Wealth Enhancement Group

Compliance

• Assist with audit preparation, including document compilation and organization
• Retrieve and organize transaction reports for monthly trustee reviews
• Document and track signature guarantee requests accurately
• Support small projects tied to audit cycles or monthly compliance tasks
• Maintain organized digital records and follow proper storage procedures

Compliance Intern

Analyst

• Recommend market adjustments, salary range movements, and strategic pay positioning aligned with the organization’s compensation philosophy and workforce strategy.
• Evaluate external competitiveness of base pay, incentive, and equity programs relative to peer organizations.
• Participate in compensation surveys; submit data and analyze results to inform pay decisions and workforce planning.
• Assess internal pay equity and alignment across job families, levels, and grades.
• Identify pay compression, range penetration issues, and structural inconsistencies; provide data-driven recommendations to leadership and HR partners.
• Analyze the competitive positioning and effectiveness of incentive and equity offerings to support retention and performance outcomes.
• Support the design, implementation, and change management efforts for new or evolving compensation programs.
• Develop analysis and materials to guide leadership decisions and ensure smooth rollout of compensation changes.
• Maintain and update the Corporate Bonus master file to reflect compensation changes impacting eligibility, targets, and calculations.

Compensation Analyst

Business Analyst

• Partner and Support PMT Stakeholders and PMT Initiatives
• Serve as a business partner to Advisor Services Directors and PMT members to translate requests into clear requirements, prioritization, and deliverables.
• Own intake for reporting and system requests (triage, scope, success criteria, timelines) and coordinate cross-functional resolution.
• Prepares standard and consistent reporting for scheduled meetings between Advisor Services Directors, other PMT participants, and Advisor Team Leads.
• Coordinates and prepares monthly Advisor Team reporting, key metrics, and variance analyses.
• Analyzes and validates results to ensure accuracy, accountability, and data integrity.
• Perform detailed ad hoc analysis to understand drivers of trends or results.
• Maintain and enhance repeatable reporting assets and templates; write and maintain procedure documentation and metric definitions.
• Maintain and improve service model reporting (expected vs. delivered touchpoints by tier, region/department and related roll ups)
• Support engagement scoring processes and reporting outputs used in leadership and operational reviews
• Partner with stakeholders to identify data gaps, improve classification, and reduce manual effort in recurring reporting
• ActiFi: Support configuration, reporting/analytics, assessments, training/adoption, and enhancement requests in partnership with the vendor and internal stakeholders.
• Salesforce Support Org: Support data integrity, user access/permissions questions, and field governance; partner with Helpdesk/Technology for admin changes.
• Ensure key channels (Salesforce, Support Org, ActiFi, and downstream reporting) are updated with correct and accurate data.
• Consolidate and maintain PMT data and statistics on an ongoing basis (e.g., NCNM, ECNM, net flows, engagement/activity metrics) across sources.
• Identify data quality issues and drive resolution with appropriate data owners; implement lightweight controls and reconciliation checks.
• Support automation/AI initiatives that improve the capture of follow-up items and streamline recurring reporting workflows.
• Assist with preparation of presentations and leadership-ready materials (PowerPoint decks, one-pagers) for events such as Regional Roundtables and PMT initiatives.
• Support communications strategy on behalf of PMT/Advisor Services, including updating intranet/Connections content when needed.
• Prepare Growth Leaders Circle and Micro Monday reporting and statistics to be posted on Connections and presented, as requested.

Senior Business Analyst

Digital Marketing

• Assist in the execution of digital marketing campaigns across SEM, paid social, display/video, and other digital channels.
• Help gather research and insights on audience targeting, platform capabilities, and competitive activity to support campaign planning.
• Collaborate with internal content and creative teams to help gather assets needed for campaigns.
• Support budget tracking and documentation, including updating spreadsheets and organizing goal completions.
• Monitor campaign performance dashboards to help identify trends and surface insights for the team.
• Assist in preparing weekly and monthly reports that summarize results and key learnings.
• Support A/B testing efforts by helping set up experiments, track outcomes, and compile performance findings.
• Help QA campaign setups, tagging, and reporting to ensure data accuracy.
• Work closely with content, creative, marketing automation, and sales teams to support integrated campaign initiatives.
• Assist in communication and coordination with external partners, such as digital agencies or vendors.
• Own the creation and revision of digital media process documents to strengthen cross collaboration and transparency with other teams.

