Teams at Wealth Enhancement Group

Plans and executes educational seminars, tradeshows, conferences, networking, and hospitality events. Coordinates venues, speakers, promotional campaigns, materials, budgets, invoices, and onsite logistics. Tracks event details and results in Salesforce, analyzes effectiveness, prepares reporting, and collaborates with marketing, sales, operations, advisors, and external partners. The role also manages event calendars, processes, documentation, and post-event follow-up while traveling up to 25% of the time.

Acquire and close high-net-worth clients with more than $500,000 in investable assets through direct marketing channels. Support financial advisory teams, conduct client presentations, explain wealth management strategies, develop financial plans, increase assets under management, and ensure smooth post-sale client transitions. The role requires consultative selling, relationship development, strategic planning, CRM usage, regular travel up to 50%, and Series 65 or 66 licensing.

Owns the technical product backlog and prioritizes features, defects, technical debt, and improvements. Translates strategic initiatives into development work, defines acceptance criteria, coordinates delivery and dependencies, and accepts completed work. Partners with product managers, engineering, architecture, and business stakeholders to ensure scalable, reliable, compliant services. Drives defect remediation, service quality, continuous improvement, stakeholder communication, and effective use of AI and digital tools.