Wealth Enhancement Group

Analyst

• Lead the daily review process for all lines of new business to ensure compliance with the firm, broker/dealer, and regulatory guidelines
• Stay fully informed of firm policies, Principal Review Guidelines and procedures, as well as regulatory changes
• Monitor, report, and enforce internal controls to ensure compliance
• Participate in training and presentations to new acquisition teams related to the Supervision team and Compliance policies
• Review new business and trade alerts on a daily basis to ensure completeness and compliance with firm's policies and provide principal approval (or resolve deficiencies) where appropriate
• Conduct thorough, timely, and effective reviews of transactional business and activities
• Build and maintain positive working relationships with advisors, grounded in trust and respect
• Monitor and follow up on outstanding tasks on a timely basis
• Escalate issues to Supervision Manager as necessary
• Ensure Salesforce business review queue and trade alert queues are current
• Monitor and follow up on Salesforce QC reports to identify business that was not submitted properly
• Collaborate with other members of the Supervision team regarding trends, case studies, regulatory/product changes, or escalations
• Attend weekly team meetings
• Attend monthly Compliance department meetings

Supervision Analyst

Director

• Directly manage a team of Regional Vice Presidents (RVPs) responsible for new client acquisition.
• Oversee day-to-day team operations, ensuring performance accountability.
• Partner with the VP, New Client Development on evaluations and escalation matters.
• Establish a consistent cadence of coaching, feedback, and performance tracking.
• Deliver hands-on coaching to enhance individual sales effectiveness.
• Reinforce adherence to defined sales processes and best practices.
• Identify performance gaps and implement targeted development plans.
• Strengthen overall team capabilities through ongoing skill development.
• Execute onboarding and training for new RVPs.
• Refine onboarding and ramp processes through continuous feedback.
• Support new hires in efficiently reaching productivity benchmarks.
• Lead weekly team meetings focusing on performance, accountability, and best practices.
• Conduct weekly 1:1 pipeline reviews with each RVP.
• Shadow client or prospect meetings to provide direct coaching and feedback.
• Maintain visibility into pipeline health and sales activity.
• Track individual and team performance against defined metrics.
• Provide regular performance updates and insights to firm leadership.
• Drive accountability through consistent follow-up and coaching.

Director, New Client Development

Communications

• Develop and execute internal communication strategies tailored to advisor needs.
• Align messaging with corporate objectives and advisor engagement goals.
• Collaborate with leadership to prioritize and schedule communications.
• Serve as the operational owner of the advisor communications calendar, ensuring communications are coordinated and executed effectively across departments.
• Own the execution of recurring advisor communications, including weekly newsletters, leadership updates, meeting communications, and other advisor-facing messaging.
• Coordinate and execute weekly advisor webinar presentations, including agenda development, speaker preparation, content review, logistics, and follow-up communications.
• Manage communication timelines and deadlines to ensure initiatives are delivered accurately and on schedule.
• Drive communications projects from concept through completion, balancing multiple priorities and stakeholders.
• Anticipate communication needs and proactively develop materials supporting advisor teams during periods of change, growth, or critical initiatives.
• Create, edit, manage, and distribute high-quality content, including newsletters, announcements, FAQs, talking points, and presentations.
• Translate complex financial or operational updates into clear, advisor-friendly language.
• Maintain a consistent tone and voice across all advisor-facing materials.
• Serve as the primary point of contact between corporate departments (such as Marketing, Compliance, Product, and Operations) and advisor teams.
• Facilitate the flow of information and determine the best cadence, channel, and message to ensure advisors are informed of key initiatives, changes, and opportunities.
• Gather feedback from advisors and relay insights to corporate stakeholders.
• Maintain and enhance a systematic communication approval process.
• Evaluate and enhance communication channels (e.g., website, email platforms, CRM) and innovative technology solutions.
• Leverage AI tools to increase content speed, ensure consistency, surface new ideas, and streamline recurring communication processes.
• Implement best practices for message delivery, frequency, and format.
• Monitor communication effectiveness and recommend improvements based on data and feedback.
• Support advisor onboarding and ongoing education through communication initiatives.
• Coordinate with training and development teams to ensure alignment of messaging.
• Promote advisor participation in firm-wide initiatives, events, and programs.
• All other duties as assigned.