Digital Marketing Intern

Client Services Representative

• Be the first point of contact for clients of your advisor and team
• Respond to and resolve client requests, complete necessary financial paperwork, change beneficiaries, establish trusts, etc.
• Serve clients by setting up accounts and ensuring their funds transfer from surrendering company; follow up on fund transfers
• Ensure accurate completion of prospect/new client paperwork
• Record incoming assets to the appropriate blotting tool
• Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors
• Maintain (CRM) database and client files (filing, copies, data input)

Client Service Manager – On-site

Business Operations

• Support the BusinessOptix platform and Process Optimization Activities
• Assist with process mapping activities using the Team’s BusinessOptix technology platform
• Assist with the structure, documentation, and testing of the Process Governance program, including reviewing standards, controls, and supporting materials.
• Contribute to analytical and operational support activities, such as dashboard support, audits, and basic process or data reviews.
• Serve as a backup support resource for the broader BPO team as needed
• Assist in building a new SharePoint knowledge repository for the newly formed knowledge management department
• Provide technical and analytical support to ensure accurate, organized, and scalable knowledge assets
• Help gather, structure, and input content that supports team learning and operational efficiency

Business Process Optimization Intern

Content Marketing Manager

• Implement SEO and AEO strategies
• Work with the content team to implement SEO and AEO strategies that make Wealth Enhancement more visible in LLM, AIO, and SERP results
• Stay up to date on the latest AEO developments and strategies
• Conduct competitive analysis on comparable RIAs and create actionable insights for SEO and AEO activities
• Review and update blog articles from our website
• Rewrite articles and service pages according to SEO and AEO best practices
• Ensure that articles adhere to our brand standards and style guide and use compliance-approved language
• Perform competitive analysis to fill potential gaps in our own messaging

Content Marketing Intern

Onboarding Specialist

• Oversee the account opening and asset transfer process for all firm channels, including Marketing, CRP, SRP, and Advisor Teams.
• Establish and monitor KPIs including cycle time, NIGO rates, throughput, SLAs, and quality metrics to drive accountability and performance.
• Develop and implement best practices and standardized operating procedures for onboarding workflows.
• Manage team capacity planning to support peak onboarding volumes while maintaining a high-touch, client-focused service model.
• Address and resolve onboarding challenges with urgency to minimize disruption to the advisor and client experience.
• Partner closely with internal teams and advisor groups to understand advisor/client needs and design effective workflows.
• Serve as a trusted operational partner to Advisors, proactively communicating updates and managing escalations.
• Lead and coordinate onshore and offshore teams to ensure seamless execution and consistent service standards.
• Monitor performance of distributed teams, providing coaching, feedback, and development opportunities.
• Build and maintain strong relationships across leadership, external partners, custodians, and vendors.
• Identify opportunities, design scalable workflows, and execute strategic initiatives to enhance onboarding efficiency.
• Evaluate and redesign processes to improve accuracy, scalability, and risk mitigation.
• Partner with Product and Technology teams to enhance and drive adoption of account opening technology solutions.
• Develop and adhere to Service Level Agreements, quality control standards, and process documentation.
• Drive adoption of Client Service Operations offerings through clear communication of value and continuous refinement.
• Recruit, mentor, and lead a high-performing operations team aligned with organizational values.
• Build unified, collaborative teams across multiple locations.
• Provide coaching and training to foster team growth and operational excellence.
• Align daily team execution with strategic organizational priorities.
• Encourage cross-training and professional development to improve productivity and service quality.

Client Onboarding Team Manager

Accounting Manager

• Monitor and report on technical accounting issues and developments, including researching and reviewing the impact of new accounting guidance.
• Work proactively with external auditors and consultants to drive timely closure of technical accounting matters.
• Prepare technical accounting memos, white papers, and related materials to support the company's reporting position.
• Participate in the review, analysis, and documentation of complex transactions, including business combinations, investments, debt, derivatives, etc.
• Assist with the implementation of new accounting standards and the development of new accounting processes.
• Ensure compliance with U.S. GAAP and other applicable financial reporting standards.
• Test goodwill and other assets for impairment.
• Support ongoing review of significant contracts that involve significant judgements/estimates by management.
• Update process documentation as we continue to expand and improve our processes.
• Develop and implement policies and procedures to ensure ongoing compliance with applicable accounting standards.
• Prepare technical accounting training materials and conduct technical accounting training for staff.
• Advise on general ledger structure and coordinate with finance team to ensure accurate consolidation of financial statements for management and external reporting.
• Develop and maintain effective internal controls.
• Develop and maintain effective relationships with external auditors.
• Communicate issues/concerns in a timely manner as to encourage a quick resolve for all parties.
• Assist with agile projects, testing, planning, etc. as needed.
• Initiate process improvements that will help improve efficiencies.
• Assist with internal audit testing and documentation as needed.

