About Wealth Enhancement Group is hiring an Advisor Team Operations Specialist to ensure our Client Services staff have the skills and knowledge to provide best-in-class service to our clients. You will be responsible for integrating new advisory practices and providing critical training and support to new and existing teams.
What You'll Do
- Provide training and ongoing support for Advisor Team Staff.
- Actively provide daily support via email and phone queues for Advisor Teams.
- Adhere to established support Quality Standards and response time SLAs.
- Deliver training to new hires, new employees, and acquisition team employees.
- Deliver training for platform enhancements, process changes, and identified learning needs.
- Support the maintenance of procedure guides and training materials for Client Service staff.
- Participate in pre-acquisition meetings and create or update training outlines.
- Deliver training and support to acquisition team employees, both remotely and in person.
- Utilize Connections and procedural guides during training sessions.
- Lead and participate in open office hours for acquisition teams.
- Track training attendance and report as appropriate.
- Define checkpoints to substantiate training program adoption.
- Log training and support hours appropriately.
- Support ATO Managers in reviewing and updating existing training materials.
- Participate in developing and updating training materials as identified.
- Identify and report opportunities for process efficiencies within the ATO and Advisor Teams.
- Review, understand, and become proficient in workflow processes and technology enhancements.
- Support testing as requested.
- Train and mentor new team members.
What We're Looking For
- A Bachelor's Degree (or equivalent experience) in business, financial services, or a related field.
- Experience as a CSA/CSM on an advisory team, on a financial services support team, or as an ATO Associate.
- Knowledge of broker-dealer and custodial platforms and investment products.
- Demonstrated skills working with financial advisors and Client Service professionals.
- Software proficiency in Microsoft Office, Salesforce, and Orion.
- Strong oral, written, and presentation skills; ability to train others, coach, mentor, and provide feedback.
- Must be in good compliance standing with all rules, regulations, and policies.
Technical Stack
- Microsoft Office
- Salesforce
- Orion
Benefits & Compensation
- Compensation range: $85,000 to $105,000
- 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).
- 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).
Work Mode
This is a remote position.
Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We employ team-based Roundtable and UniFi processes and seek to perfect the craft of personalized financial planning.
We are an Equal Opportunity Employer, inclusive of disabled individuals and veterans.
