Qureos Mentor

Wealth Enhancement Group

<div>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.
We have an exciting opportunity for an Operations Specialist | Partner Programs! The Operations Specialist | Partner Programs directly upholds the excellence of the department&rsquo;s operational standards as part of the extended Custodial Referral Program (CRP) and their efforts to drive overall results. This role will be responsible for day-to-day operations, researching and solving problems, root cause analysis of existing problems, and identifying potential issues and making recommendations to reduce the associated risk. 
 
The Operations Specialist | Partner Programs works alongside the Partner Programs Manager and department leadership to 1) Strive for Operational Excellence 2) Gain department and company efficiencies, 3) Seek to Continuously Learn and Improve Processes, and 4) Collaborate cross-functionally to aide in developing effective policies that are easy to understand and implement.<div>
This role is a fully remote position.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000.00 to $80,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual bonus. We encourage you to apply and provide us with your compensation expectations when you do. We&rsquo;re big on open conversations, so, let&rsquo;s have one.
Primary Job Functions
Ongoing support<ul><li>
Manage Department Email inbox and Task Queue</li><li>
Ensure Operational tasks are handled in a timely manner</li><li>
Research and Resolve Client Operational issues (ex: Account Linking issues)</li><li>
Build &amp; maintain regional relationships and be an ongoing process knowledge resource</li></ul>
Sales team support<ul><li>
Maintain team&rsquo;s operating policies &amp; processes</li><li>
Document current internal program rules of engagement</li><li>
Partner with regional sales teams to oversee new business pipeline</li><li>
Coordination with central support teams on sales related activity</li><li>
Learn &amp; stay up to date on company&rsquo;s client services processes, best practices</li><li>
Miscellaneous administrative functions, such as travel arrangements, etc.</li></ul>
Data Analysis and reporting<ul><li>
Update compliance &amp; administrative requirements on deadline</li><li>
Assist with reporting</li><li>
Gather and organize data to support projects</li><li>
Update firm level profiles by program when necessary</li></ul>
Systems management, program metrics &amp; reporting<ul><li>
Identify system &amp; data enhancements to improve pipeline &amp; client tracking</li><li>
Conceptualize &amp; provide direction on metrics reporting of program results</li><li>
Monitor &amp; provide feedback on sales results to leadership</li></ul>
Education/Qualifications<ul><li>
Bachelor's Degree (or equivalent experience) in business; marketing, economics or related</li><li>
4 years operations experience, preferably in financial services</li><li>
Knowledge of broker-dealer and custodial platforms and investment products</li><li>
Strong oral, written and presentation skills</li><li>
Ability to train and coach others</li><li>
Superior verbal and written communication skills.</li><li>
Proficient with Microsoft Office Suite or related software.</li><li>
Proficient with Salesforce and Support Org functionality</li><li>
Experience with Workday preferred</li></ul>
#LI &ndash; Remote
#LI &ndash; NR1
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 the Individual Contributor level is $67,300.00 to $97,600.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.</div>
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 &amp; development opportunities:<ul><li>
Training and professional development</li><li>
Medical, dental and vision coverage (Available to full-time employees and their families)</li><li>
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses</li><li>
Life and AD&amp;D insurance &ndash; employer paid and voluntary options</li><li>
Short-term and long-term disability, workers compensation &ndash; employer paid</li><li>
401k with match and profit sharing</li><li>
Wellness programs and resources</li><li>
Voluntary benefits, including pet insurance</li><li>
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)</li><li>
12 paid holidays each year (10 pre-determined and 2 floating days)</li><li>
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)</li><li>
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)</li></ul>
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.</div>

Operations Specialist| Partner Programs (Remote)

