Client Onboarding 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 75,000 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 office is looking for a Client Onboarding Manager to lead a centralized team that performs account opening for new and existing clients. This role requires a proactive and strategic leader who can collaboratively manage onshore and offshore teams with a focus on delivering a best-in-class advisor/client experience. They will ensure that all processes are handled efficiently, accurately, and in compliance with regulatory standards. This role is integral to optimizing our client service functions and enhancing operational efficiency.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $90,000 - $110,000, 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’re big on open conversations, so, let’s have one.

Primary Job Functions

Client Onboarding

• Oversee the account opening process for all firm channels, including Marketing, CRP, SRP, and Advisor Teams
• Develop and implement best practices and standard operating procedures for onboarding process
• Address and resolve challenges that arise during the account opening process, ensuring minimal disruption to the client experience.

 Relationship Management & Communication

• Partner closely with internal teams and advisor groups to understand advisor/client needs to develop workflows that deliver best-in-class service experience
• Actively engage with advisors and client service teams to facilitate change management and improve service outcomes.
• Demonstrate strong interpersonal skills to address issues, foster trust, and support team members effectively
• Manage the relationship with our offshore team, ensuring seamless coordination and high-quality output
• Monitor and assess performance of offshore and onshore team, providing feedback and implement improvements as necessary

Process Implementation

• Identify opportunities, develop processes and execute on our strategic vision for the Client Service Operations department, focusing on alleviating the operational burden on advisor teams to allow growth, scalability and efficiency, ultimately resulting in an exceptional client experience.
• Work closely with our Product teams to support, enhance and drive the adoption of our account opening technology solutions.
• Manage key performance indicators (KPIs) to track operational efficiency and effectiveness.
• Drive adoption of Client Service Operations offerings by clearly communicating the value/benefit of the service as well as ongoing process refinement.
• Develop and adhere to team standards, including Service Level Agreements, quality control processes, and process documentation.

Team Leadership & Development

• Recruit, mentor, and lead a high-performing operations team, emphasizing career development and alignment with organizational values.
• Build unified teams across locations
• Provide coaching and training to foster team growth and operational excellence.
• Deliver strategic priorities to your team to help align daily tasks to organizational goals
• Encourage cross-training and development of staff to improve productivity and provide higher quality service
• Build and maintain relationships across WEG Leadership, external partners, and vendors to make decisions regarding operational activity and strategic goals

Education/Qualifications

• Bachelor’s degree in business; finance, economics or related
• 5+ years in Financial Services with operations or client service experience
• Proven ability to lead and motivate a team, with strong organizational and project management skills.
• Strong analytical and problem-solving abilities, with attention to detail and a focus on continuous improvement
• Commitment to providing exceptional client service, with the ability to build and maintain strong relationships
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities.
• Superior verbal and written communication skills
• Proficient with Microsoft Office Suite or related software
• Familiarity with Salesforce, Workday, and Custodial Platforms preferred

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. Thus, the entire salary range for those who are classified as the Manager level is $81,100 to $125,300.

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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 participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to 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.