Advisor Team Communications Lead

Vice President

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Regional Vice President – New Client Development

Manager

• Manage and direct WEG’s developer resources, ensuring alignment with the company’s technology vision and architecture strategy
• Drive innovative software solutions across the Salesforce, Workday, React, and Node.js platforms, ensuring best practices, scalable delivery, and technical excellence
• Communicate potential code overlap risks to development teams and proactively recommend solutions
• Provide regular, strategic project updates to technology leadership
• Stay current with technology advancements and proactively anticipate company and platform needs
• Ensure the implementation and consistency of established architecture standards across all products and initiatives
• Create and maintain analytics reporting on development efforts to inform data-driven decisions
• Understand, prioritize, and optimize the workload of development resources within product teams
• Serve as a primary escalation point for development resources to address complex solutions and remove barriers
• Anticipate technical skill requirements and collaborate with technology leadership to proactively address gaps
• Manage and coordinate project allocations in partnership with the finance team, ensuring alignment with business priorities
• Mentor and guide developers to enhance their technical capabilities and support career growth
• Foster a collaborative, high-performing, and innovative team environment
• Conduct regular performance reviews and provide constructive, actionable feedback
• Promote accountability, ownership, and continuous improvement within the development team
• Ensure all development work adheres to platform, security, and industry best practices
• Implement and enforce coding standards, governance, and development processes
• Conduct code reviews to ensure high-quality, scalable, and maintainable deliverables
• Continuously evaluate and improve development processes to enhance efficiency and quality

Senior Development Manager

Data Analyst

• Collect, clean, and validate data from multiple sources
• Analyze datasets to identify trends, patterns, and actionable insights
• Collaborate with stakeholders to gather business requirements and translate them into data-driven recommendations
• Develop and maintain SQL queries and databases to support ongoing analyses
• Present findings in a clear, concise manner suitable for non-technical audiences
• Calculate key performance indicators (KPIs) and financial metrics to support strategic decision-making
• All other duties as assigned.

Marketing

• Act as the day-to-day marketing lead for 8-10 advisor teams, becoming an expert in each team’s goals, voice, services, and growth opportunities.
• Conduct proactive campaign planning sessions with advisor teams to uncover needs, provide recommendations, and ensure marketing initiatives align to team-level business goals.
• Partner closely with Advisor Marketing Consultants to ensure each team’s plan ladders up to regional growth priorities.
• Key aspect of role is supporting a handful of teams executing on their marketing goals and initiatives with a big focus on event coordination.
• Align advisor team marketing plan with corporate marketing offerings and adoption of key growth drivers and initiatives using our Advisor Marketing Platform for events, email and social strategies from our content library and advisor crafted content.
• Navigate Salesforce: pull reports, analyze dashboards, present client data, create campaigns and report out on results and final budgets (we can teach you!).
• Lead campaign planning and execution using tools like FMG Suite, Canva, Wistia, Wrike, and Salesforce.
• Coordinate collateral development, content customization, email/social/web campaigns, event support, and vendor communications as needed.
• Collaborate with the Creative, Brand, Web, and Compliance teams to ensure timely execution and approval of marketing assets.
• Track results and share post-campaign insights and optimizations with teams and marketing leaders.
• Leverage AI tools to increase content speed, surface new ideas, and streamline recurring marketing processes.
• Foster strong relationships with financial advisors, the advisor marketing team and identifying and highlighting success stories and best practices within the advisor community.
• Help to document and create processes around successful new initiatives.
• Serve as a key central knowledge hub for each assigned team’s marketing strategy and execution.
• Keep internal stakeholders (e.g., Advisor Marketing Consultant, Advisor Marketing leaders) informed of key campaigns, blockers, and advisor feedback.
• Ensure work is visible and documented, allowing consultant team members to stay out of day-to-day execution while maintaining confidence in outcomes.
• Regularly educate and train advisors and their staff on your marketing recommendations, marketing collateral, and tools available to support all areas of their client and prospect lifecycle.
• Research and stay informed on ideas within and outside our industry to make recommendations and bring new ideas to your advisor teams.
• Take ownership of key advisor enablement projects as needed to help continually enhance our offerings and capabilities.
• Participate in team-wide meetings, creative brainstorms and campaign showcases.
• Contribute to the development of new tools, templates, or campaign frameworks.
• Identify opportunities to scale successful ideas across advisor teams.
• Serve as a collaborative partner within the team, pitching in on things that wouldn’t normally be on your to-do list as needed.

