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:

• Monitor daily cash positions and execute cash management strategies to meet the company’s financial needs.

• Optimize and improve cash forecasting and cash flow analysis processes to provide data for capital allocation and strategic decision-making.

• Assist with tracking, measurement and communication of earnout processes

• Prepare debt compliance and other reporting for lenders and Private Equity partners

• Develop and recommend treasury strategies and policies to optimize cash flow, liquidity, and working capital.

• Identify, assess, and mitigate financial risks, including interest rate risk, market risk, liquidity risk and business risks (flows, demographics).

• Maintain a comprehensive understanding of capital markets and economic trends to inform risk management strategies.

• Collaborate with cross-functional teams to improve forecasting and to ensure alignment with the company’s risk appetite.

Team Leadership:

• Provide mentorship, guidance, and training to team members.

• Foster a culture of continuous improvement and risk awareness within the department.

Education/Qualifications

• Requires a 4-years degree in finance, accounting or related field 

• 5+ years of experience in Treasury, finance or accounting

• Must be able to communicate and manage relationships sr. leadership across all departments

• Exhibit solid thought leadership and problem-solving capabilities 

• Must actively pursue opportunities to increase visibility and value delivered throughout organization 

• Excellent command of Microsoft Excel, Word, PowerPoint, etc. with an aptitude to learn new software 

IND123

#LI-Hybrid

#LI- Remote

#LI-NR

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

• 401k – with match and profit sharing

• Health care spending and savings accounts

• Dependent care and transit spending accounts

• Wellness programs and resources

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability – employer paid

• Employee assistance plan

• Accident and critical illness

• Pet insurance

• Identity theft

• Paid Time Off

• 12 paid holidays each year

• Paid parental leave and paid caregiver leave

• 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.