Investment Service Analyst

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.

The Portfolio Consulting organization performs functions and services for Wealth Enhancement Group (WEG) as an RIA through Wealth Enhancement Advisory Services (WEAS). The Investment Service Analyst will support investment operations for both Portfolio Consulting and Investment Strategy teams. This individual partners with Investment Strategies to communicate and provide thought leadership within the firm around investment and economic topics. This position is responsible for providing sales and service support for the Advisor network and their prospective and existing clients. The role also includes creating and distributing content and assistance proactively, to increase awareness and usage of WEG investment services.

This is a fully remote position, with a preference for candidates in eastern or central time zones.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $67,000 - $85,000, exclusive of bonuses and benefits. 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

Support Advisor Teams by providing the best possible investment services to clients

• Work closely with our Advisor teams, serving as an expert on WEG investment operations, providing guidance, assistance, and recommendations.

  • Assist advisor teams to implement customized model portfolios and third-party solutions based on client-specific goals and unique preferences.

  • Partner with Investment Strategy and Portfolio Consulting to create investment solutions collateral and portfolio construction assistance.

  • Participate in the production of presentations outlining WEG’s investment processes and service offerings.

Collaborate with internal and external partners to help implement investment solutions

• Collaborate with Investment Strategy Team, Central Trading, Custodians, and Third-Party Managers to ensure proper execution and implementation of client investment solutions.

  • Partner with Senior Portfolio Managers to help implement portfolio solutions, assisting with reporting and ad hoc requests as needed.

  • Ensure proper security classification within portfolio accounting systems, and proper setup for execution at custodian partners.

  • Work with third party managers and assist with the implementation of separately managed accounts and private alternative investment strategies.

Develop processes to increase operational efficiencies across the investment advisory platform

• As a subject matter expert on the broad range of WEG’s investment advisory platform, seek ways to partner and leverage evolving technologies to increase the efficiency of investment operations.

  • Work with Business Practice Optimization team on strategic initiatives to improve operational efficiencies.

  • Collaborate with key partner groups such as Advanced Planning and Growth Teams to improve the efficiency of investment implementation and proposal creation.

  • Seek creative solutions to reduce the burden of operations on advisor teams to encourage utilization of the central investment offering.

Education/Qualifications

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

• 3 years of experience in Financial Services with a focus on investment operations

• Knowledge of financial markets and investment operations

• Proven written and verbal (presentation) communication skills with the ability to successfully interact with people at all levels of the organization and clients

• Ability to create quality written presentations and articles for Advisor and client consumption

• Ability to organize and prioritize workflow and projects

• Proficient with Microsoft Office Suite or related software – especially PowerPoint and Excel

• Familiarity with financial platforms such as Orion, Morningstar, and FactSet

• Familiarity with Salesforce and Support Org functionality

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 $66,460 to $102,700.

IND123

#LI-REMOTE

#LI-AP1

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.