Workday Business Analyst/Project Manager (Remote Opportunity)

Sorry, this job was removed at 02:28 a.m. (CST) on Friday, Mar 21, 2025
Hiring Remotely in USA
Remote
66K-103K Annually
Financial Services
The Role

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 75,000 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 office is looking for a Workday Business Analyst/Project Manager to work closely with the Workday Product Lead, Workday Functional Leads and business partners to gain in-depth understanding of stakeholder’s business strategy, processes, services, roadmaps, and the details in which the business is working. The Business Analyst will play a key role in driving frictionless service by translating business needs from feature conceptualization into requirements that can be processed by vendors and technical experts, and in planning/tracking the completion of prioritized initiatives.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $73,00.00 - $93,000.00 exclusive of bonuses and benefits. This role is also eligible for an annual corporate bonus. 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

Support Agile and/or Large-Scale Workday Initiatives

  • Track large Workday initiatives to ensure timely resolution; may run ongoing weekly touch points between business leads, Workday leads and IT leads

  • Conduct the gathering of business, functional, and technical requirements for new and future functionality within the Workday modules and other strategic Core Enterprise tools

  • Assist in discussions between functional leads, business and technology team members to support efficient communication and delivery

  • Collaborate with Stakeholders and Product Owner to prioritize and shape the product backlog, using Agile practices to prioritize based on highest business value; assist with JIRA administration to mature Agile across the firm

  • Assist Workday Team Lead and Workday Functional Leads in better understanding technical requirements prior to passing over finalized acceptance criteria to IT, Workday Architects, and Developers

  • Assist with the User Acceptance Testing process for all business partners and vendors, to ensure expected requirements are working as expected

  • Coordinate, prepare and execute communications and training efforts related to the HR/Finance Workday system and related process changes, including coordination of leadership forums, employee newsletters or alerts, informational sites and manuals, training curriculum, and other related assets

Change Management

  • Proactively provide input to improve the change management strategy that will ensure effective and efficient communications based on audience/objectives

  • Collaborate across Workday support team and HR/Finance function to develop and execute communication plans, sponsorship maps, training plans and resistance management plans

  • Measure effectiveness of communication and training to identify improvement opportunities

Education/Qualifications

  • Bachelor's degree or equivalent experience in HR/Finance information system management

  • Minimum 2 years in training, communications or change management role

  • Workday experience preferred

  • Strong Agile and traditional project skills, ability to successfully manage multiple tasks at any given point, strong relationship building skills, and communication skills.

  • Ability to communicate objectives, plans, status, and results clearly and effectively

  • High degree of confidentiality

  • Excellent verbal and communication skills

  • Exceptional writing skills and creative outlook with strong attention to detail, editing and tone

  • Works independently and can provide high quality solutions

  • Ability to prioritize and perform multiple tasks in a dynamic and fast-paced team environment

  • Creativity in building communication and trainings assets or change management tools

  • Ability to manage multiple projects concurrently while meeting deadlines

  • Outstanding organizational and planning abilities

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. Thus, the entire salary range for those who are classified as a individual contributor is $66,460.00 to $102,700.00.

IND123

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:

  • Training and professional development

  • Medical, dental and vision coverage (Available to 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 Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wealth Enhancement Group and has not been reviewed or approved by Wealth Enhancement Group.

  • Healthcare Strength Coverage spans medical, dental, vision, employer-paid life, and short- and long-term disability with added wellness resources. Options such as HSAs/FSAs, critical illness/accident coverage, an EAP, and digital fitness broaden overall health support.
  • Retirement Support A 401(k) with company match and immediate vesting is offered alongside discretionary profit sharing. These features strengthen long-term financial security for employees.
  • Parental & Family Support Paid parental leave at full pay and paid caregiver leave are included. These policies signal meaningful support for growing families and caregiving needs.

Wealth Enhancement Group Insights

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The Company
HQ: Plymouth, MN
809 Employees
Year Founded: 1997

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.

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