Wealth Enhancement Group Benefits Overview

Supports internal sales and partner programs by generating opportunities through custodial partner outreach, managing referrals, coordinating communications, scheduling client meetings, gathering case information, supporting proposals and presentations, and overseeing onboarding. Partners with Regional Vice Presidents and sales leadership to manage pipelines and coordinate sales activities. The role is remote for candidates in Mountain or Pacific time zones.

Lead and develop a team supporting advisor marketing programs, platform adoption, documentation, and process improvements. Own SOPs, playbooks, vendor/platform relationships, training, and AI-enabled workflow innovation. Drive operational consistency, measure performance, and partner cross-functionally to scale resources and improve advisor marketing effectiveness.

Prepare and review tax returns, tax strategies, projections, amendments, and responses to tax notices for high-net-worth clients and various entities. Provide tax planning advice, conduct tax research, support audits, and collaborate with financial advisors. Improve processes, identify revenue opportunities, serve as a tax subject matter expert, maintain compliance expertise, and pursue ongoing professional development.