Technical Accounting Manager

Marketing

• Work with Regional Marketing Specialists (RMS) to ensure that lists in Salesforce are updated in AMP on a regular basis
• Ensure data integrity and be proactive in ensuring data is up to date
• Help with email and event creation in AMP
• Coordinate and support requests from Advisors through the Content and Creative teams
• Become a subject matter expert in AMP with a deep knowledge of advisor content
• Customize Advisor Templates in Canva
• Use Canva to create and customize unique advisor templates based on team requests
• Load content and craft templates in AMP
• Ensure that content is supplied to advisors in a timely and detail-oriented manner
• Maintain content categories to ensure ease of use for advisors
• Provide ad hoc support for team data and segmentation needs
• Help provide valuable analysis to RMS and advisory teams
• Learn to perform data segmentation and analysis to drive growth
• Create Salesforce campaigns aligned to events for tracking of ROI
• Serve as a critical part of the team for event planning and campaign creation
• Report back on event metrics and success
• Learn to be data-driven when planning events and how to report on metrics of success
• Assist the Advisor Marketing team with creation of 1 pager checklists on topical issues relevant to advisors and the use of our marketing products
• Assist the Advisor Marketing team with creation of toolkits – packages of materials for hosting events that include all of the marketing collateral needed (social posts, imagery, invitations, email copy & layout, checklists and process documentation)

Marketing Intern

Accountant

• Manage ASC 340-40 (Deferred Costs Accounting)
• Maintain complete and accurate account reconciliations
• Perform monthly and quarterly calculations, including amortization schedules and true‑ups
• Prepare and record related journal entries
• Maintain organized, audit‑ready support and documentation
• Prepare and update ASC 340‑40–related financial statement footnotes
• Partner with Advisor Compensation team to ensure accuracy, GAAP compliance and assist in automation of process
• Support M&A Transactions
• Meet with newly acquired teams to understand billing processes, revenue models, and contracts.
• Conduct detailed diligence on transition‑related financial and accounting items
• Identify gaps, risks, and adjustments to strengthen financial onboarding
• Support accurate and timely post‑close financial reporting
• Serve as an accounting resource for cross‑functional teams during integrations
• Support Technical Accounting
• Conduct technical accounting research on complex or non-routine transactions
• Support writing technical accounting memos
• Provide technical support during audits by providing memos, documentation and explanations of accounting conclusions
• Perform Ad Hoc Audit and Project Support
• Provide ad hoc support for internal and external audit requests
• Assist with special projects focused on process improvement and strengthening internal controls
• Collaborate cross‑functionally on one‑off issues and strategic initiatives

Senior Accountant

Affiliate Manager

• Provide operational and administrative support to the Internal Sales and Marketing Support team
• Focus on data integrity, partner engagement, and backup coverage during peak periods
• Update Salesforce records
• Support referral and campaign tracking
• Coordinate partner event logistics
• Assist with ongoing internal sales operations

Partner Programs Intern

• 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
• Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices
• Attends Client Services and company educational events

Senior Client Service Associate

Product Manager

• Work closely with our Product Manager to support backlog management
• Write user stories and assist in UX research and product documentation
• Gain exposure to agile processes and learn how product decisions influence business KPIs
• Develop skills in technical and business writing, Jira ticket management, and competitive analysis
• Attend sprint refinement and planning meetings; update Jira tickets
• Meet weekly with PM to review progress
• Analyze industry-standard UX practices and conduct competitive feature analysis
• Learn steps to replicate reported bugs accurately

Product Management Intern

Financial Planning and Analysis

• Own and lead the end-to-end financial due diligence process for acquisitions, from initial assessment through deal close
• Develop and maintain standardized diligence frameworks, analyses, and reporting to ensure consistency and quality across transactions
• Evaluate historical and projected financial performance, including revenue type/composition, expense structure, profitability, cash flows, and working capital dynamics
• Assess key risk areas such as client concentration, advisor compensation, growth sustainability, regulatory exposure, and accounting practices
• Partner with corporate development team to assess acquisition opportunities and provide financial perspectives on deal attractiveness
• Build, review, and oversee financial models supporting valuation, purchase price considerations, and transaction structures
• Translate diligence findings into clear implications for valuation, deal terms, and integration planning
• Support negotiations by providing fact-based analysis and addressing financial questions from internal stakeholders and external counterparties
• Coordinate closely with legal, compliance, tax, operations, and integration teams to ensure diligence findings are fully understood and incorporated into deal valuation
• Support post-acquisition financial integration by identifying key diligence findings that impact reporting, controls, and synergy realization
• Track actual performance versus diligence expectations and highlight variances, risks, and lessons learned
• Continuously refine diligence methodologies to improve efficiency, insight quality, and scalability as acquisition volume grows