Business Resiliency Specialist

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 are seeking a Business Resiliency Specialist who will play a vital role in executing and maintaining a comprehensive business resiliency / business continuity program. Scope of role will include enterprise-wide business impact assessments, business recovery planning and event response (crisis management) engagement activities to ensure effective business resiliency and risk mitigation.

The salary target for this role is $85,000.00 - $100,000.00 depending on experience; this role is also 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

Business Impact Assessments

• Assist business units with development and maintenance of business impact assessment (BIA) documents

• Establish meeting(s) with business unit coordinators and leaders throughout the organization to drive BIA completion

• Assist with identifying new and changing organizational business units for BIA inclusion

• Provide business continuity guidance towards process identification, criticality assessment, establishing recovery time objectives and mapping process interdependencies

Business Recovery Plans

• Assist business units with development and maintenance of business recovery plan (BRP) documents

• Establish meeting(s) with business unit coordinators and leaders throughout the organization to drive BRP completion

• Assist with identifying new and changing organizational business units for BRP inclusion

• Provide business continuity guidance towards developing recovery teams, establishing recovery strategies, and developing recovery procedures

Business Resiliency Testing & Exercise

• Assist business units with BRP testing plan and/or script development and execution

• Coordinate and document enterprise tabletop and integrated simulation testing exercises

• Engage business units and cross-functional teams to prepare for testing exercises

• Conduct post-mortem follow-up with participants to identify lessons learned and opportunities for continuous improvement

• Prepare after-action reporting documentation for stakeholders and regulatory reporting

Business Resiliency Training & Maintenance

• Assist with development of training documentation and module curriculums

• Coordinate training engagement and track to completion

• Ensure BIA, BRP and testing documentation is adequately maintained by conducting routine review, and updates as necessary

Event Response Coordination and Maintenance

• Assist with event monitoring activities

• Assist with event alerts and coordination

• Assist with event communication and impact reporting updates

• Assist with Event Response Steering Committee meeting agenda and minutes

Education/Qualifications

• Bachelor’s degree in business or related field

• 2+ years’ experience conducting enterprise business continuity activities

• Experience executing business continuity activities within a financial organization, including BIA’s, BRP’s, training, exercises, and event/crisis management

• Experience coordinating event response activities across a diverse range of crisis types

• Confidently interfaces with business unit partners and senior leaders

• Knowledgeable in FINRA (4370) and SEC business continuity regulatory requ