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 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.

Job Opportunity

We have an exciting opportunity for a Business Systems Administrator – Wealth Management Platforms! The Business Systems Administrator is responsible for the administration, governance, support, and continuous improvement of Wealth Enhancement's planning technology ecosystem.

This role serves as the primary liaison between advisors, Wealth Strategies, Operations, IT, vendors, and acquisition teams to ensure planning technologies are effectively governed, appropriately licensed, integrated, supported, and aligned with enterprise objectives. The position is responsible for vendor management, platform administration, license oversight, operational governance, M&A technology onboarding, process documentation, reporting, and technology optimization across approved planning technologies. This is a Remote position.

Salary

In the spirit of pay transparency, we are excited to share the base salary range for this position is $65,000.00 to $75,000.00, 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.

Primary Job Functions

• Planning Technology Governance & Policy Administration
• M&A Technology Integration & Platform Migration
• Vendor Management, Licensing & Financial Administration
• Platform Administration, Support & Configuration Management
• Operational Governance, Reporting, & Continuous Improvement
• Advisor Enablement, Knowledge Management & AI Initiatives
• Other Duties & Special Projects

Education/Qualifications

Bachelor's Degree in business; finance, economics or related or the equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

4+ years’ experience with vendor management, technology licensing or similar

Strong written and verbal communication skills.

Strong organizational and project management skills.

Ability to work independently and manage multiple priorities.

Strong analytical and problem-solving abilities.

Advanced Microsoft Office proficiency.

Benefits

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 be eligible to participate in the following benefits & development opportunities:

• 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)

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.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.