In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts.

That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth.

Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.

Wealth Enhancement

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 UHNW Operations Consultant Lead! This senior-level role provides operational leadership, advanced portfolio accounting expertise, and customized performance reporting support for Wealth Enhancement Group’s most complex ultra high net worth (UHNW) client relationships. You will play a central part in designing, executing, and continuously improving tailored reporting solutions for multi-entity households, trusts, partnerships, foundations, and alternative investments. This is a key position in an evolving UHNW service model.

This is a Remote position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $120,000 to $150,000, 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

Ultra High Net Worth Client Support

Partner with UHNW Relationship Managers, Financial Advisors, product teams, and operations partners to support bespoke UHNW client needsServe as the primary operational and performance reporting lead for complex UHNW client relationships, including multi-entity households, trusts, partnerships, foundations, closely held assets, alternative investments, and personal accountsDeliver high-touch internal support for time-sensitive, client-impacting requestsServe as a senior subject matter expert and escalation point for complex UHNW operational, portfolio accounting, and performance reporting matters

Performance Reporting and Custom Report Creation

Perform detailed analysis of investment performance dataLead the design, implementation, and ongoing refinement of scalable UHNW performance reporting frameworksCreate and maintain highly customized reports, including consolidated performance, entity-level reporting, net worth summaries, and asset allocation viewsBuild and enhance reporting templates tailored to UHNW clients and evolving client needsDesign, test, and refine reporting structures within Orion, including workflows for handling complex, multi-entity, and alternative investment dataIdentify system limitations and develop creative, manual, or interim solutions to deliver accurate and timely reportingTroubleshoot performance discrepancies and collaborate with internal teams to resolve issuesEducate advisors on performance calculations, benchmarks, and reporting methodologies

Alternative Investment and Manual Account Maintenance

Oversee setup and maintenance of alternative investments and manually maintained accounts within Orion and related systemsConvert valuation and transaction data into portfolio accounting system templatesSupport development of repeatable processes for incorporating alternative and illiquid investments into reporting outputsTroubleshoot account setup, valuation, and reporting issues across complex client structures

Other Projects And Cross-Functional Support

Play a central role in building and evolving the UHNW operations and reporting function, including defining best practices, workflows, and scalable processesServe as a key contributor to the ongoing development and optimization of Orion for UHNW use cases, including data structure, account configuration, and reporting capabilitiesAct as a senior liaison between UHNW Relationship Management, Advisors, Investments, Product, Operations, and Technology to translate complex client needs into reporting, data, and workflow solutionsProvide guidance, training, and subject matter expertise to advisors and internal partners on UHNW reporting capabilities, limitations, and best practicesLead cross-functional operational improvement initiatives related to UHNW reporting, alternative investments, data integrity, and service deliveryCross-train and provide support across Operations as neededAll other duties as assigned. 

Education/Qualifications

Bachelor's degree (or equivalent experience) preferredMinimum of 8 years of experience in financial services operations, investment reporting, portfolio accounting, family office operations, private wealth, or UHNW client serviceMinimum of 3 years of direct experience supporting UHNW, family office, institutional, or complex multi-entity client relationshipsStrong experience with portfolio accounting and performance reporting systems (such as Addepar and Orion Advisor Technology)Deep understanding of portfolio accounting, performance calculation methodologies, benchmark application, cash flow treatment, reconciliation, manual asset valuation, and consolidated reporting across multiple entitiesDemonstrated experience working in environments with incomplete systems or data, with the ability to build processes and solutions from scratchAbility to identify, research, and resolve complex performance discrepancies involving alternative investments, illiquid assets, manual accounts, multi-custodian data, and non-standard reporting structuresAdvanced proficiency in Microsoft ExcelSalesforce or CRM experience preferredStrong analytical, organizational, and problem-solving skillsExcellent written and verbal communication skillsAbility to work independently and collaboratively in a fast-paced environment

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 $104,800.00- $157,200.00. However, the base salary range bolded above ($120,000 to $150,000) 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 developmentMedical, 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 expensesLife and AD&D insurance – employer paid and voluntary optionsShort-term and long-term disability, workers compensation – employer paid401k with match and profit sharingWellness programs and resourcesVoluntary benefits, including pet insurance18 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.



UHNW Operations Consultant (Remote)

What the job involves