree in business management or similar preferred
PMP certification preferred

Responsibilities

Facility project planning; expansion and renovation management
Plan, coordinate and oversee new branch build outs and openings
Plan, coordinate and oversee branch office relocations/expansions/renovations
Project post implementation review on facilities projects
Support and improve branch office space utilization efficiency
Establish processes and communications on facilities activities
Implement brand standards for acquisitions, expansions and renovations
Serve as point of contact for facility access system management
Oversee media storage
Document facility related processes and procedures
Coordinate/assist with other projects identified by Facilities Director
Manage to facilities acquisition and project budgets
Estimate project expenses for initial planning of various size Facilities projects
Collect branch office feedback and create resolution plan recommendations for Senior management review
Serve as the liaison between WEG and building management at each location
Work with vendors to ensure expectations of work is completed to our standards
Establish and maintain relationship with vendors
Act as purchasing agent with vendors

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)