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 80,000 households from our over 140 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 Practice Management Team has an exciting opportunity available for a Senior Business Analyst. This role will be responsible for supporting the Practice Management Team (PMT) focused on advisor support through team reporting, metrics, business system support (Salesforce Support Org and Actifi), and enablement of scalable workflows through process documentation, data governance, and automation/AI enhanced capabilities. This role provides back-up coverage across core PMT reporting and business systems support and reports to the Director of PMT Operations.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $80,000.00 to $90,000.00, 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
Partner and Support PMT Stakeholders and PMT Initiatives
Serve as a business partner to Advisor Services Directors and PMT members to translate requests into clear requirements, prioritization, and deliverables.
. Own intake for reporting and system requests (triage, scope, success criteria, timelines) and coordinate cross-functional resolution.
Prepares standard and consistent reporting for scheduled meetings between Advisor Services Directors, other PMT participants, and Advisor Team Leads.
Reporting & Analytics (monthly, quarterly, ad hoc)
Coordinates and prepares monthly Advisor Team reporting, key metrics, and variance analyses.
Analyzes and validates results to ensure accuracy, accountability, and data integrity.
Perform detailed ad hoc analysis to understand drivers of trends or results.
Maintain and enhance repeatable reporting assets and templates; write and maintain procedure documentation and metric definitions.
Performs other ad hoc reporting or projects as assigned.
Service Model, Engagement & Performance Reporting
Maintain and improve ser model reporting (expected vs. delivered touchpoints by tier, region/department and related roll ups
Support engagement scoring processes and reporting outputs used in leadership and operational reviews
Partner with stakeholders to identify data gaps, improve classification, and reduce manual effort in recurring reporting
Business Systems Support (ActiFi, Salesforce Support Org)
ActiFi: Support configuration, reporting/analytics, assessments, training/adoption, and enhancement requests in partnership with the vendor and internal stakeholders.
Salesforce Support Org: Support data integrity, user access/permissions questions, and field governance; partner with Helpdesk/Technology for admin changes.
Ensure key channels (Salesforce, Support Org, ActiFi, and downstream reporting) are updated with correct and accurate data.
Data Governance, Automation & Enablement
Consolidate and maintain PMT data and statistics on an ongoing basis (e.g., NCNM, ECNM, net flows, engagement/activity metrics) across sources.
Identify data quality issues and drive resolution with appropriate data owners; implement lightweight controls and reconciliation checks.
Support automation/AI initiatives that improve the capture of follow-up items and streamline recurring reporting workflows.
Communication and Presentation Support
Assist with preparation of presentations and leadership-ready materials (PowerPoint decks, one-pagers) for events such as Regional Roundtables and PMT initiatives.
Support communications strategy on behalf of PMT/Advisor Services, including updating intranet/Connections content when needed.
Prepare Growth Leaders Circle and Micro Monday reporting and statistics to be posted on Connections and presented, as requested.
Education / Qualifications
Bachelor's degree (or equivalent experience) in business; finance, economics or related preferred
8+ years in Financial Services industry, business analysis, reporting/analytics or business systems support, project management experience preferred
Superior verbal and written communication skills; ability to translate analysis into clear recommendations and stakeholder ready materials.
Proficient with Microsoft Office Suite – specifically PowerPoint and Excel.
Strong knowledge of data platforms and data extraction (Salesforce ,Orion preferred.
Working knowledge of BI/reporting concepts (Power BI a plus) and comfort with data quality, definitions, and governance
Ability to work independently, manage competing priorities, and provide reliable back-up cover for critical reporting and systems support.
FINRA Series 7 & 66 preferred
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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.