Advisor Marketing Specialist

Client Services Representative

• Accurately prepare and process all prospect and new client paperwork
• Track and follow up on incoming fund transfers from external institutions
• Research and resolve issues with internal departments and third‑party vendors
• Engage with clients to understand their background, goals, and financial needs
• Serve as a primary point of contact for client inquiries, coordinating next steps, and ensuring timely follow‑through
• Prepare and process account transactions such as trades, deposits, withdrawals, and RMDs
• Gather and organize client information and prepare materials for client meetings
• Complete all post‑meeting tasks to ensure a seamless client experience
• Coordinate with clients’ tax or legal professionals, including review of 1099s as needed
• Review and troubleshoot quarterly statements when required
• Assist the Advisor Team with operational improvements and process enhancements
• Support firmwide operational projects and initiatives
• Communicate process updates, sales information, and operational changes to the team
• Manage vendor relationships in alignment with Service Level Agreements
• Provide backup support for the Front Desk, including answering phones, greeting clients, managing mail, and maintaining organized common areas

Client Service Associate

• Lead the design, build, and national rollout of a corporate executive-focused wealth planning platform
• Identify and develop national and regional corporate executive planning opportunities
• Transform a high-value client segment into a scalable, repeatable revenue engine
• Deliver specialized planning solutions to corporate executives with complex equity compensation and liquidity needs
• Drive AUM, increase revenue per client, and establish a differentiated market position
• Capture and grow revenue across AUM-based portfolio management, planning, and advisory fees, and event-driven opportunities
• Train and equip advisors to win and serve executive clients
• Develop go-to-market strategies and messaging for executive segments
• Establish a centralized specialist team supporting advisors nationwide

VP, Corporate Executive Program

• Identify, prospect, and engage national, regional, and mid-sized CPA firms (5+ CPAs) aligned with the firm’s target client profile
• Develop and execute targeted outreach strategies to CPA decision-makers, including Managing Partners, Tax Partners, and Advisory Leaders
• Present and position the firm’s referral program, emphasizing client outcomes, revenue opportunity, and compliance integrity
• Conduct discovery meetings to assess strategic alignment and long-term partnership potential
• Build long-term, trusted relationships with CPA firm leadership and key partners
• Serve as the primary liaison between CPA firms and internal advisory and leadership teams
• Facilitate onboarding and integration of new CPA partners into the referral ecosystem
• Develop joint business development initiatives and co-marketing opportunities
• Partner with leadership to refine referral program structure, messaging, and incentives
• Track, analyze, and report KPIs including partner acquisition, referral flow, conversion rates, and revenue contribution
• Identify accounting industry trends and adapt partnership strategies accordingly
• Ensure all referral arrangements comply with SEC and state regulatory requirements

Regional Vice President, CPA Alliances

Affiliate Manager

• Support the development and execution of Wealth Enhancement Group’s Partner Relationship Management program
• Serve as the primary point of contact for assigned external partner relationships
• Support senior leadership in managing primary custodial relationships (such as Fidelity, Schwab, and BNY Pershing)
• Facilitate communication and collaboration between partners and internal stakeholders
• Develop and maintain strong working relationships with partner contacts at all levels
• Assist in quarterly business reviews and partner check-ins
• Support onboarding processes for new partner relationships
• Create and maintain regular reports on partner relationship metrics and key performance indicators
• Analyze partner performance data to identify trends, opportunities, and areas for improvement
• Prepare executive-level presentations and summaries for leadership review
• Collaborate with Finance, Operations, Marketing, Compliance, Advisor Services, and other internal departments on partner-related initiatives
• Lead cross-partner projects with strong project management discipline, ensuring clear scope, milestones, accountability, and timely execution
• Support contract review and negotiation processes
• Travel to partner locations and industry events as needed
• Represent WEG at partner meetings, conferences, and networking events
• Build and maintain a professional network within the partner ecosystem