<div>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.
We have an exciting opportunity for a Advisor Marketing Specialist! In this role, you will be a collaborative partner to a portfolio of advisor teams, driving the creation, execution, and optimization of marketing strategies that support business growth. As the primary marketing connection for your assigned advisor teams, you will bring creativity, marketing expertise, and proactive guidance to campaigns across email, social media, events, and more.
This is a Remote position, however, candidates must be located in either the EST (preferred) or CST time zones. This role will require travel 2-7 times per year to support team initiatives and events.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $68,000.00 to $80,000.00, 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 
Strategic Support for Advisor Teams<ul><li>
Serve as the day-to-day marketing lead for 8 advisor teams, becoming deeply familiar with each team&rsquo;s goals, voice, services, and growth opportunities.</li><li>
Conduct proactive campaign planning sessions with advisor teams to assess needs, provide recommendations, and ensure marketing initiatives align with team-level business goals.</li><li>
Collaborate closely with Advisor Marketing Consultants to ensure team marketing plans align with regional growth priorities.</li><li>
Support multiple teams in executing marketing goals with a particular focus on event coordination.</li><li>
Align advisor team marketing plans with corporate marketing programs and drive adoption of key initiatives using the Advisor Marketing Platform and available content resources.</li><li>
Navigate Salesforce to pull reports, analyze dashboards, present client data, create campaigns, and report on outcomes and budgets.</li></ul> 
Campaign Execution &amp; Innovation<ul><li>
Lead campaign planning and execution using platforms such as FMG Suite, Canva, Wistia, Wrike, and Salesforce.</li><li>
Coordinate collateral development, content customization, digital campaigns (email, social media, web), event support, and vendor communications.</li><li>
Collaborate with Creative, Brand, Web, and Compliance teams to ensure timely execution and approval of marketing assets.</li><li>
Track campaign performance, share insights and optimization opportunities with teams and marketing leaders.</li><li>
Leverage AI tools to enhance content development, generate new ideas, and streamline recurring marketing processes.</li></ul> 
Communication &amp; Collaboration<ul><li>
Build and maintain strong relationships with financial advisors and the advisor marketing team, identifying and sharing best practices and success stories within the advisor community.</li><li>
Serve as a knowledge resource for assigned teams&rsquo; marketing strategies and executions.</li><li>
Keep internal stakeholders (including Advisor Marketing Consultants and leadership) informed of key campaigns, challenges, and advisor feedback.</li><li>
Document work to provide transparency for consultant team members while allowing them to focus on high-level strategy.</li><li>
Regularly educate advisors and staff on marketing recommendations, collateral, and tools to support all stages of the client and prospect lifecycle.</li><li>
Research relevant trends within and beyond the industry to bring fresh recommendations to advisor teams.</li><li>
Take ownership of key advisor enablement projects to continually enhance marketing offerings and capabilities.</li></ul> 
Organic Growth Team Collaboration<ul><li>
Participate in team meetings, creative brainstorms, and campaign showcases.</li><li>
Contribute to the development of new tools, templates, and campaign frameworks.</li><li>
Identify and help scale successful ideas across advisor teams.</li><li>
Support team initiatives as needed, contributing beyond core responsibilities.</li></ul>
Education &amp; Qualifications<ul><li>
Bachelor&rsquo;s degree (or equivalent experience) in marketing, communications, or a related field</li><li>
Minimum of 3 years in marketing or sales enablement preferred</li><li>
Financial services marketing experience beneficial but not required</li><li>
Strong project management, communication, and relationship-building skills</li><li>
Proficiency with Microsoft Word, Excel, Outlook, and PowerPoint</li><li>
Experience with Wistia, Wrike, Canva, and FMG Suite preferred</li><li>
Technical aptitude and willingness to learn new applications, technologies, and AI tools; proficiency with CRM systems required, Salesforce a plus</li><li>
Ability to manage multiple team relationships and priorities concurrently</li><li>
Excellent writing, visual storytelling, and content development skills</li><li>
Willingness to travel 2&ndash;7 times per year to support team initiatives and events</li></ul> 
Core Competencies<ul><li>
Empathy: Ability to put yourself in an advisor&rsquo;s shoes and understand the dynamics of their practice.</li><li>
Results-oriented: Tenacious about meeting and exceeding goals.</li><li>
Analytical: Able to make business decisions based on data.</li><li>
Excellent communication skills and exceptional customer service mindset.</li><li>
Able to strategically apply marketing expertise and creativity to develop effective marketing solutions.</li><li>
Attention to detail is critical.</li><li>
Persuasive polished and able to establish credibility quickly.</li><li>
Graciously accepts and provides constructive criticism.</li><li>
Listens well, asks great questions.</li><li>
Curiosity is a must! Stay up to date on marketing trends.</li></ul> 
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 $67,300.00 - $97,600.00. The Advisor Marketing Specialist role is compensated through a combination of base salary and variable pay, with total compensation aligned to performance metrics and company goals. (See bold details above) 
 
#LI-HB1 
#LI-Remote
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 &amp; development opportunities:<ul><li>
Training and professional development</li><li>
Medical, dental and vision coverage (Available to full-time employees and their families)</li><li>
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses</li><li>
Life and AD&amp;D insurance &ndash; employer paid and voluntary options</li><li>
Short-term and long-term disability, workers compensation &ndash; employer paid</li><li>
401k with match and profit sharing</li><li>
Wellness programs and resources</li><li>
Voluntary benefits, including pet insurance</li><li>
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)</li><li>
12 paid holidays each year (10 pre-determined and 2 floating days)</li><li>
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)</li><li>
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)</li></ul>
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.</div>

