Operations Consultant Lead

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 a UHNW Operations Consultant Lead! This senior-level role provides operational leadership, advanced portfolio accounting expertise, and customized performance reporting support for Wealth Enhancement Group’s most complex ultra high net worth (UHNW) client relationships. You will play a central part in designing, executing, and continuously improving tailored reporting solutions for multi-entity households, trusts, partnerships, foundations, and alternative investments. This is a key position in an evolving UHNW service model.

This is a Remote position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $120,000 to $150,000, 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

Ultra High Net Worth Client Support

• Partner with UHNW Relationship Managers, Financial Advisors, product teams, and operations partners to support bespoke UHNW client needs

• Serve as the primary operational and performance reporting lead for complex UHNW client relationships, including multi-entity households, trusts, partnerships, foundations, closely held assets, alternative investments, and personal accounts

• Deliver high-touch internal support for time-sensitive, client-impacting requests

• Serve as a senior subject matter expert and escalation point for complex UHNW operational, portfolio accounting, and performance reporting matters

Performance Reporting and Custom Report Creation

• Perform detailed analysis of investment performance data

• Lead the design, implementation, and ongoing refinement of scalable UHNW performance reporting frameworks

• Create and maintain highly customized reports, including consolidated performance, entity-level reporting, net worth summaries, and asset allocation views

• Build and enhance reporting templates tailored to UHNW clients and evolving client needs

• Design, test, and refine reporting structures within Orion, including workflows for handling complex, multi-entity, and alternative investment data

• Identify system limitations and develop creative, manual, or interim solutions to deliver accurate and timely reporting

• Troubleshoot performance discrepancies and collaborate with internal teams to resolve issues

• Educate advisors on performance calculations, benchmarks, and reporting methodologies

Alternative Investment and Manual Account Maintenance

• Oversee setup and maintenance of alternative investments and manually maintained accounts within Orion and related systems

• Convert valuation and transaction data into portfolio accounting system templates

• Support development of repeatable processes for incorporating alternative and illiquid investments into reporting outputs

• Troubleshoot account setup, valuation, and reporting issues across complex client structures

Other Projects and Cross-Functional Support

• Play a central role in building and evolving the UHNW operations and reporting function, including defining best practices, workflows, and scalable processes

• Serve as a key contributor to the ongoing development and optimization of Orion for UHNW use cases, including data structure, account configuration, and reporting capabilities

• Act as a senior liaison between UHNW Relationship Management, Advisors, Investments, Product, Operations, and Technology to translate complex client needs into reporting, data, and workflow solutions

• Provide guidance, training, and subject matter expertise to advisors and internal partners on UHNW reporting capabilities, limitations, and best practices

• Lead cross-functional operational improvement initiatives related to UHNW reporting, alternative investments, data integrity, and service delivery

• Cross-train and provide support across Operations as needed

• All other duties as assigned.

Education/Qualifications

• Bachelor's degree (or equivalent experience) preferred

• Minimum of 8 years of experience in financial services operations, investment reporting, portfolio accounting, family office operations, private wealth, or UHNW client service

• Minimum of 3 years of direct experience supporting UHNW, family office, institutional, or complex multi-entity client relationships

• Strong experience with portfolio accounting and performance reporting systems (such as Addepar and Orion Advisor Technology)

• Deep understanding of portfolio accounting, performance calculation methodologies, benchmark application, cash flow treatment, reconciliation, manual asset valuation, and consolidated reporting across multiple entities

• Demonstrated experience working in environments with incomplete systems or data, with the ability to build processes and solutions from scratch

• Ability to identify, research, and resolve complex performance discrepancies involving alternative investments, illiquid assets, manual accounts, multi-custodian data, and non-standard reporting structures

• Advanced proficiency in Microsoft Excel

• Salesforce or CRM experience preferred

• Strong analytical, organizational, and problem-solving skills

• Excellent written and verbal communication skills

• Ability to work independently and collaboratively in a fast-paced environment

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. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $104,800.00- $157,200.00. However, the base salary range bolded above ($120,000 to $150,000) is what we expect to pay as a starting range for this position.

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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 be eligible to participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to full-time 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 may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.