Platform Enablement Specialist

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 Platform Enablement Specialist! The Platform Enablement Specialist will play a key role within Advisor Team Operations (ATO) and Platform Enablement. This role is responsible for supporting advisor-impacting projects through user acceptance testing, workflow validation, documentation, communication, and advisor readiness activities. The Platform Enablement Specialist serves as a central coordination point between Agile teams, Platform Enablement, Instructional Design, and Advisor Team Operations. The role is primarily focused on testing and validation while providing testing videos for resource updates, meeting documentation, release summaries, and communication preparation.

This position works closely with the Instructional Designer, Business Systems Specialist, and Optimization Lead to ensure changes are tested, documented, communicated, and successfully deployed. The role helps improve release quality, reduce rework, increase advisor readiness, and create scalable documentation processes through Jira, Confluence, and other automation tools.

This is a Remote position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $80,000.00 to $90,000.00, 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

User Acceptance Testing & Validation

• Lead and support UAT testing activities for advisor-impacting projects, enhancements, and system changes.
• Review user stories, acceptance criteria, workflows, and requirements to identify testing needs and advisor impacts.
• Execute single-story, regression, and end-to-end testing scenarios.
• Compare current-state and future-state workflows to validate intended outcomes.
• Document testing results, defects, screenshots, risks, and recommendations.
• Coordinate retesting and validation following defect resolution.
• Assist Product teams by providing business-user feedback during development and release cycles.

Communication & Release Readiness

• Attend Product team ceremonies, standups, sprint planning sessions, backlog reviews, project meetings, and testing calls.
• Create summaries of enhancements, project updates, and workflow changes.
• Serve as the primary coordination point for communications originating from the Platform Enablement team.
• Support communication development for leaders and subject matter experts
• Assist with release readiness activities and advisor impact assessments.

Resource Development & Scribe Support

• Identify projects and system changes that result in resource updates.
• Create testing videos to provide to Instructional Designer for draft documentation, quick-reference guides, summaries, and process resources using testing videos.
• Communicate and clarify enhancements with the Instructional Designer for updates to training and knowledge resources.
• Assist with resource update validation through Scribe or other programs.

Project & Operational Support

• Support project tracking and testing coordination activities.
• Assist with follow-up on open items, defects, communication needs, and project actions.
• Coordinate with internal team in maintaining the testing, communication, and resource development inventories.
• Support reporting and operational activities across Platform Enablement.
• Participate in additional Platform Enablement and Advisor Team Operations initiatives as needed.

Education/Qualifications

• Bachelor's Degree or equivalent experience in business, operations, communications, technology, education, finance, or related field; demonstrated through one or a combination of the following: work experience, training, military experience, education
• Minimum 3 years experience in user acceptance testing, business operations, project coordination, training support, or business systems support preferred.
• Minimum 3 years financial services experience preferred.
• Strong understanding of business process documentation and workflow validation.
• Ability to review requirements and identify testing scenarios, risks, and process impacts.
• Strong written and verbal communication skills.
• Ability to take meeting discussions, dictated information, or rough notes and convert them into clear documentation and communications.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office products and collaboration tools.
• Experience with Salesforce, Jira, Confluence, Scribe, Workday, Figma, Orion, or related platforms preferred.

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 $79,200.00 to $110,900.00. However, the base salary range bolded above ($80,000.00 to $90,000.00) 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.