Administrative Program Manager

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 an Administrative Program Manager! The Administrative Program Manager will closely partner with the Chief Wealth Solutions Officer and Chief Product Officer, combining high-level executive support with program management to ensure key initiatives, enhance leadership effectiveness, and alignment across CCS (Product, Wealth Solutions, and corporate functions) are progressing as expected. Serve as a central hub for coordination, execution, and operational excellence across the organization.

This is a Remote position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $110,000.00 to $120,000.00, 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

Executive Support & Leadership Enablement

• Manage complex, high-volume calendars aligned to strategic priorities.

• Orchestrate leadership cadence (staff meetings, 1:1s, product reviews, offsites, board prep).

• Prepare decision-ready materials (agendas, pre-reads, presentations) and track follow-ups.

• Draft and edit executive communications and internal messaging.

• Coordinate travel, expenses, and day-to-day executive operations with precision.

Program & Initiative Management

• Coordinate cross-functional initiatives across Product, Wealth Solutions, and Operations.

• Track milestones, risks, and dependencies; proactively resolve issues.

• Maintain visibility into key priorities through dashboards and reporting.

• Provide perspective on continuous process improvements to increase efficiency and accountability.

Cross-Functional Coordination

• Partner with Product, Advisor Services, Finance, Compliance, IT, and Operations.

• Align stakeholders on priorities, deliverables, and timelines.

• Support onboarding coordination and internal communications across CCS.

• Assist in execution of firm-wide and CCS-specific initiatives.

Meetings, Events & Operating Rhythm

• Lead logistics for leadership meetings, offsites, and external engagements.

• Ensure high-quality hybrid meeting execution (technology, materials, coordination).

• Support advisor/client events and leadership forums.

• Coordinate board materials and meeting preparation as needed.

Operations & Process Excellence

• Oversee administrative workflows, vendor coordination, and executive operations.

• Introduce scalable processes, tools, and automation (reporting, communications, onboarding).

• Maintain strong organization, documentation, and follow-through.

• Improve visibility, efficiency, and consistency across CCS processes.

Team & Administrative Leadership

• Coordinate administrative support resources and establish execution standards.

• Promote responsiveness, professionalism, and service excellence.

• Foster a culture of accountability, detail orientation, and continuous improvement.

Education/Qualifications

• Bachelor’s degree (or equivalent experience)

• Minimum 6 years in executive support, program management, or a hybrid role

• Experience supporting senior executives (C-suite preferred) in fast-paced environments

• Demonstrated success managing cross-functional projects and competing priorities

• Proven and strong communication skills (verbal, written, presentation) across all levels, including executive-level

• Advanced Microsoft 365 skills