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 …