Portfolio Analyst Manager

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 are seeking a Portfolio Analyst Manager to join our team. The Portfolio Analyst Manager plays a key role in advancing Wealth Enhancement’s investment platform by leading the Portfolio Consulting Analyst team. This team partners with advisors to deliver exceptional client outcomes through investment guidance, education on centrally managed products, timely market insights, and support for implementing investment solutions. Committed to helping advisors grow their practices and serve clients effectively, Portfolio Consulting ensures accountability and quality results for all stakeholders. As the leader of this team, the Portfolio Analyst Manager drives operational excellence while supporting the broader objectives of the Investment Management department. (This is a remote work opportunity)

In the spirit of pay transparency, we are excited to share the base salary range for this position is $100,000.00 to $110,000.00, exclusive of bonuses and benefits. This role is also eligible for our corporate bonus.

Primary Job Functions

Provide investment support to help advisors boost growth, wallet share and client retention

• Assist sales and prospecting through creation of investment proposals

• Support onboarding and transitioning of assets throughout the implementation process

• Provide ongoing support and guidance for existing clients

Support senior Portfolio Consultants to ensure effective regional coverage of advisors

• Serve as the first response to advisor inquiries about the WEAS IAP and general market questions

• Support Team with investment collateral creation and ongoing maintenance

• Perform ad-hoc requests to various stakeholders to support business needs

Participate in initiatives driven by Portfolio Consulting and Investment Strategy to improve the WEG Investment Advisory Platform offering

• Support investment tools used at both the advisor-team and home-office level

• Attend Macro, Equity, Fixed Income, and Asset Allocation meetings and take necessary follow-up actions

• Actively contribute to projects intended to improve the advisor or client experience, and/or deliver better client outcomes

Education/Qualifications

• Bachelor’s degree (or equivalent experience) in Science, Economics, Finance or similar 

• 6 years’ experience within investments, financial products analytics

• Series 65 license required (Series 7 preferable)

• Progress towards CFA designation a plus

• Commits to high standards of ethical behavior; demonstrates trustworthiness,

• Detail oriented; ability to prioritize workflow and projects; able to work with deadlines and be flexible  

• Professional interactions with department customers

• Excellent oral and written communication skills

• Knowledge of Microsoft Office; excellent Excel skills

• Ability to work as a Team Member; positive solution-focused attitude. 

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 Career level is $95,300.00 to $152,500.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

IND123

#LI-NR1

#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 & 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.