Sr. Operations Associate

Wealth Enhancement Group

17h•$70,000 - $80,000•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 90,000 households from our over 175 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 a Senior Operations Associate! The Sr. Operations Associate drives cross-departmental collaboration, educates advisors on performance methodologies, supports operational data integrity for reporting, and resolves platform-related data issues. Key duties include maintaining account, asset, transaction, strategy, model, reporting only households, security classification, and target allocation coding on the platform; performing data quality audits; improving processes; and applying firm policies across portfolio accounting and web platforms. Attention to detail is essential. This is a Remote position. In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000 to $80,000, exclusive of bonuses and benefits. 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

High School degree (or equivalent) required
Minimum of 2 years of experience working at a financial services firm handling data integrity and performance projects in operations preferred
Knowledge and understanding of performance reporting with regards to Time Weighted Return, Dollar Weighted Return and how transaction data will impact reporting of these performance methods is preferred.
Comfortable working with portfolio accounting/management and CRM systems
Orion Advisor Technology and/or Salesforce experience is preferred
Knowledge and familiarity with Microsoft Office, Excel is required
Strong Verbal and written communication
Ability to work independently and in a team
Solid analytical skills; attention to detail
Demonstrated ability to effectively use AI tools and technologies in daily work tasks.
Requirements include understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards.
Comfort with learning new AI applications and understanding their appropriate use cases and limitations.
As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected.

Nice To Haves

post high school degree preferred
Minimum of 2 years of experience working at a financial services firm handling data integrity and performance projects in operations preferred
Knowledge and understanding of performance reporting with regards to Time Weighted Return, Dollar Weighted Return and how transaction data will impact reporting of these performance methods is preferred.
Orion Advisor Technology and/or Salesforce experience is preferred

Responsibilities

Gain a complete knowledge of operational data and platform capabilities as they relate to other departments, including composites, trading, transactions, billing, web-based platforms, and performance data.
Educates advisors on performance calculations in comparison to other methods used in the industry.
Partner with advisors and internal conversion teams to build and maintain custom queries.
Maintain and validate platform data to support accurate platform data in the portfolio accounting system and downstream processes.
Perform data quality audits to identify coding gaps, incomplete setup, and inconsistencies impacting operational accuracy.
Execute recurring processes and audits to ensure platform data is complete, accurate, and maintained in accordance with firm standards.
Troubleshoot data issues; collaborate with other departments to respond to inquiries and ensure operational data accuracy and regulatory compliance.
Provide internal “customer” support, quickly responding to a high volume of time sensitive questions and requests from multiple internal teams.
Provide assistance and guidance for projects affecting cost basis, tax reporting, performance, composites, Orion connect, trading, billing, and reporting.
Cross-train in support of other areas of Operations as needed.

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)