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United States Virgin Islands, United States
Remote only
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.
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.
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
Establish and maintain Wealth Enhancement's approved planning technology standards and governance framework.
Develop, maintain, and enforce planning technology policies, including: Approved platform standards. Licensing and eligibility requirements. Enterprise support tiers. Vendor onboarding requirements. Access and security standards.
Evaluate new planning technology solutions and coordinate review, approval, and implementation processes.
Partner with business leaders, Compliance, IT, Procurement, and Operations on planning technology decisions.
Support enterprise technology consolidation initiatives and standardization efforts.
Review and recommend planning technology standards, rationalization opportunities, and future platform enhancements in support of business objectives.
Maintain awareness of industry trends and emerging planning technologies.
M&A Technology Integration & Platform Migration
Pre-Close Activities Participate in technology due diligence activities. Review acquired office technology inventories and vendor relationships. Evaluate planning technology platforms for retention, migration, or retirement. Develop onboarding and migration recommendations. Coordinate planning technology integration strategies with acquisition stakeholders.
Post-close Activities Coordinate onboarding of acquired offices into approved planning technology platforms. Gather and document: User inventories. Office structures. Licensing requirements. Migration timelines.
Coordinate vendor communication regarding contract transitions, branding updates, billing changes, and account setup.
Support contract consolidation and enterprise agreement alignment.
Coordinate user provisioning, office setup, permissions, and access changes.
Assist with data migration activities and advisor transitions.
Serve as planning technology subject matter expert throughout the integration lifecycle. Obtain specific details of new offices contract
Coordinate platform migrations, user provisioning, data transfer activities, platform consolidation efforts, and post-close stabilization support.
Vendor Management, Licensing & Financial Administration
Serve as primary business contact for planning technology vendors.
Serve as the primary point of contact between advisors, vendors, Procurement, Finance, and internal business partners for supported planning technologies.
Maintain vendor inventory including: Contracts. License agreements. Renewal schedules. Pricing. Billing contacts. Internal business owners.
Manage planning technology licensing activities, including: New user provisioning. Role changes. License transfers. Deactivations. Access reviews.
Perform periodic license utilization and entitlement reviews.
Identify opportunities for cost savings, license optimization, and platform consolidation.
Coordinate invoice processing, approvals, and budget-related activities.
Support chargeback, cost allocation, budgeting, and forecasting exercises.
Maintain vendor records within approved third-party risk and vendor management systems.
Coordinate annual vendor reviews and compliance activities.
Platform Administration, Support & Configuration Management
Serve as primary administrator and business support resource for approved planning technologies.
Configure and maintain system settings, user roles, permissions, templates, enterprise standards, and administrative controls.
Provision, modify, transfer, and deactivate user access in accordance with established policies and business requirements.
Troubleshoot platform issues and coordinate resolution with vendors, IT, Operations, and other internal stakeholders.
Provide platform administration support and guidance to advisors and internal business partners.
Coordinate platform releases, enhancements, testing, implementation, and user communications.
Manage planning technology integrations and associated data flows between vendor platforms and enterprise systems.
Coordinate with Investment Management and other business stakeholders to obtain, test, validate, and implement approved Capital Market Assumptions and other enterprise planning assumptions across supported planning platforms.
Monitor platform performance, data integrity, and configuration accuracy, escalating issues and coordinating corrective action as needed.
Operational Governance, Reporting, & Continuous Improvement
Develop and maintain operational procedures and administrative documentation.
Create and maintain: Internal administration guides. Operational workflows. Process maps. Knowledge base content. Advisor-facing support documentation.
Establish and monitor operational metrics and performance indicators.
Develop and maintain operational reporting, dashboards, analytics, and management insights supporting technology governance and decision-making.
Conduct periodic access reviews, utilization reviews, and governance assessments.
Support audits, control reviews, and compliance initiatives.
Identify and implement process improvement opportunities.
Maintain succession, backup, and business continuity documentation.
Partner with business leaders to improve efficiency, scalability, and standardization across planning technology processes.
Support service delivery framework, process maturity, and operational excellence initiatives.
Advisor Enablement, Knowledge Management & AI Initiatives
Support advisor adoption of approved planning technologies.
Coordinate technology-related communications, training materials, and support resources.
Develop and maintain centralized repositories of planning technology knowledge and resources.
Create and maintain vendor training materials, user guides, and support documentation.
Support AI, automation, and digital enablement initiatives through the development, organization, and maintenance of technology documentation, training resources, workflows, and knowledge assets.
Partner with internal stakeholders to improve accessibility, usability, and consistency of planning technology resources.
Assist with technology-related projects and strategic initiatives as assigned.
Other Duties & Special Projects
Participate in departmental and cross-functional initiatives.
Support strategic projects aligned with Wealth Strategies objectives.
Perform other duties and responsibilities as assigned.
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
Financial services experience strongly preferred (ideally within an RIA environment)
High level of proficiency with: eMoney, Money Guide Pro and Holistiplan strongly preferred
Experience utilizing Ai to create automation and efficiency in processes
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.
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. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $67,300.00 - $97,600.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.
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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 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.
