Job Description:

About Wealth Enhancement Group

Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, we now have over 75 offices nationwide and are rapidly expanding through organic growth and acquisition.

Our mission is to work together to improve our clients’ lives by providing them with the team-based expertise and resources they need to simplify their financial life. We share perspectives. We explore every point of view. We believe the best ideas are born from collaboration. And we’re looking for like-minded individuals to join our team.

Because our organization is experiencing exciting growth, we are searching for innovative talent to join our corporate team as a Director of Sales Operations. This role is responsible for the excellence of the department’s operational standards and will work closely with the centralized support team and internal business partners, supporting the Growth organization and driving execution of policy and process creation. The Director of Sales Operations will possess a proven track record in sales and business development, solid organizational and communication skills, and a strong sense of urgency. This role can be performed remotely from any location in the United States.

The salary target for this role is $120k—150k; this position is eligible for an annual bonus.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. 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

(Re-)engineer processes within department, cross-functionally manage escalations, and adherence to policies and procedures with partners and custodians

Coordinate processes and perform ongoing process (re)-engineering, technology development and optimization. E.g.:
Advisor Capacity Management
Pipeline Forecasting
Training tools

Compensation

Investment Management
Advance planning
Expense/reimbursement management
Conduct ongoing root cause analysis on all issues and devise permanent corrective action
Coordinate all department level and cross-functional meetings and associated agendas, ensure follow up on action items, reporting
Maximize leverage of central team services (e.g. marketing, technology, collateral); manage escalations to other departments
Ensure deployment of, communication of and compliance with Advisor agreements, Custodian Rules of Engagement and WEG policies

Business Owner for technology development and implementation projects

Help identify system & data enhancements to improve pipeline & client tracking
Develop and maintain technology vision and roadmap in collaboration with Growth Product Manager; ensure integration and widespread technology development with measurable impact; resolve all technology problems
Put processes and technology in place to facilitate growth of key Sales strategies; compensation and economics management; referral tracking; buyouts

Define scalable elements of best practices & implement core training programs

Ensure succession and client transition plans in place in advance for all key roles
Implement ongoing training programs for: a) all new Sales hires; b) participating program advisors
Proactively codify and replicate best practices

Measurably improve efficiency of Partner Programs (e.g. NCNM per employee, sales cycle time, conversion rates, advisor capacity, SLA adherence)

Work with Analytics team to ensure metrics associated with all key processes and follow up on action items to resolve problem areas
Manage and report on Sales team monthly budget
Identify, track and report on department action items (e.g. Custodian reviews)
Coordinate and ensure follow up associated with all reporting (e.g. for board meetings, monthly updates, etc.)
KPIs: New Money vs. Plan; reduced time to ramp for new Regional Vice Presidents; reduced cycle time and errors/omissions associated with new plans; increase trained, willing and able service capacity
increase conversion rate at each stage of funnel; decrease sales cycle time

Education/Qualifications

Bachelor’s or Master’s in business administration, financial services, computer science or related field
7+ years experience in operational process development, managing budgets, and business planning
3+ years experience in financial services environment
Expertise in data analysis and tracking performance metrics
Robust leadership and organizational skills
Superior project management and organizational skills
Strong oral, written and presentation skills
Ability to work in a fast-paced environment
Knowledge of broker-dealer and custodial platforms and investment products
Software: Salesforce, Microsoft Office
Willingness to travel up to 10%

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 and dental coverage
401k – with match and profit sharing
Health care spending and savings accounts
Dependent care spending account
Vision coverage
Wellness programs and resources
Life insurance – employer paid
Short-term and long-term disability – employer paid
Paid Time Off
10 paid holidays each year
Paid parental leave
Tuition reimbursement

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.

If you want to view the EEO is the Law poster, please choose your language: English – Spanish – Chinese

If you want to view the EEO is the Law Supplement poster, please choose your language: English – Spanish – Chinese

If you want to view the Pay Transparency Policy Statement, please click the link: English

Wealth Enhancement Group

New Jobs

Director of Sales Operations