Senior Partner Management Specialist

• Ensures accurate completion of prospect / new client paperwork/set up
• Follow up on funds transfer from surrendering company
• Maintains (CRM) database and client files
• Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors
• Record incoming assets to the appropriate blotting tool
• Dialogues with client to understand their personal history and current financial needs and communicates to the advisor or handles issue resolution
• Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
• Completes any review follow up needs for client
• May work with client’s tax or legal counsel on client concerns
• Conducts Tax Research (1099s)
• Assists Advisor Team Operations to streamline processes
• Completes operational projects to support enhancements and changes
• Communicates process and sales updates to team
• Manages vendors to Service Level Agreements
• Demonstrates knowledge and can accurately execute against WEG’s Suitability Guidelines, operational processes, and sales model
• Understands financial terminology and products
• Attends Client Services and company educational events

General Counsel

• Serve as Legal department lead for equity compensation and equity management matters
• Oversee day-to-day legal compliance for WEG’s equity compensation programs, including profits interests, incentive units, and cash-equivalent incentive arrangements
• Advise on the design, implementation, and administration of equity compensation programs to ensure alignment with business objectives and legal requirements
• Partner with Finance, HR, Payroll, and Equity Administration teams to ensure accurate and compliant equity grants, vesting, settlements, redemptions, and forfeitures
• Prepare and review required securities filings, including Form D and related documentation
• Manage and coordinate outside securities counsel, including defining scope of engagement and monitoring legal spend
• Draft, review, and maintain equity-related documents, including equity plan documents, award agreements, subscription agreements, participant communications, and related templates and internal guidance materials

Counsel – Equity Management

Risk

• Enhance and formalize portfolio construction frameworks across model portfolios
• Develop and maintain optimization methodologies that incorporate risk, return, liquidity, and tax considerations
• Implement systematic risk budgeting and volatility management processes
• Design and maintain stress testing and scenario analysis frameworks across asset classes
• Support macro-informed positioning analysis in partnership with Portfolio Management
• Monitor portfolio exposures including factor risk, duration, credit, and correlation structure
• Oversee development of standardized risk dashboards for internal stakeholders
• Develop reporting frameworks for drawdown analysis, scenario testing, and attribution
• Ensure portfolio risks remain aligned with stated objectives and investment policy guidelines
• Provide actionable risk insights to senior leadership and the Investment Committee
• Maintain and refresh capital market assumptions used in strategic allocation decisions
• Support strategic and tactical asset allocation modeling
• Assist in evaluating new asset classes and alternative investment structures from a portfolio construction perspective
• Partner with Equity, Fixed Income, and Manager Research teams to ensure cohesive model sleeve integration
• Evaluate and enhance portfolio analytics systems (FactSet, Bloomberg, optimization tools, etc.)
• Improve data governance and automation related to portfolio analysis and reporting
• Support advisor-facing portfolio analytics and diagnostic tools
• Identify process efficiencies to reduce manual portfolio oversight workflows
• Lead portfolio-related special initiatives driven by market developments, platform growth, or strategic expansion
• Support model evolution and new solution development initiatives
• Contribute to white papers, investment commentary, and advisor education materials as needed
• Collaborate closely with the Head of Portfolio Management to support implementation excellence
• Partner with Director of Investment Manager Research, Director of Fixed Income, and Director of Equities to ensure cross-asset consistency
• Develop and mentor junior team members within portfolio analytics and risk functions
• Establish documentation standards and quality control processes

Supervision Analyst

Director, New Client Development

Advisor Team Communications Lead

Regional Vice President – New Client Development

Senior Development Manager

Data Analyst

Advisor Marketing Specialist

Client Service Associate

VP, Corporate Executive Program

Regional Vice President, CPA Alliances

Senior Partner Management Specialist

Client Service Associate

Counsel – Equity Management

Director of Portfolio Construction and Risk Management