Operations Specialist| Partner Programs (Remote- Pacific & Mountain Time Preferred)
Job Overview
Location
Remote
Job Type
Full-time
Category
Operations
Date Posted
May 22, 2026
Full Job Description
đź“‹ Description
- • The Operations Specialist | Partner Programs role is critical to maintaining operational excellence within Wealth Enhancement Group’s Custodial Referral Program (CRP), ensuring smooth day-to-day operations, problem resolution, and process improvements that directly support client service and sales effectiveness.
- • Day-to-day responsibilities include managing the department email inbox and task queue, resolving client operational issues (such as account linking), maintaining sales team policies and processes, gathering and organizing data for reporting, updating compliance requirements, and monitoring program metrics to provide feedback to leadership.
- • Wealth Enhancement Group is an independent wealth management firm serving over 80,000 households across 140+ offices nationwide, known for its team-based Roundtable and UniFi processes that deliver personalized financial planning and investment management services since 1997.
- • In this role, the individual will gain deep expertise in financial services operations, develop cross-functional collaboration skills, learn to analyze and improve workflows, and contribute to scalable processes that enhance departmental efficiency and client outcomes.
🏖️ Benefits
- • Medical, dental, and vision coverage for employees and families
- • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA)
- • 401(k) plan with company match and profit sharing
- • 18 days of paid time off (PTO) annually, increasing to 25 days after 4 years of service
- • Paid parental leave and paid caregiver leave (available after 6 months of tenure)
- • Tuition, licensing, and credential reimbursement after meeting service requirements
Skills & Technologies
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About Wealth Enhancement Group, LLC
Wealth Enhancement Group provides integrated financial planning and investment management services to individuals, families, and businesses. The firm combines portfolio management, tax strategies, estate planning, insurance, and retirement solutions through a team of advisors, CPAs, and attorneys. It operates on a fiduciary basis, managing over $26 billion in client assets from headquarters in Minneapolis and offices nationwide. Services include wealth transfer, business succession, executive compensation, and charitable planning. The company partners with tax and legal professionals to deliver coordinated advice, aiming to optimize clients’ financial outcomes across market cycles and generational transitions.
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