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.
Our Corporate Finance Department is looking for a Treasury Manager. This individual will support the functional efforts of treasury and Financial Risk Management for Wealth Enhancement. (This is a remote/hybrid work opportunity for local Minnesota residents.)
The salary target for this role is $ 110,000.00 – $130,000.00 depending on experience. This role also is eligible for our corporate bonus.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. 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
Treasury Management:
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Monitor daily cash positions and execute cash management strategies to meet the company’s financial needs.
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Optimize and improve cash forecasting and cash flow analysis processes to provide data for capital allocation and strategic decision-making.
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Assist with tracking, measurement and communication of earnout processes
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Prepare debt compliance and other reporting for lenders and Private Equity partners
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Develop and recommend treasury strategies and policies to optimize cash flow, liquidity, and working capital.
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Identify, assess, and mitigate financial risks, including interest rate risk, market risk, liquidity risk and business risks (flows, demographics).
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Maintain a comprehensive understanding of capital markets and economic trends to inform risk management strategies.
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Collaborate with cross-functional teams to improve forecasting and to ensure alignment with the company’s risk appetite.
Team Leadership:
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Provide mentorship, guidance, and training to team members.
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Foster a culture of continuous improvement and risk awareness within the department.
Education/Qualifications
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Requires a 4-years degree in finance, accounting or related field
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5+ years of experience in Treasury, finance or accounting
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Must be able to communicate and manage relationships sr. leadership across all departments
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Exhibit solid thought leadership and problem-solving capabilities
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Must actively pursue opportunities to increase visibility and value delivered throughout organization
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Excellent command of Microsoft Excel, Word, PowerPoint, etc. with an aptitude to learn new software
IND123
#LI-Hybrid
#LI- Remote
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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.
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.