About Wealth Enhancement Group
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 61,000 households from our over 100 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 Trading Manager – Portfolio Optimization. This individual will lead a function dedicated to transitioning client accounts to managed portfolios using tax-efficient optimization tools. This person will be the Central Trading Team’s primary contact for advisors seeking a tax-optimized transition into centrally managed portfolios and serve as the team’s subject matter expert for portfolio optimization tools and processes. This person will be responsible for consulting, implementing, executing and communicating transition plans to advisors using Orion’s Astro product and communicating the pros and cons of using various optimization approaches.
Primary Job Functions
- Supervise and guide a team created to assist Advisor teams transition portfolios into WEG’s Centrally Managed Solutions Orion Advisor Technology's Astro tool.
- Manage daily workflows and allocate project work to ensure timely execution of all team functions while maintaining stellar service levels.
- Demonstrate a mastery of Orion Eclipse and Orion Astro to execute complex trade requests, portfolio revisions, tax efficient transitions and rebalances to maintain model integrity.
- Apply advanced knowledge of the capital markets as well as a deep understanding of WEG’s product offerings and investment philosophy to provide consistently high service levels of trade and system support.
- Effectively communicate with advisors regarding the process and outcome of portfolio optimization. Demystify the optimization engine to facilitate clear conversation with clients.
- Coordinate training needs of new trade team employees
- Conduct routine and annual reviews of assigned trade team members and work with team members to develop individual goals.
- Understands and demonstrates WEG’s core values on a daily basis.
Education/Qualifications
- 4-year degree in business, financial services, or related field preferred
- 5+ years of trading experience, RIA preferred.
- Series 7, 66 licenses preferred.
- Strong leadership and executive communication skills.
- Extensive knowledge of Orion Eclipse as well as broker dealer and custodian trading platforms preferred.
- Extensive knowledge of Orion’s ASTRO or related portfolio optimization engines.
- Proficient with Microsoft Office Suite and Salesforce.
- Strong teamwork and collaborative nature.
- Ability to train others, coach, mentor and provide effective feedback.
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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 participate in the following benefits & development opportunities:
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Training and professional development
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Medical and dental coverage
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401k – with match and profit sharing
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Health care spending and savings accounts
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Dependent care spending account
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Vision coverage
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Wellness programs and resources
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Life insurance – employer paid
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Short-term and long-term disability – employer paid
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Paid Time Off
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10 paid holidays each year
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Paid parental leave
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Tuition reimbursement
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.
Top Skills
What We Do
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts.
That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth.
Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.
