Director of Platform Integration

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.

The Director of Platform Integration is responsible for designing, overseeing, and implementing the process for transitioning recently acquired advisor teams from legacy operational and CRM systems into Wealth Enhancement Group’s centralized systems. You will use project management, data cleanliness and change management skills to navigate critical system transitions with minimal business disruption.

Primary Job Functions

Portfolio Accounting Transitions – Lead transition to centralized operations

• · Manage complex transition process to migrate key operational data including historical transactions and performance, billing setup, demographic information, and performance reporting templates
• · Communicate timelines and manage expectations of internal and external stakeholders
• · Partner with 3rd party vendor to execute project plan with quality and efficiency; continuously improve transition process
• · Utilize critical thinking and technical skills to scrub and process large data sets

M&A Data Capture – Collect, validate, and input key operational data for acquired teams

• · Partner with Business Development, Integration Management, Data Integrations, and Operations to design and execute effective data capture and transition processes for CRM and Portfolio Accounting Data
• · Own pre & post-close M&A Data quality in Salesforce and Orion; create and execute data validation processes using custodial, portfolio accounting, and identity verification services
• · Coordinate with internal resource pools to properly staff based on projected M&A volume

Orion Implementation – Work across the organization to maximize use of key vendor system

• · Understand features of Orion platform and thoughtfully roll-out functionality to advisor teams
• · Evaluate and document business process and technology solutions in partnership with Operations, Trading, and other impacted departments
• · Solve problems by combining people, process, and technology
• · Collect feedback from stakeholders and prioritize requests
• · Work with newly acquired firms to understand their needs and devise strategies to meet those needs using the Orion system

Team Development – Build a strong team

• · Coach, mentor and develop team through career development opportunities; set goals, write performance reviews and provide regular feedback
• · Encourage cross-training and development of staff to improve productivity and provide higher quality service
• · Foster culture of continuous improvement to help individuals, teams, and departments maximize their potential and satisfaction. Improve engagement scores for each department and inspire teams to relentlessly pursue better.
• · Partner with Human Resources to recruit top talent and/or work through performance management concerns

Education/Qualifications

· Bachelor's Degree in business; finance, economics, technology or related

· 7+ years in Financial Services or equivalent experience

· 2+ years BA, Development, or other related technology experience preferred

· Superior verbal and written communication skills.

· Proficient with Microsoft Office Suite or related software.

· Familiarity with Salesforce, Orion Advisor Technology

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