Advisor Marketing Specialist

<div>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.
We&rsquo;re growing our team by hiring a Counsel &ndash; Equity Management to play a critical role in supporting Wealth Enhancement Group&rsquo;s (WEG&rsquo;s) equity compensation strategy and securities law compliance framework. This position demands a highly skilled attorney to provide strategic advice and counsel related to equity plan design, implementation, administration, and regulatory compliance.
The ideal candidate will have a strong background in securities law, capital markets, and equity compensation arrangements, preferably within a financial services or private company environment. This role will partner closely with Legal, Finance, HR, Payroll, and external counsel to ensure that WEG&rsquo;s equity programs are structured, administered, and documented in a compliant and operationally effective manner. The role will play a central role in designing, deploying and overseeing the use of artificial intelligence tools in the equity administration space.
This is a fully remote position.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $122,000.00 to $140,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual corporate bonus and participation in the company equity program. We encourage you to apply and provide us with your compensation expectations when you do. We&rsquo;re big on open conversations, so, let&rsquo;s have one.
Primary Job Functions
Equity Program Oversight &amp; Administration<ul><li>
Serve as Legal department lead for equity compensation and equity management matters</li><li>
Oversee day-to-day legal compliance for WEG&rsquo;s equity compensation programs, including profits interests, incentive units, and cash-equivalent incentive arrangements</li><li>
Advise on the design, implementation, and administration of equity compensation programs to ensure alignment with business objectives and legal requirements</li><li>
Partner with Finance, HR, Payroll, and Equity Administration teams to ensure accurate and compliant equity grants, vesting, settlements, redemptions, and forfeitures</li><li>
Interpret and advise on limited liability company agreement (LLCA) provisions and related equity documentation</li><li>
Track and advise on accredited investor status and related compliance requirements</li></ul>
Securities Law &amp; Regulatory Compliance<ul><li>
Advise on securities law compliance and implications of equity transactions, including Securities Act, Exchange Act, SEC rules, registration requirements, and available exemptions</li><li>
Ensure compliance with applicable federal and state securities laws in connection with equity offerings and equity-based compensation</li><li>
Prepare and review required securities filings, including Form D and related documentation</li><li>
Monitor regulatory developments and translate changes into practical internal guidance and updated documentation</li><li>
Identify and mitigate securities-related risk through proactive review, internal controls, and policy enhancements</li><li>
Manage and coordinate outside securities counsel, including defining scope of engagement and monitoring legal spend</li></ul>
Equity Transactions &amp; M&amp;A Support<ul><li>
Provide equity-related legal support in connection with mergers and acquisitions, including equity consideration structure and treatment, due diligence related to outstanding equity awards, transaction-related disclosures, and integration of acquired equity arrangements</li><li>
Support capital-raising and investor-related equity matters, including preparation and review of subscription agreements and related templates</li><li>
Partner cross-functionally on complex equity management issues, including redemptions, restructurings, and related governance matters</li><li>
Work closely with Employment Legal on matters involving restrictive covenants and other employment-related equity considerations</li></ul>
Documentation &amp; Template Management<ul><li>
Draft, review, and maintain equity-related documents, including equity plan documents, award agreements, subscription agreements, participant communications, and related templates and internal guidance materials</li><li>
Ensure documentation remains current with regulatory changes and internal structural updates</li></ul>
General Legal Support<ul><li>
Along with the rest of the Legal team, advise and support on general legal matters arising in WEG&rsquo;s business, including changes in applicable law and responding to inquiries related to employment law matters</li><li>
Provide thought leadership on equity governance and compliance within the organization</li><li>
Prepare and present updates to leadership and business units regarding equity program developments and regulatory changes</li><li>
Foster a culture of compliance, collaboration, and continuous improvement within the Legal function</li></ul>
Education/Qualifications<ul><li>
Juris Doctor (JD) degree from an accredited law school</li><li>
Active bar membership in at least one U.S. state</li><li>
4&ndash;8 years of legal experience with a strong background in equity compensation programs, corporate law and securities law; experience in either a law firm or in-house legal department would be considered</li><li>
Working knowledge of the Securities Act of 1933, Securities Exchange Act of 1934, and related SEC rules and exemptions</li><li>
Experience drafting and advising on equity plan documents, award agreements, and private offering documentation</li><li>
Strong understanding of equity compensation structures in private company environments</li><li>
Demonstrated ability to manage complex, cross-functional initiatives and balance legal risk with practical business solutions</li><li>
Excellent communication, negotiation, and interpersonal skills</li><li>
Detail-oriented with strong analytical and problem-solving abilities</li><li>
Ability to work in a fast-paced environment and manage multiple projects with tight deadlines</li></ul>
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 the associate level is $104,800.00 to $157,200.00. However, the base salary range bolded above ($122,000.00 to $140,000.00) is what we expect to pay as a starting range for this position.
#LI-REMOTE
#LI-AP1
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 &amp; development opportunities:<ul><li>
Training and professional development</li><li>
Medical, dental and vision coverage (Available to full-time employees and their families)</li><li>
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses</li><li>
Life and AD&amp;D insurance &ndash; employer paid and voluntary options</li><li>
Short-term and long-term disability, workers compensation &ndash; employer paid</li><li>
401k with match and profit sharing</li><li>
Wellness programs and resources</li><li>
Voluntary benefits, including pet insurance</li><li>
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)</li><li>
12 paid holidays each year (10 pre-determined and 2 floating days)</li><li>
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)</li><li>
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)</li></ul>
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.</div>

Counsel – Equity Management

Join Wealth Enhancement Group and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Wealth Enhancement Group

About Company

Operations Specialist| Partner Programs (Remote)

Advisor Marketing Specialist

Counsel – Equity Management