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 excellent opportunity for SVP, Finance & Treasury. This leadership role is responsible for driving enterprise-wide financial planning, analytics, and risk management for WEG, including developing and overseeing models and processes for the annual operating plan, forecasts, and five-year strategic plans. The role will deliver high‑impact reporting and analytics—both ongoing and ad hoc—to support informed decision‑making by the Board of Directors and business unit leaders, while also supporting the implementation and optimization of reporting and analytics systems that enable efficient, organization‑wide access to data (including Cognos, Tamarac, Salesforce, and other tools as identified). In addition, the role will identify, monitor, and help manage the firm’s financial risk profile to support sustainable growth and long‑term performance.

Primary Job Functions

Lead financial processes related to annual plan, OT1/OT2 forecasts and 5-year strategic planning

Work directly with executive team, BOD and sr. leaders to establish and model key assumptions, investments and results

Deliver necessary documentation and ongoing reporting to leadership to manage and monitor results

Development and deliver ongoing and ad-hoc reporting to WEG BOD and business leadership

Ongoing KPI and key results reporting (monthly, quarterly, annually)

Ongoing analytics of key results (i.e. AUM roll forward results including new money, net flows, terms, etc.), financials (revenue and expense driver analysis) and staffing needs (including development of staffing models)

Ongoing analysis and KPI reporting related to the company’s discretionary spending including marketing, M&A, etc.

Support delivery of reporting and analytic systems

Upgrade and maintain financial reporting in COGNOS or other tools for ongoing reporting and ad hoc analytics

Leverage other analytic platforms (potentially Tamarac, Salesforce, etc.) to deliver enhanced analytics to sr. leadership to drive business results – AUM roll forward, advisor dashboards, marketing investments, etc.

Become centralized “one source of truth” for key KPI results for WEG including playing active role in data governance and architecture

Train and encourage use of proper reporting and analytic tools

Lead identification, monitoring and management of the firm’s risk profile

Oversee management of covenant and other requirements of debt and credit facilities

Cash flow forecasting and analysis

Identify major financial risks for firm and mitigation plans (i.e. financial flexibility in bear equity market scenario)

Strategic Leadership

Set strategic direction for the function and ensure successful execution

Manage org structure to effectively meet functional objectives.

Monitor functional trends; recommend and implement best practices

Manage department budget

Partner with their manager team and Human Resources to hire top talent and/or work through performance management concerns

Education/Qualifications

Bachelor's degree (or equivalent experience) in finance, accounting or related field

15+ year track record of driving results and organizational growth within financial services and finance leadership roles

Must be able to communicate and manage relationships sr. leadership across all departments

Demonstrated skills in coaching and mentoring a staff

Exhibit solid thought leadership and problem-solving capabilities

Must actively pursue opportunities to increase visibility and value delivered throughout organization

Must be able to understand and leverage data and analytics to improve decision making and results

Excellent command of Microsoft Word, Excel, PowerPoint, etc. with an aptitude to learn new software

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.

Wealth Enhancement Group

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