Job description

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 Senior Operations Associate ! The Sr. Operations Associate supports the accurate and timely execution of advisory billing operations, with primary ownership of fee rejection management, collections, fee refunds, and reconciliations. The position also provides cross-functional billing support, subject matter expertise, reporting assistance, and business continuity coverage across core billing activities. This is a Remote position. In the spirit of pay transparency, we are excited to share the base salary range for this position is $55,000 to $65,000 , 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 Primary Responsibilities Manage fee rejections from identification through resolution, including research, follow-up, collection tracking, and documentation of outcomes. Process advisory fee refunds accurately and timely, including validation of supporting information and coordination with appropriate internal partners. Complete reconciliations, investigate discrepancies, and support the resolution of outstanding reconciling items. Prepare and complete accounts receivable uploads, verifying data for completeness and accuracy prior to submission. Support referral billing submissions and other miscellaneous billing functions, including issue resolution and recurring operational activities. Secondary Responsibilities Provide cross-coverage for one-off fee submissions across custodians and follow applicable billing controls and documentation requirements. Serve as a team resource and subject matter expert for billing processes, questions, and issue resolution. Support dashboards and reporting by assisting with data validation, exception follow-up, and recurring operational reporting needs. Maintain business continuity and operational coverage across core billing functions through cross-training, procedure maintenance, and backup support. Other projects and activities as needed Education/Qualifications High school diploma or equivalent required; post-secondary education preferred Five years of financial services experience required, preferably in an RIA or broker-dealer environment Experience with portfolio accounting or management systems, preferably Orion, and CRM systems such as Salesforce Orion billing experience preferred Proficiency with Microsoft Office; advanced Excel skills required Securities and/or insurance licenses a plus Strong verbal and written communication skills Ability to work independently and collaboratively within a team Strong analytical, problem-solving, and attention-to-detail skills Ability to adapt to changing processes and procedures while incorporating new requirements into standard workflows Demonstrated ability to effectively use AI tools and technologies in daily work tasks. Requirements include understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards. Comfort with learning new AI applications and understanding their appropriate use cases and limitations. As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected. 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 $58,300 - $81,600. However, the base salary range bolded above ($55,000 to $65,000) is what we expect to pay as a starting range for this position. 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.

Requirements

Must-haves

Manage fee rejections from identification through resolution, including research, follow-up, collection tracking, and documentation of outcomes.
Process advisory fee refunds accurately and timely, including validation of supporting information and coordination with appropriate internal partners.
Complete reconciliations, investigate discrepancies, and support the resolution of outstanding reconciling items.
Prepare and complete accounts receivable uploads, verifying data for completeness and accuracy prior to submission.
Support referral billing submissions and other miscellaneous billing functions, including issue resolution and recurring operational activities.
Secondary Responsibilities
Provide cross-coverage for one-off fee submissions across custodians and follow applicable billing controls and documentation requirements.
Serve as a team resource and subject matter expert for billing processes, questions, and issue resolution.
Support dashboards and reporting by assisting with data validation, exception follow-up, and recurring operational reporting needs.
Maintain business continuity and operational coverage across core billing functions through cross-training, procedure maintenance, and backup support.
Other projects and activities as needed
Education/Qualifications
Five years of financial services experience required, preferably in an RIA or broker-dealer environment
Experience with portfolio accounting or management systems, preferably Orion, and CRM systems such as Salesforce
Proficiency with Microsoft Office; advanced Excel skills required
Strong verbal and written communication skills
Ability to work independently and collaboratively within a team
Strong analytical, problem-solving, and attention-to-detail skills
Ability to adapt to changing processes and procedures while incorporating new requirements into standard workflows
Demonstrated ability to effectively use AI tools and technologies in daily work tasks.
Requirements include understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards.

Nice-to-haves

High school diploma or equivalent required; post-secondary education preferred
Orion billing experience preferred
Securities and/or insurance licenses a plus

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

goai

Platform: workday
Effort: long

Benefits

Benefits detected in the listing.

Dental

Vision

401k

Pto

Paid Time Off

Parental Leave

Wellness

Professional Development